Currency Units – Account Preferences For Revenue And Cost Tracking

Currency Settings let you select the default currency used throughout your Route4Me account for revenue, cost, and other financial values. Applying a single currency helps maintain consistency across routes, Orders, Capacity Profiles, exports, and related account data. This document explains how to manage your preferred currency and where it is reflected across Route4Me. You will also learn how currency settings affect financial information displayed in different areas of your account.

Configure currency settings and view where financial values are displayed throughout your Route4Me account.

 

 

 

Manage Currency Settings In Your Account

To access Currency settings, click “Settings” > “Account Settings” from the Navigation Menu, then open the “Preferences” tab. From the “Currency” field, select your preferred currency unit and click “Save“.

See the table below for a list of all available currency types.

Open Your Account Settings

Distance Units determine how distance-related information is displayed across your account.

Full-Width Table

 

View Selected Currency Type Across Your Account

Your preferred currency unit is automatically applied wherever currency values appear in your account. The following examples show some, but not all, of the areas where this setting takes effect.

 

Routes List – Financial Data Displayed In Your Selected Currency

All Revenue and Cost amounts shown in your Routes List data columns appear in your selected currency.

Open Your Routes List

Currency values are displayed consistently across the account using the configured currency setting.

 

Route Editor – Currency Applied To Destination Revenue And Cost

From the Destination Info Panel of the Route Editor, you can view Revenue and Cost amounts in the configured currency.

NOTE: Revenue and Cost amounts displayed in Route Snapshots also reflect your selected currency.

From the Destination Info Panel of the Route Editor, Cost and Revenue values are displayed in the configured currency.

 

Capacity Profile – Revenue Thresholds In Your Selected Currency

Maximum revenue thresholds in Capacity Profiles are calculated in your account currency.

Open Your Capacity Profiles

Maximum revenue thresholds in Capacity Profiles are calculated using the account currency.

 

Order Exports – Currency Formatting Applied To Exported Order Values

When exporting Orders, currency values for Cost and Revenue are displayed in your account currency.

Open Your Orders

Order physical attribute values, including weight and cube, are calculated based on your configured Measurement Unit setting.

 

Price List Page – Currency Consistency Across ERP Price List Data

From your Price List Page, all financial values are displayed in your configured currency. The “Unit Price“, “Minimum Sale Total“, and “Maximum Sale Total” columns all clearly reflect your selected currency, ensuring consistency across pricing data.

Open Your Price List Page

Price List page data columns all clearly reflect the chosen currency unit selected for your account.

 

Invoices Page – Your Configured Currency Applied To ERP Invoice Data

From your Invoices Page, financial data is displayed using your configured currency. The “Currency Code (ISO)” and “Currency Display Name” columns clearly identify the currency in use, and all “Invoice Total” values are shown in your selected currency.

NOTE: Your chosen Currency Unit also appears in Invoice Snapshots.

Open Your Invoices Page

Invoice totals, currency code ISOs, and currency display names all reflect your chosen currency setting.

 

Business Insights – Currency Units In Data Table

From Business Insights, you can configure your data table to include financial columns – such as costs, revenue, and P&L – all displayed in your selected currency, consistent with your Account Settings.

Open Your Business Insights

Configure your data table to include financial columns such as costs, revenue, and P&L displayed in your selected currency

 

 

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About author: Daniel Archer

Daniel ArcherWith a background in pedagogy and writing instruction, Daniel is a former tenured English Instructor who, after nearly 20 years of teaching, transitioned into content strategy and leading writing teams for global brands. Now, as Technical Documentation Manager at Route4Me, he translates complex logistics technology into clear, accessible content that empowers users.

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Route4Me has over 40,000 customers globally. Route4Me's Android and iPhone mobile apps have been downloaded over 2 million times since 2009. Extremely easy-to-use, Route4Me's apps create optimized routes, synchronize routes to mobile devices, enable communication with drivers and customers, offer turn-by-turn directions, delivery confirmation, and more. Behind the scenes, Route4Me's operational optimization platform combines high-performance algorithms with data science, machine learning, and big data to plan, optimize, and analyze routes of almost any size in real-time.