Hi,
In the company settings im aware of the option to set the current exchange rate.
Our base currency is ZAR (South African Rand). So in setting these rates I input for instance ZARUSD = 0.0804
| Currency |
Exchange Rate |
Currency Inverted |
Exchange Rate Inverted |
| USDZAR |
R12.44 |
ZARUSD |
$0.0804 |
| EURZAR |
R13.44 |
ZAREUR |
€0.0744 |
| GBPZAR |
R15.51 |
ZARGBP |
£0.0645 |
| AUDZAR |
R9.48 |
ZARAUD |
$0.1055 |
On our international quotes to customers, we need to show the current exchange rate for 2 currency pairs however we still quote the client in ZAR.
Basically I would like to populate 2 custom fields with the current rate of exchange for the 2 selected currency pairs.
So for example, I if a sales consultant selects AUD and USD, then I would like a custom function through a workflow to fill in the 2 custom fields with the relevant rates.
I am open to achieving this through a calculated field if I knew how to pull the company set exchange rates or through a workflow custom function that pulls the current rates from the company set ones or through a webhook that pulls this from an outside source like openexchangerates.
Have attached the images to help better understand the idea.
Any suggestions would be appreciated.