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Advance Multiple Branch Management
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Technical Name : eg_advance_branch_management
Odoo Apps Dependencies :
Community Apps Dependencies :
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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


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2.) Branch Access

After assigning Assess rights, the admin can see the menu Branches.


Navigation : Settings › Users & companies › Branches


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3.) Set Description for CatBranches List view

Here, the Admins can create the branch.


Navigation : Settings › Users & companies › Branches


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4.) User level access for Branch

Here, the manager assigns access rights to the user.


Navigation : Settings › Users & companies › User


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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


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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


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7.) Branch Filtration Option In Contacts

Here, the user can filter or search records according to specific branches.


Navigation : Contacts › Contacts


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8.) Contact access for Admin

Here, the admin can access all Contacts.


Navigation : Contacts › Contacts


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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


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10.) Branch Filtration Option in Products

Here, the user can filter or search records according to specific branches.


Navigation : Products › Products


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11.) Products access for Admin

Here, the admin can access all Products.


Navigation : Products › Products


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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


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13.) Branch Filtration Option in Product Variants

Here, the user can filter or search records according to specific branches.


Navigation : Products › Product Variants


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14.) Product Variants access for Admin

Here, the admin can access all Product Variants.


Navigation : Products › Product Variants


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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


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16.) Branch Filtration Option in Sale Order

Here, the user can filter or search records according to specific branches.


Navigation : Sale › Quotations


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17.) Sale Order access for Admin

Here, the admin can access all sale orders.


Navigation : Sale › Quotations


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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


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19.) Branch Filtration Option in Purchase Order

Here, the user can filter or search records according to specific branches.


Navigation : Purchase › Request for Quotations


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20.) Purchase Order access for Admin

Here, the admin can access all purchase orders.


Navigation : Purchase › Request for Quotation


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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


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22.) Branch Filtration Option in CRM Lead

Here, the user can filter or search records according to specific branches.


Navigation : CRM › Pipeline


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23.) CRM Lead access for Admin

Here, the admin can access all Leads.


Navigation : CRM › Pipeline


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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


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25.) Branch Filtration Option in Delivery Order

Here, the user can filter or search records according to specific branches.


Navigation : Inventory › Transfers


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26.) Transfers (Delivery Orders) access for Admin

Here, the admin can access all Transfers.


Navigation : Inventory › Transfers


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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


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28.) Branch Filtration Option in Invoices

Here, the user can filter or search records according to specific branches.


Navigation : Invoices › Invoicing


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29.) Invoice access for Admin

Here, the admin can access all Invoices.


Navigation : Invoices › Invoicing


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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


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31.) Branch Filtration Option in Employees

Here, the user can filter or search records according to specific branches.


Navigation : Employees › Employees


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32.) Employee access for Admin

Here, the admin can access all Employees.


Navigation : Employees › Employees


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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


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34.) Branch Filtration Option in Job Position

Here, the user can filter or search records according to specific branches.


Navigation : Recruitment › Job Position


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35.) Job Position access for Admin

Here, the admin can access all Job Position.


Navigation : Invoices › Invoicing


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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


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37.) Branch Filtration Option in Job Applications

Here, the user can filter or search records according to specific branches.


Navigation : Recruitment › Applications


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38.) Job Applications access for Admin

Here, the admin can access all Job Applications.


Navigation : Recruitment › Applications


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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


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40.) Branch Filtration Option in Attendances

Here, the user can filter or search records according to specific branches.


Navigation : Attendances › Attendance


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41.) Attendances access for Admin

Here, the admin can access all Attendances.


Navigation : Attendances › Attendances


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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


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43.) Branch Filtration Option in Department

Here, the user can filter or search records according to specific branches.


Navigation : Employees › Department


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44.) Department access for Admin

Here, the admin can access all Departments.


Navigation : Employees › Departments


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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


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46.) Branch Filtration Option in Expenses

Here, the user can filter or search records according to specific branches.


Navigation : Expenses › My Expenses


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47.) Expenses access for Admin

Here, the admin can access all Expenses.


Navigation : Expenses › Expenses


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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


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49.) Branch Filtration Option in Project

Here, the user can filter or search records according to specific branches.


Navigation : Projects › Projects


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50.) Project access for Admin

Here, the admin can access all Projects.


Navigation : Projects › Projects


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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


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52.) Branch Filtration Option in Tasks

Here, the user can filter or search records according to specific branches.


Navigation : Projects › Tasks


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53.) Tasks access for Admin

Here, the admin can access all Tasks.


Navigation : Projects › Tasks


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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


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55.) Invoice access for Warehouses

Here, the admin can access all Warehouse.


Navigation : Inventory › Configurations › Warehouses


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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


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57.) Branch Filtration Option in Stock Locations

Here, the user can filter or search records according to specific branches.


Navigation : Inventory › Configurations › Locations


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58.) Stock Location access for Admin

Here, the admin can access all Stock Locations.


Navigation : Inventory › Configurations › Locations


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