Managing currency and adding value to the inventory

In this article you will learn how to select the currency, add value to the inventory and also to change the currency.

Selecting currency

  1. Log into the online platform C-Sar.
  2. In case you haven't selected your currency yet, a message will appear on your dashboard.
    In order to be able to add value to your inventory, you need to select the currency first. 
  3. Set the currency by clicking on the drop-down.
    Screenshot 2023-06-15 at 15.09.53 copy-2

Adding value to the inventory

  1. Log into the online platform C-sar and navigate to the Inventory in the main menu bar. 

  2. Select the PG (Production Green) number of the lot you would like to add value to.

    Screenshot 2023-07-05 at 11.30.36

  3.  Click   on the toolbar. 

    Screenshot 2023-07-05 at 11.38.04

  4. Select Price and add the value.
  5. When adding price you need to select the measurement unit you set the value for.
    The default unit is kg, but you can change it by clicking on the drop down. 

Screenshot 2023-07-05 at 11.42.15

6. You can finalize the change by clicking on Update lot


If the selected lot has related lots (e.g. lots in other warehouses, or lots in the same sample group) updating this lot will not update the related lots accordingly - you need to update them manually. 

You will find the selected lots listed with the same text on the bottom of the page. 


Changing currency 

It is possible that within time you would like to edit your account preferences, including your currency.

Navigate through the change of your account preferences by reading the following article: How to change my account preferences? 

Changing the currency on your account is possible with the following the steps below:

  1. Log into the online platform C-Sar.

  2. Navigate to the Account Overview page on the menu bar and click on the gear icon.

  3. Under Currency, you can find the option Change Currency

Screenshot 2023-06-22 at 13.02.53-1

4. Select the new currency from the list with the drop down. Click Update currency to save the change. 

Screenshot 2023-07-06 at 12.40.11

The currency change will update the currency, but not the values for all prices.

Before you finalize the update, a warning message will appear with the same text. 

5. If you would still like to proceed, select OK, so you can set the new currency. 


Related content:

You have learned how to select currency, how to add value to the inventory and finally, how to change the currency. 

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