How to manage Multiple Branch Operation Set-up with Odoo ?

September 27, 2023 by
Administrator

Do you have multiple units for a single company? Do you want them to work as separate entities inside the company? Here you go, we have made a plug-in that helps users to make different branches for a single company with a multi branch concept which works the same as a multi-company environment in Odoo. Many Industries require different branches to operate such as Tours & Travel Agency (For Book a Tour, customize Tour, generate itinerary of Tour,manage Different units of travel), Service Repair and Machine Repair management (for any kind of repair industry which support products-equipment repair management process), Hospital Management (For regular Hospital and clinic activities, manage Different units of hospital and clinic), Manufacturing Process (To manage costing calculation of machine, labour, material and overhead on Bill of materials, Production order and work order for manufacturing application).  
Also Don't worry about the access rights too, We have added branch user/manager roles inside the Odoo app, Branch user can only access records of its specific branch and Branch manager can see records of all Branches.
Branch functionality added to Sale Order, Purchase Order, Invoice, Warehouse and Point Of Sale in Odoo.

Feature


1) Multi Branch Concept.

      It allows you to create Multiple Branch/Unit, Working as multi branch concept same as Odoo's multi company environment.

2) Complete Workflow for Branch.

      Branch functionality added to Sales, Purchase, Invoice, Warehouse, Access group created for branch manager and branch user with specific branch.

Create Multiple Branch in Odoo

You can create multiple branch from Settings > Users > Branch.

Assign Branch User in Odoo

You can assign a branch for which specific user is belongs.


Branch On Customer in Odoo

User can set customer for specific branch by selecting branch on customer.

Branch On Product Template in Odoo

User can set branch on product template, selected branch on product template will automatically added to product variant.



Branch On Product Variant in Odoo




Branch On Sales Flow in Odoo

While creating sales order user who is currently login, branch of the user is set as branch to the sales order and warehouse shipment address is also set according to selected branch.


You can see created records of sale order group by branch using this filter. You can also find this branch filter in Purchase Order, Invoice, Incoming Shipment/Delivery Order, Account Bank Statement, Account Payment and Point Of Sale in Odoo.

Branch On Invoice in Odoo

While invoice created from the sale order selected branch of the sale order will automatically set on invoice.



After Validate invoice, Selected branch of the invoice will automatically set on Journal Entry.




Branch on Point Of Sale Session in Odoo

While creating POS orders login user's branch will be pass in the POS session and the orders created by that session you can also see the branch in the POS receipt.



Administrator September 27, 2023
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