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Dealing with Currencies and Taxes

B
Bindu Rekha Babu
13 Nov, 2020 - Updated 5 months ago

Introduction

Manage International Currencies & Taxes while generating Quotes, Sales Orders, Invoices and Purchase Orders. 
 

Manage International Currencies

In the create view of a Product, you can be able to set multiple currencies for its use while generating Quotes, Sales Orders, Invoices and Purchase Orders. To achieve this, fill Unit Price field and click on more currencies link. You can find it under Pricing Information block.
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Product Prices popup will be displayed on your screen. This will display the list of different currencies.
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Field Name Description
Currency Displays the list of currencies you configured. Enable the check-box to manage operations on desired currency
Price Prices are updated according to the conversion rates. However, you can modify the prices according to your requirements
Conversion Rate Displays the values according to conversion rates
Reset Price Reverts back the modified currency values to default values according to conversion rates
Base Currency Select the radio button of desired currency to make it a base currency. Comes handy while managing international currencies

In the create view of Invoices, Sales Orders, Purchase Orders and Quotes, select desired currency.
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Automatically, the values modified lately in the Product will be updated instead of updating the values according to conversion rates.
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Imply Taxes

In the create or edit view of a Product, you can find the taxes under Pricing Information block. Values will be automatically populated if you would enable the check-boxes. You can make modifications in tax values for products individually.

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This feature comes into action if you would select Tax Mode as Individual while creating Quotes, Sales Orders, Invoices and Purchase Orders. The tax values modified lately in Product record will be displayed instead of populating taxes from Tax Calculations.

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