Introduction

The Odoo Multi-Branch Purchase Tender module is an essential tool for businesses that operate with multiple branches or units under a single company. This module extends Odoo's core purchasing functionality, allowing you to manage purchase requisitions and tender processes on a per-branch basis. It provides a structured and segregated workflow, enabling each branch to handle its procurement needs independently while maintaining centralized oversight. By bringing the same level of control and organization as Odoo's multi-company environment to a multi-branch setup, this solution simplifies complex procurement scenarios, enhances security, and improves overall operational efficiency.

Key Features

• Branch-Specific Procurement: Create and manage purchase requisitions and tenders for individual branches.

• User Access Control: Assign users to specific branches, ensuring they can only access and manage the records relevant to their branch.

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

• Automated Branch Assignment: The branch from the purchase agreement or requisition is automatically carried over to the corresponding purchase orders.

• Clear Visibility: The assigned branch is clearly visible on all related documents, including purchase agreements and purchase orders.

• Kanban View: Easily track and manage the status of purchase agreements for each branch through an intuitive kanban view.

• Centralized Branch Management: Create and configure all your business branches from a single, centralized settings menu.

Benefits

• Improved Organization: Streamline your procurement process by segregating purchase requisitions and tenders by branch.

• Enhanced Security: Control data access with branch-specific user rights, ensuring that sensitive information is only visible to authorized personnel.

• Increased Efficiency: Automate the flow of information between purchase agreements and purchase orders, reducing manual data entry.

• Better Control: Gain a clearer overview of the procurement activities and performance of each individual branch.

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

• Greater Transparency: Easily track the origin and status of all purchase-related documents for each branch.

Compatibility & Technical Details

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

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

• License: See License tab

• Technical Name: bi_odoo_multi_branch_tendor

• 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_odoo_multi_branch_tendor 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 module and click 'Install'.