Applying a Currency Rate to a Quote

Applying a Currency Rate to a Quote

Once the currency rates have been entered in the Currency Module they can be added to the Quote. When adding the conversion to the Quote you will want to ensure the currency rate field is populated.


In the quote there are two fields that will need to be populated. The Currency rate for the Quote and the Currency the quote needs to be converted to. Also users are able to access the Currency Module directly from the Quote.

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