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Base Rate

Menu path: Admin -> Base Rate

This section is used to store your main market reference rates for each currency code.

These rates are the starting point for exchange calculations. They help RoboExchanger understand the value of one currency code against another currency code.

Very important workflow​

Changing a base rate does not mean every exchange direction becomes updated immediately.

After you add or change any base rate, you should go to:

Admin -> Exchange Direction -> Exchange Direction List -> Refresh Rate

This step recalculates the saved rates in your exchange directions.

If you skip this step, customers may still see the old exchange direction rates on the public website.

Main pages​

  • Base Rate List
  • Base Rate Create
  • Update Base Rate

What this section controls​

Use this page to:

  • define a main rate for each currency code
  • build a clean rate base before creating exchange directions
  • maintain a standard rate source inside the admin panel
  • prepare exchange directions for refresh when market values change

How base rate and exchange direction work together​

This is the part most users need to understand clearly.

Base Rate​

Base Rate stores the main reference value for a currency code.

Example idea:

  • USD can be your main base currency
  • another currency code can be stored relative to that base

Exchange Direction​

Exchange Direction stores the customer-facing exchange route and rate.

Customers do not exchange directly from the Base Rate page.

They exchange through saved directions such as:

  • USDT TRC20 -> Perfect Money USD
  • BTC -> Bank Transfer USD
  • Nagad -> USDT TRC20

Important result​

If you change a base rate today:

  • the base rate record is updated
  • but existing exchange directions may still keep their old saved rate
  • you must refresh exchange direction rates so the public exchange flow uses the new values

Best setup order​

Use this order for a clean setup:

  1. Create Currency Code records first.
  2. Add your base currency rate first.
  3. Add other base rates.
  4. Create Currency records.
  5. Create Exchange Direction records.
  6. After any base rate change later, go back to Exchange Direction List and click Refresh Rate.

Base Rate List page​

This page shows all saved base rates.

It also shows an admin note with your configured base currency code and reminds you that its rate must stay 1.

List columns​

  • Currency: the currency code linked to the rate
  • Rate: saved base rate value
  • Last Update: latest update time
  • Action: edit or delete

What the list page is used for​

Use this page to:

  • check which currency codes already have a base rate
  • review last updated values
  • open a rate for editing
  • delete an unused non-base rate

Base Rate Create and Update pages​

These two pages use the same form.

The form is simple, but the value affects your full rate system, so it should be filled carefully.

Base rate field guide​

FieldWhat it meansValidation or good input
Currency CodeThe code this base rate belongs toRequired. One base rate per currency code
RateThe reference value for that currency codeRequired. Numeric value greater than 0 with up to 18 decimal places

Field-by-field explanation​

Currency Code​

Choose the exact currency code you want to assign the rate to.

This field is linked to your existing Currency Code records.

Important rules:

  • one currency code can have only one base rate record
  • do not create duplicate rates for the same code
  • add the main site base currency first

If the currency code does not exist yet, create it first from Currency Code.

Rate​

This is the core reference value used for rate calculations.

It must be:

  • a number
  • greater than 0
  • no more than 18 decimal places

Examples of valid values:

  • 1
  • 1.25
  • 83.560000
  • 0.00002541

Examples of bad values:

  • zero
  • -1
  • 1,25
  • values with too many decimal places

Base currency rule​

Your configured default currency is the main base currency of the system.

That currency should always have a rate of:

1

Important notes:

  • add the default currency first when you start the rate setup
  • do not try to use another value for the base currency
  • do not delete the base currency rate

When should you edit a base rate​

Update a base rate when:

  • the market reference value changed
  • your business uses a new internal reference rate
  • you need to correct a wrong value entered earlier

Do not update base rates casually on a live system unless you are also ready to refresh exchange directions and review the results.

Required step after changing any base rate​

After you save a new rate or update an existing rate:

  1. Open Exchange Direction.
  2. Go to Exchange Direction List.
  3. Click Refresh Rate.
  4. Review a few important directions.
  5. Test one real quote on the public website.

This is the professional workflow users should follow every time.

What the Refresh Rate button does​

The Refresh Rate button is on the Exchange Direction List page.

It recalculates saved exchange direction rates from your current base rates.

It also applies the direction profit setting during the refresh.

That means the final customer-facing rate may change after refresh if:

  • the base rate changed
  • the direction profit is set

Important warning before refresh​

If your team manually adjusted some exchange direction rates before, a full refresh can replace those saved values with newly calculated values.

So before you click Refresh Rate:

  • make sure your base rates are correct
  • make sure your profit settings are correct
  • review important high-volume directions after refresh

Simple example​

Imagine this setup:

  • site base currency: USD
  • USD rate: 1
  • EUR rate: 0.92
  • BDT rate: 117

If you later change EUR from 0.92 to 0.95, you should not stop after saving the Base Rate page.

You must also refresh Exchange Direction rates so all saved EUR-related directions use the new calculation.

Common mistakes​

  • not adding the default base currency first
  • setting the base currency rate to something other than 1
  • creating duplicate base rates for one currency code
  • using text or comma format instead of a real number
  • changing a base rate and forgetting to click Refresh Rate from Exchange Direction
  • refreshing rates without reviewing important directions afterward

Save or update problems​

If the form does not save, check these points first:

  • Currency Code is selected
  • that currency code does not already have another base rate record
  • Rate is a valid number
  • Rate is greater than 0
  • Rate does not contain more than 18 decimal places
  • the base currency rate is 1

If the form saves but the public rate still looks old, check these points:

  • you already clicked Refresh Rate from Exchange Direction
  • the related direction is active
  • the related direction profit setting is reviewed
  • the public quote was tested again after refresh

Best practice​

  • decide your main base currency first
  • keep the base currency rate fixed at 1
  • update base rates in a controlled workflow
  • refresh exchange direction rates immediately after every base rate change
  • test a few high-volume exchange pairs after refresh