| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 726 |
| Technical Name |
eg_branch_management |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 726 |
| Technical Name |
eg_branch_management |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Our Most Suggested Products
Multiple Branch Management
The Multiple Branch Management module for Odoo enables businesses to efficiently manage and operate multiple branches within a single, unified system. It provides comprehensive tools to handle branch-specific operations such as sales, inventory, purchases, accounting, and reporting, while maintaining centralized control and a complete organizational overview. With customizable access rights and structured workflows, users can manage branch-level activities independently, ensuring data accuracy, secure access, and operational flexibility.
Features
Screenshots
Support
Service
Features
Branch Management Overview
Easily define and organize multiple branches within the Odoo system through a structured and centralized setup. This feature allows businesses to create a clear hierarchy of branches, making it simple to manage operations across different locations.
Access Rights Control
Control user permissions at the branch level by assigning roles such as User or Administrator based on responsibilities. This ensures that each user only has access to the data and actions relevant to their role within a specific branch.
Auto Assign Branch
Automatically assign branches to users based on their profile configuration, eliminating the need for manual selection during operations. This feature simplifies user workflows and ensures consistency in data entry and management.
Branch Filtration and Group By
Quickly filter and organize records based on specific branches, allowing users to focus only on the data relevant to their assigned locations. This makes it easier to navigate large datasets across multiple branches.
Independent Operations
Manage key business functions such as contacts, sales, inventory, purchases, products, and accounting independently for each branch. This ensures that every branch can operate with its own workflows and processes.
Branch-Based Data Access
Ensure that users can access only the records related to their assigned branches across modules like sales, purchase, inventory, and accounting. This keeps data relevant and minimizes confusion caused by unnecessary information.
Multi-Branch Access
Allow users to seamlessly switch and work across multiple branches based on their assigned permissions. This is especially useful for managers or employees responsible for overseeing multiple locations.
Screenshot
1.) Access Rights for Branch
User roles such as User or Administrator can be assigned to control how individuals interact with branch data and system features.
Navigation : Settings → Users & Companies → Users
2.) Branch Access Menu
Once the appropriate permissions are granted, the Branches menu becomes available, allowing administrators to manage and configure branch-related settings with ease.
Navigation : Settings → Users & Companies → Branches
3.) Branches List View
A centralized space where administrators can create, edit, and organize branches according to business structure, ensuring proper setup for multi-branch operations.
Navigation : Settings → Users & Companies → Branches
4.) User-Level Branch Access
Access rights can be configured for each user, enabling managers to define which branches a user can interact with and what level of control they have.
5.) Assigning Branches to Users
Branches can be allocated to users individually or in multiple combinations, allowing flexibility in managing responsibilities across different locations.
6.) Contact Access for Users
Users interact only with contacts associated with their assigned branches, ensuring relevant data visibility. Contacts created automatically align with the userâs branch, while unassigned contacts remain accessible to their creators.
Navigation : Contacts → Contacts
7.) Branch Filtering in Contacts
Filtering options make it easy to locate contact records based on specific branches, helping users quickly find and manage relevant information.
8.) Contact Access for Administrators
Administrators have complete visibility across all contacts, enabling full control and oversight of customer and partner data across branches.
9.) Product Access for Users
Products are restricted to assigned branches, ensuring users only manage relevant inventory. Newly created products are automatically linked to the userâs branch for consistency.
Navigation : Products → Products
10.) Branch Filtering in Products
Advanced filtering helps users quickly sort and access product data based on branch selection, improving efficiency in inventory management.
11.) Product Access for Administrators
Full access to all products across branches allows administrators to monitor and control inventory globally without restrictions.
12.) Product Variant Access for Users
Product variants inherit branch assignments from their parent products, ensuring consistency and allowing users to manage only relevant variants grouped by branch.
Navigation : Products → Product Variants
13.) Branch Filtering in Product Variants
Users can refine product variant records by branch, making it easier to analyze and manage variant-specific data efficiently.
14.) Product Variant Access for Administrators
Administrators can view and manage all product variants across branches, ensuring centralized control over product configurations.
15.) Sales Order Access for Users
Sales orders are limited to assigned branches, with automatic branch allocation based on the customer. Users can also organize orders by branch for better clarity and management.
Navigation : Sales → Quotations
16.) Branch Filtering in Sales Orders
Filtering capabilities allow users to quickly locate sales orders associated with specific branches, improving workflow efficiency.
17.) Sales Order Access for Administrators
Administrators have unrestricted access to all sales orders, enabling complete monitoring and control across branches.
18.) Purchase Order Access for Users
Purchase orders are accessible based on assigned branches, with automatic branch assignment ensuring consistency and reducing manual effort.
Navigation : Purchase → Requests for Quotation
19.) Branch Filtering in Purchase Orders
Users can filter purchase records by branch, allowing focused analysis and streamlined procurement processes.
20.) Purchase Order Access for Administrators
Administrators can access all purchase orders across branches, ensuring complete visibility into procurement activities.
21.) CRM Lead Access for Users
Leads are restricted to assigned branches, with automatic branch assignment ensuring accurate tracking and organization of sales opportunities.
Navigation : CRM → Pipeline
22.) Branch Filtering in CRM Leads
Filtering options help users quickly find leads based on branch allocation, improving sales tracking and decision-making.
23.) CRM Lead Access for Administrators
Administrators can access all leads across branches, ensuring a complete overview of sales pipelines and opportunities.
24.) Transfer (Delivery Order) Access for Users
Users manage only the delivery orders related to their assigned branches, helping maintain clarity and avoid operational overlap.
Navigation : Inventory → Transfers
25.) Branch Filtering in Delivery Orders
Delivery records can be filtered by branch, enabling efficient tracking and management of logistics operations.
26.) Transfer Access for Administrators
Administrators have full visibility of all transfers, allowing centralized monitoring of inventory movements across branches.
27.) Invoice Access for Users
Invoices are limited to assigned branches, ensuring users only handle relevant financial records while maintaining accurate branch-level accounting.
Navigation : Invoicing → Invoices
28.) Branch Filtering in Invoices
Filtering tools allow users to quickly access invoices related to specific branches, improving financial tracking and reporting.
29.) Invoice Access for Administrators
Administrators can access all invoices across branches, ensuring complete financial visibility and control within the organization
User Guide
Teams
team@inkerp.com
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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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