Follow

Upgrading a Membership

1. Log In to Sales. (Image 1)

Image 1

2. Select Maintenance and look up the order by inputting the customer's Last NameOrder # or Member #. Then select the order you want to work with. (Image 2)  

 

Image 2

3. Double click the order that you want to change and go to the Order Item Summary. (Image 3)

Image 3

4. In the Order Item Summary click the price of the membership you wish to update. (Image 4)

Image 4

5. The Change Price widow will popup. Select the New Price under Selectable Prices. (Image 5)

 

Image 5

6. Once you have selected the new price,  you will see the updated membership type in the Item Summary screen. Click Proceed to move to Payment window. (Image 6)

Image 6

7. If this is an even exchange and no money is due, click Finalize to complete the changes made. If there is a balance due or a refund owed to the customer process the payment/refund to finalize the order. (Image 7)

 

Image 7

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments