Skip to Content

Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 25.4
edited by David Stadnyk
on 2026/03/23 15:52
Change comment: There is no comment for this version
To version 17.1
edited by Isaac Mejia
on 2025/12/15 17:02
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.DavidStadnyk
1 +XWiki.IsaacMejia
Content
... ... @@ -2,34 +2,48 @@
2 2  
3 3  = Sale For Existing Member =
4 4  
5 -Use **Existing Member Sale** to sell a product, package, or service to a member already in the system. Navigate to **Sales > Existing Member Sale** and search by first name, last name, or member ID.
5 +{{info}}KB: MSI Knowledgebase • Category: Member Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/sale-for-existing-member_1487437960>>https://membersolutions-9221154.hs-sites.com/kb/sale-for-existing-member_1487437960]]{{/info}}
6 6  
7 -[[image:1774023384671-630.png]]
7 +* [[Sales>>Sales_1616707657.html]]
8 +
9 + Sale For Existing Member
10 +
11 + Created by
12 + Amith on Feb 05, 2021
13 +
14 +**Sales > Existing Member**
15 +
16 +Use **Existing Member Sale **when selling an item, package or service to a specific member. Go to **Sales>Existing Member Sale**.
17 +
18 +image:kb-1487437960-1487569024-1.png
8 8  **Choose User Type.** You can search for Member, Trainer or All. User Trainer if you are creating a sale to a staff member - "purchased by" staff.
9 9  
10 -[[image:1774279469717-233.png]]
21 +image:kb-1487437960-1487569030-1.png
11 11  
12 -Click **Search**, then double-click anywhere on the member's highlighted row to select them. Avoid clicking the first or last name directly, as this will open the member's profile in a separate window instead.
23 +Search for the Member by **Member ID**, **First Name** and/or **Last Name**. Click **Search**, then double click on line for the member you need. //Note: Clicking the Member Name will open the Member Profile in a separate window.//
13 13  
14 -[[image:1774023549165-749.png]][[image:1774024226989-850.png]]
25 +image:kb-1487437960-1487569036-1.png
15 15  If your member is not found, a pop up will give you the option to add them. [[Click Here>>https://msisupport.zendesk.com/hc/en-us/articles/115000293086]] for for more details on adding a member during the sale.
16 16  
17 -[[image:kb-1487437960-1487569042-1.png]]
28 +image:kb-1487437960-1487569042-1.png
29 +Next choose a **Product**, **Service**, or **Package** to sell. You can add multiple items from any category. Click **Add to Cart** for each pick. Enter the name under **Member Purchased For** if there is a different Member. Member Manager will search for a current member record or give you an option to //Add New Member// if the record is not found. //**Note: If you are selling a contract you must sell that separately. Go to Sales>New Contract to enter a contract.**//
18 18  
19 -Select the Products, Services, or Packages you wish to sell — multiple items from any category can be added. Click **Add to Cart** after you have selected the desired Products, Services, etc.
31 +image:kb-1487437960-1487569048-1.png
20 20  
21 -**Note:** Contracts must be sold separately via **Sales > New Contract**.
33 +Click to remove an item.
22 22  
23 -[[image:1774279849453-644.png]]
35 +* Click to add Renewal settings for a Package.
24 24  
25 -[[image:1774279829893-617.png]]
37 +image:kb-1487437960-1487569054-1.png
38 +image:kb-1487437960-1487569060-1.png
26 26  
27 -* After clicking Add To Cart, you can change the quantity, add discounts, and change who the item  and If purchasing on behalf of a different member, enter their name in the **Member Purchased For** field; Member Manager will locate their record or offer the option to add a new member if not found.
40 +* Click **Checkout** to complete the sale.
28 28  
29 -
30 -[[image:kb-1487437960-1487569072-1.png]]
42 +image:kb-1487437960-1487569066-1.png
43 +image:kb-1487437960-1487569072-1.png
31 31  Once the Invoice is created, choose the payment method and click **Pay Now.**
32 32  
33 -[[image:kb-1487437960-1487569078-1.png]]
46 +image:kb-1487437960-1487569078-1.png
34 34  
35 35  {{include reference="KBSupportCTA.WebHome"/}}
49 +
1774023384671-630.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.DavidStadnyk
Size
... ... @@ -1,1 +1,0 @@
1 -19.3 KB
Content
1774023549165-749.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.DavidStadnyk
Size
... ... @@ -1,1 +1,0 @@
1 -16.0 KB
Content
1774024226989-850.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.DavidStadnyk
Size
... ... @@ -1,1 +1,0 @@
1 -5.3 KB
Content
1774279469717-233.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.DavidStadnyk
Size
... ... @@ -1,1 +1,0 @@
1 -2.8 KB
Content
1774279610929-219.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.DavidStadnyk
Size
... ... @@ -1,1 +1,0 @@
1 -43.5 KB
Content
1774279829893-617.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.DavidStadnyk
Size
... ... @@ -1,1 +1,0 @@
1 -44.8 KB
Content
1774279849453-644.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.DavidStadnyk
Size
... ... @@ -1,1 +1,0 @@
1 -32.6 KB
Content