Selling a product directly to a member or contact

How to complete the sale of a product to a customer.

You can sell products to members or contacts directly from the operation module or from the dashboard.

Products sold directly to a member or contact can be one-off or recurrent.

To sell a product to a member or contact

You can ask Monika how to sell a product to customer

1. If the side menu is not visible, click .

2. In the side menu, click Operations, then click Members & Contacts.

3. Click the member or contact to whom you want to sell a product.

4. Beneath the user's name, click Sales.

5. At the bottom of the page, click Add product to customer

   

6. In the Product drop-down box, select the product the member wants to buy.

7. If the product is needed now (prior to invoicing), set Activate now to Yes.

8. In the Invoicing section, select the required options (use the on-screen hints to learn about each option).

9. Click Save.