Sales >New Contract
Member Manager sales are split into Products, Services, Packages and Contracts. The Contract sales process is done separately from the other three, and you are not able to combine Product, Service or Package sales with the Contract sale. There are two ways to start a Contract sale.
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If starting from Sales>New Contract, you will need to add the Purchased By. Type the name of the Purchased By member in the field to search. If starting from the Member profile, the Purchased By name will be automatically entered. Choose the staff member who sold the contract, and the Contract item from the drop down and click Create Contract.
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Add Member(s): If the contract is for another Member, type the name in the Member the Member Purchased For fieldFor field. The system will automatically search for any matches. Click the name of the match, or if there are no matches click Add New Member in the drop down. You will see the Add the Add New Member windowMember window. Fill in the required fields and click Addclick Add. To add multiple members to this contract, click the .
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From here you can change the item total or click the + sign to add additional items. Note: This will only change the items and prices for this specific contract. To edit items for all contracts of this type go to Setup>Inventory>Packages.
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Click Save & Update Payment Schedule when finished with your changes. Then verify the payment schedule at the bottom (you can adjust the payment dates using the Update Dates drop down if needed) and click Save and Continue.
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Accept Contract: Once you click Save and Continue, the contract PDF will be generated. Verify the contract is correct. If your contract settings are set for Digital Signature, you will need to type the Purchased By name in the signature areas. If you are set for Finger Signature, you can use your mouse or your touch screen tablet to sign. Click Print Contract for a hard copy if needed, and click Save & Continue.
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Checkout: Create invoice and complete contract. Once the contract PDF is saved, the contract will be listed in the shopping cart. If you need to go back and edit the contract details again, click click the Edit icon. If you wish to remove the contract from the cart and start over, click click the trash can. Otherwise click Checkout to click Checkout to create and pay the first invoice.
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Pay Invoice: Choose how the first invoice will be paid, and click Pay to finalize the contract.
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