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
-
Navigate to Orders:
- Go to the "Sales" section from the main dashboard, and select the order for which you want to change the currency.
- Go to the "Sales" section from the main dashboard, and select the order for which you want to change the currency.
-
Copy Order and Change Currency:
-
Click on "More actions" and find "Copy order".
- Select the Customer and choose the desired currency.
-
-
Save Changes:
- Save the order by pressing "Aprrove order"
- Save the order by pressing "Aprrove order"
-
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.