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We occassionally sell to Canada, in which case we get the conversion rate from our leasing department, and then add the item to the quote. The Final Total is the converted amount.

 

What is the best practice to approach this is CPQ?  I do not want to turn on Multi-Currency because we do not do the conversion. Can the sales person edit the total amount?
3 réponses
  1. 18 juil. 2018, 13:11
    Joanna,

     

    Why not create a custom product called (something like) Conversion and add the necessary amount in that field. That way the math will add up.

     

    Another way is to use a discount field to enter a conversion rate (negative if needed).

     

    This way the math adds up in the Quote.

     

    -Frank
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