| 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 | 1757 |
| 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 18.0 |
Multi Branch
Odoo provides a multi-branch feature typically linked with multi-company structure, but our customization enhances flexibility by allowing management of multiple branches under a single company without creating separate companies. This feature is ideal for businesses that operate several branches but want to maintain centralized control and reporting. With this functionality, you can easily create and configure multiple branches within one company, ensuring proper segregation of operations like sales, purchases, and accounting. Additionally, you can assign one or multiple branches to users based on their roles, enabling efficient branch-specific access, better security, and smooth workflow across all branches under a single entity.
Highlighted-features
Branch vise Warehouse and Locations
Manage branch-specific Warehouses and Locations for accurate stock tracking, valuation, and reporting, ensuring efficient multi-branch inventory control.
Branch-wise Sale to Account Flow
Record and manage Sales per branch with accurate accounting entries, ensuring branch-specific revenue tracking, financial reporting, and better control.
Branch-wise Purchase to Account Flow
Record and manage Purchases per branch with accurate accounting entries, ensuring branch-specific expense tracking, reporting, and financial control.
Features
Screenshots
Multiple Branch Creation and Configuration
Easily create and configure multiple branches under a single company. Each branch can have its own details such as name, address, contact information, and branch-specific settings. This ensures proper identification and organization of operations without the need for multiple companies.
Branch-wise User Assignment
Assign one or multiple branches to users based on their responsibilities. Users can switch between assigned branches to manage operations, ensuring accurate data entry and security. This feature helps businesses maintain clear roles and avoid cross-branch data errors.
Branch Configuration
Settings -> Users & Companies -> Users
We can allow users for branch creation access using the branch manager access group.
Settings -> Users & Companies -> Branches
You can configure your branch from here.
Settings -> Users & Companies -> Branches
- 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 stock wise. 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.
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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For any Query
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Write a mail to us:
contact@serpentcs.com
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(+91)
98793-54457
(+91)
90334-72982
Visit Our Website:
www.serpentcs.com
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