Currency¶
Manage currencies, coupons, and gift cards.
The Currency module provides configuration for currency-related instruments used during point-of-sale transactions, including currencies, coupons, and gift cards.
Navigation: Admin → Currency
What You'll Configure¶
💱 Currency Types
Accepted currencies and exchange rates
🎟️ Coupon Types
Coupon identification and discount behavior
💳 Gift Cards
Gift card definitions and redemption rules
Documents in This Section¶
💱 Currency Types
Define accepted currencies, exchange rates, and rounding precision for transaction processing.
View Documentation →
🎟️ Coupon Types
Define coupon categories and configure discount application behavior for promotions.
View Documentation →
💳 Gift Card Definitions
Configure gift card products by linking inventory items to locations and payment types.
View Documentation →Module Structure¶
The Currency module includes the following sections:
- Currency Types: Define accepted currencies, exchange rate, and rounding precision.
- Coupon Types: Define coupon categories and configure discount application behavior.
- Gift Card Definitions: Configure gift card products and redemption rules.
Key Operational Considerations¶
Currency Types¶
- Use ISO 4217 currency codes (for example,
USD,EUR) for consistency. - Updating
Fixed Rateaffects future calculations only; historical transactions are not recalculated. - Choose an appropriate
Rounding Factor(for example,0.0100for two decimal places;1.0000for currencies without minor units).
Coupon Types¶
- Design
Number Maskpatterns to avoid overlap so one coupon number matches only one type. - Use effective dates to activate/deactivate coupon types without removing configuration.
- Ensure
Application Type(Item vs Sale) aligns with how the promotion is intended to be applied.
Gift Card Definitions¶
- Gift card definitions are uniquely identified by Item ID + Location + Payment Type.
- Define separate configurations per location; definitions are not shared across locations.
- Expiration behavior depends on the configured
Expiration Type(including fixed date behavior controlled by the GLS program when applicable).