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Global Currency Configuration

Currency configuration helps you:

  • Add and remove currencies from the allowed currencies list.
  • Set the base currency.
  • Specify the conversion rate to and from the base currency.
  • Define the order used when the currencies are displayed to the storefront and management console users.
  • Toggle between the currency display formats (currency code, e.g. USD, and currency symbol, e.g. $).

Note

The organization-level configuration for base currency and display format has higher priority and overrides the system setting. However, to enable a currency on the organization level, you should add it to the list of allowed currencies at the system level first.

To change the default global currency settings:

  1. Navigate to System > Configuration in the main menu.

  2. Select System Configuration > General Setup > Currency in the menu to the left.

    Note

    For faster navigation between the configuration menu sections, use Quick Search.

Currency Settings

The following sections are available within the Currency tab:

../../../../_images/currency.png
Name Description
Allowed currencies

Allowed currencies list allows you to select some of all available currencies to enable them in OroCRM.

To add the allowed currency, select it from the list and click Add.

The new row is added to the allowed currencies options table, where you can configure the exchange rates for the newly added currency and may set it as a base currency. See Allowed Currencies Options for more information.

Display format

This setting controls how the currencies will be displayed within the system, as a 3-letter ISO code (e.g. GBP) or as the currency symbol (e.g. £).

To customize the Display Format:

  1. Clear the Use Default check box next to the option.
  2. Select the new option value (either Currency Code or Currency Symbol).

Note: Not all currencies might have symbols. For such currencies, ISO codes are used instead.

The order subtotal when the display format is set to Currency Code:

../../../../_images/currency_code.png

The order subtotal when the display format is set to Currency Symbol:

../../../../_images/currency_symbol.png
../../../../_images/allowed_currencies_dropdown.png ../../../../_images/display_format.png

Allowed Currencies Options

The information about the allowed currencies options is grouped in the following columns:

Name Description
Base A flag helps you to select the base currency. Base currency is used by default to display totals, budgets, and amounts.
Currency Name International name of the currency that follows ISO 4217 standard (e.g. US dollar).
Currency Code International currency code that follows ISO 4217 standard (e.g. USD).
Currency Symbol Graphical symbol that is used to denote a currency (e.g. $).
Rate From The conversion rate from the selected currency to the base currency. Used to calculate transaction amounts (e.g. opportunity budget) in the base currency if they were entered in other currencies. Maximum precision is 10 digits.
Rate To The conversion rate from the base currency to the selected currency. Used to calculate new exchange rates when the base currency is changed. Maximum precision is 10 digits.
  1. To change the base currency, click the Base option in the corresponding row.

    Before:

    ../../../../_images/currency_base1.png

    After:

    ../../../../_images/currency_base3.png

    Important

    Changing base currency requires manual update of the money values (budgets, totals, revenues, etc.). You will be prompted to confirm the change.

  2. To modify the currency exchange rate to and from the base currency, edit the Rate To and Rate From values in the corresponding row.

  3. To add a currency to the allowed currencies list:

    1. Select the currency from the Allowed Currencies list and click Add next to it.

      ../../../../_images/currency_add.png

      The currency is appended to the top of the list.

      ../../../../_images/currency_add3.png
    1. Fill in the exchange rate to and from the base currency.
  4. To delete a currency from the allowed currencies list, click the Delete Currency icon at the end of the corresponding row.

    Note

    Deleting base currency is restricted. To unblock delete action for the currency that is set as base, switch to a different base currency.

  5. To change the currency sort order, click and hold the Sort icon, and drag the currency up or down the list.

  6. To roll back any changes to the currency settings, click Reset on the top right.

  1. Click Save Settings.
Browse maintained versions:3.01.122.02.32.6

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