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Create and edit |
Standing Orders for vendors with |
different currencies to keep track of the cost and price |
in your company |
's and |
your vendor's |
currencies.
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Table of Contents
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Important
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Add costs when adding or editing Standing Orders
When adding a product
to a Standing Order
with a different currency
vendor, enter the cost in the vendor's currency and the price
in your company's currency.
The system will recognize the currency and exchange rate. Hover over the currency name
to see the exchange rate and
unit cost
in both currencies.
Add Costs from the Standing Order Summary
Using the Edit Vendor and Cost option, you will visualize costs in your vendor currency (when it is different from your company currency) from the Standing Order details screen
.
Update costs in your
Vendor's currency
Standing Orders created before the 15th of October
2020 won't display the vendor currency and the exchange rate.
Follow the next steps to update and visualize multicurrency information for those orders
.
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Go to Prebooks & SO'
s and select Standing Order Summary.
Search for the Standing Order for which you want to update the cost in
foreign currency.
Click on the option Edit Vendor and Costs option from the Actions column.
Reenter the vendor of the Standing Order.
Click on Done to save the changes.
Once you select a vendor for the order, the cost field will be updated, displaying the cost in your
vendor’s currency.
Hover the mouse over the currency symbol to see
your company's currency's current exchange rate and
cost
.
Click on Done to save the changes.
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Roles enabled to perform this action: Admin, Sales Manager, Sales, Procurement Manager, Allocations