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Fixing the currency rate on sales orders (SO)
Fixing the currency rate on sales orders (SO)

Fix currency rates on sales orders to ensure stable pricing and accurate financial records.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Fix currency rates on sales orders (SOs) to allowing your business to lock in exchange rates and ensure consistent pricing for customers. This helps avoid fluctuations in currency values and maintains accurate financial records for transactions in multiple currencies.

Katana updates currency rates daily on open orders, but the rate is fixed in certain situations.

From a business perspective, the currency rate should typically be fixed the moment an invoice is created for a customer. Katana doesn't have an invoicing module, but it does fix the currency rates on orders when you are likely to create an invoice for your accounting or e-commerce.

Katana will automatically fix your currency rate if:

  • The SO is set to Packed or Delivered.

  • The SO is pushed to an accounting software for invoicing (Xero, QuickBooks).

  • The SO is synced to Katana from an e-commerce store (Shopify, WooCommerce).

Sometimes, it may still be required to manually edit the conversion rate. Learn more about editing conversion rate.

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