Additional Module. The incert system is multi-currency capable. The actual implementation takes place as part of a project, and the functions described here are only available after ordering and setup. If you are interested in the multi-currency module, we would be happy to hear from you at beratung@incert.at.

Overview

• For each item, you define in which currency it is sold at what price. An item can be offered in multiple currencies, or a separate item can be created for each currency. Prices are never automatically converted into another currency; instead, the price is always set per currency.
• A voucher never changes currency between purchase and redemption. Redemption is always in the currency in which the voucher was purchased. When redeeming on-site, it can be decided whether and at what exchange rate the voucher will be accepted. The redeemer always sees the value in the original purchase currency.
• Interfaces must be checked individually, as multi-currency capability also depends on the respective system (provider). Redemption via an interface is only meaningful/possible within the same currency. In any case, it must be checked with connected payment providers whether multiple currencies are supported.

Multi-Currency in the Front-End

The shop interface offers the following options:

• Currency selection for customers (e.g., a drop-down menu with available currencies). This ensures that all views (not just category content but also recommended items in sliders) are automatically filtered. This option A is ideal when most items are sold in multiple currencies.
• Category (sub-shop): Categories can be defined as sub-shops, each targeting a specific currency (in the screenshot below, currencies are only used as an example in category images). This option B is ideal if, for example, each hotel in a group sells only in its local currency.
• Linking: The shop can also be accessed directly in a specific currency via a link parameter. The format is ?currency=ID, for example, ?currency=CHF.

Item Management

An item is only available in the currency in which a price has been set. If an item includes optional additional services, only those with a price set in the selected currency will be displayed. To display an item in a different currency, simply set a price:

Gift cards always have a predefined currency. For selling gift cards in multiple currencies, separate card items can be created.

Users & Areas

Users in the incert system are grouped into areas. For example, a portal may contain multiple hotels (areas) to which users (logins) are assigned.

• Base currency: The default currency of a user or area can be set in the Partners & Businesses menu under Edit Default Currency.
• Currency switching: The right to switch currencies (for issuing, redeeming, or viewing statistics in foreign currencies) can be configured individually for a user or user role by incert.
• Restriction of currency switching: Access to foreign currencies can be restricted for an area (and all its users) or individual users. For example, redemption may be allowed, but sales may be restricted for certain currencies. A specific currency can also be disabled for redemption, sales, or statistics.

Configuration in the project. The settings and restrictions for users may seem complex, but these extensive configurations allow your project manager to tailor the system perfectly to your needs during implementation.

Voucher Issuance

When selling vouchers, only vouchers available in the user's base currency are displayed. If a user has the appropriate rights, they can switch the currency to issue vouchers in another currency.

Multi-Currency in Statistics

• The order list displays orders in the user's base currency and allows (if the user has the right) viewing orders in all currencies. However, this is not possible in statistics, as amounts are aggregated.
• Journals display data per currency. The currency can be switched at any time, but different currencies are never mixed in a single report.
• Partner billing is generated per currency. Thus, a separate billing statement can be created per currency for each billing period.
• The dashboard and SEPA transfer file generation (for portals) are currently only available in EUR.

Multi-Currency in Coupon Campaigns

A coupon is always created for a specific currency. For a coupon campaign covering multiple currencies, separate coupons must be created. However, the same coupon code can be used for these campaigns. The system ensures that a coupon code is only created once per currency. For example, the code Christmas2023 could be used for both a EUR campaign and a CHF campaign.