Multiple Branchs/Units Operations for CRM
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 167.94
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts Directory (contacts) • Discuss (mail) • Purchase Management (purchase) • Inventory Management (stock) • Sales Management (sale_management) • Invoicing Management (account_invoicing) |
Community Apps Dependencies | Show |
Lines of code | 1614 |
Technical Name |
odoo_crm_multi_branch |
License | See License tab |
Website | http://www.probuse.com |
Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts Directory (contacts) • Discuss (mail) • Purchase Management (purchase) • Inventory Management (stock) • Sales Management (sale_management) • Invoicing Management (account_invoicing) |
Community Apps Dependencies | Show |
Lines of code | 1614 |
Technical Name |
odoo_crm_multi_branch |
License | See License tab |
Website | http://www.probuse.com |
Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Multiple Branchs/Units Operations by Company for CRM Application
This module all Odoo to have multi branch concept by company for CRM Application. So you can setup multiple branches per company for CRM. Concept of multi branch operate same as multi company environment works in Odoo standard.
Supporting Access rights / Security for every applications which include branch concept similar like multi company security.
This app support Branch/Unit features on CRM listed as per screenshots below.
Main Features:
- Allow you to create multiple branchs/units of your companies.
- Access group created for Multi Branch similar like Multi Company group in Odoo standard/base.
- Access records / Security of its specific branch.
- Working as multi branch concept same as Odoo's multi company environment.
- Branch functionality added to CRM applications.
- Set Branch on Lead.
- Set Branch on Opportunity.
- For more details: See Video in live preview
- For more details see video and below screenshots.
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.
Branch on CRM Lead
Default Branch will be set from the users branch it was editable to change
Branch will be set on the Opportunity
Branch Will be set on the opportunity form from Lead
Branch on Lead Analysis Report
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
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
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Odoo Training
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, 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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Any abuse of this reporting system will be penalizedA great module for odoo crm
With the help of this app, users can only see and access contacts, opportunities, etc. relevant to their branch. Is a must have for companies having multiple branches or having several operating units.
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