Purchase currencies and conversion
Keep the original purchase currency while recording commercial values in your website currency for comparison and reporting.
What it is
INSIDE keeps the original amounts and currency supplied with tracked purchases and also records values converted to your website currency. This lets you compare sales recorded in different currencies. The currency symbol and number format are separate from the currency code used for conversion.
Who uses it and why
- Administrators ask Powerfront to set the website currency and display format.
- Operators check prices and choose the requested currency when using a payment form.
- Supervisors compare sales values in reporting and inspect original amounts when needed.
- Visitors see the prices and currencies supplied through product cards, order cards and payment forms.
Where to find it
Currency settings appear under Settings › General Settings › Regional Settings, available to the Settings role, subject to Settings Permissions. Powerfront manages the currency controls and can change them for you.
Money also appears in Purchases, commerce cards, payment forms and sales reports. Each view uses the money available to that feature.
How it works
- Your website supplies an amount and its currency when tracking a basket or purchase.
- INSIDE retains that original money.
- When both currencies have exchange rates, INSIDE converts the value to the website currency. The conversion calculation rounds to four decimal places before later storage or display rounding.
- Reports and supporting purchase views use the recorded values. Where original-currency information is available, you can use it to understand a difference from the merchant's amount.
Payment requests similarly retain the original requested amount and currency as well as the website-currency amount. Commerce cards use provider-supplied money; choosing a website display symbol does not convert the merchant's catalogue prices.
Configure it
Ask Powerfront to set Currency Code to the currency you want INSIDE to use for tracked values. Specify the desired Currency preset or the custom Symbol, Position, Decimal Separator and Thousands Separator.
Supply an explicit currency with tracked money. A symbol such as $ does not distinguish between currencies that share it.
Settings
| Setting | Where | Applies to | Default | Who can change it | What it does |
|---|---|---|---|---|---|
| Currency | Settings › General Settings › Regional Settings | website | Dollars in the editor when no currency format is saved | Settings role | Selects a preset money format or allows a custom format. |
| Symbol | Settings › General Settings › Regional Settings | website | $ in the editor | Settings role | Sets the symbol used by website money formatting. |
| Position | Settings › General Settings › Regional Settings | website | left in the editor | Settings role | Places the symbol before or after the amount. |
| Decimal Separator | Settings › General Settings › Regional Settings | website | . in the editor | Settings role | Sets the separator between whole and fractional amounts. |
| Thousands Separator | Settings › General Settings › Regional Settings | website | , in the editor | Settings role | Sets the separator between groups of thousands. |
| Currency Code | Settings › General Settings › Regional Settings | website | Not set | Settings role | Selects the website currency used to convert tracked commercial values. When not set, amounts remain in their original currency without conversion. |
Permissions
| Permission | Lets you |
|---|---|
| Settings | View Regional Settings, subject to Settings Permissions. Powerfront manages the currency controls. |
Limits and good to know
- If the source currency or website currency is missing, conversion leaves the amount unchanged.
- Missing exchange rates also leave the amount unchanged. A value labelled with the website currency therefore needs investigation if it appears unconverted.
- Stored values and displayed values can have different precision. Do not expect every screen to show four decimal places.
- The original purchase currency and the website display format serve different purposes. Changing a symbol alone does not change the exchange-rate calculation.
Depends on and works with
View all connections as a list
This feature uses
- Website and regional settingsConfigured by
Website regional settings hold the currency code and display format.
- Basket trackingEnhances
Tracked basket amounts retain original money and website-currency values.
- Purchase tracking and sales totalsEnhances
Completed purchase tracking uses the website currency for converted values.
- PCI Payment Form in web chatEnhances
Payment requests retain the requested money alongside the website-currency amount.
- Purchase details and conversion creditEnhances
Tracked purchase details retain original line prices and currency.
- Sales attribution and conversion reportsEnhances
Sales reporting uses converted values and can include original currency evidence.
Used by
- Basket trackingConfigured by
Tracking preserves original money alongside website currency values.
- Purchase tracking and sales totalsConfigured by
Original money and website currency values are retained for tracked purchases.
- PCI Payment Form in web chatConfigured by
Website currency settings determine the converted value stored with each payment request.
- Purchase details and conversion creditConfigured by
Website currency settings determine converted purchase values and their display format.
- Sales attribution and conversion reportsConfigured by
Currency setup affects monetary values and display.
- Product recommendation and purchase reportsConfigured by
Currency setup affects displayed sales amounts.
- Missed opportunity estimates and reportsConfigured by
Website currency settings determine the money used for order value and revenue estimates.
- Reports Dashboard and business filtersConfigured by
The website currency code supplies the dashboard currency selection alongside its USD option.
FAQ and troubleshooting
Why does a sales report differ from the merchant's order amount?
Check whether the report shows website currency and the merchant shows original currency. Also compare rounding and the same order lines.
Why has an amount stayed the same after conversion?
The currencies may match, a currency code may be missing, or an exchange rate may be unavailable. Ask Powerfront to check the currency setup and rate availability.
Can I change the website currency myself?
Powerfront manages the currency controls. Ask Powerfront to change the code and format you need.
Does the website currency change prices in my store?
This feature converts tracked values within INSIDE. Commerce cards continue to use the money supplied by the provider.