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Advance Multiple Branch Management
The Advance Multiple Branch Management feature in Odoo allows businesses to efficiently manage operations across multiple branches within a single system. It provides tools to handle branch-specific data, such as inventory, sales, purchases, accounting, Employee, Expenses, Attendances, Job, Project and Tasks, while maintaining a unified overview of the entire organization. This feature supports seamless collaboration, ensures data consistency, and simplifies inter-branch transactions. With customizable access rights, users can manage branch-specific workflows and maintain operational independence for each branch, all while leveraging Odoo robust multi-company capabilities.
Features
Branch Management Overview
Easily define and structure multiple branches within your Odoo system to reflect your real-world business organization. This feature allows administrators to create, configure, and manage branches with clarity, ensuring each unit is properly organized.
Access Rights Control
Gain full control over who can access what by assigning branch-specific permissions to users and administrators. This ensures that employees only interact with relevant data, improving security and reducing the risk of errors.
Auto Assign Branch
Simplify workflows by automatically assigning a branch to transactions based on the user’s profile. This eliminates the need for manual selection and ensures that every record is accurately linked to the correct branch. It enhances efficiency and maintains consistency across operations.
Branch Filtration and Group By
Quickly locate and analyze data using branch-based filtering and grouping options. Users can filter records for a specific branch or group data based on assigned branches, making it easier to review performance and generate reports.
Independent Operations
Manage key business processes such as contacts, sales, inventory, purchases, products, and accounting independently for each branch.
Branch-Based Data Access
Ensure data security and relevance by restricting users to access only the records associated with their assigned branches. Whether it’s sales, purchases, inventory, or accounting, users interact only with data that pertains to their responsibilities, enhancing accuracy and control.
Multi-Branch Access
Allow users to seamlessly switch and work across multiple branches based on their assigned access. This flexibility is especially useful for managers or roles overseeing multiple locations, enabling smooth collaboration and efficient handling of cross-branch operations.
Screenshot
1.) Access Rights for Branch
Users have to assign a Role to the user (User or Administrator).
Navigation : Settings → Users & companies → User
2.) Branch Access
After assigning Assess rights, the admin can see the menu Branches.
Navigation : Settings → Users & companies → Branches
3.) Set Description for CatBranches List view
Here, the Admins can create the branch.
Navigation : Settings → Users & companies → Branches
4.) User level access for Branch
Here, the manager assigns access rights to the user.
Navigation : Settings → Users & companies → User
5.) Branch assigned to user
Here, the admin assigns branches to the user.Admin can assign one or multiple branches for one user.
Navigation : Settings → Users & companies → User
6.) Contact access for User
Here, The user can see the contacts of only their assigned branches. Also, users can view their contacts in groups by option for branches.While creating the customer, the branch will be auto assigned based on the current user branch.Other branches' contacts are restricted for this user.Note : The user can access a contact if the contact was created by them and no branch is assigned to it.
Navigation : Contacts → Contacts
7.) Branch Filtration Option In Contacts
Here, the user can filter or search records according to specific branches.
Navigation : Contacts → Contacts
8.) Contact access for Admin
Here, the admin can access all Contacts.
Navigation : Contacts → Contacts
9.) Products access for User
Here, the user can see the products of only their assigned branches. Users can also view their products grouped by branches for better organization and analysis. While creating a product, the branch is automatically assigned based on the current user's branch. Products from other branches are restricted and not visible to this user.
Note: A user can access a product if it was created by them and no branch is assigned to it.
Navigation : Products → Products
10.) Branch Filtration Option in Products
Here, the user can filter or search records according to specific branches.
Navigation : Products → Products
11.) Products access for Admin
Here, the admin can access all Products.
Navigation : Products → Products
12.) Product Variant access for User
Note : The branch will be automatically assigned to product variants based on the Product template. Also, users can view their product variants in groups by branches.
Navigation : Products → Product Variants
13.) Branch Filtration Option in Product Variants
Here, the user can filter or search records according to specific branches.
Navigation : Products → Product Variants
14.) Product Variants access for Admin
Here, the admin can access all Product Variants.
Navigation : Products → Product Variants
15.) Sale order access for User
Here, the user can see the sale orders of only their assigned branches.
Users can also view their sale orders grouped by branches for better organization and analysis.
While creating a sale order, the branch is automatically assigned based on the customer’s branch.
Sale orders from other branches are restricted and not visible to this user.
Note: A user can access a sale order if it was created by them and no branch is assigned to it.
Navigation : Sale → Quotations
16.) Branch Filtration Option in Sale Order
Here, the user can filter or search records according to specific branches.
Navigation : Sale → Quotations
17.) Sale Order access for Admin
Here, the admin can access all sale orders.
Navigation : Sale → Quotations
18.) Purchase order access for User
Here, the user can see the purchase orders of only their assigned branches.
Users can also view their purchase orders grouped by branches for better organization and analysis.
While creating a purchase order, the branch is automatically assigned based on the customer’s branch.
Purchase orders from other branches are restricted and not visible to this user.
Note: A user can access a purchase order if it was created by them and no branch is assigned to it.
Navigation : Purchase → Request for Quotations
19.) Branch Filtration Option in Purchase Order
Here, the user can filter or search records according to specific branches.
Navigation : Purchase → Request for Quotations
20.) Purchase Order access for Admin
Here, the admin can access all purchase orders.
Navigation : Purchase → Request for Quotation
21.) CRM Lead access for User
Here, the user can see the leads of only their assigned branches.
Users can also view their leads grouped by branches for better organization and analysis.
While creating a lead, the branch is automatically assigned based on the customer’s branch.
Leads from other branches are restricted and not visible to this user.
Note: A user can access a lead if it was created by them and no branch is assigned to it.
Navigation : CRM → Pipeline
22.) Branch Filtration Option in CRM Lead
Here, the user can filter or search records according to specific branches.
Navigation : CRM → Pipeline
23.) CRM Lead access for Admin
Here, the admin can access all Leads.
Navigation : CRM → Pipeline
24.) Transfers(Delivery Order) access for User
Here, the user can see the transfers of only their assigned branches.
Users can also view their delivery orders grouped by branches for better organization and analysis.
Transfers from other branches are restricted and not visible to this user.
Note: A user can access a transfer if it was created by them and no branch is assigned to it.
Navigation : Inventory → Transfers
25.) Branch Filtration Option in Delivery Order
Here, the user can filter or search records according to specific branches.
Navigation : Inventory → Transfers
26.) Transfers (Delivery Orders) access for Admin
Here, the admin can access all Transfers.
Navigation : Inventory → Transfers
27.) Invoice access for User
Here, the user can see the invoices of only their assigned branches.
Users can also view their invoices grouped by branches for better organization and analysis.
Invoices from other branches are restricted and not visible to this user.
Note: A user can access an invoice if it was created by them and no branch is assigned to it.
Navigation : Inventory → Transfers
28.) Branch Filtration Option in Invoices
Here, the user can filter or search records according to specific branches.
Navigation : Invoices → Invoicing
29.) Invoice access for Admin
Here, the admin can access all Invoices.
Navigation : Invoices → Invoicing
30.) Employee access for User
Here, the user can see the employees of only their assigned branches.
Users can also view their employees grouped by branches for better organization and analysis.
Employees from other branches are restricted and not visible to this user.
Note: A user can access an employee if it was created by them and no branch is assigned to it.
Navigation : Employees → Employees
31.) Branch Filtration Option in Employees
Here, the user can filter or search records according to specific branches.
Navigation : Employees → Employees
32.) Employee access for Admin
Here, the admin can access all Employees.
Navigation : Employees → Employees
33.) Job Position access for User
Here, the user can see the job positions of only their assigned branches.
Users can also view their job positions grouped by branches for better organization and analysis.
Job positions from other branches are restricted and not visible to this user.
Note: A user can access a job position if it was created by them and no branch is assigned to it.Here, the user can see the job positions of only their assigned branches.
Users can also view their job positions grouped by branches for better organization and analysis.
Job positions from other branches are restricted and not visible to this user.
Note: A user can access a job position if it was created by them and no branch is assigned to it.
Navigation : Recruitment → Job Positions
34.) Branch Filtration Option in Job Position
Here, the user can filter or search records according to specific branches.
Navigation : Recruitment → Job Position
35.) Job Position access for Admin
Here, the admin can access all Job Position.
Navigation : Invoices → Invoicing
36.) Job Application access for User
Here, the user can see the job applications of only their assigned branches.
Users can also view their job applications grouped by branches for better organization and analysis.
While creating a job application, the branch is automatically assigned based on the job position’s branch.
Job applications from other branches are restricted and not visible to this user.
Note: A user can access a job application if it was created by them and no branch is assigned to it.
Navigation : Recruitment → Applications
37.) Branch Filtration Option in Job Applications
Here, the user can filter or search records according to specific branches.
Navigation : Recruitment → Applications
38.) Job Applications access for Admin
Here, the admin can access all Job Applications.
Navigation : Recruitment → Applications
39.) Attendance access for User
Here, the user can see the attendances of only their assigned branches.
Users can also view their attendances grouped by branches for better organization and analysis.
While creating an attendance, the branch is automatically assigned based on the employee’s branch.
Attendances from other branches are restricted and not visible to this user.
Note: A user can access an attendance if it was created by them and no branch is assigned to it.
Navigation : Attendances → Attendance
40.) Branch Filtration Option in Attendances
Here, the user can filter or search records according to specific branches.
Navigation : Attendances → Attendance
41.) Attendances access for Admin
Here, the admin can access all Attendances.
Navigation : Attendances → Attendances
42.) Department access for User
Here, the user can see the departments of only their assigned branches. Users can also view their departments grouped by branches for better organization and analysis. While creating a department, the branch is automatically assigned based on the current user’s branch. Departments from other branches are restricted and not visible to this user.
Note: A user can access a department if it was created by them and no branch is assigned to it.
Navigation : Employee → Department
43.) Branch Filtration Option in Department
Here, the user can filter or search records according to specific branches.
Navigation : Employees → Department
44.) Department access for Admin
Here, the admin can access all Departments.
Navigation : Employees → Departments
45.) Expenses access for User
Here, the user can see the expenses of only their assigned branches. Users can also view their expenses grouped by branches for better organization and analysis. While creating an expense, the branch is automatically assigned based on the employee’s branch. Expenses from other branches are restricted and not visible to this user.
Note: A user can access an expense if it was created by them and no branch is assigned to it.
Navigation : Expenses → My Expenses
46.) Branch Filtration Option in Expenses
Here, the user can filter or search records according to specific branches.
Navigation : Expenses → My Expenses
47.) Expenses access for Admin
Here, the admin can access all Expenses.
Navigation : Expenses → Expenses
48.) Project access for User
Here, The user can see the Project of only their assigned branches. Also, users can view their Project in groups by branches. While creating a Project,The Branch will be auto assigned based on the current users branch. Other branches Projects are restricted for this user.Note : The user can access a Project if the Project was created by them and no branch is assigned to it.
Navigation : Projects → Projects
49.) Branch Filtration Option in Project
Here, the user can filter or search records according to specific branches.
Navigation : Projects → Projects
50.) Project access for Admin
Here, the admin can access all Projects.
Navigation : Projects → Projects
51.) Task access for User
Here, The user can see the Tasks of only their assigned branches. Also, users can view their Tasks in groups by branches. Branch will be auto assigned in the Task based on the Projects branch. Other branches Tasks are restricted for this user.Note : The user can access an Task if the Task was created by them and no branch is assigned to it.
Navigation : Projects → Tasks
52.) Branch Filtration Option in Tasks
Here, the user can filter or search records according to specific branches.
Navigation : Projects → Tasks
53.) Tasks access for Admin
Here, the admin can access all Tasks.
Navigation : Projects → Tasks
54.) Warehouse access for User
Here, The user can see the Warehouse of only their assigned branches. Also, users can view their Warehouse in groups by branches. While creating the warehouse, The Branch will be auto assigned based on the current users branch. Other branches Warehouse are restricted for this user.Note : The user can access an Invoice if the Warehouse was created by them and no branch is assigned to it.
Navigation : Inventory → Configurations → Warehouses
55.) Invoice access for Warehouses
Here, the admin can access all Warehouse.
Navigation : Inventory → Configurations → Warehouses
56.) Stock Location access for User
Here, The user can see the Stock Locations of only their assigned branches. Also, users can view their Stock Location in groups by branches. While creating stock location, the Branch will be auto assigned based on the current users branch. Other branches Stock Locations are restricted for this user.Note : The user can access an Stock Location if the Stock Location was created by them and no branch is assigned to it.
Navigation : Inventory → Configurations → Locations
57.) Branch Filtration Option in Stock Locations
Here, the user can filter or search records according to specific branches.
Navigation : Inventory → Configurations → Locations
58.) Stock Location access for Admin
Here, the admin can access all Stock Locations.
Navigation : Inventory → Configurations → Locations
User Guide