Exchange Direction

Menu path: Admin -> Exchange Direction

This section controls the actual exchange routes between one send method and one receive method.

A direction tells RoboExchanger:

• what the customer sends
• what the customer receives
• what rate should be used
• what minimum and maximum limits apply
• whether the route is visible
• whether KYC is required
• whether affiliate commission is allowed

Without a valid exchange direction, customers cannot use that pair on the public website.

Best setup order

Use this order for a clean route setup:

1. Create Currency Code.
2. Create Payment Gateway.
3. Create Currency.
4. Add or review Base Rate.
5. Create the exchange direction.
6. Test the route from the public website.

Main pages

• Exchange Direction List
• Overview Dashboard
• Add Exchange Direction
• Update Exchange Direction
• Direction Dashboard
• Replicate Exchange Direction

What this section controls

This section controls:

• which send and receive pairs are available
• customer-facing route rate
• customer order amount limits
• route visibility for verified and unverified users
• affiliate eligibility for that route
• operational route notes for your staff

Very important rate note

Exchange Direction stores the saved route rate that customers actually use.

That means if you change something in Base Rate, the route does not automatically change everywhere at once.

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

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

This recalculates saved direction rates.

Very important refresh warning

The Refresh Rate button does more than update one number.

It recalculates route rates from current base rates and profit settings, and it sets:

• Exchange From Rate to 1
• Exchange To Rate to the refreshed calculated rate

So if you manually edited direction rates and want to keep those exact manual values, do not click Refresh Rate without reviewing the impact first.

Exchange Direction List page

This is the main working list for all routes.

Top actions

The list page has these main actions:

• Add Exchange Direction
• Overview Dashboard
• Replicate Exchange Direction
• Refresh Rate

Filters

At the top of the list page, you can filter directions by:

• send currency
• receive currency

Use these filters when you need to inspect only one route family instead of the full list.

List columns

• Exchange From
• Exchange To
• Exchange Rate
• Gateway Name
• Minimum Amount
• Maximum Amount
• Status
• Action

What the columns mean

• Exchange From: the send currency with image and reserve badge
• Exchange To: the receive currency with image and reserve badge
• Exchange Rate: saved from_rate and to_rate, with the last update time
• Gateway Name: the gateway of the send currency
• Minimum Amount: smallest allowed send amount
• Maximum Amount: highest allowed send amount
• Status: active or inactive
• Action: overview, edit, or delete

Status toggle

The list page has a quick status toggle.

When a direction is inactive:

• customers should not be able to use that route normally
• the pair can disappear from public exchange lists

Use inactive status instead of delete when you may need the route again later.

Overview Dashboard page

Menu path:

Admin -> Exchange Direction -> Overview Dashboard

This page gives a high-level view of all configured routes.

It includes sections such as:

• Total Exchanges
• Conversion
• Active Routes
• Processing Queue
• Top Directions by Exchange Count
• Route & Status Mix

Use this page when:

• you want to know how many active directions you have
• you want to see which pairs are most used
• you want to review route health without opening each one

Direction Dashboard page

Menu path:

Admin -> Exchange Direction -> Exchange Direction List -> Action -> Overview

This page is the detailed dashboard for one direction.

It shows:

• route title and rate summary
• total exchanges
• processing queue
• send and receive volume
• estimated profit
• direction configuration
• status breakdown
• last 14 days activity
• recent exchanges on that route

Use this page when:

• you want to investigate one route deeply
• you want to review performance before changing a live route
• you want to check whether a route has too many pending or failed exchanges

Add Exchange Direction and Update Exchange Direction

These pages use the same main form.

The form is where you define how one specific route should behave.

Important notes before you start:

• send currency list only shows currencies allowed for send
• receive currency list only shows currencies allowed for receive
• only active currencies appear on this form

Exchange direction field guide

Field	What it means	Validation or good input
User Send	Currency the customer sends	Required. Choose an active currency that allows send
Exchange From Rate	Send-side base rate value	Required numeric value
User Receive	Currency the customer receives	Required. Choose an active currency that allows receive
Exchange To Rate	Receive-side route value	Required numeric value
Minimum Send Amount	Lowest allowed customer send amount	Required numeric value
Maximum Send Amount	Highest allowed customer send amount	Required numeric value
Allow affiliate commission	Allows affiliate earning on this route	Yes or No
Status	Turns the route on or off	Yes or No
Customer KYC Verification	Blocks unverified customers from using the route	Yes or No
Hide from unverified users	Hides the route from unverified users in public lists	Yes or No
Profit Adjustment	Adjustment applied on top of base rate quote	Use values like 5, 5%, -5, or -5%
Direction Note	Admin-side note for this route	Optional

Field-by-field explanation

User Send

This is the method the customer pays with.

Examples:

• USDT TRC20
• Perfect Money USD
• Nagad Personal
• Bank Transfer EUR

Choose this carefully, because it defines the left side of the route.

Exchange From Rate

This is the stored send-side part of the route rate.

In normal RoboExchanger workflow, this is usually:

1

The form can auto-fill this when you choose send and receive currencies.

Important:

• the refresh system later resets this to 1
• if you manually use another value, Refresh Rate can replace it

User Receive

This is the method the customer will receive.

Choose the exact payout or receive method.

Examples:

• Bank Transfer USD
• BTC
• USDT TRC20
• Perfect Money USD

Exchange To Rate

This is the receive-side part of the route rate.

The form can auto-calculate this from:

• Base Rate
• selected send and receive currency codes
• Profit Adjustment

This is the main route rate customers see in the public exchange flow.

Minimum Send Amount

This is the smallest send amount the customer can use for this route.

Use this to prevent very small orders that are not practical for your business.

Good examples:

• 10
• 50
• 100

Maximum Send Amount

This is the largest send amount the customer can use for this route.

Use this to control operational risk and large orders.

This should match your business policy and available reserve.

Allow affiliate commission

If this is enabled, referral commission can be processed for exchanges on this route.

Use Yes only when your affiliate policy allows commission for that specific pair.

Status

This turns the route on or off.

• Yes: route is active
• No: route is inactive

Inactive routes should not be available in normal public exchange flow.

Customer KYC Verification

This option means the customer must be verified before they can use the route successfully.

If enabled:

• unverified users may be blocked from completing the route
• this is useful for sensitive or regulated directions

Hide from unverified users

This option hides the route from unverified users in public route lists.

This is different from Customer KYC Verification.

Difference:

• Customer KYC Verification = Yes: route requires verification to use
• Hide from unverified users = Yes: route is hidden before they even try

You can use them together for stricter control.

Profit Adjustment

This field adjusts the base quote for the route.

Allowed formats:

• 5
• 5%
• -5
• -5%

How it works:

• positive values reduce the final rate by that amount or percent
• negative values increase the final rate by that amount or percent

Examples:

• 5 means subtract 5
• 5% means subtract 5%
• -5 means add 5
• -5% means add 5%

This field is useful when you want route-specific margin or promotional adjustment.

Direction Note

This is an admin-side note for internal reference.

In the current codebase, this note appears on the direction dashboard for staff review.

Good uses:

• staff handling note
• route caution
• compliance reminder
• payout timing note

How the form auto-fills the rate

When you choose:

• User Send
• User Receive

and optionally type a Profit Adjustment, the form requests a quote and can fill:

• Exchange From Rate
• Exchange To Rate

This helps reduce manual calculation mistakes.

Standard workflow:

1. Select the send currency.
2. Select the receive currency.
3. Add profit if needed.
4. Review the auto-filled rate.
5. Save the route.

Important validation rules

• send currency is required
• receive currency is required
• the same direction pair cannot be saved twice
• rates must be numeric
• minimum and maximum amounts must be numeric
• profit must match formats like 5, 5%, -5, or -5%

Practical route example

Example:

• User Send: USDT TRC20
• User Receive: Perfect Money USD
• Exchange From Rate: 1
• Exchange To Rate: auto-filled value
• Minimum Send Amount: 50
• Maximum Send Amount: 5000
• Allow affiliate commission: Yes
• Status: Yes
• Customer KYC Verification: No
• Hide from unverified users: No
• Profit Adjustment: 2%

How routes appear on the public website

Even if a direction exists, customers will not always see it.

For a direction to work normally, the related setup should also be correct:

• direction status should be active
• send currency should allow send
• receive currency should allow receive
• both currencies should be active
• receive side reserve should be enough
• receive gateway and send gateway should be available

If any of those are broken, the route may disappear or fail during order creation.

Replicate Exchange Direction page

Menu path:

Admin -> Exchange Direction -> Replicate Exchange Direction

This page is a bulk copy tool.

It is useful, but it can confuse users if they do not understand what it copies.

What replication actually does

Replication copies existing directions from one send currency to another send currency.

In simple English:

• Source Currency = the existing send currency you copy from
• Target Currency = the new send currency you copy to
• To Currencies = the receive currencies you want to copy

After replication:

• new directions are created with the Target Currency as the send currency
• the selected receive currencies stay the same
• existing directions for that target are skipped

What replication copies

Replication copies the existing route settings from the source direction, including items such as:

• rate values
• minimum amount
• maximum amount
• status
• affiliate setting
• profit setting
• KYC setting
• hide-from-unverified setting
• note

Because of this, replication is powerful but risky if used without review.

Very important replication warning

Use replication only when the target currency should behave very similarly to the source currency.

Safe examples:

• copying one USD wallet method to another USD wallet method
• copying one local wallet family to another very similar local wallet family
• copying route structure where min, max, and verification policy should stay nearly the same

Unsafe examples:

• copying from a crypto method to a bank method without review
• copying between currencies with very different value
• copying when the target should have different limits or risk policy

Replication does not overwrite existing routes

If the target route already exists for a selected receive currency:

• replication skips it
• the old route remains unchanged

So this tool is for creating missing routes, not for bulk updating existing ones.

Recommended replication workflow

1. Choose the Source Currency.
2. Choose the Target Currency.
3. Select only the receive currencies you really want to copy.
4. Click Copy Directions.
5. Open the copied directions from the main list.
6. Review rate, min, max, status, KYC, and profit settings.
7. Test at least one public quote before going live.

If you are not fully sure, do this instead

If replication feels confusing, the safer option is:

• create directions manually one by one
• or copy only a small number first and review them immediately

This is better than copying many wrong routes and fixing them later.

Common mistakes

• trying to create the same direction pair twice
• using the wrong send or receive currency
• entering text instead of a number in rate or amount fields
• setting minimum higher than maximum
• using the wrong profit format
• enabling KYC for a route before your KYC Verification flow is ready
• clicking Refresh Rate without realizing that manual route rates can be replaced
• using replication between currencies that should not share the same route settings

Save or update problems

If the direction does not save, check these points:

• User Send is selected
• User Receive is selected
• the same pair does not already exist
• rate fields contain numbers only
• minimum and maximum contain valid numeric values
• profit format is valid

If the route saves but still does not appear publicly, check these points:

• route Status is active
• send currency allows send
• receive currency allows receive
• both currencies are active
• receive reserve is high enough
• hidden or KYC settings are not blocking the user type you tested with

Best practice

• build clean currency data first
• keep route rates consistent with your base rate policy
• use Profit Adjustment instead of random manual rate edits when possible
• review important routes after every base rate refresh
• use replication only for similar route families
• test one real public quote after every major route change

Related pages

• Currency
• Base Rate
• Payment Gateway
• Exchange
• KYC Verification
• Bonus & Withdraw