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- Inventory
- Barcodes
- Stock Tracking
- Requests For Quote
- System Products
- Accounting details for Products
- Deactivating Products
- Configuring Product Settings
- Products in Portal
- Suppliers
- Supplier Pricing
- Working with Landed Costs
- Suppliers & Products
- Multi-currency for Purchasing
- Configurable Products
- Time Billing
- Stock Transfers
- Bay Locations
- Time Products
- Products
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Inbound Shipments
- Different Price Types
- Purchase Orders
- Backorders
- Managing Stock
- Variable Products
- FROM Location-based pricing
- Manufacturers and Suppliers
- TO Location-based pricing
- Features
- RFQ Web Templates
- PO Web Templates
- Quantity-Based Price Breaks
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Training
- Reporting
Multi-currency for Purchasing
If you are purchasing in multiple currencies, you’ll also want to look at enabling Landed Costs in CRM.
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
You may also want to learn more about how to work with Landed Costs in CRM.