Sale For Existing Member - Member Solutions Knowledge Base

= Sale For Existing Member =

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.

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[[image:1774023384671-630.png]]

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**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.

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[[image:kb-1487437960-1487569030-1.png]]

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Click **Search**, then hover your cursor over the member line you need. It will highlight blue. Double click anywhere on line, not the first or last name itself. //Note: Clicking the Member Name will open the Member Profile in a separate window.//

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[[image:1774023549165-749.png]][[image:1774024226989-850.png]]

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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.

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[[image:kb-1487437960-1487569042-1.png]]

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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.**//

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[[image:kb-1487437960-1487569048-1.png]]

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Click to remove an item.

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* Click to add Renewal settings for a Package.

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[[image:kb-1487437960-1487569054-1.png]]

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[[image:kb-1487437960-1487569060-1.png]]

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* Click **Checkout** to complete the sale.

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[[image:kb-1487437960-1487569066-1.png]]

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[[image:kb-1487437960-1487569072-1.png]]

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Once the Invoice is created, choose the payment method and click **Pay Now.**

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[[image:kb-1487437960-1487569078-1.png]]

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author	version	line-number	content
		1	{{include reference="KBArticleHeader.WebHome"/}}
		2
		3	= Sale For Existing Member =
		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.
		6
		7	[[image:1774023384671-630.png]]
		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
		10	[[image:kb-1487437960-1487569030-1.png]]
		11
		12	Click Search, then hover your cursor over the member line you need. It will highlight blue. Double click anywhere on line, not the first or last name itself. //Note: Clicking the Member Name will open the Member Profile in a separate window.//
		13
		14	[[image:1774023549165-749.png]][[image:1774024226989-850.png]]
		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
		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.//
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		20	[[image:kb-1487437960-1487569048-1.png]]
		21
		22	Click to remove an item.
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		24	* Click to add Renewal settings for a Package.
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		26	[[image:kb-1487437960-1487569054-1.png]]
		27	[[image:kb-1487437960-1487569060-1.png]]
		28
		29	* Click Checkout to complete the sale.
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		31	[[image:kb-1487437960-1487569066-1.png]]
		32	[[image:kb-1487437960-1487569072-1.png]]
		33	Once the Invoice is created, choose the payment method and click Pay Now.
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		35	[[image:kb-1487437960-1487569078-1.png]]
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		37	{{include reference="KBSupportCTA.WebHome"/}}

Wiki source code of Sale For Existing Member