Why Your Business Needs This Module

• Unified Financial Logic: all orders from different stores are converted to your internal currencies.
• Clear Revenue Analytics: accurate exchange rates help you see real numbers.
• Fewer Manual Errors: store currency mapping is set up once.
• Quick Exchange Rate Updates: the update button with API speeds up daily work.

What's on the Page

1. Left Column: “My CRM Rates”.
2. Right Column: “Store Currency Mapping”.
3. Modal window for creating/editing currency.

Buttons and Their Functions

• “↻” (refresh icon) - updates your currency rates from an external API.
• “+” - adds a new CRM currency.
• “Pencil” - edits a CRM currency.
• Base Currency Radio Button - sets the currency as the main one for recalculations.
• “SAVE” (in modal window) - saves the CRM currency.
• “Save Mapping” - saves the mapping of store currencies to your CRM currencies.
• “Back to Orders” - returns to the orders section.

Step-by-Step Setup Scenario

1. Add the required CRM currencies using the “+” button.
2. For each currency, check the code and symbol, then save.
3. Select the base currency using the radio button in the list.
4. In the right block, map external currencies to internal ones for each store.
5. Click “Save Mapping”.
6. Update rates using the “↻” button.
7. Check the display of amounts in orders after setup.

Practical Tips

• Always have one clearly defined base currency.
• After adding a new currency, immediately check its mapping for all stores.
• Regularly update rates, especially before generating reports.
• In case of sharp exchange rate fluctuations, manually check key orders.

Benefits for Your Business

• More accurate financial indicators.
• Stable operation with multi-currency orders.
• Fewer manual recalculations and disputes over amounts.
• Transparent currency control across all connected stores.