Creating discounts (Classic Products)

Create and manage discount codes in Classic Products to run promotions, boost bookings, and tailor offers to your pricing strategy.

Learn how to create discounts for your products, including specifying discount names, determining discount amounts, configuring discount periods, deciding how to use the discount, selecting how to apply discounts, and applying discounts to products.

New to discount and voucher codes? Read the first article in this series for an introduction to discounts.

 

Where can I find this feature using the top menu?

• Inventory > Discounts
   

What more do I need to use this feature?

• Admin permissions or restricted permissions to Manage discounts.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic item version (Inventory > Items) and our classic products version (Inventory > Products). 
  → Learn more about products

• NOTE: Some features are not yet available with classic products, including the Active Discounts report, discount rules, open discounts, edit columns, and the option to export your list of discounts.

Learn more about discounts for items For a detailed look at discounts and voucher codes for classic items instead, check out the following article: Introduction to discount and voucher codes (Classic Items)

To create a new discount for your products, click the + New Discount button on the Discounts home page (Inventory > Discounts), as explained in the previous article. Then, you can start entering the information you need, as described below.

 

More than one discount applies If Customers apply multiple discounts to the same product during a specific period, the system applies the highest discount. For example, A product costs $100.00 with 50%, 20%, $5.00, and $80 discounts applicable to the product booking.   50% discount > 20% discount 50% discount > $5 fixed discount 50% discount < $80 fixed discount In this case, the system applies the highest discount of $80.00. We advise against applying fixed and percentage discounts to the same product for simplicity's sake. A customer using a discount code will override any other discounts.

 

Specifying discount names

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You can specify a descriptive Name for the discount (e.g., June Special), limited to 50 characters. Names are used internally for reporting and are visible to the Customer on the invoice.

Give descriptive names to vouchers and discounts Be sure to give your vouchers and all discounts descriptive names to help you find them in internal reports, for example, Summer Promo 10% Per Booking, After Tax.

Specify the discount Amount. This amount is the discount value you want to apply to the booking.

Specify whether the discount is a percentage or a fixed amount.

With the Discount period setting, you can set the valid date range for the discount.

 

• Always Valid

By default, the system sets the Discount period to Always valid. The system does not define these discounts by date.

• Date Range

You can turn off the Always Valid switch to show the Date Range field. You can choose a start and end date using the date picker in the displayed fields.

The discount is always valid if you do not set the date range.

Applied discount date range The discount date range applies to a booking's start and end dates, not the date the system created the booking. Ensure that the booking dates are within the discount's active date range.

• Applicable Days

You select which days of the week the discount applies. For example, if you want the discount to be used only on Tuesdays and Thursdays between June 14th and July 14th, 2024.

With the How to use this discount setting, you can choose the type of discount you create. You can choose from a discount code or a voucher code.

• Creating discount codes

Choose the Discount code option if you want Customers to enter a code to be eligible for the discount. 

Enter a unique code in the Discount field provided. In this case, the Customer must enter this code, which is not case-sensitive, to receive the discount. 

You can leave the Discount field blank if you don't want to require a code to apply the discount. In this case, the discount applies automatically to all applicable products.

The discount code should be alphanumeric and not contain any spaces.

This code can be used by multiple customers more than once.

Products and open discounts Products do not support applying an open discount at this time.

• Creating voucher codes

Choose the Voucher code option to offer discount codes for one-time use.

You can upload a CSV file with the list of codes. Drop or select a CSV file to upload using the Voucher code field provided.

Learn more about vouchers For a detailed look at uploading vouchers, check out the following articles: Uploading voucher codes for use within Checkfront (Classic Products) Using Google Sheets to generate random vouchers Using Groupon vouchers with Checkfront

Next, you need to select how to apply the discounts.

Those using discount or voucher codes must select how to apply the discounts.

• Per Product, Per Quantity Booked

The system applies the discount to each applicable product added to the booking.

The discount is calculated based on the current price and quantity of each applicable product booked.

For example, a $5.00 discount per applicable product booked (x3) = $15.00.

• Per Booking, After Tax

The system applies the discount to the order subtotal after tax. For example, ($100 + 5% tax) - $10 discount = $95.00

• Per Booking, Before Tax

The system applies the discount to the subtotal before tax. For example, ($100 - $10 discount) + 5% tax = $94.50

Customers and payable taxes If you offer a 100% discount, the Customer is still responsible for the taxes if you set the discount to per booking after tax. If set to per product, the Customer does not owe anything upon checkout.

Per booking discounts Per booking discounts apply to the overall subtotal of the booking rather than to individual products. Currently, it is not possible to configure a per booking discount that excludes specific products from the subtotal.

Product discounts do not apply to your inventory by default. You must select specific products or categories to which the discount applies.

Click Select All to apply the discount to all categories and products.

Click Select None to deselect all categories and products. 

How many discount codes can I apply to a product?

Customers can apply one discount code to each product within a booking.

How do I turn off a discount code?

When editing a discount code entry, you can turn off a discount by turning off the Enable Discount button at the top right of the page. Remember to click the Save button to save the change.  

Next Steps

In the following article in this series, we look at filtering, searching, and sorting the Discounts list.

< Introduction to discount and voucher codes     |    Filtering, searching, and sorting your Discounts list >