Currency Rules

NuORDER has the ability to support multiple currencies on your brand portal, allowing multiple currency-specific wholesale price values to be applied to each product, so that your sales team can sell in multiple currencies.

Each brand user (Sales Rep, Sales Manager, Admin, etc.) can only be assigned to one currency, however they could also be granted the permission to 'View All Currencies'. To enable this permission, contact our support team at: heroes@nuorder.com 

Below is a summary of our rules around currency and your options in regards to working with currency within the application: 


1. While Sales Reps can only be assigned to one currency, they can still sell to buyers who have a different currency than the one they are assigned to. 

The currency each Rep is assigned to can be viewed from:

Settings >> Brand Admin >> Users >> Manage Brand Users

currency.png

The Currencies each Buyer is assigned to is determined by the currencies assigned to their associated Company record in Contacts:

Screen_Shot_2020-05-07_at_10.17.02_AM.png

Or in the Old Contacts view: 

buyer_currency.png


2. When selling to a buyer with a different currency, a rep has two options:

Option 1: Pull the buyers name into the working order. Once this is done the currency appearing in the working order will change to that of the buyer's. If sending a line sheet, please note that the pdf received by the buyer will be in the currency assigned to that buyer not the currency of the rep.

 

currency_working_order.png

  Option 2: Utilize "View As" in the products tab. This will give you the option to choose your buyer's company name from a drop down right in the main Product Gallery. Once a rep selects the company s/he would like to work, the product gallery view will toggle to that of the buyer's

 

view_as_molly_test.png

 

(i.e. If the rep is assigned $ and the buyer is assigned Euro, the product gallery view will switch to Euro only).  

If the Company is assigned to multiple currencies, you can toggle between them with a 'Currency' dropdown that appears to the left of the 'View As' icon:

Screen_Shot_2020-05-07_at_10.21.09_AM.png

 

 

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