| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Purchase (purchase) • Inventory (stock) |
| Lines of code | 188 |
| Technical Name |
manual_rate_exchange |
| License | OPL-1 |
| Website | http://www.pragmatic.com.co/ |
| Versions | 12.0 13.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Purchase (purchase) • Inventory (stock) |
| Lines of code | 188 |
| Technical Name |
manual_rate_exchange |
| License | OPL-1 |
| Website | http://www.pragmatic.com.co/ |
| Versions | 12.0 13.0 |
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 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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