Creating a new discount

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Learn how to create new discounts to apply to your items/products.

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

 

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Inventory > Discounts

What prerequisites are there?

• Admin permissions or restricted permissions to Manage discounts.
  
  

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

• Discount and voucher codes are available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront. NOTE: Some features are not yet available with products, including the Active Discounts report, discount rules, open discounts, edit columns, and the option to export your list of discounts.

 

New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please reach out to our Technical Support team for more information. Discover more product-related help articles here: Products (New).

 

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To create a new discount when using items or products, click on + New Discount from the main discount page (Inventory > Discounts).

Options vary slightly if you use items versus products, as illustrated below.

 

If you are using items, then you see the above options.

 

Specify a descriptive name for the discount (e.g., June Special). This is used internally for reporting and is seen by the Customer on their invoice.

 

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.

 

Enter a short, unique discount code to be used when booking.

The discount code should be alpha-numeric and not contain any spaces.

The Customer must enter this code, which is not case-sensitive, to receive the discount.

Using items? Leave the field empty to create an open discount. This means the discount is given to everyone automatically during the period specified further down the page.

 

Note that products do not support applying an open discount at this time.

 

When uploading a list of vouchers for items, be sure to leave the Discount Code field blank.

 

These options allow you to upload vouchers for use within Checkfront. 

 

To learn more about uploading vouchers, please consult the following articles: Uploading voucher codes for use within Checkfront Using Google Sheets to generate random vouchers Using Groupon vouchers with Checkfront

 

Specify the Discount Amount. This is the discount value you wish to apply to the booking.

 

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

You may also choose to apply the discount based on the individual item/product in the booking or the booking total, either before or after tax.

 

• Per Item/Product

Calculates the discount based on the current price and quantity of each (applicable) item/product booked. For example, a discount of $5.00 totals $15.00 when 3 applicable items are booked at once.

 

• Per Booking, After Tax

Calculates the discount based on the order total, including any applicable taxes. For example, ($100 + 5% tax) - $10 discount = $95.00

 

• Per Booking, Before Tax

Calculates the discount based on the order subtotal, excluding any applicable taxes. For example, ($100 - $10 discount) + 5% tax = $94.50

 

If offering a 100% discount, for example, the Customer is still responsible for the taxes if the discount is set to per booking, after tax. If set to per item or per product, the Customer does not owe anything upon checkout.

Configure discounts to apply on certain days only and to specific items/products and categories.

 

• Always (don't expire):

A permanent discount that is not defined by date. For products, this option is named Always Valid.

 

• One Time Event/Date Range:

For items, you can specify a one-time event that is active for the date range defined in the date dropdown fields.

For products, the equivalent setting is controlled by the Always Valid switch. Enable this switch to choose a start and end date from the displayed fields.

 

• Weekly (by day of week)/Applicable Days

A recurring item discount based on the day of the week, active for the dates defined. In this example, the item discount only works on Tuesdays and Thursdays between June 14th and July 14th, 2022.

For products, the equivalent option is to deselect the Always Valid switch, and to checkmark the weekdays you prefer under Applicable Days.

 

Attach a rule set to the item discount. By combining rule sets with discounts, you can create powerful inventory adjustments and enforce booking policies.

Note that products do not support applying rule sets at this time.

 

By default, item discounts are applied globally to all items in your inventory.

If you need only to adjust a certain category or item, then click Select None and choose your items/categories individually.

Product discounts are not applied by default to your inventory, requiring you to Select All or choose individual categories/products you want the discount to apply.

 

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How many discount codes can be applied to a product/item?

Each product/item on a booking supports one discount code applied at a time.

How do I disable a discount code?

There is an option to disable a discount when editing a discount code entry.

Using products? Select the blue Enable Discount button at the top right of the page so that the button turns grey.

Using items? Select the Disable button on the left of the page. Next, choose to Remove the discount from the Are you sure? module. You can also clear the checkmark in the Enabled option at the bottom of the discount to disable it. 

Finally, save the change, and the discount code can no longer be used on bookings!

 

 

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< Introduction to discount and voucher codes    |     Uploading voucher codes >

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