When using more than one currency in Consumer Evolution, it is necessary to record its exchange rate against the main currency .
Each quote establishes the value of a currency and the date from which it will begin to be used.
Create a quote
- Go to Exchange Rates > Quotes .
- Select Create .
- Select the corresponding currency.
- Enter the quote value.
- Indicate the date from which it will be effective.
- Select Create to save the record.
[IMAGE: Create quote screen showing the Currency, Value and Date from fields]
Complete the quote details
Currency
Select the currency for which the quote will be recorded.
The currency must have been previously created in Settings > Exchange rates > Currencies .
Worth
Enter the currency value relative to the main currency.
Date from
Indicate the date from which the registered quote will begin to apply.