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Switching currencies on and off in the Configuration Portal

The Currencies configuration page in the Configuration Portal is for changes made by hand. It is also the only place to switch a currency on for a group of stores and to choose the default currency. When a company's ERP system manages currencies, it uses the Currency API instead, and the page shows what it has set.

The page always works on one level at a time: the whole company, one group or one store. Read Which currencies a store takes first if you are not sure which level to pick.

Switching a currency on​

The example switches USD on for Store Bergen.

  1. Press Browse, and pick where the currency should apply: the whole company, a group or one store.

    The Currencies configuration page. Press Browse, then pick where the change applies: the whole company, a group such as Norway, or one store. Here Store Bergen is picked.

  2. Press Create new. Your currencies lists what the level you picked already takes, including what it gets from above.

    Store Bergen is picked. Your currencies lists EUR and NOK, with NOK as the default. The Create new button is marked.

  3. Pick the currency, leave Default currency on No, and press Save. Set Default currency to Yes only if this is to be the main currency for this level. See Choosing the default currency.

    The Create new currency configuration dialog. USD US Dollar is picked under Currency, Default currency is left on No, and the Save button is marked.

  4. The page says Configuration successfully saved, and the currency is listed under Your currencies. Every store below this level now takes it too.

    After saving, Configuration successfully saved is shown and Your currencies lists EUR, NOK and the new USD.

Switching a currency off​

The example switches USD off for Store Bergen, where it was switched on.

  1. Press Browse, and pick the level where the currency was switched on, as in step 1 above.

  2. In Your currencies, press the bin under Actions on the currency's row.

    Store Bergen is picked. Your currencies lists EUR, NOK and USD. The delete (bin) button on the USD row is marked.

  3. Press Delete. No, keep it closes the dialog without changing anything.

    The Delete currency dialog asks: Are you sure, you want to delete this currency? The Delete button is marked. No, keep it cancels.

  4. The page says Configuration successfully saved, and the currency is gone from Your currencies. The stores below this level stop taking it.

    After deleting, Configuration successfully saved is shown. USD is switched off, and Your currencies keeps EUR and NOK.

⚠ Switch a currency off at the level where it was switched on. The stores below then stop taking it. See Switching a currency off.

Choosing the default currency​

  1. Press Browse and pick the level: the whole company, a group or a store.
  2. In Your currencies, press the pencil under Actions on the currency that should be the default.
  3. In Update currency configuration, set Default currency to Yes, and press Save.

Only one currency in a list can be the default. To move the default to another currency, first set the current one to No, then set the new one to Yes.

If something does not work​

You seeWhat it means
Your current user role does not allow this action.Your user is not allowed to change currencies. Ask your administrator for access.
Configuration is only supported till the … level. Please select a different hierarchy level.You picked something below a store, such as a till. Currencies are set for the whole company, a group or a store.
Failed to save the configurationThe change was not saved. If you marked a second currency as the default, set the current default to No first.