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Foreign Exchange

by
Odoo

$ 4.85

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 8041
Technical Name exchange
LicenseAGPL-3
Websitehttps://github.com/MoonsunSoft/exchange
Versions 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 8041
Technical Name exchange
LicenseAGPL-3
Websitehttps://github.com/MoonsunSoft/exchange
Versions 18.0

Foreign Exchange

Beta License: AGPL-3 Moonsun PTY LTD/exchange

The main exchange module that registers spot remittances is done with this module. Changes related to accounting and contact have also been made in this module

The goals you get with the exchange module are as follows

  • Making spot based on the updated rate
  • Creating a spot based on the special rate rule of each exchange
  • Management of payments and receipts of each spot
  • Adjust odoo accounting according to the needs of the exchange store
  • Management of banks and customer bank accounts
  • Add to Contact changes according to the attachment that an exchange must receive

Table of contents

Installation

Steps to Use the clickatel Module:

  1. Sign Up on Clickatel: Visit the clickatel homepage and create an account.
  2. Install the Clickatel Module in Odoo: Ensure the module is installed in your Odoo instance.

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Configuration

  1. Access Configuration in the Settings Module: Navigate to the setting select sms module.

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  1. Select the Special Server option to activate the permission to use this service

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  1. Save the settings
  2. Select the server check button and enter the Clickatel module list view

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  1. Click on new button and insert data of account

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  1. Save Record data and then back to setting in sms module
  2. Select the list and open that

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  1. select record that created

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  1. You can used from this module to send sms , for example in contacts select mobile and then can select sms action button to send sms.

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Usage

Follow the steps below to make a spot

  1. Determine the sender and bank account.
  2. Determine the recipient and bank account.

Preview

  1. Specify the input and output currency.
  2. By specifying the spot value, its rate is automatically calculated based on the rate law.
  3. Confirm your spot.
  4. Click the register receive button and specify the amount received from the customer. With this, a payment is made in your odoo accounting.
  5. Click the register payment button and specify the amount paid to the customer. With this, a payment is made in your odoo accounting.
  6. Finally, you can change the state of your spot to done.

Other cases

  • Specify the reason for your spot.
  • Add a customer comment.
  • Comment on the spot as an administrator.
  • Determine the amount of commission and discount.
  • After calculating the spot rate, if the output amount is not rand, you can rand its value using the second priority option.

Option

  • Calculate a different rate based on the importance of the customer and the remittance amount with the rate rule.
  • If you want to set rules for creating a remittance, confirming and canceling it, you can use Moonsun’s model validation modules.

Known issues / Roadmap

Roadmap Structure

  1. Overview Introduction to Clickatell SMS Module Key Features

  2. Installation
    Prerequisites Installation Steps

  3. Configuration Setting Up API Keys Configuration Options

  4. Usage Sending SMS Receiving SMS Handling Responses

  5. Error Handling Common Errors Troubleshooting Tips

  6. Examples Basic Example Advanced Usage

  7. API Reference Function Definitions Parameters and Return Types

  8. Testing Unit Tests Integration Tests

  9. Contributing Guidelines for Contributions Code of Conduct

  10. License Licensing Information

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • MoonsunSoft

Contributors

Your Trusted Digital Transformation Partner in Melbourne. With 15+ years of expertise in HRMS, CRM, and ERP software deployment, we’ve empowered over 300 clients worldwide. Our goal is to boost your business performance through tailored, cost-effective solutions using Odoo, AI, IoT, and Network integration. We specialize in unique business process design, ensuring maximum growth potential for companies of all sizes and complexities. Partner with MoonSun and leverage the full power of Odoo for your business success.

For more information, visit our website at MoonSun PTY LTD <https://www.moonsun.au>_

Other credits

  • MoonSun Soft

Maintainers

This module is part of the Moonsun PTY LTD/exchange project on GitHub.

You are welcome to contribute.

Module Title

TODO

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