How to manage currencies and exchange rates

You must add first, then you can manage and use them. Add currencies first, then you can search and maintain them in Currency Management. Currencies must exist before you can add exchange rates.

1. Add currency

1. Open the current project, then go to Enterprise CMS → Currency Management.
2. Click the three dots in the top right → + Add currency.
3. Fill in the form, then add.

2. Currency Management

You can manage currencies only after they have been added:

1. Open Enterprise CMS → Currency Management.
2. Click the three dots in the top right to Search.
3. The list shows added currencies (such as CNY, EUR, USD). Click the three dots on the right of a card to Edit or Delete only.
4. Choose Edit. Check Base currency and Enabled according to the requirement, then Save.

3. Add exchange rate

You can add exchange rates only after currencies have been added:

1. Open Enterprise CMS → Exchange Rate Management.
2. Click the three dots in the top right (or the add entry) to open Add exchange rate.
3. Enter Source currency, Target currency, and Rate, then click Add.

![Currency / exchange rate configuration]

Done when

Added currencies appear in the Currency Management list; matching currency-pair rates appear in Exchange Rate Management.