Configuring your quotes: Difference between revisions

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<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.
 
In the '''Set up''' drop down menu, click on '''Management | Currencies'''..., and a new dialog box will appear. 
 
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[[Image:ConfigDeviseENG1.png|link=]]
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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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[[Image:ConfigDeviseENG2.png|link=]]
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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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[[Image:ConfigDeviseENG3.png|link=]]
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When creating your project, don't forget to select the Currency you wish to use.
 
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[[Image:ConfigDeviseENG4.png|link=]]
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<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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