Open the Lead/Booking

Locate the relevant Lead/Booking from your list and click on it to open.

Navigate to the Financials Tab

Within the opened Lead/Booking, go to the Financials tab, where all costs, payments, and billing details are managed.

Add a Negative NETT Cost Using the NETT Cost Calculator

Click Add and select Nett Cost Calculator, then Select Discount as the Cost Type to categorize this entry properly.

Learn how to Add a new Bill Type

Determine the NETT (Base) Cost

If the discount is in-house and does not impact supplier costs, set the NETT (Base) amount to 0. If the discount is being applied by the Supplier, enter the same negative amount by which the supplier costs are reduced. For example, if the supplier costs are reduced by $100, enter -100 in the NETT (Base) field. (Image Below)

Adjust the Rack (USD) Cost

Delete the value in the Margin field and Enter a negative amount in the Rack (USD) field that matches the reduction in client payments. For instance, if client payments are reduced by $100, enter -100 in the Rack (USD) field. (Image Below)

Recalculate the Margin

Click the lightning bolt icon in the Margin field to recalculate and complete the adjustment. (Image Below)

Once all fields are updated correctly, click Save to finalize the adjustment.

Adjust Supplier Bills

If the Discount is in-house, you can skip this step.

If the supplier bill has Not been Paid:

Use the Generate Supplier Deposit/Final feature to automatically adjust the bills. This feature requires setup in the Company Profile or Supplier record to define the Deposit and Final amounts used for calculation. If this setup is not complete, manually create a new bill with the negative amount. 

If the supplier bill has already been Paid:

Manually add a new negative bill reflecting the discount. Specify a bill type as "Discount." with the corresponding negative amount (e.g., -100).

Learn how to Add a new Bill Type

Adjust Client Payments

If all Client Payments are unpaid:

Use the Generate Client Payments option to automatically recalculate and apply the discount to the payment schedule. This will ensure the outstanding payments reflect the adjusted total cost. For example, if the total amount was originally $500 and a $100 discount is applied, the system will update the payment schedule to show $400 as the total owed.

If one or more Client Payments have been made (but not all):

Create a negative payment in the Client Payment section to apply the discount to the remaining balance. For example, if the client has already paid $300 out of $500, and a $100 discount applies, create a negative payment of -100 in the Client Payment section. The Status of the negative payment should be set to Paid, and the Type should be Discount. Include notes to explain the reason for the adjustment (e.g., "Discount Applied for Early Booking").

If the client has already made 100% of the payment:

Create a negative payment in the Client Payment section to reflect the discount. The Status of the payment should be set to Paid, and the Type should be Refund.

If the client paid in full via Stripe or Flywire, you will need to process the refund manually through that platform. The negative payment recorded in the Client Payment section of Oasis will adjust your records but does not issue the refund itself. Ensure the refund matches the amount entered in Oasis for accuracy.

And that is how to add a Discount to a Trip on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at [email protected].We love hearing from you and are always here to help.