How to add a Discount to a Trip

Modified on Wed, 22 Jan at 10:49 AM

To begin applying a discount, navigate to the relevant Lead/Booking in your list. This is where you’ll manage all financial details, including costs, payments, and billing adjustments.



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 Rack Cost Using the Cost Calculator


    Click Add and select Cost Calculator.



Select a Cost Type

    Choose a Cost Type that belongs to the Discount Cost Group. Examples of Discount Cost Types include "10% Discount," "Loyalty Discount," "Friends & Family Discount," or "Alumni Discount." 



Learn how to Add a new Cost Type 


Set the Base Currency

    Select the base currency in which the discount will be applied.


Choose a Calculation Type (Calc Type)

    Select whether the discount will be based on a Percent or an Amount:

  • If Amount: Enter the discount amount directly in the base currency (e.g., enter -500 for a $500 discount).



  • If Percent: Cost Source, Markup Type and Percent options will appear, allowing you to specify where the percentage will apply. 

  • Select Cost Sources from the checkbox list or choose TOTAL COST to calculate the discount as a percentage of the entire bill.

  • Markup Type:  Select Markup

  • Percent For a percentage-based discount, enter a negative percent to reflect the discount. For example, enter -10 for a 10% discount.

      



Adjust the NETT and Rack %


    Set the following toggles to apply the discount correctly:




Add a Note and Save


    Enter a note describing the discount (e.g., "10% Loyalty Discount applied") to provide context for the adjustment. Once all fields are completed, click Save to record the discount.






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.