Learn how to create discounts to apply to 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, new or both?
This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
This article series is for those on our new version who use products (Inventory > products). You can find the articles related to our classic version here: Discounts & Vouchers (Classic).
NOTE: Some Discount 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.
Creating new discounts
Back to topTo 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 required information, as described below.
|
More than one discount applies If multiple discounts are applicable to the same product during a specific period, the system will apply the highest discount. For example, A product costs $100.00 with 50%, 20%, $5.00, and $80 discounts applicable to the product booking.
In this case, the highest discount of $80.00 is applied. We advise against applying both 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
Back to topYou can specify a descriptive Name for the discount (e.g., June Special), which can be a maximum of 50 characters. 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. |
Determining discount amounts
Back to topSpecify the discount Amount. This is the discount value you'd like to apply to the booking.
Specifying discount types
Back to topSpecify whether the discount is a percentage or a fixed amount.
Configuring discount periods
Back to topWith the Discount period setting, you can set when the valid date range for the discount.
• Always Valid
By default, the Discount period is set to be Always valid. This is a permanent discount that is not defined by date.
• Date Range
You can turn off the Always Valid switch to show the Date Range field. Using the date picker, you can choose a start and end date from the displayed fields.
If the date range is not set, the discount is always valid.
|
The discount date range applies to a booking's start and end dates, not the date that the booking is created. 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 apply only on Tuesdays and Thursdays between June 14th and July 14th, 2024.
Deciding how to use the discount
Back to topWith the How to use this discount setting, you can choose the type of discount you create. You can choose from a discount code or 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 is applied automatically to all applicable products.
The discount code should be alpha-numeric and not contain any spaces.
This code can be used by multiple customers more than once.
|
Products do not support applying an open discount at this time. |
• Creating voucher codes
Choose the Voucher code option if you want 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.
|
To learn more about uploading vouchers, please consult the following articles: |
Next, you need to select how to apply the discounts.
Selecting how to apply discounts
Back to topFor those using discount codes or voucher codes, you need to select how to apply the discounts.
• Per Product, Per Quantity Booked
A discount is applied 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 discount of $5.00 for each applicable product booked (x3) = $15.00.
• Per Booking, After Tax
The discount is applied to the order subtotal after tax. For example, ($100 + 5% tax) - $10 discount = $95.00
• Per Booking, Before Tax
The discount is applied to the subtotal before tax. For example, ($100 - $10 discount) + 5% tax = $94.50
|
If a 100% discount is offered, the Customer is still responsible for the taxes if the discount is set to per booking after tax. If set to per product, the Customer does not owe anything upon checkout. |
Applying discounts to products
Back to topProduct discounts are not applied by default to your inventory. You must select specific products or categories to which the discount should be applied.
Click Select All to apply the discount to all categories and products.
Click Select None to deselect all categories and products.
Frequently Asked Questions
Back to top
How many discount codes can be applied 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 disabling the Enable Discount button at the top right of the page. Remember to Save the change.
< Introduction to discount and voucher codes (new) | Filtering, searching, and sorting your Discounts list >