To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
Please click to change the language to Tamil.
1.1 ADD CURRENCY EXCHANGE RATE
Add a Plant - Step-by-Step
Step 1: Reach the Currency Exchange Rate
From the main side menu, click on "Sales," then go to "Masters," and finally choose "Currency Exchange Rate" This will open the Currency Exchange Rate Search page.
Step 2: Adding a Currency Exchange Rate
Located at the top-right corner of the Currency Exchange Rate Search page, there is an “Add Currency” button. Simply click on this button to proceed.
Step 3: Fill in details
Upon clicking the 'Add Currency' button, the Add Currency Exchange Rate page will open. Complete the following information:
Base Currency: The "Base Currency" dropdown presents a selection of available currency options. Users can choose a currency from this list that serves as the reference point for all currency-related values in a transaction or calculation. This choice establishes the foundation for converting values to and from other currencies. This is a mandatory field.
Currency: The "Currency" field allows users to specify the particular currency being used for a value or amount. It complements the "Base Currency" choice, indicating the currency in which a specific value is presented. This is a mandatory field.
Value: In the "Value" field, users input the numerical amount or quantity associated with the transaction. This value is typically expressed in the selected currency, whether it's the base currency or another chosen currency. This is a mandatory field.
Effective Date: The "Effective Date" field involves selecting or inputting a date that signifies the start of a particular event or arrangement. In this context, it's the date from which the specified currency exchange rate or value becomes active and applicable. This is a mandatory field.
Expiry Date: The "Expiry Date" field involves selecting or inputting a date that indicates the end or termination of a specific event, arrangement, or currency exchange rate. It designates the date beyond which the related currency value or rate is no longer valid or applicable.
Important Note: All fields with a (*) are mandatory, so remember to fill them all.
Step 4:Save or Clear
To modify values of the dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options within the dropdown list.
Submit: To retain the information, select "Submit." This action will include the customer with the provided details. After saving, the entry will be added and the screen will transition to the editing mode -> Refer 1.1.1.3 (Edit P)
Save: To retain the information, select "Submit." This action will include the customer with the provided details. After saving, the entry will be added and the screen will transition to the editing mode -> Refer 1.1.1.3(Edit customer)
To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
Going Back: If you change your mind and don't want to add a Plant, click "Cancel." This takes you back to the Part Search page.
Step 5:Going Back
If you change your mind and don't want to add a customer, click "Cancel." This takes you back to the Customer Search page.
1.2 SEARCH CURRENCY EXCHANGE RATE
Search a Currency Exchange Rate - Step-by-Step
Step 1: Start Searching
On the Currency Exchange Rate Search page, you can search in different ways:
By Currency : Type the currency.
By Effective Date: Type the effective date.
By Expiry Date: Type the expiry date..
For All: If you don't have a specific currency, effective date or expiry date, just click "Search" to see all Currency Exchange Rate.
Step 2: See the Results
After clicking "Search," you'll see results:
If you search by currency, effective date or expiry date, you'll find the matching currency exchange rate.
If you didn't search, you'll see a list of all currency exchange rates.
2.1.1.3 EDIT CURRENCY EXCHANGE RATE
Edit a Currency Exchange Rate - Step-by-Step
Step 1: Find Currency Exchange Rate Edit
Step 2: Start Editing
On the Currency Exchange Rate Search, you can edit Currency Exchange Rate:
By currency, effective date or expiry date: Type the currency, effective date or expiry date.
Click Search: Press "Search" to find the Currency Exchange Rate you want to edit.
Step 3: Edit Details
After searching, you'll see the Currency Exchange Rate that you want to edit.
Click "View/Edit" next to that Base Currency to reach the Edit Currency Exchange Rate page.
Step 4:Update Info
On the Edit Currency Exchange Rate page, you'll see existing details.
You can make edits to your entry and then proceed to submit it.
That's it! You've learned how to ADD, SEARCH, EDIT a Currency Exchange Rate using the DMeX app. If you need help, contact the support team.