Articles in this section
Authenticate Emails with SPF, DKIM, and SenderID Auto forward your emails to Vtiger Managing User Profiles Automate Outgoing Emails in Email Settings Automation - Approvals Automation - Assignment Rules Set up Multi-path Workflows Creating a Scheduled Workflow Automation - Scheduler Creating a Workflow Webforms in Vtiger CRM Set up a Workflow Action to Create Event Set up a Workflow Action to Create Records Set up a Workflow Action to Create Task Set up a Workflow Action to Invoke Custom Function Set up a Workflow Action to Create an SMS Task Set up a Workflow Action to Send Mails Set up a Workflow Action to Update Fields Automation - Workflow Action - Webhook Automation - Workflows - Vtiger Expressions Configuration - Business Hours Configuration - Company Details Configuration - Consents Configuration - Customer Portal Maps in Vtiger CRM Configuration - Usage Details Configuring Encrypted Data Fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Control Fields and Record Displays using Configuration Editor Create Reminders for Records and Inbox Create a field of a Grid type Enable Desktop Notifications on Chrome Web Browsers Vtiger CRM Add-ons IMAP Configuration - 2-way sync between Vtiger and IMAP providers Setting up Autopay & Payment Gateways Inventory - Tax Management Inventory - Terms and Conditions Login to Vtiger on SSO SAML using ADFS Mailroom Functionality for Different Scenarios Manage Multiple Currencies Marketing and Sales - Deal to Project Mapping Marketing and Sales - Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Module Management - Labels Editor Module Management - Module Numbering Configure My Preferences Feature My Preferences - Calendar Settings Tags in Vtiger My Preferences - Notification Preferences SAML Support in Vtiger CRM Vtiger Mailroom Settings - Configure Module Settings Settings - Create Dynamic Fields and Layouts Module Management - Creating a Relationship Between Modules Settings - Customize Records and Fields for your Business Settings - How to set email autoresponder to Webform submission? Settings - Left Menu Settings - Manage Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Settings - Working with Picklist Values Module Management - Module Builder Support - SLA Policies Troubleshooting Login Issues Add-Edit Unsubscribe Links in your Email Template User Management - Authentication User Management - Encrypted Field Access Logs User Management - Groups User Management - Login History User Management - Profiles User Management - Roles User Management - Settings Log User Management - Sharing Rules User Management - Users User Management - Vtiger Support Access Vtiger Buzz - Chrome Extension for Notifications Vtiger Implementation wizard Vtiger Language Support Configuring Websense Trackers Websense - Widgets Module Management - Module Layouts & Fields Generate and Manage Third-party App Passwords in Yahoo Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail Configuration - Storage Guard Customizing your Self-Service Portal Theme Using CSS Styles Automation - SMS Reply Actions Adding Hidden Fields to a Webform Configuring Dependent Fields and Blocks for Modules Auto forward Emails from Microsoft Office 365 Adding Custom Module Login Page Customization Settings - Personalize Module Layouts Module Management - Modules Duplicate Prevention in Modules Formula Fields Creating Custom Filters Adding a local DNS Entry

Dealing with Currencies and Taxes

B
Bindu Rekha Babu
13 Nov, 2020 - Updated  4 years 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.
alt text

Product Prices popup will be displayed on your screen. This will display the list of different currencies.
alt text

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.
alt text

Automatically, the values modified lately in the Product will be updated instead of updating the values according to conversion rates.
alt text

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.

alt text

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.

alt text

Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube