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.

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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** after you have selected the desired Products, Services, etc.

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

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[[image:1774279849453-644.png]]

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[[image:1774279829893-617.png]]

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After clicking **Add to Cart**, you can adjust the quantity, apply discounts, remove any incorrectly added items, and update the **Member Purchased For** field if purchasing on behalf of a different member. Member Manager will locate their record or offer the option to add a new member if not found.

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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.
		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 after you have selected the desired Products, Services, etc.
		20
		21	Note: Contracts must be sold separately via Sales > New Contract.
		22
		23	[[image:1774279849453-644.png]]
		24
		25	[[image:1774279829893-617.png]]
		26
		27	After clicking Add to Cart, you can adjust the quantity, apply discounts, remove any incorrectly added items, and update the Member Purchased For field if purchasing on behalf of a different member. Member Manager will locate their record or offer the option to add a new member if not found.
		28
		29	Once the Invoice is created, choose the payment method and click Pay Now.
		30
		31	[[image:kb-1487437960-1487569078-1.png]]
		32
		33	{{include reference="KBSupportCTA.WebHome"/}}

Wiki source code of Sale For Existing Member