Skip to Content
Last modified by Isaac Mejia on 2026/03/19 17:49
From version 8.1
edited by Isaac Mejia
on 2026/01/07 15:56
Change comment: There is no comment for this version
To version 2.1
edited by Isaac Mejia
on 2025/12/15 16:55
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -2,6 +2,17 @@
2 2  
3 3  = Sell Packages and Services =
4 4  
5 +{{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/sell-packages-and-services_1534001229>>https://membersolutions-9221154.hs-sites.com/kb/sell-packages-and-services_1534001229]]{{/info}}
6 +
7 +* [[Member Solutions Product Support>>index.html]]
8 +
9 +* [[Table of Contents>>Table-of-Contents_1534033990.html]]
10 +
11 + Sell Packages and Services
12 +
13 + Created by
14 + Amith, last modified on Feb 18, 2021
15 +
5 5  Aside from Contracts, there are three other types of sales that a client can make.
6 6  
7 7  * **Packages**
... ... @@ -18,8 +18,12 @@
18 18  
19 19  To begin a non-contract sale, highlight the **Sales** tab, and click on **User Lookup.**
20 20  
32 +“insert picture here”
33 +
21 21  Use the search fields to locate the member who is making the purchase
22 22  
36 +“insert picture here”
37 +
23 23  Click on the line the members name appears on, not the actual name itself
24 24  
25 25  This will open up the POS and fill in the member you chose as the purchased by and purchased for members.
... ... @@ -26,18 +26,28 @@
26 26  
27 27  If you need to change the purchased for member, you can do so by changing the Member Purchase For field
28 28  
44 +“insert picture here”
45 +
29 29  You can then select any packages/services/products from the inventory menus and then clicking add to cart.
30 30  
48 +“insert picture here”
49 +
31 31  If you need to increase the quantity of the package/item you can do so by changing the quantity field
32 32  
33 33  You can also add a discount using the discount field.
34 34  
54 +“insert picture here”
55 +
35 35  To setup a package to renew, click on the renew product button.
36 36  
58 +“insert picture here”
59 +
37 37  (Note: if this button appears darkened, the package has a default renewal setup, you can still edit this by clicking on it)
38 38  
39 39  This will open up the Renewal Details pane
40 40  
64 +“insert picture here”
65 +
41 41  From here you can set up the renewal rules.
42 42  
43 43  Make sure to click save when you are done.