How To: Set a Default Currency for each Country

Table Of Contents

Khaos Control can automatically assign a default currency when new customer records are created.

When a country is selected on a new customer account, the system uses the currency configured against that country in [ System Data | International | Countries ]. This can save time when creating customer records and help ensure customers are assigned the correct currency by default.

Set a Default Currency for a Country

Open a System Data screen (show me how).
Open the [ International | Countries ] screen.
Press Alt + E or click Edit to enter edit mode.
Locate the country you want to update and click in the Currency column.
Tip: To update multiple countries at once, green-select the required rows, right-click and choose Apply Value Range.
Press F4 to open the currency selection list.
Note: Currencies must already exist in [ System Data | International | Currencies ] before they can be assigned to a country.
Select the required currency.
Press Ctrl + S or click Save.

The selected currency will now be used as the default when new customers are created with that country.

How the Default Currency Works

When creating a new customer:

Select the customer's country.
Khaos Control automatically populates the currency based on the country settings.
The customer record can then be saved using the suggested currency or amended if required.

This helps ensure consistency when creating customer accounts for different regions and markets.

Overriding the Default Currency

The default currency assigned from the country record is only applied when a new customer is created.

If a specific customer requires a different currency, you can manually change it within the customer's financial settings:

[ Customer | Detail | Financial ]

Simply select the required currency from the currency drop-down list.

Important Notes

Country defaults are only applied when creating new customer records.
Existing customer records are not automatically updated if the country default currency changes.
Changing the country on an existing customer record does not automatically update the currency.
The currency selected in [ Customer | Detail | Financial ] remains unchanged unless you manually select a different currency.
Default currencies can only be selected from currencies that have been configured in [ System Data | International | Currencies ].

Additional Information

Using country-based default currencies can:

Speed up customer account creation.
Reduce manual data entry.
Improve consistency across international customer records.
Help prevent currency selection errors when processing orders and invoices.