Currency refers to the money or medium of exchange used in a country, such as the U.S. Dollar, British Pound Sterling, or European Euro. Order Management supports 128 currencies for processing orders, payments, invoices, item pricing, reports, email, and collections. You can configure and enable multiple currencies in Order Management.
The selected base locale determines the currency that appears in Customer Service Center, Fulfillment Center, and Retail Center. For example, if the base locale is French - France, then the currency is EUR.
The base currency, defined in the Administration module, reflects the system currency. The system uses it to calculate total currencies (of multiple orders) in the Queues summary totals. See Configuring Base Locale.
Following are some considerations.
The following currency information appears on Order Management pages where currency appears.
Currency information | Description |
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display format: thousands separator |
A currency's thousands separator can be either a "," or "." The United Kingdom and the United States use a comma to separate groups of thousands, while many other countries use a period. For example, 1,000.00 for U.S. Dollars or 1.000,00 in Germany's Euros. Some countries, such as France, use a thin space to separate thousand groups. The currency's thousands separator reflects the Order Management user's locale. |
display format: decimal separator |
A currency's decimal separator reflects the fractional part of a decimal number (see the following table). Decimal point and decimal comma are common names for the decimal separator. The United Kingdom and the United States use a period to indicate the decimal place, while many other countries use a comma. Some countries, such as China, don't use a decimal separator. For example, 1,000 for China's Yuan (no decimal separator) or 1,000.00 for U.S. Dollars (two-digit decimal separator reflects cents). |
amount (value) | Based on the currency specified in the customer 's order. |
currency code |
Based on the currency specified in the customer 's order. This code is the currency indicator on Order Management pages. For example, on the Order detail page, the currency code appears at the top of the page and anywhere a currency amount, subtotal, or total appears. Another example is when receiving returns in Fulfillment Center, the currency code EUR, appears beside the item price. |
The following table shows examples of currency amount and code display formats:
It shows an example of $,000,000 in display format:
Country | Currency code | Nomenclature | Sample |
---|---|---|---|
United States and United Kingdom | USD | "," is the thousands separator "." is the decimal separator |
$1,000,000.00 £1,000,000.00 |
France | EUR | " " is the thousands separator (blank space) "," is the decimal separator |
€1 000 000,00 |
Germany | EUR | "." is the thousands separator or " " is the thousands separator (blank space) "," is the decimal separator |
€1.000.000,00 €1 000 000,00 |
China | YUAN | "," is the thousands separator No decimal separator |
¥1,000,000 |
Following is an example of $1,000.00 USD currency amounts and associated currency codes
Amount of order | Currency of order | User locale | Currency appearance on user interface pages |
---|---|---|---|
1,000.00 | USD | USA | USD $1,000.00 |
1,000.00 | USD | France | USD $1 000,00 |
1,000.00 | EUR (France) | USA | EUR €1,000.00 |
1,000.00 | USD | Germany | USD $1.000,00 |
1,000.00 | EUR (Germany) | USA | EUR €1,000.00 |
1,000.00 | USD | China | USD $1,000 |
1,000.00 | USD | Japan | USD $1,000.00 |
Scenario: Customer Service Center |
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A U.S customer purchases two expensive furniture items. The dollar value of the order was $5,000.00, but the customer wants to reconfirm the price with the Customer Service Representative (CSR). A CSR using Customer Service Center localized in French, was checking the order cost for the customer. The currency amount and currency code for the order display as USD $5000.00. The displayed order currency is U.S. Dollars (USD), but the currency amount is displayed in the format of the Customer Service Representative's locale in France. Note: The currency
amount isn't converted to that currency.
|
Action |
The CSR performs these steps to view the customer's order
to confirm that the total cost of the order was $5000.00:
See Searching for Sales Orders, Shipping Orders, and Payments. |
Scenario - Customer Service Center |
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A German customer calls the Customer Service Center in Germany to place an order, but requests to pay the $5,000.00 order amount using U.S. Dollars. The CSR, who is using Customer Service Center localized in German can select the U.S. Dollars currency while placing the order for the German customer. |
Action |
A CSR using Customer Service Center, localized in German, performs these steps
to create the order in US dollars for a German customer.
|