Configuring your quotes: Difference between revisions

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Dans le souci de pouvoir répondre à n’importe quel client se trouvant dans un autre pays, InSitu permet d’ajouter différentes devises étrangères. Il vous faudra mettre le coefficient du cours du pays par rapport à l’Euro.
<h1 class="title_page">Configuring your quotes</h1>
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.  


Choisissez le menu déroulant '''Configuration | Gestion | Devises''', une boîte de dialogue s’ouvre.
In the '''Set up''' drop down menu, click on '''Management | Currencies'''..., and a new dialog box will appear.


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[[Image:ConfigDeviseFR1.png|link=]]
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Cliquez sur le bouton « '''Ajouter''' » ce qui ouvre la boîte de paramétrage « '''Devise''' ». Y saisir :  
Click on the " '''Add''' " button which will open up the " '''Currencies''' " settings box. Enter:


l’ « '''Identifiant''' » (exemple : Franc Suisse, Dinars tunisiens, Yen etc)
the " '''Identifier''' " (example: Swiss Francs, Tunisian Dinars, Yen, etc.)


le « '''Code''' » : (exemple CHF, TND, JPY)
the " '''Code''' ": (example CHF, TND, JPY)


le « '''Symbole''' » de la devise choisie dans les cases adéquates :  (exemple CHF, DT, ¥)
the " '''Symbol''' " of the chosen currency in cases where it applies:  (example CHF, DT, ¥)


Inscrivez la valeur du cours de la devise dans la case « '''Cours''' ».
Enter the currency exchange rate in the " '''Rates''' " box.


Exemple de paramétrage avec le Yen
Setting up the Yen as an example


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Si vous conservez la devise €uro le logiciel affichera le prix d'achat en puis convertira dans la seconde Devise crée.
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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N'oubliez pas lors de la création de votre projet de bien sélectionner la Devise souhaitée.
When creating your project, don't forget to select the Currency you wish to use.  


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<span class="btnretour">[[#top|Retour haut de page]]</span>&nbsp; <span class="btnhome">[[Configurer des profils Client|Etape suivante]]</span>
<span class="btnretour">[[#top|Back top of page]]</span>&nbsp; <span class="btnhome">[[Configuring client profiles|Next step]]</span>

Latest revision as of 15:02, 6 August 2024

Configuring your quotes

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.

ConfigDeviseENG1.png


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

ConfigDeviseENG2.png


If you keep the €uro currency, the software will display the purchase price in € and then convert it into the second Currency created.

ConfigDeviseENG3.png

When creating your project, don't forget to select the Currency you wish to use.

ConfigDeviseENG4.png


Configuration.png
Set up

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