CRM Multi Branch/Unit(Operation)
by BROWSEINFO https://www.browseinfo.com/demo-request?app=bi_branch_crm&version=18&edition=Community$ 44.42
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 540 |
| Technical Name |
bi_branch_crm |
| License | OPL-1 |
| Website | https://www.browseinfo.com/demo-request?app=bi_branch_crm&version=16&edition=Community |
| Versions | 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 (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 540 |
| Technical Name |
bi_branch_crm |
| License | OPL-1 |
| Website | https://www.browseinfo.com/demo-request?app=bi_branch_crm&version=16&edition=Community |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
India | 
Malaysia 
CRM Multiple Branch Unit Management Odoo Apps
CRM Different Branch Unit for single company App
CRM Lead Multi Branch Unit Management App
CRM Lead/Pipeline Multi Branch Odoo Apps
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
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
CRM Multi Branch Odoo Apps works for both community and enterprise editions. Users can see branch functionality added to CRM lead and Pipeline management
Multi Branch Concept
Allows user 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 opportunity and lead, Access group created for branch administrator and branch user with specific branch.
Branch on Opportunity
User can set and see branch in opportunity list and form view.
Branch On Lead
User can set and see branch in lead list and form view.
Branch Access Rights
User have to give branch access like User or Administrator, User have to "Multi Branches"
Create Multiple Branch
Branch Administrator can create multiple branch under Settings > Users & Companies > Branch menu, Branch administrator also can set branch details like address, phone, company.
Assign Branch User
Branch administrator 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 Crm Lead
In CRM lead default branch will be set from login user's branch. Also manager can set branch in CRM lead.
Branch On Crm Opportunity
User can set branch on opportunity, Branch is set based on CRM Lead.
Branch on Lead Analysis Report
User can see branch on lead analysis report.
Version : 16.0.0.0
09 December 2022
Initial release of the app.
Can I Use this module with Odoo Online ?
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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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