Configuring currencies
In this feature, you can:
- Manage multi-currencies
- Activate currencies
- Edit and deactivate currencies
- Learn about the currency fields
To configure currencies, do the following:
- Login to your WebStore Manager.
- Go to Orders > Currencies.
Currency configuration page
- A brief overview of the currencies currently set up in your WebStore.
- The following information is displayed for each POS currency type:
- Currency Name: The name of the currency as defined in your POS system, which is used purely for informational purposes.
- Code: The extended NSC Web Code attribute, which is also used by some online processing checkout plug-ins.
- Enabled: The status of the currency in your WebStore. If the currency is enabled for use in your store, Yes is displayed; otherwise, No is displayed.
- Default Currency: The primary currency for your WebStore. The default currency is always used when displaying prices to the Web customer unless the customer specifies otherwise.
- Actions: To edit the details of an existing currency, select Edit Currency. A page showing the currency details are displayed. To view an example page, see the "Editing Currencies" section below.
Note: WebSell uses your POS system's currency database. In order to function correctly, your WebStore must have at least one currency enabled.
Activating Currencies
- To activate a new currency in your WebStore, you must first create the currency in your POS system.
To activate a currency, do the following:
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Select the currency you wish to activate.
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Select the Enable Currency checkbox.
Note:
It is recommended that you review the following currency configuration options before activating a currency in your WebStore.
Editing Currencies
To configure a currency, do the following:
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Select the currency you wish to configure.
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The Edit Currency dialogue is displayed, as shown below.
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Click Save.
Currency fields
- A currency that is used in your WebStore has additional extended attributes when compared to your standard POS currencies: Currency Symbol, Conversion Method, Primary Price, and Secondary Price.
- Currency Symbol: When a price is displayed in your WebStore, the currency symbol attribute for the active currency is used as the currency symbol.
- This attribute also supports HTML entities, (such as listed in the following table). For a complete list of currency symbols and their Unicode: Decimal equivalents, see: http://www.xe.com/symbols.htm#list.
- Conversion Method: Before a price is shown to the Web customer, an exchange rate conversion is applied to the price.
- However, if the active currency has it's Conversion Method set to No exchange rate, this step is skipped and the price is displayed as-is.
Note: These additional currency attributes enable you to sell in multiple currencies, while spending minimal time maintaining prices.
- Primary Price Field and Secondary Price Field: These are your products price sources.
- They are used to determine what promotional discount is applied.
- These values are checked when a price is displayed on your WebStore.
- The higher of the two prices becomes known as the Regular Price and the lower as Your Price.
- The difference between these two prices determines the value of the You Saved price.
- Any prices that are equal to zero are not shown to the customer.
Note: The field source is in fact a WebStore field, and not an RMS field. Mapping a currency to WebStore field utilizes the power of field mappings when it comes to obtaining the value of the field. For more information on field mappings, see the NSc Sync documentation.
Deactivating Currencies
To deactivate a currency, perform the following:
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Select the currency you wish to deactivate, then de-select the Enable Currency checkbox.
Contact us
If you have any problems with this feature, contact our support team by opening a ticket.