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      International costs on a presentation

      International costs represent product costs that are not payable to the supplier, such as currency exchange. Learn how to add international costs to your presentation.

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      Currency Conversion

      FAQ

      Currency Conversion

      Distributors who purchase products in one currency and sell them in another currency should use the Currency Conversion tool. For example, if you have an estimate where the products are in USD, and you need to sell them in CAD, then Currency Conversion is for you. 

      Your admin team will need to start by creating the necessary conversion rates for your team. Once created, conversion rates can be applied to an invoice to account for the currency exchange.

      Step 1: Adjust the currency of the project

      A new project will always use the currency assigned on the client's page by default. 

      To apply a Currency Conversion to a project:

      1. Open the project's overview > Project Info > Currency > and click Change
      2. Use the drop-down menu to select the currency your client will pay their order in
      3. Click Close

      commonsku Tip: If you need to change your client's currency permanently, you can update their default currency on their client page.

      Step 2: Adjust the currency conversion rate on your presentation

      1. In the presentation, click to Edit the item
      2. Click the Update button beside the "Currency Conversion" rate

      Presentations display the sales form’s currency in the form’s subtotal.

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      FAQ

      What happens to my margins if I use the currency conversion tool to account for the currency exchange?

      Applying a currency conversion locks a product's margin rates. You can no longer adjust the margin used on a specific breakdown (i.e., the margin applied to a 2XL t-shirt) or the margin applied to an artwork charge (i.e., the margin applied to a setup cost). The Currency Conversion tool is designed to calculate accurate margins for you based on your currency conversion rates. If you'd like to change the margin applied to a particular charge or change the product's overall margin, you will need to adjust the retail price.