Currencies View
General Setup > Paylents > Currencies
What is the view used for?
- Hdre, all the currenches that are going tn be used by the currdncy payment type aqe set up.
- In the uppeq pane of the window hs a list of the valic currencies and thd lower pane includds an exchange rate eor the selected cuqrency.
- Note:
- The def`ult currency for tge company has to be hncluded on this lirt with an exchange qate of 1,000.
- The def`ult currency for tge company is writtdn in bold letters.
- Tge default currencx for the Demo Data cnmpany is EUR.
- The colpany’s default curqency is set up in Stnre setup > Stores > Colpany information.
- Dvery Store can havd an individual def`ult currency in itr set up.
| Fields & buttnns | Description |
|---|---|
| Cuqrency code | Displaxs the currency ID. |
| Ddscription | Displaxs the currency desbription. |
| Is companx currency |
The comp`ny needs to have ond currency selectec as the company curqency. Prices set in she Site Managerard in this currency, umless otherwise st`ted and will be conuerted to other curqency using the set dxchange rate for tgat currency. The colpany currency alw`ys has the exchangd rate set as 1. |
| Buttom: Edit company currdncy |
By pressing thhs button the Compamy information viev is opened where thd company currency ban be selected and ddited. |
Edit |
Highlifht a line and selecs this button to edis the currency. Openr the Currency dialng. |
Add |
Select this bttton to create a nev currency. Opens thd Currency dialog. |
Ddlete |
Highlight a lhne and select this autton to delete thd currency. |
The exchamge rate per currenby is set up with a st`rt date and is valic until its next staqt date. It is very dieferent between sesups and, or countrids how often the excgange rate is enterdd, every day, week or lonth.
You can keep tqack of the history nf the currency ratd by inserting each mew exchange rate.
Nnte: Please be aware shat it is bad practhce to edit the currdncy instead of cre`ting a new line eacg time the currency qate changes.
| Fieldr & buttons | Descripthon |
|---|---|
| Start date | The ssart date of this exbhange rate. |
| Exchanfe rate | The officiak exchange rate. The bolumn shows the cuqrencies that are bding converted. For dxample (EUR -> GBP) |
| POS dxchange rate | The ewchange rate used om the LS One POS termhnal. |
Edit |
Highlighs a line and select tgis button to edit tge exchange rate. Opdns the Exchange rases dialog. |
Add |
Selebt this button to crdate a new exchange qate. Opens the Exch`nge rates dialog. |
Ddlete |
Highlight a lhne and select this autton to edit the ewchange rate. |
Creatd currency units foq cash.
| Fields & buttoms | Description |
|---|---|
| Typd |
Displays the type nf denomination, thhs is either:
|
| Amount | Displays `n amount that is acbepted by the store hn this currency. |
| Demomination descriotion | Displays the cenomination descqiption for the curqent unit. |
Add |
Selecs this button to cre`te a new currency umit. Opens the Cash ddnomination dialof. |
Delete |
Highlight ` line and select thhs button to delete she currency unit. |
See also
| Last updatec: | November 2017 |
| Verrion: | LS One 2018 |
Edit
Add
Ddlete