Exchange Direction Edit

Exchange Direction Edit Page Documentation #

Overview #

The Exchange Direction Edit page allows administrators to modify the details of an existing exchange direction. This includes updating exchange rates, minimum and maximum amounts, status, and other parameters to ensure accurate and up-to-date exchange rules.

Navigation #

1. Access the Exchange Direction List:
   • From the admin dashboard, navigate to the Exchange Direction section.
   • Click on Exchange Direction List to view all existing exchange directions.
   • In the Action column of the desired exchange direction, click on the Edit button to navigate to the Exchange Direction Edit page.

Form Fields and Descriptions #

1. User Send:
   • Description: Select the currency that the user sends for the exchange.
   • Example: USD
   • Requirement: Required
2. Exchange From Rate:
   • Description: The rate at which the currency is exchanged from the sending currency.
   • Example: 1.2
   • Requirement: Required
3. User Receive:
   • Description: Select the currency that the user receives after the exchange.
   • Example: EUR
   • Requirement: Required
4. Exchange To Rate:
   • Description: The rate at which the currency is exchanged to the receiving currency.
   • Example: 1.1
   • Requirement: Required
5. Minimum Send Amount:
   • Description: The minimum amount that can be sent for the exchange to be valid.
   • Example: 10 USD
   • Requirement: Required
6. Maximum Send Amount:
   • Description: The maximum amount that can be exchanged in a single transaction.
   • Example: 1000 USD
   • Requirement: Required
7. Allow Affiliate Commission:
   • Description: Toggle whether to allow affiliate commission for this exchange direction.
   • Options: Yes/No
   • Requirement: Required
8. Status:
   • Description: Set the status of the exchange direction.
   • Options: Active/Inactive
   • Requirement: Required
9. Auto Rate:
   • Description: Toggle whether to enable automatic rate updates.
   • Options: Yes/No
   • Requirement: Optional
10. Auto Rate Profit:
    • Description: Specify the percentage or fixed amount profit added to the rate if Auto Rate is enabled.
    • Example: 5% or 5
    • Requirement: Required if Auto Rate is enabled
11. Select Parser Name
    • Description: Choose the parser source for retrieving exchange rates.
    • Requirement: Required when Auto Rate is enabled. Supported parsers include: Binance, Whitebit, Roboexchanger, Cryptomus/Heleket, Gate.io, KuCoin, MEXC, EXMO, and MoneyGo.
12. Parser Symbol
    • Description: Define the currency pair symbol used by the selected parser (e.g., BTC/USDT).
    • Requirement: Required if using Auto Rate.
13. Customer KYC Verification
    • Description: Choose whether customer verification is required to access this exchange direction.
    • Options: Required / Not Required
    • Requirement: Optional.
14. Hide from Unverified Users
    • Description: Choose whether this exchange direction should be hidden from users who are not verified.
    • Options: Yes / No
    • Requirement: Optional.
15. Payment AML
    • Description: Choose the Anti-Money Laundering (AML) verification requirement for payments in this direction.
    • Options: No AML / [Other AML options if configured]
    • Requirement: Optional.
16. Direction Note
    • Description: Add any additional notes or instructions for this exchange direction.
    • Requirement: Optional

Usage Instructions #

Step-by-Step Instructions #

1. Navigate to Exchange Direction Edit Page:
   • From the admin dashboard, go to Exchange Direction.
   • Click on Exchange Direction List.
   • In the Action column, click on the Edit button for the desired exchange direction.
2. Edit Exchange Direction Details:
   • User Send: Select the currency that the user sends.
   • Exchange From Rate: Enter the exchange rate for the sending currency.
   • User Receive: Select the currency that the user receives.
   • Exchange To Rate: Enter the exchange rate for the receiving currency.
   • Minimum Send Amount: Enter the minimum amount allowed for exchange.
   • Maximum Send Amount: Enter the maximum amount allowed for exchange.
   • Allow Affiliate Commission: Toggle Yes or No to allow/disallow affiliate commissions.
   • Status: Set the status to Active or Inactive.
   • Auto Rate: Toggle Yes or No to enable/disable automatic rate updates.
   • Auto Rate Profit: Enter the percentage or fixed amount profit added if Auto Rate is enabled.
   • Select Parser Name: Choose the appropriate parser if Auto Rate is enabled.
   • Parser Symbol: Enter the currency pair symbol as used by the selected parser (e.g., BTC/USDT).
   • Customer KYC Verification: Choose whether KYC verification is required.
   • Hide from Unverified Users: Toggle to hide this direction from users who are not verified.
   • Payment AML: Select the AML option if applicable.
   • Direction Note: Add any helpful notes or special instructions (optional).
3. Save Changes:
   • Once all necessary changes are made, click the Save button to update the exchange direction details.

Conclusion #

The Exchange Direction Edit page provides administrators with a comprehensive interface to modify existing exchange directions. By allowing updates to key fields such as exchange rates, minimum and maximum amounts, and status, the page ensures that exchange rules are accurate and current, enhancing the platform’s functionality and reliability.