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 22.2
edited by David Stadnyk
on 2026/03/23 15:25
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -15,18 +15,20 @@
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 17  [[image:kb-1487437960-1487569042-1.png]]
18 +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.
20 +[[image:kb-1487437960-1487569048-1.png]]
20 20  
21 -**Note:** Contracts must be sold separately via **Sales > New Contract**.
22 +Click to remove an item.
22 22  
23 -[[image:1774279849453-644.png]]
24 +* Click to add Renewal settings for a Package.
24 24  
25 -[[image:1774279829893-617.png]]
26 +[[image:kb-1487437960-1487569054-1.png]]
27 +[[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.
29 +* Click **Checkout** to complete the sale.
28 28  
29 -
31 +[[image:kb-1487437960-1487569066-1.png]]
30 30  [[image:kb-1487437960-1487569072-1.png]]
31 31  Once the Invoice is created, choose the payment method and click **Pay Now.**
32 32  
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