How To Sell Inventory Items

//How To Sell Inventory Items
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How To Sell Inventory Items

Membership Integrity System makes it very easy to sell inventory items directly from the system without the need for another club management system. There are two ways to sell inventory items. One is to sell an inventory item to a walk in or non member and the other it to sell the inventory item to an actual member. If you sell the inventory item to a walk in or non member, the invoice will still be created and will still be reportable but will not be linked to an actual member. By contrast, if you sell the inventory item to an actual member, the member will be linked to the invoice and payments. We will show you how to do do both.

To sell an inventory item to a walk in or non member:

  1. Click [Your Location Name] – Purchase Items
  2. Either scan the upc of the product that will be purchase or you can search for the inventory item by clicking Actions-Search Inventory.
  3. Repeat Step 2 for all the products that you wish to sell.
  4. Once you have all the products in the list, you will notice that the system automatically calculated the gross, tax, and net.
  5. The following will show you how to take payment based on different scenarios.
    • If the customer will be paying the exact change or you do not want to use the system to calculate change and they will be paying in cash, then just click the Full Cash Payment link. Doing this will automatically apply a cash payment to the purchase.  Press the Check Out button to complete purchase
    • If the customer will be paying with a non cash payment like credit card or check, or if the customer will be paying with multiple payment methods like partial cash and partial credit card, then you can click the [+] button and add the payments as needed. Press the Check Out button to complete purchase after adding all payment methods.
  6. After completing the purchase, the system will automatically create an invoice and preview a receipt which you can print.

To sell an inventory item to an actual member:

  1. From the member’s account/profile, click the dollar bill button.
  2. Either scan the upc of the product that will be purchase or you can search for the inventory item by clicking Actions-Search Inventory.
  3. Repeat Step 2 for all the products that you wish to sell.
  4. Once you have all the products in the list, you will notice that the system automatically calculated the gross, tax, and net.
  5. The following will show you how to take payment based on different scenarios.
    • If the customer will be paying the exact change or you do not want to use the system to calculate change and they will be paying in cash, then just click the Full Cash Payment link. Doing this will automatically apply a cash payment to the purchase.  Press the Check Out button to complete purchase
    • If the customer will be paying with a non cash payment like credit card or check, or if the customer will be paying with multiple payment methods like partial cash and partial credit card, then you can click the [+] button and add the payments as needed. Press the Check Out button to complete purchase after adding all payment methods.
  6. After completing the purchase, the system will automatically create an invoice and preview a receipt which you can print.
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