How to Change the Currency on an Order

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Introduction

This guide provides a step-by-step process on how to change the currency for an order in Traede. Please note that a new order must be created to change the currency. 

Steps to Change the Currency on an Order

  1. Navigate to Orders:

    • Go to the "Sales" section from the main dashboard, and select the order for which you want to change the currency.

  2. Copy Order and Change Currency:

    • Click on "More actions" and find "Copy order". 

    • Select the Customer and choose the desired currency.

  3. Save Changes: 

    • Save the order by pressing "Aprrove order"

  4. Update the Order Price:

    • Now the currency is correct on the order, but the price is still not correct therefore you'll need to update the order prices. 
    • Return to the order overview by pressing "Sales" and find the order. 
    • Add a checkmark ✓ by the order and press "Action". 
    • In the dropdown menu press "Update order prices", and fill out the information needed for the prices to be updated. 
    • Now both the currency and the prices are correct on the order. 

 

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