This help document is for in-house users set up as admin and covers how to set a portal-wide display currency, region, and date format.
You can also set up a display currency for customers, if certain customers have a currency that is different than the currency configured portal-wide (ex. the portal-wide currency is euros, but certain customers' currency is pounds). Click here for more information on this.
Please note: The portal-wide display currency setting only sets which currency symbol is used portal-wide and does not involve any currency conversions or calculations. This is the currency that will be used throughout the portal, except in select places for certain customers that are set up with a different display currency (click here for details).
How to Set Up Your Portal-Wide Display Currency, Region, & Date Format
Go to the Tools tab, and click 'Company Configurations'.
Under 'Regional Settings' select the region, display currency and date format.
Click 'Save' to save your selected regional setting and display currency.
Up Next
Click here for a help document on setting customer display currency
Click here for a help document on setting customer ship-to addresses