Breadcrumbs

Currency

1. Currency

1.1 Dashboard

The user can view their defined currency in the system by navigating to the ‘Currency’ screen in the Master Data from the left navigation panel as follows:

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Figure 1- Currency Dashboard

  • New Currency: the user can add a new currency by clicking New Currency button.

  • Export: the user can export the list as an Excel file by selecting export button.

  • Import: the user can upload the list as an Excel file by selecting import button.

  • Download template: the user can click on ‘Download Template’ to download a certain detail from the dashboard.

  • Filters: the user can search for the shipment by the a currency code, currency name…..etc.

  • Rows Per Page: the user can select the number of items to show on each page.

  • Action: by clicking on this button the user can edit, delete.

1.1.1 Edit Information

The user can edit the information of an existing currency by clicking on Edit from Actions by navigating to the ‘Currency’ screen via the Master Data.

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Figure 2- Edit Information Action
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Figure 3- Edit Information
1.1.2 Delete Currency

The user can delete currency by clicking on Delete from Actions by navigating to the ‘Currency’ screen via the Master Data.

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Figure 4- Delete Currency

1.2 Add New Currency

The user can create a new currency by clicking on New Currency by navigating to the ‘Currency’ screen via the Master Data.

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Figure 5- Add New Currency

  • Currency Code: this field represents the currency unique alphanumeric value.

  • Currency Name: this field represents the currency name.

  • Description: this field represents a detailed description of the currency.

  • Currency Name (English): this field represents the currency name in english.

  • Currency Name (Arabic): this field represents the currency name in arabic.

By clicking on Add the currency will be added successfully.