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Multiple Branch Management
The Multiple Branch Management module for Odoo enables businesses to efficiently manage and operate multiple branches within a single, unified system. It provides comprehensive tools to handle branch-specific operations such as sales, inventory, purchases, accounting, and reporting, while maintaining centralized control and a complete organizational overview. With customizable access rights and structured workflows, users can manage branch-level activities independently, ensuring data accuracy, secure access, and operational flexibility.
Features
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Features
Branch Management Overview
Easily define and organize multiple branches within the Odoo system through a structured and centralized setup. This feature allows businesses to create a clear hierarchy of branches, making it simple to manage operations across different locations.
Access Rights Control
Control user permissions at the branch level by assigning roles such as User or Administrator based on responsibilities. This ensures that each user only has access to the data and actions relevant to their role within a specific branch.
Auto Assign Branch
Automatically assign branches to users based on their profile configuration, eliminating the need for manual selection during operations. This feature simplifies user workflows and ensures consistency in data entry and management.
Branch Filtration and Group By
Quickly filter and organize records based on specific branches, allowing users to focus only on the data relevant to their assigned locations. This makes it easier to navigate large datasets across multiple branches.
Independent Operations
Manage key business functions such as contacts, sales, inventory, purchases, products, and accounting independently for each branch. This ensures that every branch can operate with its own workflows and processes.
Branch-Based Data Access
Ensure that users can access only the records related to their assigned branches across modules like sales, purchase, inventory, and accounting. This keeps data relevant and minimizes confusion caused by unnecessary information.
Multi-Branch Access
Allow users to seamlessly switch and work across multiple branches based on their assigned permissions. This is especially useful for managers or employees responsible for overseeing multiple locations.
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1.) Access Rights for Branch
User roles such as User or Administrator can be assigned to control how individuals interact with branch data and system features.
Navigation : Settings → Users & Companies → Users
2.) Branch Access Menu
Once the appropriate permissions are granted, the Branches menu becomes available, allowing administrators to manage and configure branch-related settings with ease.
Navigation : Settings → Users & Companies → Branches
3.) Branches List View
A centralized space where administrators can create, edit, and organize branches according to business structure, ensuring proper setup for multi-branch operations.
Navigation : Settings → Users & Companies → Branches
4.) User-Level Branch Access
Access rights can be configured for each user, enabling managers to define which branches a user can interact with and what level of control they have.
5.) Assigning Branches to Users
Branches can be allocated to users individually or in multiple combinations, allowing flexibility in managing responsibilities across different locations.
6.) Contact Access for Users
Users interact only with contacts associated with their assigned branches, ensuring relevant data visibility. Contacts created automatically align with the userâs branch, while unassigned contacts remain accessible to their creators.
Navigation : Contacts → Contacts
7.) Branch Filtering in Contacts
Filtering options make it easy to locate contact records based on specific branches, helping users quickly find and manage relevant information.
8.) Contact Access for Administrators
Administrators have complete visibility across all contacts, enabling full control and oversight of customer and partner data across branches.
9.) Product Access for Users
Products are restricted to assigned branches, ensuring users only manage relevant inventory. Newly created products are automatically linked to the userâs branch for consistency.
Navigation : Products → Products
10.) Branch Filtering in Products
Advanced filtering helps users quickly sort and access product data based on branch selection, improving efficiency in inventory management.
11.) Product Access for Administrators
Full access to all products across branches allows administrators to monitor and control inventory globally without restrictions.
12.) Product Variant Access for Users
Product variants inherit branch assignments from their parent products, ensuring consistency and allowing users to manage only relevant variants grouped by branch.
Navigation : Products → Product Variants
13.) Branch Filtering in Product Variants
Users can refine product variant records by branch, making it easier to analyze and manage variant-specific data efficiently.
14.) Product Variant Access for Administrators
Administrators can view and manage all product variants across branches, ensuring centralized control over product configurations.
15.) Sales Order Access for Users
Sales orders are limited to assigned branches, with automatic branch allocation based on the customer. Users can also organize orders by branch for better clarity and management.
Navigation : Sales → Quotations
16.) Branch Filtering in Sales Orders
Filtering capabilities allow users to quickly locate sales orders associated with specific branches, improving workflow efficiency.
17.) Sales Order Access for Administrators
Administrators have unrestricted access to all sales orders, enabling complete monitoring and control across branches.
18.) Purchase Order Access for Users
Purchase orders are accessible based on assigned branches, with automatic branch assignment ensuring consistency and reducing manual effort.
Navigation : Purchase → Requests for Quotation
19.) Branch Filtering in Purchase Orders
Users can filter purchase records by branch, allowing focused analysis and streamlined procurement processes.
20.) Purchase Order Access for Administrators
Administrators can access all purchase orders across branches, ensuring complete visibility into procurement activities.
21.) CRM Lead Access for Users
Leads are restricted to assigned branches, with automatic branch assignment ensuring accurate tracking and organization of sales opportunities.
Navigation : CRM → Pipeline
22.) Branch Filtering in CRM Leads
Filtering options help users quickly find leads based on branch allocation, improving sales tracking and decision-making.
23.) CRM Lead Access for Administrators
Administrators can access all leads across branches, ensuring a complete overview of sales pipelines and opportunities.
