How to Manage Currency Settings

Introduction #

Managing currency settings in Cosmic ERP allows users to configure and maintain currency details essential for financial transactions. This guide provides a step-by-step process for viewing and updating currency settings to ensure accurate financial data within the ERP system.

Prerequisites #

• Access: Ensure you have login credentials for Cosmic ERP.
• Settings Permission: Verify that you have the necessary permissions to access and modify currency settings.

Steps to Manage Currency Settings in Cosmic ERP #

1. Login to Cosmic ERP
   • Enter your credentials to access the Cosmic ERP dashboard.
2. Navigate to Settings
   • Click on ‘Settings’ from the main menu.
3. Access Currency Settings
   • Within the Settings menu, click on ‘Currency Settings’.
4. Enter Currency Details
   • Currency: Enter the name of the currency.
   • Currency Symbol: Fill in the symbol of the currency.
   • Decimal Number Format: Specify the format for decimal numbers.
   • Float Number: Select the appropriate float number option.
5. Configure Separators
   • Decimal Separator: Choose the symbol to use for decimal separation.
   • Thousands Separator: Choose the symbol to use for thousands separation.
6. Set Currency Symbol Position and Spacing
   • Currency Symbol Position: Select where the currency symbol should be placed (e.g., before or after the number).
   • Currency Symbol Space: Choose if there should be a space between the currency symbol and the number.
7. Additional Settings
   • Currency Symbol & Name: Select how the currency symbol and name should be displayed.
8. Save Changes
   • After entering all the necessary details, click on ‘Save changes’ to apply the updates.

Conclusion #

Managing currency settings in Cosmic ERP ensures that your financial transactions reflect accurate and up-to-date currency information. Follow these steps to view and update your currency settings efficiently.