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:1774279469717-233.png]]

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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.

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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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Select the Products, Services, or Packages you wish to sell — multiple items from any category can be added. Click **Add to Cart** for each item. 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.

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**Note:** Contracts must be sold separately via **Sales > New Contract**.

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[[image:1774279610929-219.png]]

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Click to remove an item.

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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:1774279469717-233.png]]
		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.
		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
		19	Select the Products, Services, or Packages you wish to sell — multiple items from any category can be added. Click Add to Cart for each item. 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.
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		21	Note: Contracts must be sold separately via Sales > New Contract.
		22
		23	[[image:1774279610929-219.png]]
		24
		25	Click to remove an item.
		26
		27	* Click Checkout to complete the sale.
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		29	[[image:kb-1487437960-1487569066-1.png]]
		30	[[image:kb-1487437960-1487569072-1.png]]
		31	Once the Invoice is created, choose the payment method and click Pay Now.
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		33	[[image:kb-1487437960-1487569078-1.png]]
		34
		35	{{include reference="KBSupportCTA.WebHome"/}}

Wiki source code of Sale For Existing Member