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Multiple Branch Unit Operation Setup with Point Of Sales in Odoo

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Required Apps Point of Sale (point_of_sale)
Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Inventory (stock)
Community Apps Dependencies branch
Technical Name bi_branch_pos
License OPL-1
Also available in version 18.0 17.0 16.0 15.0 14.0
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Technical Name bi_branch_pos
License OPL-1
Also available in version v 17.0 v 16.0 v 15.0 v 14.0 v 18.0

Introduction

The Odoo Multi-Branch POS module is a comprehensive solution for businesses that operate multiple retail stores or branches under a single company. This module extends Odoo's powerful Point of Sale system to a multi-branch environment, allowing you to manage each location as a separate entity while maintaining centralized control. From configuring branch-specific POS settings to tracking sales, payments, and inventory for each location, this module provides a streamlined and efficient way to manage your entire retail network. It eliminates the complexity of a multi-company setup, offering a more intuitive and integrated approach to multi-branch retail management.

Key Features

  • Branch-Specific POS: Configure and operate separate Point of Sale sessions for each of your company's branches.

  • User and Branch Association: Assign users to specific branches, ensuring they can only access the POS and data relevant to their location.

  • Seamless Integration: Works in conjunction with a base multi-branch module to extend branch functionality across sales, purchasing, inventory, and accounting.

  • Automated Branch Tagging: The branch is automatically assigned to all POS orders, payments, and related stock moves.

  • Branch-Specific Reporting: Generate and view POS analysis reports on a per-branch basis to track the performance of each location.

  • Customizable Receipts: Print branch-specific details, such as address and logo, on POS receipts.

  • Centralized Management: Create and manage all your branches and their POS configurations from a single, centralized interface.

Benefits

  • Improved Organization: Streamline your retail operations by segregating all POS data and activities by branch.

  • Enhanced Control: Gain better control over your multi-location retail business with branch-specific management of sales and inventory.

  • Increased Efficiency: Automate the flow of information from your POS to your accounting and inventory systems, reducing manual data entry.

  • Greater Visibility: Get a clear overview of the sales performance and stock levels of each individual branch.

  • Simplified Management: Manage all your retail operations from within a single company environment, avoiding the complexities of a multi-company setup.

  • Better Data Security: Control access to sensitive sales and inventory information with branch-specific user rights.

Compatibility & Technical Details

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

  • Community Apps Dependencies: Multiple Branch(Unit) Operation Setup for All Applications Odoo/OpenERP

  • License: OPL-1

  • Technical Name: bi_branch_pos

  • Installation:

    1. Ensure the base multi-branch module is installed first.

    2. After purchasing, download the module zip file.

    3. Extract the file to get the bi_branch_pos folder.

    4. Copy this folder into your Odoo addons directory.

    5. In Odoo, activate developer mode.

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

    7. Search for the "POS Multi Branch in Odoo" module and click 'Install'.

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Multiple Branch/Unit(operation) Management with POS Odoo Apps for Single Company

Odoo Multi-Branch App with Access Control

Multi-Branch Support for Sales, POS, Accounting

Manage Multiple Branches in One Odoo Company

Separate Branch Records in Single Odoo Environment

Browseinfo

Do you have multiple unit for single company? Do you want them to works as separate entity inside the company? Here you go, This multiple branch management Odoo apps helps users to make different branches for single company with multi branch concept which works same as multi-company environment. Also Don't worry about the access rights too, We have added branch user/manager roles inside the Odoo module, Branch user can only access records of its specific branch and Branch manager can see records of all Branches. Branch functionality added to Sale Order, Purchase Order, Invoice/Billing, Accounting, Warehouse, Products and Point Of Sale etc.

You can also manage multiple branch with multi company environment. For each company you can add several branches also multi company rules is already applied on branch object, so if user don't have access of company then that user can't have access of branch of that specific company.

Multi branch Odoo apps works for both community and enterprise edition with all generic application like contact, product, sales, purchase, warehouse,billing, accounting , point of sale etc.We have other separate apps available for Manufacturing,Projects, Subscription, Helpdesk etc, you can see that on Odoo store and If you can't see it contact us, we will help you on that. If you are using Odoo enterprise edition and don't want to use specific application i.e POS , then don't worry we will simply remove that dependency for you without any extra cost.

Looking for Multiple Branch Accounting Enterprise Reports Apps, please check below module link

Financial Reports For Branch -Enterprise Edition Odoo Apps.



Looking for Multiple Branch Accounting Community Reports Apps,please check below module link

Multiple Branch Accounting Community Reports Odoo Apps.



Multi Branch Concept.

It allows you to create Multiple Branch/Unit, Working as multi branch concept same as Odoo's multi company environment.

Complete Workflow for Branch.

Branch functionality added to Sales, Purchase, Invoice, Warehouse and POS, Access group created for branch manager and branch user with specific branch.

Create Multiple Branch

You can create multiple branch from Settings > Users > Branch


Assign Branch User

You can assign a branch for which specific user is belongs


Branch On Customer

User can set customer for specific branch by selecting branch on customer


Branch On Product Template

User can set branch on product template, selected branch on product template will automatically added to product variant


Branch On Product Variant


Branch on Point of Sale Flow

POS Branch Configuration

User can set allowed pos branches on Point of Sale > Configurations > Point of Sale menu and this allowed pos branches only available to select for pos.


Branch on Session

On point of sale login user's branch will be pass in the POS session.


Branch on POS Order

On point of sale order branch will set based on session used to create pos order.


User can also group by point of sale order using "Branch" filter


Branch on POS Receipt


Branch on POS Picking


Branch on POS Analysis Report


Branch on Sales Flow

Branch on Sales Order

While creating sales order user who is currently login, branch of the user is set as branch to the sales order and warehouse shipment address is also set according to selected branch.


Group By Branch

User can see created records of sale order group by branch using "Branch" filter. User can also find this branch filter in Purchase Order, Invoice, Incoming Shipment/Delivery Order, Account Bank Statement, Account Payment and Point Of Sale.


Branch Sales Analysis Report

User can see sales analysis report based on branch.


Branch on Delivery Order

While Quotation get confirmed generated picking(delivery) will have same branch automatically set based on Sales Order

User can set allowed pos branches on Point of Sale > Configurations > Point of Sale menu and this allowed pos branches only available to select for pos.


Branch on Stock Analysis Report

You can see stock move analysis report based on branch.


Branch on Invoices

While quotation get confirmed generated picking(delivery) will have same branch automatically set based on Sales Order.


Branch on Journal Entry

After Validate invoice, Selected branch of the invoice will automatically set on journal entry.


Branch on Account Payment

Selected branch of the invoice will automatically set on account payment.


Branch on Journal Items

After clicking on journal items smart button, You can see journal items with automatically selected branch.


Branch Invoice Analysis Report

User can see invoice analysis report based on branch.


Branch on Purchase Flow

Branch on Purchase Order

While creating purchase order user who is currently login, branch of the user is set as branch to the purchase order.


Branch Purchase Analysis Report

User can see purchase analysis report based on branch.


Branch on Picking

While RFQ(purchase) get confirmed generated picking(shipment) will have same branch automatically set based on RFQ.


Branch On Vendor Bill

While bill created from the purchase order selected branch of the purchase order will automatically set on bill.


Branch on Journal Entry

After Validate vendor bill, Selected branch of the bill will automatically set on Journal Entry.


Branch on Account Payment

Selected branch of the bill will automatically set on Account Payment.


Branch on Journal Items

After clicking on Journal Items smart button, You can see Journal Items with automatically selected branch.


Branch on Warehouse Flow

Branch on Warehouse

User can also define branch in the warehouse and all the technical fields are set according to the branch.


Branch on Warehouse Locations

In warehouse locations you can also set branch.


It display warning if you select different branch on location than warehouse.


Automated(Real Time) Inventory Valuation

If you set Automated(Real Time) Inventory valuation for your inventory setup then generated stock accounting entry will also have same branch will be linked which used to print financial statement properly with branch filter.


Branch On Bank Statements

While creating Bank Statements you can also show branch details in it.


Branch on Journal Entry

After validate Bank Statements you can also see branch details in the journal entry of it.


Version : 18.0.0.0
15 November 2024

Initial release of the app.


This Odoo app can not be used with Odoo Online (SaaS).

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Yes, Starting version 13.0, Every version of the module is sold separately.

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

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