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Overview

Excerpt

The system allows to sell your customers when they have a different currency. This option currently works for Euro, United Stattes Dollar, Chinese Yuan, and South African Rand.

 

 

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titleHow to set it up

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

Warning
titleImportant

The system only allows to set up a customer's currency once.


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Go to Setup>>Customers.

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Use the available filters to find a given customer.

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 Click on Edit, in the Actions column.

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Click on the Advanced link. 

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 Select the currency of your customer and click on Save to finish.

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titleMulticurrency Order Entry screen

When adding products 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.

 

 

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titleRelated Articles

 

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cqllabel in ("currency","multicurrency","customers-multicurrency")