How can I create quotes in different currencies?

How can I create quotes in different currencies?

You can create quotes in different currencies only if you have the multi-currency feature activated in your account. Note that this feature is available only in the Enterprise Edition. See Also Multi-Currency. Note that, if the multi-currency feature is enabled, the Currency Locale will not be available under Setup > General > Company Details.

Users who do not have the Enterprise Edition can use only one currency throughout their CRM account which is based on the Currency Locale that you select.

To change the currency
  1. Log in to Zoho CRM with Administrator privilege.
  2. Go to Setup > General > Company Details.
  3. In the Company Details page, click Edit.
  4. Under the Locale Information section, select the country form the Currency list.
  5. Click Save.
Note: The Company Details link will not be available for single-user accounts (personal account). In such a case, you can change the Currency in the Account Information page.



    • Related Articles

    • Implementing Multiple Currencies

      Multiple Currencies in Zoho Recruit will help you manage everything from deals across the globe to invoices, payments and reports in the currency that your organization and partners prefer. You can accurately estimate the value of opportunities and ...
    • Creating Quotes

      In Zoho CRM, you can store quote details by manually entering the data in the quote details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify ...
    • Working with Quotes

      Sales Quotes are legally binding agreements between a customer and vendor to deliver the customer requested products in a specified time-frame at a predefined price. Your customers can place orders within the stipulated period (validity date) that ...
    • Manage Multiple Currencies

      The multi-currency support in Zoho CRM helps you to handle business transactions in the global marketplace easily. If you regularly deal with international clients and vendors, then Multi-Currency will facilitate international buying and selling. ...
    • Standard Fields in Quotes

      Following are the list of Zoho defined standard fields available in the Quotes module: Field Name Description Data type Character type and maximum allowed number Quote Owner Select the name of the user to whom the quote is assigned. Lookup - Subject* ...