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Wiki source code of Sell Packages and Services

Version 3.1 by Isaac Mejia on 2025/12/15 16:55
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Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Sell Packages and Services =
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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}}
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7 * [[Member Solutions Product Support>>index.html]]
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9 * [[Table of Contents>>Table-of-Contents_1534033990.html]]
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11 Sell Packages and Services
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13 Created by
14 Amith, last modified on Feb 18, 2021
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16 Aside from Contracts, there are three other types of sales that a client can make.
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18 * **Packages**
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20 Packages are a grouping of Services and/or Products. Packages can be set to renew at certain intervals, or when the number of items remaining goes below a certain threshold.
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22 * **Services**
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24 Services are individual items used for checking into appointments and classes.
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26 * **Products**
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28 Products are any items that are not marked as services in the inventory. These are general good such as merchandise and food/drink
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30 To begin a non-contract sale, highlight the **Sales** tab, and click on **User Lookup.**
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32 “insert picture here”
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34 Use the search fields to locate the member who is making the purchase
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36 “insert picture here”
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38 Click on the line the members name appears on, not the actual name itself
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40 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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42 If you need to change the purchased for member, you can do so by changing the Member Purchase For field
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44 “insert picture here”
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46 You can then select any packages/services/products from the inventory menus and then clicking add to cart.
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48 “insert picture here”
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50 If you need to increase the quantity of the package/item you can do so by changing the quantity field
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52 You can also add a discount using the discount field.
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54 “insert picture here”
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56 To setup a package to renew, click on the renew product button.
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58 “insert picture here”
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60 (Note: if this button appears darkened, the package has a default renewal setup, you can still edit this by clicking on it)
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62 This will open up the Renewal Details pane
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64 “insert picture here”
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66 From here you can set up the renewal rules.
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68 Make sure to click save when you are done.
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70 Once you have made any changes that need to be made to the items in the cart, click Create Invoice
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72 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.
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74 {{include reference="KBSupportCTA.WebHome"/}}
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