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Wiki source code of Sell Packages and Services

Last modified by Isaac Mejia on 2026/03/19 17:49
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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Sell Packages and Services =
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5 Aside from Contracts, there are three other types of sales that a client can make.
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7 * **Packages**
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9 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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11 * **Services**
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13 Services are individual items used for checking into appointments and classes.
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15 * **Products**
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17 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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19 To begin a non-contract sale, highlight the **Sales** tab, and click on **User Lookup.**
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21 Use the search fields to locate the member who is making the purchase
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23 Click on the line the members name appears on, not the actual name itself
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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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27 If you need to change the purchased for member, you can do so by changing the Member Purchase For field
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29 You can then select any packages/services/products from the inventory menus and then clicking add to cart.
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31 If you need to increase the quantity of the package/item you can do so by changing the quantity field
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33 You can also add a discount using the discount field.
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35 To setup a package to renew, click on the renew product button.
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37 (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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39 This will open up the Renewal Details pane
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41 From here you can set up the renewal rules.
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43 Make sure to click save when you are done.
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45 Once you have made any changes that need to be made to the items in the cart, click Create Invoice
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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.
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49 {{include reference="KBSupportCTA.WebHome"/}}