Erply has an additional functionality to use the different currencies on your account. It will allow to have more detailed reports and the ability to accept payments in other currencies others than default one.
Countries with multiple currencies
One of the main places where this plugin is useful is countries that use multiple currencies. This makes it much easier and faster to work.
Tourist-Positive
If your store happens to be located at an airport, you can see why this is necessary - oftentimes people haven't yet converted their cash, and this way you can be flexible in that. At the closing of the day you will be able to see the amounts paid in different currencies and there is no need to convert them manually into the default one to check your sales for the day.
In order to add this plugin to your account, please contact customer support at support@erply.com.
Once the module is installed on your account, you can go to the Back Office and set the exchange rates to the chosen currencies.
In order to do that, please navigate to Back Office -> Settings -> Set up Currencies.
There, you will see the list of the currencies added on the account, you can go to each one and set the rate. Additionally, there is a checkbox to set the currency as the main one and the text you want to see on the invoices.
Note: Erply will not automatically update exchange rates, this will have to be done manually.
After making necessary changes, click Save.
Now the currencies are set up, and if you go to the POS, you will be able to see them on the payment screen. You need only to add some products to the shopping cart, click on PAY button, and on the top of the window you will see the buttons that allow you to instantly switch the currencies. Additionally, when you click on the Close Day button, you will be able to add the amounts counted for each currency.
Payment in different currencies. | Close Day counting in different currencies. |
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After closing of the day on X report you will have different reports according to the currency you have on the account.
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