11.82

v 12.0 Third Party 20
Required Apps Inventory (stock)
Invoicing (account)
Purchase (purchase)
Technical Name manual_rate_exchange
LicenseOPL-1
Websitehttp://www.pragmatic.com.co/
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Required Apps Inventory (stock)
Invoicing (account)
Purchase (purchase)
Technical Name manual_rate_exchange
LicenseOPL-1
Websitehttp://www.pragmatic.com.co/

Currency exchange rate

Is it essential for your company to be able to handle different exchange rates for invoices of purchase, sale, registration of payments and costs at the destination ?. This module allows you to use different exchange rates according to your need, the value of the rate is entered manually, that is, enter the value that will be used according to the case where you must implement it. The rate must be entered in the number of units of the base currency with respect to the foreign one; it is not necessary to do the conversion of the foreign currency to the local currency.

Configuration

The option of Multicurrency must be enabled in the configuration of the Billing module.

Manually enter the exchange rate of the purchase invoice.

When creating the purchase invoice, you must enable the Manual change rate check box to apply the manual rate according to the exchange rate you want. In the purchase invoice interface you must enable the Manual exchange rate check box, this enables the Exchange rate field where you must enter the units of the base currency with respect to the foreign currency and select in the field Currency the currency type, after that enter the products to be purchased with a unit price in the foreign currency and the platform is responsible for carrying out the conversion. In case you need to use the automatic rate provided by the Odoo consultation service with banking entities, you should not enable the Manual exchange rate checkbox and the platform uses the normal flow that it handles Odoo.

Manually manage the exchange rate for sales invoice

When creating the sales invoice, you must enable the Manual exchange rate check box to apply the manual rate according to the exchange rate you want. In the sales invoice interface you must enable the Manual exchange rate check box, this enables the Exchange rate field where you must enter the units of the base currency with respect to the foreign currency and select the type of currency in the field Currency , after that enter the products to be sold with a unit price in the foreign currency and the platform is responsible for carrying out the conversion.

In case you need to use the automatic rate provided by the Odoo consultation service with banking entities, you should not enable the Manual exchange rate checkbox and the platform uses the normal flow that it handles Odoo.

Manually manage the exchange rate to register payments

To register payments with different exchange rates, you must create a journal for the management of information regarding payments that generate profits or losses and must be added in the section of Multicurrency in the module configuration of > Billing

When registering the payment of a purchase or sale invoice you must enable the option of Manual exchange rate and apply the rates according to the exchange rate you want. In the register register interface, enable the Manual exchange rate b> check box, this enables the Exchange rate b> field where you must enter units of the base currency with respect to the foreign currency and in the field Price in local currency b> the equivalent in the base currency is automatically displayed with respect to the exchange rate that was entered.

Manually manages the exchange rate for costs at the destination

When creating additional costs you must enable the currency exchange option and apply the rates according to the exchange rate you want. In the interface of costs in the destination you must enable the box Manual rate of change , this enables the field Rate of change where you must enter units of the base currency with respect to the foreign currency and select the currency type of the Currency field; at the moment of registering the product in the line of costs in the field of Value of the currency the value of the cost in the foreign currency must be entered and the system will be in charge of doing the mathematical operation to obtain the value of the cost in base currency for each cost line that has been registered.

Contact Us

Send us a message to info@pragmatic.com.co and we will gladly answer your doubts and concerns.

Documentation (English/Spanish)

Here you can find information about the initial configuration of the module and its general use. Click on the logo to go to our official site.

Odoo Proprietary License v1.0

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