The system allows to invoice boxes, units and hard goods in your customers' currency. This option currently works for Euro, United States Dollar, Chinese Yuan, and South African Rand.

To set up a different currency for a given customer, follow the next steps:

When adding products (boxes, units, hard goods) to an order, and the customer has a different currency, the system will display product prices both in your company's currency and your vendor's currency from the grid and when adding items to the Order.

While adding the items to an order from the inventory screen, the system displays the price in the customer's currency, however, salespeople will be able to verify the exchange rate at the top of the window or by double clicking on the product name.

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Additional Charges

While adding additional charges to the order, you will enter the amounts in your company's currency and the system will convert this value to your customer's currency based on the exchange rate.

Discounts, taxes, price lists

If you apply discounts, taxes and price list to the order, the system will automatically convert the amount to your customer's currency, however if you require a credit override for any of your customer, you will have to enter this value in your company's currency.

The system allows you to review the totals of your customer's orders both in your company's currency and your customer's currency. To do this, click on the details icon in the Actions column. the system will display the totals in both currencies at the button-left corner of the screen.

When creating invoices for any of the billing methods (automatic billing, allocations, fill from open market, items pending to be filled, NSF, Finantial Charges) the system will verify if the customer entered in the Prebook has a different currency. If it is the case, the system will calculate the amount of the invoice in your customer's currency based on the exchange rate set up at the time of the transaction.

The system will print the invoice in your customer's currency so you can send it out to your customers. 

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