[IMP] sales: fully updated currencies doc

closes odoo/documentation#6860

X-original-commit: 039dba0780
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/sales/sales/products_prices/prices/currencies.rst

@@ -1,49 +1,236 @@
-=================================
+==================
-How to sell in foreign currencies
+Foreign currencies
-=================================
+==================
 
-Pricelists can also be used to manage prices in foreign currencies.
+With Odoo, pricelists can be used to manage prices in a number of foreign currencies. Specifically,
+Odoo has the ability to work with 167 total currencies.
 
-* Check *Allow multi currencies* in :menuselection:`Invoicing/Accounting --> Settings`.
+.. note::
-  As admin, you need *Adviser* access rights on Invoicing/Accounting apps.
+   In order to use multiple currencies in Odoo *Sales*, the *Accounting* application **must** be
+   installed.
 
-* Create one pricelist per currency. A new *Currency* field shows up in pricelist setup form.
+Settings
+========
+
+Once the *Accounting* app has been installed, foreign currencies can be added to the database.
+Navigate to :menuselection:`Accounting app --> Configuration --> Settings`, scroll to the
+:guilabel:`Currencies` section, and locate the :guilabel:`Main Currency` setting.
+
+.. image:: currencies/main-currency-setting-page.png
+   :align: center
+   :alt: How the main currency feature appears on settings page in Odoo Accounting.
+
+Odoo automatically sets the main currency as the currency of the country the company is based in.
+
+To change the main currency of the company, select the drop-down menu in the :guilabel:`Currency`
+field, select the desired currency, and be sure to :guilabel:`Save` the changes.
 
 .. tip::
-    To activate a new currency, go to :menuselection:`Accounting --> Configuration --> Currencies`,
+   To ensure currency rates are updated automatically, enable the *automatic currency rates* feature
-    select it in the list and press *Activate* in the top-right corner. Now it will show up in
+   on the *Accounting* settings page (:menuselection:`Accounting app --> Configuration --> Settings
-    currencies drop-down lists.
+   --> Currencies section`).
 
-Prices in foreign currencies can be defined in two fashions.
+   .. image:: currencies/automatic-currency-rates.png
+      :align: center
+      :alt: How the main currency feature appears on settings page in Odoo Accounting.
 
-Automatic conversion from public price
+   Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, choose a designated
-======================================
+   bank to get the currency rates from in the :guilabel:`Service` field drop-down menu, and select
+   an :guilabel:`Interval` of time for the updates to take place. Then determine when the date of
+   the :guilabel:`Next Run` should be.
 
-The public price is in your company's main currency (see
+   To instantly update the currency rates, click the :guilabel:`🔁 (circular arrows)` icon, located
-:menuselection:`Accounting --> Settings`) and is set in product detail form.
+   to the right of the :guilabel:`Next Run` field.
 
-.. image:: currencies/public_price.png
+   When all configurations are complete, be sure to :guilabel:`Save` all changes.
+
+.. note::
+   All payment methods **must** be in the same currency as the sales journal, or the company
+   currency, if the company currency is not set. If it is not the same, a :guilabel:`Validation
+   Error` message appears.
+
+View, edit, and add currencies
+==============================
+
+To view, edit, and add currencies to the database, making them available on pricelists and on the
+:guilabel:`Main Currency` drop-down menu, click the :guilabel:`Currencies` link, located beneath the
+:guilabel:`Currency` field on the :menuselection:`Accounting app --> Settings` page.
+
+When the :guilabel:`Currencies` link is clicked, a separate :guilabel:`Currencies` page is revealed.
+
+.. image:: currencies/main-currencies-page.png
    :align: center
+   :alt: How the main currencies page appears in Odoo Accounting.
 
-The conversion rates can be found in
+On this page, Odoo provides a master list of 167 global currencies. Each row shows the corresponding
-:menuselection:`Accounting --> Configuration --> Currencies`. They can be updated
+:guilabel:`Currency`, :guilabel:`Symbol`, :guilabel:`Name`, date of the :guilabel:`Last Update`, and
-from Yahoo or the European Central Bank at your convenience: manually, daily, weekly,
+:guilabel:`Current Rate` (compared to the default currency of the country in which the company is
-etc. See :menuselection:`Accounting --> Settings`.
+based).
 
-.. image:: currencies/currency_rate.png
+To the far right, there are two columns, which can be toggled on or off:
+
+- :guilabel:`Use on eBay`: this currency can be used with the connected eBay account (if
+  applicable).
+- :guilabel:`Active`: this currency is activated, which means it can be added to a pricelist, or
+  used as the main currency of the company, if desired (via :menuselection:`Accounting app -->
+  Configuration --> Settings --> Currencies section`).
+
+.. note::
+   By default, all the :guilabel:`Active` currency options are at the top of the list.
+
+.. tip::
+   It is recommended that *at least* one pricelist is created per :guilabel:`Active` currency. See
+   :doc:`./pricing` to learn more about pricelist configuration.
+
+To toggle options on/off, click the toggle switch in the row for the corresponding column. When *on*
+the color of the switch is green. When *off*, the color of the switch is grey.
+
+Currency detail form
+--------------------
+
+To edit any currency on the :guilabel:`Currencies` page, click the desired currency to reveal the
+detail form for that specific currency, and proceed to make any necessary changes.
+
+.. image:: currencies/currency-detail-form.png
    :align: center
+   :alt: How a currency detail form looks in Odoo Accounting.
 
-.. image:: currencies/prices_conversion.png
+On the currency detail form, the relevant currency code appears in the :guilabel:`Currency` field.
+Beneath that, the name for the currency is in the :guilabel:`Name` field.
+
+Then, toggle the currency's availability with the :guilabel:`Active` toggle: *on* is indicated with
+a green switch, and *off* is indicated with a grey switch.
+
+On the right of the currency detail form, the appropriate :guilabel:`Currency Unit` (e.g. `Dollars`)
+and :guilabel:`Currency Subunit` (e.g. `Cents`) can be found.
+
+If the currency is meant to be used for eBay purposes, toggle the :guilabel:`Use on eBay` option to
+the desired activation.
+
+Next, under the :guilabel:`Rates` tab, the various conversion rates can be viewed, added, or
+deleted. Each row shows the :guilabel:`Date` of that specific rate, the :guilabel:`Company` to which
+it is connected, followed by the :guilabel:`Unit per...` and :guilabel:`...per Unit`.
+
+.. note::
+   The *...* in each of the last two columns represents the main currency set for the company. For
+   example, if the main currency is set to `USD`, the columns are titled :guilabel:`Unit per USD`
+   and :guilabel:`USD per Unit`.
+
+To add a new rate, click :guilabel:`Add a line` in the :guilabel:`Rates` tab, and proceed to fill in
+the necessary information in the aforementioned columns.
+
+Main currency detail form
+-------------------------
+
+If the selected currency is the main currency of the company, a blue banner appears at the top of
+the currency detail form with the message: :guilabel:`This is your company's currency.`.
+
+.. image:: currencies/main-currency-detail-form.png
    :align: center
+   :alt: How a main currency detail form looks in Odoo Accounting.
 
-Set your own prices
+All the fields are the same as a typical currency detail form, but there will **not** be a
+:guilabel:`Rates` tab because all other currency rates are based off the main currency of the
+company.
+
+Create new currency
 ===================
 
-This is advised if you don't want your pricing to change along with currency rates.
+If a desired currency isn't on the :guilabel:`Currencies` page, click the :guilabel:`New` button to
+open a blank currency template form.
 
-.. image:: currencies/pricing_currency.png
+.. tip::
+   The same :guilabel:`New` button is located in the upper-right corner of any currency detail form.
+
+.. image:: currencies/blank-currency-detail-form.png
    :align: center
+   :alt: How a blank currency detail form looks in Odoo Accounting.
+
+On the blank currency detail form, proceed to enter the desired currency code in the
+:guilabel:`Currency` field. Beneath that, enter the name for the currency in the :guilabel:`Name`
+field.
+
+Then, toggle the currency's availability with the :guilabel:`Active` toggle switch.
+
+On the right of the currency detail form, enter the appropriate :guilabel:`Currency Unit` (e.g.
+`Dollars`) and appropriate :guilabel:`Currency Subunit` (e.g. `Cents`).
+
+If the currency is meant to be used for eBay purposes, toggle the :guilabel:`Use on eBay` to the
+desired activation.
+
+Next, under the :guilabel:`Rates` tab, add a new rate by clicking :guilabel:`Add a line`. Then,
+proceed to confirm and adjust the :guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`,
+and :guilabel:`...per Unit` fields to ensure all the auto-populated information is accurate.
+
+.. note::
+   The *...* in each of the last two columns represents the main currency set for the company. For
+   example, if the main currency is set to `USD`, the columns are titled :guilabel:`Unit per USD`
+   and :guilabel:`USD per Unit`.
+
+Currency-specific pricelists
+============================
+
+It is recommended that *at least* one pricelist is created per active currency in the database. To
+create (or assign) a pricelist to a specific currency, start by navigating to :menuselection:`Sales
+app --> Products --> Pricelists`.
+
+From the :guilabel:`Pricelists` page, either select an existing pricelist to edit, or click
+:guilabel:`New` to create a new pricelist.
+
+On the pricelist detail form, for either a new or existing pricelist, adjust the
+:guilabel:`Currency` field as desired.
 
 .. seealso::
+   :doc:`./pricing` to learn more about pricelist configuration.
 
-  * :doc:`pricing`
+Auto-conversion from public price
+=================================
+
+It should be noted that the public price seen on products is directly related to the main currency
+the company has set, which is configured by navigating to :menuselection:`Accounting app -->
+Configuration --> Settings --> Currencies section --> Main Currency --> Currency drop-down menu`.
+
+The sales price automatically updates if the pricelist is changed to a different pricelist that has
+a different currency than the company's main currency. The change in price is directly related to
+the updated conversion rate for that currency.
+
+Set product prices
+==================
+
+In order to have product prices set in place to avoid any changes in currency rates, start by
+navigating to :menuselection:`Sales app --> Products --> Products`.
+
+From the :guilabel:`Products` page, select the desired product to modify. Or, create a new product
+by clicking the :guilabel:`New` button.
+
+Then, on the product detail form, click the :guilabel:`Extra Prices` smart button, located in the
+upper-left corner. Doing so reveals a separate :guilabel:`Price Rules` page, specific to that
+particular product.
+
+.. image:: currencies/price-rules-currencies.png
+   :align: center
+   :alt: How to set product prices based on foreign currency pricelists in Odoo Sales.
+
+Click :guilabel:`New`, and select the desired pricelist from the drop-down menu in the
+:guilabel:`Pricelist` column.
+
+The :guilabel:`Applied On` field is auto-populated with the product, so proceed to enter in the
+desired figures in the :guilabel:`Min. Quantity` and :guilabel:`Price` fields.
+
+.. note::
+   The figure in the :guilabel:`Min. Quantity` field means the :guilabel:`Price` being set will
+   **only** trigger if at least that amount of product is purchased.
+
+If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` for the set prices.
+Leaving those columns blank ensures the set price will remain valid, regardless of the date of sale.
+
+If working in a multi-company environment, designate to which company this price rule should be
+applied in the :guilabel:`Company` field. Leaving that field blank ensures the price rule applies to
+all companies in the database.
+
+With those configurations complete, regardless of any changes/updates in conversion, whenever those
+designated pricelists are applied to a customer trying to purchase this specific product, these
+pre-determined set prices appear.
+
+.. seealso::
+   :doc:`./pricing`