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Multiple Branchs/Units Operations by Company

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Required Apps Calendar (calendar)
Purchase (purchase)
Discuss (mail)
Invoicing (account)
Inventory (stock)
Technical Name odoo_multi_branch
License OPL-1
Also available in version 17.0 16.0 15.0 14.0
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Technical Name odoo_multi_branch
License OPL-1
Also available in version v 17.0 v 16.0 v 15.0 v 14.0

Introduction

The Odoo Multi-Branch Operations module provides a comprehensive framework for managing businesses with multiple branches or operational units within a single company. This powerful tool eliminates the complexity of a multi-company setup by allowing you to segregate and manage your data on a per-branch basis. From sales and purchasing to inventory and accounting, this module ensures that each branch can operate as a distinct entity while maintaining centralized control and reporting. It is the ideal solution for businesses looking to scale their operations, improve efficiency, and gain clear visibility into the performance of each individual branch.

Key Features

  • Centralized Branch Management: Create and configure an unlimited number of branches for a single company from a centralized interface.

  • User Access Control: Assign users to specific branches and define their access rights, ensuring data security and segregation.

  • Branch-Specific Workflows: Apply the multi-branch concept to all major Odoo applications, including Sales, Purchase, Inventory, and Accounting.

  • Automated Branch Assignment: The system automatically assigns the user's current branch to new transactions like sales orders, purchase orders, and invoices.

  • Warehouse and Location Integration: Link warehouses and stock locations to specific branches for accurate, branch-level inventory management.

  • Comprehensive Reporting: Generate and filter all standard reports, including sales analysis, purchase analysis, and financial statements, on a per-branch basis.

  • Multi-Branch Widget: A user-friendly widget in the Odoo interface allows users to easily switch between their allowed branches, filtering data accordingly.

Benefits

  • Simplified Management: Manage all your business units from a single company environment, avoiding the complexities of multi-company configurations.

  • Improved Organization: Streamline your operations by segregating all data and transactions by branch, leading to better clarity and control.

  • Enhanced Data Security: Restrict user access to specific branches, ensuring that sensitive information is only visible to authorized personnel.

  • Increased Efficiency: Automate the flow of information across your branches, reducing manual data entry and the potential for errors.

  • Greater Visibility: Gain a clear and accurate overview of the performance and activities of each individual branch.

  • Scalable Solution: Easily add new branches as your business grows without disrupting your existing operations.

  • Better Decision-Making: Use branch-specific reports to make more informed and strategic decisions for each of your business units.

Compatibility & Technical Details

  • Required Modules: Sales (sale_management), Purchase (purchase), Invoicing (account), Inventory (stock), Discuss (mail)

  • License: See License tab

  • Technical Name: branch

  • Installation:

    1. After purchasing the module, download the provided zip file.

    2. Extract the contents to access the branch folder.

    3. Copy this folder into your Odoo addons directory.

    4. In your Odoo instance, activate developer mode.

    5. Go to the 'Apps' menu and update the module list.

    6. Search for the "Multiple Branch(Unit) Operation Setup for All Applications" module and click 'Install'.

Multi Branches Odoo App

Multiple Branches/Units Operations by Company

Multiple Branches/Units Operations Management

This module all Odoo to have multi branch concept by company. So you can set up multiple branches per company. The concept of multi-branch operates the same as multi-company environment works in Odoo standard.
This app support Branch/Unit features on Sale Order, Purchase Order, Invoice/Payments, and Warehouse.


Main Features:

  • Allow you to create and manage multiple branches/units of your companies.
  • Access group created for multi-branch similar like the multi-company group in Odoo standard/base.
  • Access records/security of its specific branch access of data to the user.
  • Working as a multi-branch concept same as Odoo's multi-company environment.
  • Branch functionality added to Sales, Purchase, Invoice, Warehouse.
  • Note: Single chart of accounts for all branches by the company so the branch will share a single chart / common chart of the account which is configured for the company.
  • Users can see current branch records only (not all branch records where he/she is allowed to see). So the user has to switch to the current branch to view records for a branch.
  • Complete business workflow for branches i.e Sales order to Invoice and Delivery. Same for Purchase to Vendor bill and Vendor payments.
  • This app will compatible with Odoo community and Enterprise both editions.
  • For more details see the video and check the below screenshots. You can contact us if you have any queries.

Edition Compatibility:


Enterprise Odoo.sh Community

Setup of Branches / Units for Company

You can go to Settings/Users & Companies/Companies Branches.

User form Allocate / Assign Branch to User

On user form you are allowed to assigned branch to that user.

Set Multi Branch Group on User

Branch on Customer / Supplier / Partner Form

Branch on Product Form

Branch On Sales Order Workflow.

You can create sales order by branch you are working on and that will be pass to invoices and delivery orders. Default branch will be current user branch.

Branch on Delivery Order Form

After Quotation confirmed and it generate picking / delivery will have same branch automatically set based on Sales Order.

Branch On Customer Invoices

When invoice created from sales order workflow then branch of the sales order will automatically set on invoice form. And system will also supporting creating manual invoice so log in user branch will be set to the customer invoice.

Journal Entry and Journal Items with Branch/Unit

Once you Validate invoice then selected branch of the invoice will pass and set on Journal Entry and journal items of accounting.

Customer Payment Screen

Customer Invoice to Payment workflow will respect branch information. And also payment entry after validation of payment use branch.

Configure Branch on Warehouse Stock Location

Allow you to have branch wise stock locations.

Set Branch on Procurement Group

Branch On Purchase Order Workflow

Purchase Order to Vendor bill and Purchse order to Incoming shipment Branch will be pass automatically.

Branch on Incoming Picking / Incoming Shipment

PO to Incoming shipment flow.

Branch On Vendor Bill

PO to Vendor bill Flow.

Branch On Vendor / Supplier Payment

Vendor Bill to Supplier Payment and then to Payment Journal entry.

Branch On Analytic Account / Cost Center


Branch On Analytic Entry / Anlaytic Lines

Branch On Inventory Adjustment - to Product Move

Branch On Account Bank Statements

Branch Wise Analysis Report

Sales Analysis.

Invoice Analysis

Branch Wise PDF Report

Sales Order

Invoice

Purchase Order

Branch On Calendar / Meetings

Branch on Sales Team Form

Branch Wise Analysis Report

Purchase Analysis

Branch on Scrap Form

Switch Branch Menu

Switch Current Branch

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo Proprietary License v1.0
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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).

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by depending on it, importing it and using its resources), but without copying
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