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All in One Multiple-Branch Unit Operation Setup

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Odoo

$ 100.42

v 18.0 Third Party
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Odoo Online
Odoo.sh
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Odoo Apps Dependencies • Contacts (contacts)
• Inventory (stock)
• Manufacturing (mrp)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 467
Technical Name wbl_all_in_one_multiple_branch_manufacturing
LicenseOPL-1
Websitehttps://store.weblyticlabs.com
Versions 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Inventory (stock)
• Manufacturing (mrp)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 467
Technical Name wbl_all_in_one_multiple_branch_manufacturing
LicenseOPL-1
Websitehttps://store.weblyticlabs.com
Versions 14.0 15.0 16.0 17.0 18.0
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All in One Multiple Branch
Unit Operation Setup
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All in One Multiple Branch Unit Operation Setup

The All-in-One Multiple Branch Unit Operation Setup app is designed to streamline the management of multiple branches within an organization. Admin to easily create and configure branches across sales, purchase, and inventory. Admins can set up detailed branch information, including addresses, locations, and regional details, ensuring clear regional separation. It allows assigning branches to warehouses, locations, and customer accounts, helping organize operations regionally. The system automatically links sales, purchase, delivery, and invoicing activities to the respective branches, ensuring accurate tracking and reporting. This setup enhances operational efficiency and regional oversight, making multi-branch management straightforward and transparent.

All in One Multiple Branch Unit Operation Setup

Better Inventory and Warehouse Organization

Improved Visibility Across Multiple Locations

Simplified Multi-Branch Management

Enhanced Tracking and Reporting

Time-saving Automated Assignments

Consistent Regional Operations

All in One Multiple Branch Unit Operation Setup Features

Default Branch Configuration:

  • Select a default branch for each user, which automatically appears in sales quotations, orders, delivery, and invoicing sections, vendor bills, with the possibility to change it per transaction.

Branch Creation & Management:

  • Admin can create new branches by filling in full address details street, city, state, zip code, and country and view them in a list for easy management.

User Permissions & Multiple Branch Access:

  • Assign specific branches to users via the preferences tab, allowing control over access and management rights across multiple locations.

Automated Branch:

  • Sales quotations, invoices, purchase requests, vendor bills, and shipment pickups automatically reflect the selected branch, ensuring transparency.

Warehouse & Location Setup:

  • Assign branches to warehouses and locations, with all related configuration automatically updating to reflect regional organization.

Product & Variant Branch Linking:

  • When setting a branch on a product template, the same branch auto-applies to all variants, across inventory.

Order and Invoice Management:

  • The system displays the associated branch in sales quotations, customer invoices, and payment details.

Filter & View By Branch:

  • Admins can filter sales and purchase records by branch to review relevant transaction data efficiently.

Customer Branch Assignment:

  • Branch managers can assign customers to specific branches for targeted service and management.

All-in-One Multiple-Branch Unit Operation Setup Workflow

  • Settings -> Users & Companies -> Branch, creates new branch.
  • Navigate to users, select the desired user, and enable 'Multi-Branch' to allow branch-specific access.
  • Navigate to the preferences tab in the selected user profile, then choose the allowed branch and set the default branch.
  • Create a new quotation by going to Sales > Orders > Quotations, then check the 'Other Info' section to see the branch name.
  • Create a new RFQ by going to Purchase Request For Quotation, then check the 'Other Info' tab to see the branch name.
  • Before confirming a sales quotation or RFQ, the admin can modify the branch in the 'Other Info' tab according to their preference.
  • Use the branch filter in the sales and purchase to view only branch-specific orders.
  • Go to Warehouse management through Inventory > Configuration, select the warehouse, and specify the associated branch.
  • In Inventory > Configuration > Locations, the admin can choose a warehouse location and assign it to a specific branch.
  • In Inventory > Operations > Physical Inventory, the branch name is displayed according to the assigned location branch.
  • Admin assigns a branch to a specific customer.
  • The branch set on the product template is visible in all associated product variants.
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Create Multiple Branches

Go to Settings > Users & Companies > Branch to access branch management. Use the new button to create and customize a new branch.

Fill Branch Information

Input all necessary branch information and complete the full address section. Accurate details help with location-based operations and reporting.

Branch List

View the complete list of available branches to manage and select specific locations.

Branch Access Right

Select a user and enable the 'multi-branch' feature to grant access across multiple locations. This allows the user to control and manage all assigned branches efficiently.

Allowed Branches

Navigate to the preference tab and choose branches from the list to set permissions and manage multiple locations.

Default Branches

The allowed branches are shown in the default branch list. You can select only one branch to set as the default for operations.

Branch On Sales Flow

After setting the default branch, it is automatically reflected in the 'Other Info' section.

Change Branch

The admin can modify the branch selection before confirming the quotation or purchase order. This flexibility allows adjustments based on operational needs or preferences.

Branch On Delivery Order

When a quotation is confirmed, the system automatically sets the delivery (picking) branch to match the sales order's branch.

Branch On Customer Invoice

The selected branch appears on the customer invoice.

Branch On Customer Payment

When an invoice is finalized, the selected branch will automatically be reflected in the account payment details.

Branch Filter

The system displays sale order records grouped by branch for easier review.

Branch On Purchase Order

When creating a purchase order, the system automatically assigns the branch of the logged-in admin to the purchase order.

Branch On Picking

When an RFQ (purchase) is confirmed, the generated picking (shipment) automatically inherits the same branch as the RFQ.

Branch On Vendor Bill

The branch chosen in the purchase order is automatically carried over to the vendor bill.

Branch On Vendor Payment

When processing the account payment, the system automatically sets the branch to match the invoice's branch.

Apply Branch Filter On Purchase

The backend shows purchase orders grouped by branch.

Branch in Warehouse

Navigate to Inventory, then Configuration, and select Warehouse to assign a branch to the warehouse. All related technical fields will automatically update based on the selected branch.

Branch On Stock Location

Navigate to warehouse locations to assign a branch to each site. This helps organize inventory management across different regions.

Branch On Physical Inventory

Once a warehouse location's branch is selected, the branch name is automatically displayed in the physical inventory section for clarity.

Branch On Product Template

The selected branch on a product template is automatically applied to all its variants.

Product Variant

The branch name are visible on product variants.

Branch On Customer

The branch manager can assign a customer to a specific branch by selecting the branch within the customer profile.

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