Currency Settings

The Currency Settings feature in Tracepos allows business owners to manage the currencies used in their system. This includes adding new currencies, editing existing ones, and setting a default currency for transactions. This guide explains how to use the Currency Settings page effectively.

Accessing the Currency Settings Page

1. Navigate to the Settings module in the Tracepos dashboard.
2. Select Currencies from the menu to access the currency management page.

Overview of Features

1. View Currencies

• Purpose: See a list of all currencies configured in the system.
• Details Displayed:
  • Currency Name (e.g., US Dollar, Euro)
  • Currency Code (e.g., USD, EUR)
  • Symbol (e.g., $, €)
  • Exchange Rate (relative to the default currency)
  • Status (Active/Inactive)

2. Add a New Currency

• Purpose: Add a new currency to the system for transactions.
• Steps:

1. Click the + Add button at the top of the page.
2. Fill in the required details in the Add/Edit Currency form:

• Currency Name: Enter the full name of the currency (e.g., US Dollar).
• Currency Code: Enter the ISO code for the currency (e.g., USD).
• Symbol: Enter the currency symbol (e.g., $).
• Status: Set the currency as Active or Inactive.

3. Edit an Existing Currency

• Purpose: Update the details of a previously added currency.
• Steps:

1. Locate the currency you want to edit in the list.
2. Click the Edit button next to the currency.
3. Modify the necessary fields in the form.
4. Click Update to save the changes.

4. Delete a Currency

• Purpose: Remove a currency that is no longer needed.
• Steps:

1. Select one or more currencies using the checkboxes in the list.
2. Click the Delete button.
3. Confirm the deletion in the popup dialog.

5. Set a Default Currency

• Purpose: Define the primary currency for your system.
• Steps:

1. Locate the currency you want to set as the default in the list.
2. Click the Set as Default button next to the currency.
3. Confirm the action in the popup dialog.

Key Features of the Currency Settings Page

1. Currency List:

• Displays all configured currencies with their details.
• Allows sorting and filtering for easy navigation.

• A modal-based form for adding or editing currency details.
• Includes validation for required fields.

• + Add: Opens the Add Currency form.
• Edit: Opens the Edit Currency form for the selected currency.
• Delete: Removes selected currencies from the system.
• Set as Default: Marks a currency as the default for transactions.

• Only users with the appropriate permissions can add, edit, or delete currencies.

Tips for Business Owners

• Keep Exchange Rates Updated:
  • Regularly update exchange rates to ensure accurate financial reporting.
• Use Active Status:
  • Set currencies to Active only if they are currently in use.
• Set a Default Currency:
  • Ensure the default currency aligns with your primary business location.

Permissions

• Add Currencies: Requires currencies_create permission.
• Edit Currencies: Requires currencies_edit permission.
• Delete Currencies: Requires currencies_delete permission.
• Set Default Currency: Requires currencies_set_default permission.

Troubleshooting

1. Save Button Disabled:

• Ensure all required fields are filled in the Add/Edit form.

• Double-check the exchange rate entered for accuracy.

• Use the search or filter options to locate the currency.

• Ensure the selected currency is Active before setting it as the default.

By using the Currency Settings feature, you can effectively manage the currencies used in your system, ensuring smooth and accurate financial transactions. Let us know if you need further assistance!