Currencies, VAT and units#
Three code lists used by the e-shop, the warehouse and invoicing alike.
Currencies#
Find them under Systém → Měny.
| Field | Note |
|---|---|
| Name and code | koruna, Kč |
| Exchange rate | against the main currency |
| Separators and decimal places | how amounts are written — and how many places the amount due on a payment is rounded to |
| Symbol position | before or after the amount |
| Show suffix and suffix | text after the amount, e.g. "excl. VAT" |
| Credit price | for internal credit |
| Do not invoice | no documents are issued from this currency |
| Interní měna (internal currency) | the currency is not offered on the site — it is not in the choice of an advert price currency and a region with it is not used for displaying the site; it changes nothing about whether it is money |
| Popisek za částkou (label after the amount) | the pluralized unit form per language; empty = the code is used |
| Active |
The exchange rate does NOT convert product prices
This is the most common misunderstanding about currencies. Prices are entered separately in each currency in the price lists — the rate has no effect on them. Set a rate expecting the shop to start selling in euros and it will not: goods without a price in that currency cannot be bought.
What the rate is actually for
It is used by the payment gateway that can accept a payment in a currency other than the order's — it converts the amount by this rate. Outside that case it is not used in the system.
The rate does not update itself
It is a value you enter by hand. Nothing fetches it from a central bank.
The do-not-invoice flag is for credit
An internal currency in which a customer keeps a balance. The document was issued when the credit was bought, not when it is spent.
Whether it is money is decided by “Peněžní měna”, not by “Interní měna”
These are two independent axes. Peněžní měna (monetary currency) unticked means this
currency is not money: the amount is then printed as a pluralized unit count ("1 credit",
"200 credits") instead of a money format, prices in it are final without VAT and payments in
it automatically issue no documents. Interní měna only says that the currency is not
offered to visitors on the site. The plural form is entered in the currency translation's
Popisek za částkou field, for example {0}credits|[1,4]credits|[5,Inf]credits; an empty
field means "use the code".
Step by step: creating your own unit currency (points, tokens)#
- Systém → Měny → Přidat, fill in the name and the code.
- Set the number of decimal places to
0— points are usually not divisible. - Untick Peněžní měna (points are not money) and tick Nefakturovat. If the currency should not be offered to visitors on the site, tick Interní měna too.
- Fill in Popisek za částkou with a pluralized form for every language.
- On the gateway that charges in this currency, tick Konečné ceny — VAT does not apply to a unit currency.
- Fill in the tariff prices for the combination of region + this gateway + this currency; without them nobody can buy the tariff.
The number of decimal places also drives payment rounding
It is not merely display formatting. The amount due on a tariff payment is rounded to this number of places — once, from the whole unrounded sum — so that the gateway can charge it with nothing left over; see Rounding of the amount due. Change it and further payments in this currency will come out at different amounts than before; payments already created are not recalculated. Gateways with final prices are the exception — nothing is rounded there.
VAT#
VAT rates are set in Platby a měny → Daně → Sazby (Payments and currencies → Taxes → Rates), for each supply kind (goods, service…) with a valid-from date. The procedure is in the chapter Taxes: Supply kinds and rates.
The former Systém → DPH page no longer exists in the administration; delete any bookmarks that led to it.
Units#
Find them under Systém → Jednotky.
| Field | Note |
|---|---|
| Code | pcs, kg, m, hr |
| Order | in which they are offered |
| Active |
The unit on a document is an imprint
Invoices and stock documents copy the unit code into themselves. Renaming a unit does not change old documents — deliberately.
Put the most-used unit first
The order decides what is offered first. In a shop full of goods that saves hundreds of clicks.
Where they are used#
| Code list | Who reads it |
|---|---|
| Currencies | e-shop price lists, tariffs, invoices |
| VAT (rates under Daně) | price lists, invoices |
| Units | products, stock items, invoices |
Do not delete an entry something already uses
Documents and products refer to it. Disable an unused entry with the Aktivní toggle.