Set up a Sale
How Sales Work
Access requirements. You'll need the "Prices" permission — view access to see sales, edit access to create or change one. That's a different permission than Discounts, which uses "Promotions."
A sale changes the actual price, not a checkout discount. Putting an item on sale adds a real sale price that coexists alongside its regular price — the register, shelf labels, and product pages all see both, rather than a discount being calculated at checkout.
This is the "sales" a discount's "Stacks with sales" switch refers to. If a discount has that switch on, it can still apply on top of an item that's currently on sale from this feature; if it's off, it won't.
The sale price is a flat dollar amount per item, not a percent off. You can use a sale-wide "Target percentage" (markup, margin, or off retail price) or "Dollars off retail" to bulk-generate that dollar price for every item at once, but what actually gets saved per item is always a dollar figure. Markup adds a percentage on top of your cost, while margin is the share of the finished sale price you keep as profit — so the same number gives you different prices. A sale uses one or the other, not both — applying one clears the other.
A sale is fixed to one store once created. You can't move it to a different store later — duplicate it instead if you need the same sale somewhere else.
Nothing stops the same item from being on two sales at once. Whichever one activates or saves last simply overwrites the other's sale price, with no warning.
Ending a sale — on its own schedule or by deleting it — automatically reverts the price. There's nothing extra to undo; the sale price is removed and the regular price shows again right away.
A department excluded from discounts can still go on sale. The "no discounts" department setting only affects Promotions — it doesn't stop an item from being put on Sale.
Where to Access Each Feature
To… | Go to |
See all sales | Products → Sales |
Create a new sale | Products → Sales → "New Sale" |
Duplicate a sale for another store or time period | Open a sale → "⋮" → "Duplicate" |
Creating a Sale
Step 1
Click on "Products" in the left-menu bar, then click on "Sales," then click "New Sale."
Step 2
Fill in "Customer facing name," "Store," "Start date," "End date," and optionally limit it to specific customer groups.
Step 3
Click "Create Sale." This opens the sale for editing.
Step 4
Under "Build sale," click "Add items" to search for and select the items you want on sale, then click "Add to sale." To add items one at a time without closing the picker, click the "+" in the "Quick add" column — it turns into a check mark on the rows already in the sale.
Step 5
For each item, enter a "Sale price" directly — or bulk-generate every item's sale price at once with either "Target percentage" (Markup, Margin, or Off retail price) or "Dollars off retail," then click the apply button next to the one you used. These two are alternatives: applying one clears the other.
Step 6
Optionally click a rounding shortcut (99¢, 95¢, or 49¢) to round every sale price at once.
Step 7
Save.
Duplicating a Sale
Step 8
Open the sale, click "⋮," then click "Duplicate."
Step 9
Choose the store to copy it to, rename it if needed, and set new dates and customer group limits.
Step 10
Choose "Copy prices" to carry over the exact same sale prices, or "Recalculate prices" to recompute prices using the original sale's target percentage or dollars off retail against the new store's own costs and retail prices. "Recalculate prices" is only available if the original sale had one of those set.
Step 11
Save. Items no longer sellable at the source store aren't carried over, and if the new dates make the sale active right away, prices go live immediately.
Troubleshooting
You're not sure whether to use a Sale or a Discount: a Sale changes the actual price everywhere it shows, on its own schedule, with no cashier or checkout logic involved; a Discount is a checkout-time adjustment — see "How Do I Make a Discount" for that.
A discount isn't applying on top of an item that's on sale: check "Stacks with sales" on that discount — it has to be turned on for a discount to apply on top of an active sale price.
The same item is on two sales and the price looks wrong: nothing prevents that, and whichever sale activated or was saved most recently wins — remove the item from one of the two sales to fix it.
You need to move a sale to a different store: you can't edit a sale's store after creating it — duplicate it into the store you actually need instead.
A department that's excluded from discounts is still showing up in a sale: that's expected — the "no discounts" department setting only affects Promotions, not Sales.