The Exchange Rate Conversion feature allows you to create Sales Orders using a different currency from your base currency. Once a different currency is selected, the system will automatically convert prices based on the current exchange rate set in the system.

How to Enable Currency Conversion:

1. Go to the Settings page
2. Click the Sales settings in the Settings Menu
3. Under the Sales Order Settings, toggle ‘Enable Currency Conversion’
   • This will enable currency conversion for orders.
4. Your settings are applied automatically.

How to Use Currency Conversion:

1. Go to the Sales Orders page and Create an order.

2. After filling in the required fields, Locate the Payment Details section and find the Currency dropdown.

3. Select your preferred currency:

   • PHP – Philippine Peso (Philippines)
   • USD – US Dollar (United States)
   • CNY – Chinese Yuan (China)
   • EUR – Euro (European Union)
   • CAD – Canadian Dollar (Canada)
   • HKD – Hong Kong Dollar (Hong Kong)

4. The conversion rate will automatically appear based on the real-time exchange rate set in the system.

5. Proceed to the Order Items section and: Select products from the dropdown and Input the quantity

   <aside> <img src="/icons/info-alternate_blue.svg" alt="/icons/info-alternate_blue.svg" width="40px" />

   All amounts in the order will use the selected currency. However, the Sales Order table will still display the converted PHP amount for reference.

   </aside>

6. you can also add: Discount per product, Additional Services, Overall Order Discount, Credits and Tax.

7. Once all details are complete, click Submit to create the Sales Order.

Watch this sample video to see how Exchange Rate Conversion works in Sales Order:

20260206-1259-30.5015601.mp4