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POS Currencies

Overview

The POS Currencies section allows you to define which currencies are accepted at the point of sale and the exchange rate relative to your base currency. Each currency is identified by a three‑character code (e.g., EUR, USD) and an exchange rate. The list page shows all existing currencies and includes a form to add a new currency【879170979787492†screenshot】.

Who Can Use This

Users with Retail setup permissions can view and manage currencies. Currency setup directly impacts POS transactions, so rights are typically restricted to administrators.

Preconditions

  • The base currency must already be defined in Resico ERP.
  • You must have permission to modify POS settings.

Navigation

Navigate to Retail Setup → POS Currencies.

Step‑by‑Step Process

  1. Open the POS Currencies page. The table on the left lists existing currency codes and their exchange rates.
  2. To add a new currency, fill in the Currency code and Exchange rate fields on the right. Both fields are mandatory【879170979787492†screenshot】.
  3. Click Add new currency to save the currency. The new currency appears in the list and becomes available for POS transactions.
  4. To edit or remove a currency, use the actions column (not shown in the demo) or contact support if such actions are restricted.

Required Fields

  • Currency code: three‑character ISO code (e.g., USD, GBP). Must be unique and uppercase.
  • Exchange rate: numeric value indicating how much one unit of this currency is worth in your base currency【879170979787492†screenshot】.

Validation Rules

  • Currency codes must consist of three letters and cannot duplicate existing codes.
  • Exchange rates must be positive numbers.

Common Errors

  • Invalid currency code: ensure you use the standard ISO currency code.
  • Non‑numeric exchange rate: only numbers are accepted in the exchange rate field.

Troubleshooting

  • If a currency does not appear at the POS, verify that it was added correctly and that terminals have synchronised with the server.
  • Contact support to remove or modify existing currencies if the UI does not allow editing.

Related Pages

  • Currencies – defines general currency exchange rates used in other parts of the system.
  • Payment Types – link payment types to specific currencies.