Creating a new discount

Admin permissions or restricted permissions to Manage Discounts.
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 contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

In this article, we look at creating new discounts to be applied to your items/products.

New to discounts and voucher codes? Be sure to read the first article in this series for an introduction!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the discounts and voucher codes feature.

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 are using items versus products, as illustrated below.

New Item Discount

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

New Product Discount

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

While most settings are common to both items and products, unique fields are included in the descriptions below.

- Specifying the name of the discount

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.

- Providing a discount code

Enter a short, unique discount code to be used at the time of booking.

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

The Customer must enter this code, which is not case-sensitive, in order 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.

- Uploading Vouchers/ Enable Single-Use Vouchers

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

To learn more about uploading vouchers, please consult the following articles:

- Determining the discount amount

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

- Specifying discount type/applies to

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, then 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, then the Customer does not owe anything upon checkout.

- Configuring recurrence

Configure discounts to be applicable 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 have the option to 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 desired weekdays under Applicable Days.

- Applying rules (items only)

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.

- Applying to items/products

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 to.

Frequently Asked Questions

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.

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

Articles in this section

Creating a new discount