In QwikQuote the leading Quoting Software and invoicing software you can choose up to 2 alternate country/Currency pairs in case you making your quote in one country/currency and need to send the same quote to your customer in another country/Currency in the international business environment by specify the corresponding layout you specially designed for the alternate currency.
To use this feature, you need first to enable the feature on the QwikQuote 6 Options
dialog, Quote/Order tab, and press the Exchange Rate button to bring
up the QwikQuote Exchange Rate dialog where you define the From-Country-Currency
to To-Country-Currency entries to be used in your Quoting Software and invoicing
software system. Then you can pick which Alternate country/Currency to be used for
the current quote. Such as the screenshot shown below:
After you choose the base Country/Currency to be used in your Quoting Software and
invoicing software other than the default Window Operating system default Country/Currency
that is set on the Windows Regional and Language Options / Format,
then you can choose Default Alternate Currency 1 and Default Alternate
Currency 2 to be used for a quote.
In the present release of our Quoting Software and invoicing software it is limited
to only allow up to 2 alternate Country/Currency pairs to be used for one quote.
However, if your international business needs to send on quote to more than 3 nations
of Country/Currency, you need to manually change this and layout design so that
you can actually send the same quote to more than 3 different nations.
This work around approach can work if you only occasionally do this for a sales
quote in your sales Quoting Software and invoicing software setup. If you need to
do this often, please
contact us to do customization for your company so that you can use more quote
alternate Country/Currency pairs.
When QwikQuote first install on your system, it only have United States/Dollar being defined to be as Alternate Country/Currency pair for over 100 Country/Currency pairs in the Quoting Software and invoice software system. If you need to use other Country/Currency as the sales quote base country/Currency, then you have to define your own Country/Currency to be used in your sales quotes.
Before you define you own Country/Currency to be used in the Quoting Software and
invoice software system, when you try to specify the Default Alternate Currency
to be used for the sales quotes, you will only have the predefined United States
in the dropdown box
similar as the screenshot shown below:
In this case, you need to add a new Currency Exchange Rate Definitions Record to
your business sales Quoting Software and invoicing software system by pressing the
Add button and then enter the definition for the display format of the 'To
Country/Currency' and the Exchange Rate, similar as the screenshot shown below:
After the new Currency Exchange Rate Definitions Record added to your business sales
Quoting Software and invoice software system,
then the dropdown will show up your defined Country/Currency for you to choose as
screenshot below:
And after you specify the correct Country in the Country Drop-Down box, the currency
will be automatically select for you.
Such as the screenshot shown below:
After you select the correct Quote Alternate Country/Currency, then you can use
them in your Quote View by select the 2 groups of Alt.1 and Alt.2 field values in
your Quote View Column choices in the Quoting Software and invoice software setup
on the QwikQuote Options dialog, Quote/ Order tab, choice of Field Order (Columns),
similar as the screenshot shown below:
Enjoy your QwikQuote the Easiest One in Sales Quoting Software and Invoicing Software.