The Ultimate Guide to Putting Items on Sale on Shopify

May 24, 2023



    In this step-by-step guide, we'll walk you through the process of putting items on sale on Shopify, from understanding the different types of sales and discounts to creating promo codes and applying them to your products.

    The Ultimate Guide to Putting Items on Sale on Shopify

    Preparing Your Shopify Store for a Sale

    Before launching a sale on your Shopify store, it's essential to prepare and ensure your sale runs smoothly and effectively. This involves analyzing your inventory, setting sale goals and timeframes, and creating promotional materials to announce your sale.

    Analyzing Your Inventory and Profit Margins

    Begin by taking a close look at your inventory to determine which products are suitable for a sale. Consider factors like product profitability, total inventory, and the overall price margin.

    You'll want to ensure that any items you put on sale still provide a reasonable profit and that you have enough stock to meet customer demand.

    It's also essential to consider seasonality and other trends in your analysis. For example, you may wish to offer discounts on products with lower sales during specific periods or bundle items that typically sell well together.

    Another aspect to consider is the popularity of certain products. You may want to offer discounts on items that have been popular in the past to encourage repeat purchases and customer loyalty.

    Setting Sale Goals and Timeframes

    Once you've determined which items will be included in your sale, set specific goals and timeframes for the promotion. Your goals might include increasing overall revenue, boosting the average order value, or clearing out a certain product's inventory.

    Establishing clear objectives will help you measure the success of your sale and make adjustments for future promotions.

    It's important to also consider the duration of your sale. A longer sale may result in more sales, but a shorter sale with a sense of urgency can encourage customers to make a purchase before the offer expires.

    You may also want to consider offering different discounts or promotions throughout the duration of your sale to keep customers engaged and interested.

    Creating Promotional Materials and Announcements

    Design eye-catching promotional materials to announce your sale and entice customers. This can include banners, email campaigns, social media posts, and other marketing materials.

    Ensure your promotional content clearly communicates the details of your sale, including the products or collections it applies to, the type of discount, and any code or minimum order amount required to receive the discount.

    Consider partnering with influencers or other businesses to promote your sale and reach a wider audience. You can also offer exclusive discounts or early access to your sale for email subscribers or loyalty program members.

    Don't forget to also update your website and product pages to reflect the sale and make it easy for customers to find discounted items.

    Step 1: Accessing the Shopify Admin Dashboard

    Before you can create and apply a discount to your store, you'll need to access your Shopify Admin Dashboard. Here's how:

    Logging in to Your Shopify Account

    Logging in to your Shopify account is the first step to accessing your Shopify Admin Dashboard. To do so, you need to go to your Shopify store's URL and add /admin to the end of it.

    For example, if your store's URL is, you'll need to type in your web browser's address bar.

    After you've entered the URL, you'll be redirected to the Shopify login page. Here, you'll need to enter your login credentials, including your email and password, and click "Log in" to access your Shopify Admin Dashboard.

    Navigating the Admin Dashboard

    Once you've successfully logged in, you'll be directed to the Shopify Admin Dashboard. The dashboard is the central hub where you can manage all aspects of your Shopify store, from products and orders to customers and settings. You might be interested how to add quantity button!

    On the left side of the dashboard, you'll see a menu that provides access to various sections of your store. For the purpose of creating a discount code and applying it to your store, you'll be working within the "Discounts" and "Products" sections of the dashboard.

    These sections can be found by clicking on the "Apps" button on the left-hand side of the dashboard and then selecting "Discounts" or "Products" from the drop-down menu.

    Once you're in the "Discounts" section, you can create a new discount code by clicking on the "Create discount" button. From there, you can choose the type of discount you want to offer, set the discount amount or percentage, and specify the products or collections that the discount applies to.

    After you've created your discount code, you can apply it to your store by navigating to the "Products" section of the dashboard. Here, you can select the product or products that you want to apply the discount to and then click on the "Edit" button.

    From there, you can select the discount code you created earlier and apply it to the product or products.

    By following these simple steps, you can create and apply a discount code to your Shopify store and start offering your customers great deals on your products.

    Step 2: Creating a Discount Code

    The first step in putting items on sale in your Shopify store is creating a discount code. This unique code will be applied to the eligible products or collections during the sales period.

    Choosing the Discount Type

    From the Admin Dashboard, click "Discounts" in the left-hand menu, and then click "Create discount." This will open the "Create discount" page, where you can choose from "Percentage," "Fixed amount," "Buy X get Y," or "Free shipping" discount types. Select the one that best aligns with your sale goals.

    Setting Discount Parameters

    After selecting the discount type, you'll need to set the discount's parameters, such as the percentage or fixed amount off, the minimum purchase requirements, or the buy x, get y quantity. Ensure these settings align with your goals and profit margins.

    Customizing the Discount Code

    You'll also need to create a custom discount code for customers to apply at checkout. This should be unique, easy to remember, and descriptive of the offer. For example, "SUMMER20" for a 20% off summer sale. Once you've created your code, set the start and end dates for the discount and click "Save."

    Step 3: Applying Discounts to Specific Products or Collections

    With your discount code created, you can now apply it to specific products or collections in your store. This will ensure that only the items you want on sale will receive the discount when customers enter the code at checkout.

    Selecting Products or Collections for the Sale

    Access the "Products" section in the Admin Dashboard, and use the search and filter options to locate the items or collections you'd like to include in your sale. You can select multiple products or collections at once for a more streamlined approach.

    Assigning the Discount Code to Your Chosen Items

    Once you've selected your sale items, navigate to the "More actions" dropdown and choose "Add discount." This will prompt you to select the discount code you created earlier.

    Apply the code, ensuring it is associated with the appropriate products or collections. Your sale items will now display the discounted price when customers enter the code during checkout.

    Putting items on sale in your Shopify store can be a strategic move to help you achieve various business goals. By following this step-by-step guide, you can successfully create and implement sales and discounts on your store, ultimately attracting new customers, boosting revenue, and moving inventory at a quicker pace. Good luck!

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