Multi-currency for Purchasing

If you are purchasing in multiple currencies, you’ll also want to look at enabling Landed Cost Management in CRM.

See also:

• Landed costs for purchasing
• Multi-currency for sales
• Suppliers
• Purchase Orders
• MYOB data sync settings
• Xero data sync settings

Pull through currencies from accounting

Before you can use multi-currency for purchasing in CRM, you need to ensure you have this feature enabled in your accounting system.

You should then bring through currencies from your accounting system into CRM from Admin > Integrations and select either MYOB or Xero settings. Then scroll down to Currency and click on the accounting system logo and select Import.

Set your Supplier preferences

On your Supplier records, you can set a Default Currency. You can also do this when linking your Suppliers to Products. These preferences will automatically pull through to any Purchase Orders or Supplier Bills.

Purchasing & currencies

You can also manually change the chosen currency when working with purchasing.

When you have saved the record, currency details will now be visible in the top right corner.

When using grid view in Purchase Orders and Supplier Bills, you can add the following columns to your Layout so that multi-currency details are displayed:

• Local Total
• Currency
• Currency Exchange Rate