| 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 |
| 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 |
Multiple Branch Management
The Branch Management provide the feature in Odoo that allows businesses to efficiently manage operations across multiple branches within a single system. It provides tools to handle branch-specific data, such as inventory, sales, purchases, accounting, and reporting, while maintaining a unified overview of the entire organization. This feature supports seamless collaboration, ensures data consistency, and simplifies inter-branch transactions with customizable access rights, users can manage branch-specific workflows and maintain operational independence for each branch, all while leveraging Odoo's robust multi-company capabilities
Highlight Multiple Branch Management
Multiple Branch access
Branch Filtration and Group-by option
Auto Assign Branch
Branch-Based Access Control
Manager and user role for Branch Management
Features
Screenshots
Support
Service
Features
Branch Management Overview:
Offer tools to define and organize branches within the system.
Access Rights Control:
Assign permissions at the branch level for Users and Admin.
Auto Assign Branch:
Auto assign branch from user's profile.
Branch Filtration and Group by:
This refers to filtering data based on specific branch. user can filter specific branch's records. also group by option which helps user to display their data in group of branches allocated to user.
Independent Operations:
Handle contacts, sales, inventory, purchase, products, and accounting uniquely for each branch.
Branch-based data access:
User can access only records of their allocated branches in sale, purchase, inventory and account.
Multi-Branch Access:
Allow users to seamlessly access between multiple branches based on their allocated branches.
Screenshot
1) Access Rights for Branch:
Users have to assign a Role to the user (User or Administrator).
Navigation : Settings → Users & companies → User
2) Branch Access:
After assigning Assess rights, the admin can see the menu Branches.
Navigation : Settings → Users & companies → Branches
3) Branches List view:
Here, the Admins can create the branch.
Navigation : Settings → Users & companies → Branches
4) User level access for Branch:
Here, the manager assigns access rights to the user.
Navigation : Settings → Users & companies → User
5) Branch assigned to user:
Here, the admin assigns branches to the user.
Admin can assign one or multiple branches for one user.
Navigation : Settings → Users & companies → User
6) Contact access for User:
Here, The user can see the contacts of only their assigned branches. Also, users can view their contacts in groups by option for branches.
While creating the customer, the branch will be auto assigned based on the current user's branch.
Other branches' contacts are restricted for this user.
Note : The user can access a contact if the contact was created by them and no branch is assigned to it.
Navigation : Contacts → Contacts
7) Branch Filtration Option In Contacts :
Here, the user can filter or search records according to specific branches.
Navigation : Contacts → Contacts
8) Contact access for Admin:
Here, the admin can access all Contacts.
Navigation : Contacts → Contacts
9) Products access for User:
Here, The user can see the product of only their assigned branches. Also, users can view their products in groups by branches.
While creating the product, the branch will be auto assigned based on the current user's branch.
Other branches' products are restricted for this user.
Note : The user can access a product if the product was created by them and no branch is assigned to it.
Navigation : Products → Products
10) Branch Filtration Option in Products:
Here, the user can filter or search records according to specific branches.
Navigation : Products → Products
11) Products access for Admin:
Here, the admin can access all Products.
Navigation : Products → Products
12) Product Variant access for User:
Note : The branch will be automatically assigned to product variants based on the Product template. Also, users can view their product variants in groups by branches.
Navigation : Products → Product Variants
13) Branch Filtration Option in Product Variants:
Here, the user can filter or search records according to specific branches.
Navigation : Products → Product Variants
14) Product Variants access for Admin:
Here, the admin can access all Product Variants.
Navigation : Products → Product Variants
15) Sale order access for User:
Here, the User can see the sale order of only their assigned branches. Also, users can view their sale orders in groups by branches.
Branch will be auto assigned in the sale order based on the customer's branch.
Other branches' sale order is restricted for this user.
Note : The user can access a sale order if the sale order was created by them and no branch is assigned to it.
Navigation : Sale → Quotations
16) Branch Filtration Option in Sale Order:
Here, the user can filter or search records according to specific branches.
Navigation : Sale → Quotations
17) Sale Order access for Admin:
Here, the admin can access all sale orders.
Navigation : Sale → Quotations
18) Purchase order access for User:
Here, the User can see the purchase order of only their assigned branches. Also, users can view their purchase orders in groups by branches.
Branch will be auto assigned in the purchase order based on the customer's branch.
Other branches' purchase orders are restricted for this user.
Note : The user can access a purchase order if the purchase order was created by them and no branch is assigned to it.
Navigation : Purchase → Request for Quotations
19) Branch Filtration Option in Purchase Order:
Here, the user can filter or search records according to specific branches.
Navigation : Purchase → Request for Quotations
20) Purchase Order access for Admin:
Here, the admin can access all purchase orders.
Navigation : Purchase → Request for Quotation
21) CRM Lead access for User:
here User can see the Leads of only their assigned branches. Also, users can view their Lead in groups by branches.
Branch will be auto assigned in the Lead based on the customer's branch.
Other branches' Leads are restricted for this user.
Note : The user can access a Lead if the lead was created by them and no branch is assigned to it.
Navigation : CRM → Pipeline
22) Branch Filtration Option in CRM Lead :
Here, the user can filter or search records according to specific branches.
Navigation : CRM → Pipeline
23) CRM Lead access for Admin:
Here, the admin can access all Leads.
Navigation : CRM → Pipeline
24) Transfers(Delivery Order) access for User:
Here, The user can see the Transfers of only their assigned branches. Also, users can view their Delivery Orders in groups by branches.
Other branches' Transfers are restricted for this user.
Note : The user can access a Transfer if the Transfer was created by them and no branch is assigned to it.
Navigation : Inventory → Transfers
25) Branch Filtration Option in Delivery Order:
Here, the user can filter or search records according to specific branches.
Navigation : Inventory → Transfers
26) Transfers (Delivery Orders) access for Admin:
Here, the admin can access all Transfers.
Navigation : Inventory → Transfers
27) Invoice access for User:
Here, The user can see the Invoice of only their assigned branches. Also, users can view their Invoices in groups by branches.
Other branches' Invoices are restricted for this user.
Note : The user can access an Invoice if the Invoice was created by them and no branch is assigned to it.
Navigation : Invoices → Invoicing
28) Branch Filtration Option in Invoices:
Here, the user can filter or search records according to specific branches.
Navigation : Invoices → Invoicing
29) Invoice access for Admin:
Here, the admin can access all Invoices.
Navigation : Invoices → Invoicing
User Guide
Suggested Products
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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