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Multi Branch Customer

by
Odoo

39.51

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 349
Technical Name eg_multiple_branch_in_partner
LicenseOPL-1
Websitehttp://www.inkerp.com
Versions 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 349
Technical Name eg_multiple_branch_in_partner
LicenseOPL-1
Websitehttp://www.inkerp.com
Versions 16.0 17.0 18.0

Our Most Suggested Products

Multi Branch Customers

The Multi Branch Customer module allows you to manage customers across multiple branches in Odoo. It provides full control over which branch a customer belongs to and ensures that users only see customers relevant to their branch. Ideal for companies operating with decentralized customer management across various units or locations.



Video Tutorial

Highlights

Assign branch to each customer

Auto-assign branch during creation

Filter customers by branch

Restrict access to customer data

Multi-company compatible

Features

Assign Customers to Branches

Each customer can be linked to a specific branch, ensuring accurate and organized customer records.

Access Control Based on Branch

Users can only view and manage customers assigned to their branch, improving data security and minimizing clutter.

Auto-Assign Branch Based on User

When creating a new customer, the branch is automatically selected based on the logged-in users assigned branch.

Branch Filter in Customer Views

Branch field and filter options are available in list and form views for easy sorting and searching.

Supports Multi-Company Environments

Designed to work seamlessly in Odoo instances with multi-company and multi-branch structures.

Screenshot

1) Branch Admin Access Assign



Odoo Studio

2) Branch User Access Assign



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3) Branch View


Navigation : Settings > Users & Companies > Branches


Odoo Studio

4) Assign multiple Branches to user

Marc Demo now has access to multiple branches.


Navigation : Settings > Users & Companies > Users


Odoo Studio

5) Branch Selection User Side

Marc Demo can easily switch branches anytime.



Odoo Studio

6) Branch based Record visibility

Here marc demo changed his current branch into Mumbai.Marc Demo now sees only customers from the Mumbai branch.



Odoo Studio

7) Admin Access Customers

Admins have unrestricted access to all Customers, and users can view them with convenient grouping options.



Odoo Studio

8) Customers Filter By Branch

Find customers quickly by branch.



Odoo Studio

User Guide

Email

Watch Video Tutorial

Teams

COPY LINK

team@inkerp.com

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Odoo Proprietary License v1.0

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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).

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