| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Attendances (hr_attendance)
• Discuss (mail) • Employee Contracts (hr_contract) • Employees (hr) • Expenses (hr_expense) • Project (project) • Recruitment (hr_recruitment) • CRM (crm) • Contacts (contacts) • Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) |
| Community Apps Dependencies | Show |
| Lines of code | 1544 |
| Technical Name |
eg_advance_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 |
•
Attendances (hr_attendance)
• Discuss (mail) • Employee Contracts (hr_contract) • Employees (hr) • Expenses (hr_expense) • Project (project) • Recruitment (hr_recruitment) • CRM (crm) • Contacts (contacts) • Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) |
| Community Apps Dependencies | Show |
| Lines of code | 1544 |
| Technical Name |
eg_advance_branch_management |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 |
Advance Multiple Branch Management
The Advance Multiple Branch Management feature in Odoo 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, Employee, Expenses, Attendances, Job, Project and Tasks, 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 robust multi-company capabilities.
Highlight Advance Multiple Branch Management
Multiple Branch access
Branch Filtration and Groupby 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 profile.
Branch Filtration and Groupby:
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) Set Description for CatBranches 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 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 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 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 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 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
30) Employee access for User :
Here, The user can see the employees of only their assigned branches. Also, users can view their employees in groups by branches.
Other branches Employees are restricted for this user.
Note : The user can access an Employees if the Employees was created by them and no branch is assigned to it.
Navigation : Employees → Employees
31) Branch Filtration Option in Employees :
Here, the user can filter or search records according to specific branches.
Navigation : Employees → Employees
32) Employee access for Admin :
Here, the admin can access all Employees.
Navigation : Employees → Employees
33) Job Position access for User :
Here, The user can see the Job Positions of only their assigned branches. Also, users can view their Job Positions in groups by branches.
Other branches Job Positions are restricted for this user.
Note : The user can access an Job Position if the Job position was created by them and no branch is assigned to it.
Navigation : Recruitment → Job Positions
34) Branch Filtration Option in Job Position :
Here, the user can filter or search records according to specific branches.
Navigation : Recruitment → Job Position
35) Job Position access for Admin :
Here, the admin can access all Job Position.
Navigation : Invoices → Invoicing
36) Job Application access for User :
Here, The user can see the Job Applications of only their assigned branches. Also, users can view their Job Applications in groups by branches.
Branch will be auto assigned in the Job application based on the Job Positions branch.
Other branches Job Applications are restricted for this user.
Note : The user can access a Job Application if the Job Application was created by them and no branch is assigned to it.
Navigation : Recruitment → Applications
37) Branch Filtration Option in Job Applications :
Here, the user can filter or search records according to specific branches.
Navigation : Recruitment → Applications
38) Job Applications access for Admin :
Here, the admin can access all Job Applications.
Navigation : Recruitment → Applications
39) Attendance access for User :
Here, The user can see the Attendances of only their assigned branches. Also, users can view their Attendances in groups by branches.
Branch will be auto assigned in the Attendance based on the Employees branch.
Other branches Attendances are restricted for this user.
Note : The user can access an Attendance if the Attendance was created by them and no branch is assigned to it.
Navigation : Attendances → Attendance
40) Branch Filtration Option in Attendances :
Here, the user can filter or search records according to specific branches.
Navigation : Attendances → Attendance
41) Attendances access for Admin :
Here, the admin can access all Attendances.
Navigation : Attendances → Attendances
42) Department access for User :
Here, The user can see the Department of only their assigned branches. Also, users can view their Departments in groups by branches. while creating the Department, the Branch will be auto assigned based on the current user branch.
Other branches Departments are restricted for this user.
Note : The user can access a Department if the Department was created by them and no branch is assigned to it.
Navigation : Employee → Department
43) Branch Filtration Option in Department :
Here, the user can filter or search records according to specific branches.
Navigation : Employees → Department
44) Department access for Admin :
Here, the admin can access all Departments.
Navigation : Employees → Departments
45) Expenses access for User :
Here, The user can see the Expenses of only their assigned branches. Also, users can view their Expenses in groups by branches. Branch will be auto assigned in the Expense based on the Employees branch.
Other branches Expenses are restricted for this user.
Note : The user can access an Expense if the Invoice was created by them and no branch is assigned to it.
Navigation : Expenses → My Expenses
46) Branch Filtration Option in Expenses :
Here, the user can filter or search records according to specific branches.
Navigation : Expenses → My Expenses
47) Expenses access for Admin :
Here, the admin can access all Expenses.
Navigation : Expenses → Expenses
48) Project access for User :
Here, The user can see the Project of only their assigned branches. Also, users can view their Project in groups by branches. While creating a Project,The Branch will be auto assigned based on the current users branch.
Other branches Projects are restricted for this user.
Note : The user can access a Project if the Project was created by them and no branch is assigned to it.
Navigation : Projects → Projects
49) Branch Filtration Option in Project :
Here, the user can filter or search records according to specific branches.
Navigation : Projects → Projects
50) Project access for Admin :
Here, the admin can access all Projects.
Navigation : Projects → Projects
51) Task access for User :
Here, The user can see the Tasks of only their assigned branches. Also, users can view their Tasks in groups by branches. Branch will be auto assigned in the Task based on the Projects branch.
Other branches Tasks are restricted for this user.
Note : The user can access an Task if the Task was created by them and no branch is assigned to it.
Navigation : Projects → Tasks
52) Branch Filtration Option in Tasks :
Here, the user can filter or search records according to specific branches.
Navigation : Projects → Tasks
53) Tasks access for Admin :
Here, the admin can access all Tasks.
Navigation : Projects → Tasks
54) Warehouse access for User :
Here, The user can see the Warehouse of only their assigned branches. Also, users can view their Warehouse in groups by branches. While creating the warehouse, The Branch will be auto assigned based on the current users branch.
Other branches Warehouse are restricted for this user.
Note : The user can access an Invoice if the Warehouse was created by them and no branch is assigned to it.
Navigation : Inventory → Configurations → Warehouses
55) Invoice access for Warehouses :
Here, the admin can access all Warehouse.
Navigation : Inventory → Configurations → Warehouses
56) Stock Location access for User :
Here, The user can see the Stock Locations of only their assigned branches. Also, users can view their Stock Location in groups by branches. While creating stock location, the Branch will be auto assigned based on the current users branch.
Other branches Stock Locations are restricted for this user.
Note : The user can access an Stock Location if the Stock Location was created by them and no branch is assigned to it.
Navigation : Inventory → Configurations → Locations
57) Branch Filtration Option in Stock Locations :
Here, the user can filter or search records according to specific branches.
Navigation : Inventory → Configurations → Locations
58) Stock Location access for Admin :
Here, the admin can access all Stock Locations.
Navigation : Inventory → Configurations → Locations
User Guide
Suggested Products
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