Multi-currency · Guide 168 of 624
Lock the exchange rate on a document
Sometimes you agree a fixed rate with a customer or supplier. RockifyERP lets you keep that rate on the document.
How to do it in RockifyERP
- On the quotation, order or invoice, enter the agreed Exchange Rate manually.
- Save. RockifyERP keeps your rate instead of looking it up.
- To stop users changing rates, adjust the field permissions.
Tip: Write the agreed rate in the document’s terms so both sides have a record.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.