Create a Currency Scheme

Companies can define the currency denominations used at their stores. The defined currency scheme is used in Ordering application functions such as tendering orders and counting drawers.

To create a currency scheme:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Settings.

  3. Select Currency Scheme.

  4. Select New Currency Scheme.

  5. Configure the record as needed.

Define General Settings for a Currency Scheme

Opmerking

Fields with a red asterisk are required fields.

To create a currency scheme:

Xenial Portal Data Management Ordering Settings Settings Currency Scheme

  1. Open the General page of the currency scheme record.

  2. In the Name field, type a name for the currency scheme.

  3. In the Code field, type a code to identify the currency scheme (e.g. USD for U.S. dollars).

  4. In the Description field, type a brief description of the currency scheme.

  5. Enable the Include In Drawer Counts toggle to include the currency scheme on the Count Drawer screen of the Ordering application.

  6. In the Symbol field, type the symbol that identifies the currency scheme (e.g. $ for U.S. dollars).

  7. From the Symbol Positioning dropdown menu, select the option that indicates where the currency symbol is positioned in relation to the digits (e.g. Left for U.S. dollars).

  8. From the Precision field, select the smallest measuring unit for the currency scheme (e.g. 0.00 for U.S. dollars).

Belangrik

The Is Default toggle is disabled. Identify the default currency scheme for the company in the Regional Settings section of the Default Company Preferences editor.

Please see Define Regional Settings for more details.

Define Denomination Settings for a Currency Scheme

To define denomination settings for a currency scheme:

Xenial Portal Data Management Ordering Settings Settings Currency Scheme

  1. Open the Denominations section of the currency scheme record.

  2. Add a record for each type of coin that is used in the currency scheme.

    • Locate the Coins section.

    • Select Add.

    • In the Name field, type the name of the coin.

    • In the Value field, type the bank note value of the coin (e.g. 0.25 for U.S. Quarters).

    • Select the Show As Quick Payment Button option to include a Quick Payment button for the coin on the Tender screen of the Ordering application.

    • Select Save.

  3. Add a record for each type of bank note that is used in the currency scheme.

    • Locate the Bank Notes section.

    • Select Add.

    • In the Name field, type the name of the bank note.

    • In the Value field, type the bank note value (e.g. 1 for U.S. Ones)

    • Select the Show As Quick Payment Button option to include a Quick Payment button for the bank note on the Tender screen of the Ordering application.

    • Select Save.