Foreign Currency Setup & Converter for Documents

Objective

As a Venture, I want to be able to print amounts in foreign currencies on shipping documents.

Sample use cases:

  • Customs requirement for cross-border orders
  • Economic areas that require the amount to be collected in a foreign currency (e.g., Hong Kong and Macau).
    Critical Knowledge In order to use this feature, please create a TMLSD ticket. The configuration that needs to be enabled is foreign_currency/enabled. Also, make sure that the user handling the setup has “Finance Write” access.  

Setup of the Foreign Currency

Step Description Image
1 Go to Administration > Finance > Foreign Currencies and click “Add new currency”  
2 To set up a foreign currency, complete the following steps:

  • Fill in the currency code (max. three characters).
    • E.g.: EUR or USD
  • Enter the exchange rate.
    • Important: exchange rate is calculated as “X”, when 1 (foreign currency)= X (local currency)
    • E.g.: When setting up EUR in a country that uses NGN, given that 1 EUR = 326.72 NGN,  the exchange rate is 326.72
3 Save.

Note: You can add several foreign currencies.

Converter in Document Templates

We have implemented a currency converter for document templates. Any placeholder containing a numerical value can be converted to a different currency.

Step Description
1

Access any document template in Administration > Settings > Content Management > Document Templates

Edit your chosen template.
2 Click on the HMTL editor (“<>” icon).
3 Search for the placeholder of the value you want to convert. Once you have found it, append new placeholders according to the following format:

  • {{#currencyExchange.EUR}}{{your_placeholder}}{{/currencyExchange.EUR}}
    • This will return the converted value with two digits after decimal.
  • {{#currencyExchange.EUR_X}}{{your_placeholder}}{{/currencyExchange.EUR_X}}
    • This will return the converted value with X digits after decimal.