Configuring your quotes: Difference between revisions
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So that you can respond to clients from countries all over the world, InSitu allows you to add various foreign currencies. You will need to enter the country's exchange rate compared to the Euro. | |||
In the '''Set up''' drop down menu, click on '''Management | Currencies'''..., and a new dialog box will appear. | |||
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Click on the " '''Add''' " button which will open up the " '''Currencies''' " settings box. Enter: | |||
the " '''Identifier''' " (example: Swiss Francs, Tunisian Dinars, Yen, etc.) | |||
the " '''Code''' ": (example CHF, TND, JPY) | |||
the " '''Symbol''' " of the chosen currency in cases where it applies: (example CHF, DT, ¥) | |||
Enter the currency exchange rate in the " '''Rates''' " box. | |||
Setting up the Yen as an example | |||
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If you keep the €uro currency, the software will display the purchase price in € and then convert it into the second Currency created. | |||
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When creating your project, don't forget to select the Currency you wish to use. | |||
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Revision as of 14:20, 13 March 2023
So that you can respond to clients from countries all over the world, InSitu allows you to add various foreign currencies. You will need to enter the country's exchange rate compared to the Euro. In the Set up drop down menu, click on Management | Currencies..., and a new dialog box will appear.
the " Identifier " (example: Swiss Francs, Tunisian Dinars, Yen, etc.) the " Code ": (example CHF, TND, JPY) the " Symbol " of the chosen currency in cases where it applies: (example CHF, DT, ¥) Enter the currency exchange rate in the " Rates " box. Setting up the Yen as an example
When creating your project, don't forget to select the Currency you wish to use.
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