What currencies are used for
Currencies let you record amounts in different currencies according to the countries you work in or your organisation’s business transactions.
Each record retains its currency. To display totals and average values, Sage Sales Management converts amounts to the organisation’s base currency.
In Admin, you can view configured currencies, add values, and edit their names and settings.
How to view the currency list
Go to Admin.
Select Values lists.
Find the Currencies list.
Select the pencil icon to open its settings.
The panel displays the list information and its currencies. Use the search field in the Values section to find a currency.
How to check where currencies are used
In the list settings, expand Fields in which it is used.
This section displays the entities and fields that use the currency list, such as branches, opportunities, and orders.
When you edit a specific currency, you can also check how many records use it in each entity.
How to add a currency
Open the Currencies list settings.
In the Values section, select Add value.
Enter the currency details.
Confirm that you want to add the value.
Select Save in the list settings.
Use this table to enter or review the details:
Field | What to enter | Example |
Value name | The name that identifies the currency. | US dollar |
Currency decimal places | The number of decimal places for amounts. | 2 |
Symbol | The character displayed alongside the amount. | $ |
ISO Code | The three-letter international code that identifies the currency. | USD |
The Multi-language option lets you enter the value name in different languages.
How to edit a currency
Open the Currencies list settings.
Find the currency in the Values section.
Select the pencil icon in its row.
Edit the details you need to change.
Select Update.
Select Save in the list settings.
You can edit the value name, its translations, the decimal places, the symbol, and the ISO code.
Where exchange rates apply
Sage Sales Management uses the organisation’s base currency in the following places:
Feature | Where converted amounts appear |
Opportunities | In the total and average value in the Summary block. |
Orders | In the total and average value in the Summary block. |
Copilot | In summaries that include opportunity or order amounts. |
Opportunity pipeline | In the amount at the top of the web app and in the Pipeline tab of the mobile app. |
Example
If opportunities exist in euros and pounds sterling, each individual amount retains the currency in which it was recorded.
When calculating the total or average value, Sage Sales Management applies the exchange rate to express the result in the base currency.
For example, opportunities can continue to display amounts such as GBP 1,200.00 or €413.00. The Summary block displays a single converted total, for example, in euros.