| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Purchase (purchase) • Invoicing (account) • Inventory (stock) |
| Lines of code | 1753 |
| Technical Name |
multi_branch |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Purchase (purchase) • Invoicing (account) • Inventory (stock) |
| Lines of code | 1753 |
| Technical Name |
multi_branch |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 |
Multi Branch
Multi branch module allows user to manage multiple branch under one company, in order to manage the multiple branch you do not need to use multi company structure. User can manage multi branch inside one company and this applies to all objects of all-major apps like crm, sales, purchase, accounting and inventory. We also have created separate access matrix for this module so branch can be managed well properly.
Featured Screenshots
Branch Configuration
- Menu Item: Settings -> Users & Companies -> Users
- We can allow users for branch creation access using the branch manager access group.
- Menu Item: Settings -> Users & Companies -> Branches
- You can configure your branch from here.
- In image we can see one button on top corner Create Warehouse via this button we can create warehouse for this branch.
- When we click on the button popup the one wizard. Enter the detail as per the you want in warehouse.
Assign Branch to User
- We are also able to assign multiple branch to one user. Just add branch in the Allowed Branches you want.
- One more important thing is here, select any one branch in as a Current Branch. When we perform any operation by default set current branch in any operations.
Lead/Opportunity Branch Wise
- Menu Item: CRM -> Sales -> My Pipeline
- While creating lead or opportunity default branch will set automatically.we can change it as per our need.
Sale Flow For Branch
- Menu Item: Sales -> Orders -> Quotations
- While creating sale order default branch will set automatically. we can change it as per our need.
- Also when we confirm sale order that's picking is create with same branch.
Sales Analysis Report Branch wise
- Menu Item: Sales -> Reporting -> Sales
- Report is the very important part of any system.
- We provide analysis report branch wise via that we can easily trace the total sale of particular branch.
Stock Analysis Report Branch wise
- Menu Item: Inventory -> Reporting -> Stock Moves
- We also provide the analysis report stockwise. We can easily trace the stock moves as per the branch and our requirements.
Branch Wise Invoices
- Invoice created from sale order branch of sales order will set default to invoice.
While we're creating invoice manually the current branch is set in the invoice we can change it and payment entry done with that particular branch.
- After Validate invoice, Selected branch in an invoice or sales order will automatically set in Journal Entry.
- Menu Item: Invoicing -> Customers -> Payments
- You can see the payments are generated with the same branch as per the invoice branch.
Branch Wise Purchase
- Menu Item: Purchase -> Orders -> Requests for Quotations
- While creating purchase order default branch is set to current log we can change it as per our requirements.
- Also when we confirm purchase order that picking is created with same branch.
Branch wise Purchase Analysis Report
- Menu Item: Purchase -> Reporting -> Purchase
- We provide analysis report branch wise via that we can easily trace the total purchase of particular branch.
Branch wise Bill
- Menu Item: Invoicing -> Vendor -> Bills
- Bill created from purchase order branch of purchase order will set default to bill.
- While we're creating bill manually the current branch is set in the bill we can change it and payment entry done with that particular branch.
- After validate bill, Selected branch in a bill or purchase order will automatically set in Journal Entry.
Branch wise Warehouse
- Menu Item: Inventory -> Configurations -> Warehouses
- We can manage multiple warehouse for one branch.
- We are also able to create branch warehouse from the branch create view that was seen in the configuration part.
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