Currency Configuration

Currency Configuration

You can proceed to configure currencies in the Master settings. This allows you to set the default currency and manage multiple currency options.

Step-by-Step: Adding a Currency

  1. Navigate to Currency Settings:

    • Go to Master in the admin panel menu.

    • Click on Currency.

  2. Add New Currency:

    • Click the Add Currency button in the top-right corner to open the currency configuration page.

  3. Enter Currency Details:

    • Complete the following fields:

      • Name*: Enter the currency name (e.g., "US Dollar").

      • Code*: Enter the currency code (e.g., "USD").

      • Symbol Left: Add a symbol to appear on the left side, if applicable (e.g., "$").

      • Symbol Right: Add a symbol to appear on the right side, if needed.

      • Decimal Point*: Specify the character for the decimal point (e.g., ".").

      • Thousand Point*: Specify the character for the thousand separators (e.g., ",").

      • Decimal Places*: Set the number of decimal places (typically "2" for most currencies).

      • Value*: Enter the exchange rate value or base value for this currency.

      • Status: Set the currency to Active or Inactive.

      • Is Default: Select if this should be the default currency.

  4. Save:

    • Click Save to add the currency to the system.

Your currency settings will now reflect in relevant parts of the platform, ensuring all monetary values are displayed accurately according to your configuration.