TeamCollaboration Tutorial: Enable Multi-Currency

Scenario

TeamCollaboration wants to increase its global presence and start selling its products in different currencies. The company wants to take advantage of Zuora's built in multi-currency support and enable sales in multiple currencies of all their products.

Zuora product catalog structure starts with a list of products that a company sells. Each product can have any number of rate plans, and each rate plan can have a number of fees (charges) that can be expressed in different currencies. This product structure helps TeamCollaboration avoid plan proliferation, and preserves a streamlined, intuitive view of the products that they sell.

In the exercises, you will enable multi-currency within a product.

Exercise: Enable Multi-Currency in Settings and for Products

TeamCollaboration currently sells their products only in US Dollars. But they want to begin selling in Yen and Canadian Dollars as well, with more currencies to come in the near future.

Objective: To set up currencies and apply the currencies to products in the product catalog.

To enable more currencies in Billing Settings:

1. Click your username at the top right and navigate to Settings >  Billing.
2. Click Customize Currencies.
3. Click Edit for Canadian Dollar.
4. Select Active to activate this currency type. Click save.
5. Repeat Step 2 and Step 3 for Yen.

To enable the activated currencies in Product Catalog:

1. Navigate to Products > Product Catalog and click TeamCollab Basic.
2. In the Rate Plans section, click Edit price in multi-currency. 
   You will see a list of rate plans displayed with columns for the active currencies, such as USD, JPY, and CAD.
3. In the CAD column, enter your desired pricing for each charge in a rate plan. When done, click Activate to activate Canadian Dollars for that rate plan.
4. Repeat the previous step for the other rate plans in the CAD column and JPY column.
5. Click close.

What's Next?

Learn: Payment Pages