Learn how to prepare and upload voucher codes for products, including viewing uploaded vouchers and adding more vouchers.
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?
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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 using classic items (Inventory > Items) and our classic products version using classic products (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.
Preparing to upload vouchers
Instead of supplying a single discount code, you may wish to upload a list of pre-defined voucher codes.
To prepare your file for upload:
- Open your favourite spreadsheet programs, such as Numbers or Excel.
- List your voucher codes in column A, one code per row.
- Save as a CSV or TXT file to your computer.
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The voucher list should use the following file formats. Each code must be unique.
The codes should consist of letters, numbers, and dashes only. Using any other characters may prevent the discounts from being appropriately applied. Example: SALE-123 |
You can use a third-party solution such as randomcodegenerator.com to quickly compile an extensive voucher code list.
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Alternatively, you can use Google Sheets and the Random Generator add-on to generate voucher codes. Learn more here: |
Uploading vouchers for use with products
You can upload the list when creating (or editing) a discount, as described in the previous article in this series.
First, select the Voucher code option under How to use this discount.
Next, click in the Select a file box that displays to the left under the Voucher code sub-heading to choose the CSV file you want to upload or drag a CSV file to that spot to upload the file automatically.
Once the file is uploaded, the number of voucher codes uploaded successfully displays to the right of the file upload.
Configure the rest of the settings described in our article: Creating new discounts (new).
Finally, click Save to save your changes and create the new discount.
Viewing vouchers once uploaded
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Once uploaded, you can see a list of your available vouchers by visiting the Promotions report (Reports > Other Reports). Learn more here: |
Adding additional vouchers
You can come back to add more voucher codes at a later date. You can follow the same steps to upload a new file.
< Filtering, searching, and sorting your Discounts list | Using Google Sheets to generate random voucher codes >