The frequency conversion is used to define and communicate the frequency of recurring products and services in various business processes such as selling, invoicing, billing, return fulfillment, shipping, and more. Each product can be associated with multiple frequencies. This flexibility allows a company or an organization within a company to sell a specific product and bill the customer at different frequencies based on business requirements or customer preferences.
Frequency conversion is required for ease of maintenance. The pricing administrator can set the price once and perform a frequency conversion. Frequency conversion can be set for the particular product.
To add a frequency conversion
Log in to the Conga Platform as an admin user.
Click the App Launcher () icon from the top-left corner > Admin Console >Conversion Management.
Click Frequency Conversion Rates.
Click New.
Enter or select values for the following fields:
Field
Description
From Frequency
Select a frequency from the dropdown list that can be used as a source for rate conversion.
To Frequency
Select a frequency for which the conversion rate is defined.
Product
Search and select the name of the product to which the conversion must be applied. If the product field is blank, then the frequency conversion is applicable for all products.
Conversion Rate
Define a conversion rate for the frequency.
ClickSave & Newto save the created frequency conversion and continue creating another frequency conversion, or clickSaveto save the created frequency conversion.
You can edit and delete the frequency conversion by clicking the More () icon and then selecting the Edit or Delete option for the relevant frequency conversion rate from the list.
Once the conversion record is created, you can filter the records in the grid by performing a keyword (basic) search or applying one or more advanced filters and filter logic. For more information on keyword search and advanced search, see Filtering Records in the Grid View.
