Multi Branch for Budget Management-Community Edition

by
Odoo

245.01

v 12.0 Third Party 1
Live Preview
Required Apps Invoicing (account)
Inventory (stock)
Purchase (purchase)
Sales (sale_management)
Included Dependencies
Lines of code 2417
Technical Name bi_branch_budget_community
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 14.0 v 13.0 v 15.0
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Required Apps Invoicing (account)
Inventory (stock)
Purchase (purchase)
Sales (sale_management)
Included Dependencies
Lines of code 2417
Technical Name bi_branch_budget_community
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 14.0 v 13.0 v 15.0

Multiple Branch/Units Operations for Accounting Budget - Community Edition

This odoo app works with community editions and it is used to manage budget for multiple branch of single company, User can add branch on budget and select budgetary positions and analytic account with same branch and pass this to budget entries and analysis for mulple operating unit of single company.

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.

Looking for Branch Accounting Reports Odoo Apps for community edition, please check below link
Financial Reports of Branch in Excel and PDF Odoo Apps.

looking for Multi Branch Budget for Enterprise Edition, please check below module link
Multiple Branch/Units Operations for Accounting Budget(Enterprise Edition) Odoo Apps.

Features

Multi Branch for Single Company

Create multiple branch for single company and use as multi company feature.

Budget Workflow in Community Edition

Full Budget management workflow in community edition with multi branch feature.

Create & Manage Budgets with Multi Branch

User can create and manage budgets for multiple branch.

Create & Manage Budgetary Position with Multi Branch

User can create multiple budgetary positions for multiple branch.

Partial Budget Approve

Set partial paid amount and date for budget.

Branch on Budgets Reporting

Added branch on budget also pass to budget entries and analysis.

Branch Access Rights

User have to give branch access as User or Manage, User must have "Multi Branches" access to use multi branch.

Create Multiple Branch

Branch Manager can create multiple branch under Settings > Users & Companies > Branch menu, Branch manager also can set branch details like address, phone, company.

Assign Branch User

Branch manager can assign a branch for which specific user is belongs.

Multi Branch Feature

Users with "Multi Branches" access rights can see and change multiple branch from header.

On clicking branch on header user can see allowed branches and can select one, on changing branch users branch will also changed under users settings.

Branch On Analytic Account

User can see selected branch on analytic account list view.

User can select and see branch on analytic account form view.

Budget Configuration

Under Invoicing > Configuration > Settings menu user need to enable "Partial Budget Approve" option.

Budgetary Positions Menu

Under Invoicing > Configuration menu user can see "Budgetary Positions" menu, user can create and manage multiple budgetary positions from here in community edition.

Branch on Budgetary Positions

User can see branch on budgetary positions list view.

User can select and see added branch on budgetary position form view.

Budgets Menu

Under Invoicing > Accounting menu user can see "Budgets" menu, user can create and manage multiple budgets from here in community edition.

Branch on Budgets

User can manage multiple budget for multiple branch, user can see added branch on budget on list view.

User's current branch will automatically set to budget, user can also select budgetary positions and analytic account of only selected branch, On budget line branch also added.

User can confirm budget by clicking "Confirm" button and see state moved to validated from draft.

Approve Budgets

Clicking "Approve" button user can see budget is approved and moved to validated state from confirmed.

Done Budgets

Clicking "Done" button user can see budget is done and moved to done state from validated.

Branch on Budgets Reporting

Under Invoicing > Reporting > Budgets menu user can see budget reporting, Also can see with branch on budget report list and form view.

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Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.

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