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Currencies

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The currencies the software knows. Each shop and the BackOffice use one of them, and with a BackOffice the rate of each currency converts it to the base currency.

Step by step

  1. Open Set-up > Currencies.
  2. The list shows Country Name, Currency Name, Currency Code and Currency Symbol. With a BackOffice it also shows Current Rate(As Per Base Currency), and the base currency is marked Base Currency.
  3. Press Add Currency. Enter Country Name, Currency Name, Currency Code (for example BDT or USD) and Currency Symbol (for example Tk or $).
  4. With a BackOffice you can give the first rate at once: choose Greater Then Base Currency or Less Then Base Currency, type the rate and the date, and press Save.
  5. Click Action on a row: Manage Rate opens the rate history, Add Rate adds a new rate, Edit changes the currency and Delete removes it.

Good to know

  • All four fields are required, and a country can have only one currency in the list.
  • A currency that is used by the BackOffice or by a shop cannot be deleted.
  • The base currency is the currency of the BackOffice. The currency of a shop is chosen in General Settings or in Business > Edit.
  • The Currency Symbol is shown beside the amounts of a shop that uses this currency.
  • Manage Rate and Add Rate are shown only when your plan has the BackOffice.
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