Currency Scheme
→ → → →
To create a currency scheme:
From the Currency Scheme List homepage, select New Currency Scheme.
From the menu pane on the left, select a page and define the respective settings.
The following introduces the pages of the Currency Scheme editor.
Page
Description
General settings about a currency scheme including its name, description, and identifying symbol.
Availability settings for the currency scheme at sites.
Denomination settings including bank notes, coins and currency rounding.
Exchange rates for alternative currencies.
From the upper-right of the screen, select Save.
General
From the General page of the Currency Scheme editor, define the following settings:
Setting | Description |
|---|---|
Name | Type a name for the currency scheme. |
Currency Code | Type a code to identify the currency scheme (e.g. USD for U.S. dollars). |
Description | Type a brief description of the currency scheme. |
Symbol | Type the symbol that identifies the currency scheme (e.g. $ for U.S. dollars). |
Symbol Positioning | From the dropdown, select the option that indicates where the currency symbol is positioned in relation to the digits (e.g. Left for U.S. dollars). |
Precision | From the dropdown, select the smallest measuring unit for the currency scheme (e.g. 0.00 for U.S. dollars). |
Include In Drawer Counts | Toggle to Yes to include the currency scheme on the Count Drawer screen of the Ordering application. |
Availability
From the Availability page of the Currency Scheme editor, toggle Active to Active if the currency scheme is available for use at company sites.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Denomination
From the Denominations page of the Currency Scheme editor, define denomination settings including bank notes, coins and currency rounding.
Bank Notes
Add a record for each type of bank note that is used in the currency scheme:
From the Bank Notes section, select Add Note.
From the Create Note window, define the following settings:
Setting
Description
Name
Type the name of the bank note.
Value
Type the bank note value (e.g. 1 for the U.S. one dollar bill).
Show As Quick Payment Button
Toggle Show As Quick Payment Button to Yes to include a Quick Payment button for the currency on the Tender screen of the Ordering application.
From the lower-right of the Create Note window, select Done.
Coins
Add a record for each type of coin that is used in the currency scheme:
From the Coins section, select Add Coin.
From the Create Coin window, define the following settings:
Setting
Description
Name
Type the name of the coin.
Value
Type the bank note value of the coin (e.g. 0.25 for U.S. Quarters).
Show As Quick Payment Button
Toggle Show As Quick Payment Button to Yes to include a Quick Payment button for the currency on the Tender screen of the Ordering application.
From the lower-right of the Create Coin window, select Done.
Cash Rounding
From the Cash Rounding section, define the following settings:
Setting | Description |
|---|---|
Enable Cash Rounding | Toggle to Yes to allow the cashier to round the currency up/down to predefined amounts. The rounding adjustment is displayed on the following:
|
Rounding Method | From the dropdown, select the method to use to round currency values:
|
Rounding Target Value | Type the target decimal value (e.g. to round currency values to the nearest quarter value, type 0.25). |
Exchange Rates
From the Exchange Rates page of the Currency Scheme editor, define exchange rates for alternative currencies.
In the Exchange Rate field for each listed currency, type the respective exchange rate against the default currency.
Multi-site users: To the right of the field, select the globe icon to define values for each site.