Which currencies a store takes

Nothing is switched on at the start

A new company has no currencies switched on. Someone has to switch on each currency its stores take, either the company's ERP system through the Currency API or a person in the Configuration Portal.

Three levels, and a store takes everything above it

A currency can be switched on at three levels:

Level	Hii Retail term	Reaches
The whole company	tenant	every store
A group of stores	business unit group	every store in the group, and in the groups below it
One store	business unit	that store

The groups are the store groups the company already has in Hii Retail: a region, a country, a chain. Currency does not keep a tree of its own.

A store takes every currency switched on above it, plus its own. Nothing has to be repeated further down:

In this example:

• EUR is switched on once, for the whole company, so every store takes it.
• Group Norway adds NOK, so Oslo and Bergen take EUR and NOK. Group Sweden adds SEK for Stockholm and Malmö.
• Store Bergen is in a cruise port and also takes USD, so USD is switched on for Bergen only.

So switch a currency on at the highest level where it is true. If every store takes EUR, switch it on once for the whole company rather than for each store. New stores then get it automatically when they are added to the tree.

⚠ A store whose list has been replaced does not inherit. The Currency API and the Configuration Portal always add to what a store inherits. If a store's list was instead written as a whole, directly in the company's configuration, the store takes only that list, and changes made above it no longer reach it. Extenda can remove that list, and the store then takes what it inherits again.

The default currency

One currency in a store's list is its default currency, marked ★ in the pictures: the store's main currency, normally its local currency. Hii Retail apps use it when they show an amount.

• Only one currency in a list can be the default. A second one is refused when it is saved. To change the default, first set the current one to No, then set the new one to Yes.
• Mark the default at the level where it is true. If every store uses the same main currency, mark it once for the whole company. If they differ, mark it on each group or store, as Norway and Sweden do in the example.
• ⚠ Check that every store ends up with a default. Nothing forces one to be set, and an app that needs a main currency cannot choose one for a store that has none.

The default is set in the Configuration Portal. See Choosing the default currency.

Switching a currency off

Where you switch a currency off decides who loses it:

You switch it off…	Result
at the level where it was switched on	It is gone from that level and from everything below it.
at a store that inherits it from above	Only that store stops taking it. The other stores keep it.
higher up, when a store or group below switched it on itself	That store or group keeps it, because its own setting still says so.

⚠ To remove a currency from every store, switch it off where it was switched on. Switching it off store by store also works, but each of those stores then keeps its own "off" setting. If the currency is later switched on again higher up, those stores still do not take it until it is switched on again for each of them.

A currency that is switched off can be switched on again at any time, at the same level.

What happens after a change

1. The change is saved in the company's configuration. That is the moment the API answers or the Configuration Portal says Configuration successfully saved.
2. Currency works out which stores the change affects, and what each of them now takes.
3. For each affected store, Currency tells the other Hii Retail services. See Messages to other services.

Steps 2 and 3 follow shortly after the change is saved.

Which tool can change what

Change	Currency API	Configuration Portal
Switch a currency on or off for the whole company	✅	✅
Switch a currency on or off for one store	✅	✅
Switch a currency on or off for a group of stores	Not in the API today. Use the Configuration Portal.	✅
Choose the default currency	Not in the API. Use the Configuration Portal.	✅

An ERP system that switches currencies on and off per store keeps working when the company later sets some currencies on groups in the Configuration Portal. A store simply takes both.