Filtering and sorting your discounts list (Classic Items)

As your list of discounts and vouchers grows, finding what you need—expired codes, specific types, or active promotions- can become more challenging. Filtering and sorting tools help you quickly locate, organize, and manage discount codes. Use them to track status, type, or dates, clean up old codes, or prepare reports.

Learn how to filter the Discounts list (with items) by date, status, and type, and how to search for discounts. We also look at sorting the Discounts list.

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

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Inventory > Discounts
   

What more do I need to use this feature?

• Admin 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, using classic items (Inventory > Items), and our classic products version, using classic products (Inventory > Products). 
  → Learn more about products

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

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

You can filter your Discounts list by date by selecting a date option from the Date dropdown menu. The list of discounts displayed is adjusted to reflect your choice.

You can also display All past, current, and future discounts.

If you have a long list of discounts in your account and want to filter them by status, click the Status button and select one from the dropdown menu.

You can choose from the statuses of All, Active, and Disabled.

You can also sort a long list of discounts by type.

You may filter your list to display All, Discount Code, Vouchers, or Open Discount.

Click the Type button, then select from the dropdown menu.

If you wish to find a specific discount(s) rather than a particular status or type, you can use the search box to enter your search term. The system displays search results below the search field.

You can sort your Discounts list by any column in the table. Click the name of any column to sort the list by that value in ascending or descending order.

Next Steps

You can learn how to edit columns within your discounts list with the following article in this series.

< Using Groupon vouchers for use with items (Classic Items)    |     Editing columns within your discounts list (Classic Items) >