Introduction

This guide explains how to apply newly added exchange rates to existing data in TRAEDE—such as orders, invoices, shipments, and production orders. By default, TRAEDE keeps the exchange rate originally set when the order was created, but you can choose to update this manually.

This guide is relevant for admins or finance users managing currency updates retroactively.

Step 1: Open exchange rate settings

1. From the TRAEDE home screen, go to Settings.

2. Scroll to the bottom and click Exchange rate.

3. At the bottom of the page, click the button:
   Update exchange rates of existing data.

Step 2: Select what to update

1. Choose the data types you want to update:

   • Orders

   • Invoices

   • Shipments

   • Production orders

2. If you only want to update specific types (e.g., only orders), deselect the others.

Step 3: Choose date range (optional)

• If you want to limit the update to recent data, enter a start date (e.g., from January 1st, 2021).

• If left blank, TRAEDE will update all historical data with the selected currency.

Step 4: Decide whether to overwrite existing exchange rates

You have two options:

• ON: Only update records that do not already have an exchange rate set.

• OFF: Overwrite existing exchange rates for all records.

Choose based on whether you want to preserve previous exchange rate data or apply your new rate across everything.

Step 5: Run the update

1. Click Update rules to start the update process.

2. TRAEDE will process the changes and apply the exchange rate to all selected data points.

Once completed, your historical data will reflect the updated exchange rate where applicable.