Using multiple currencies in Rapid ProductsYou are a user of Rapid Products and would like to use multiple currencies for Opportunities and Quotes. Feb 6, 2023Knowledge
InformationPermalinkHelp Permalinkhttps://kb.vicasso.com/?kb=000005223DetailsHelp DetailsFor Rapid Products to function with multiple currencies, first follow the steps below:1) Activate Multiple Currencies in Salesforce by going to Setup - Company Information and then enabling the Activate Multiple Currencies setting.2) Make sure that every user who will be adding products in other currencies has that currency enabled in their user record, in the Locale Settings section.After these steps are taken, when adding products to Opportunities and Quotes via Rapid Products, they will see their currency in parenthesis, as follows:Alternatively, you may create custom Price Books and Products for each specific currency for the Products to be displayed exclusively in the new currency.1) Create a custom Price Book for the new currency:2) Create Products directly in the new currency and add them to the Price Book created in Step 1:3) Create a new Opportunity or Quote in the desired currency, and add the newly created items. This way they will directly display in that currency:For additional help in using Rapid Products, please open a Case by emailing rapidproducts@vicasso.com.TitleUsing multiple currencies in Rapid ProductsURL NameHelp URL NameUsing-multiple-currencies-in-Rapid-Products