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Last modified by Isaac Mejia on 2026/03/19 17:49
From version 9.1
edited by Isaac Mejia
on 2026/03/19 17:49
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To version 7.1
edited by Isaac Mejia
on 2025/12/15 16:55
Change comment: There is no comment for this version

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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**
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18 18  
19 19  To begin a non-contract sale, highlight the **Sales** tab, and click on **User Lookup.**
20 20  
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21 21  Use the search fields to locate the member who is making the purchase
22 22  
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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.
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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  
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45 +
29 29  You can then select any packages/services/products from the inventory menus and then clicking add to cart.
30 30  
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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.
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35 35  To setup a package to renew, click on the renew product button.
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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  
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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.
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47 47  This will take you to the invoice Pane where you can choose a payment source and pay the invoice, or click save to save it for later.
48 48  
49 49  {{include reference="KBSupportCTA.WebHome"/}}
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