diff --git a/content/applications/general.rst b/content/applications/general.rst index c23cc7021..494420b93 100644 --- a/content/applications/general.rst +++ b/content/applications/general.rst @@ -7,6 +7,7 @@ General settings general/apps_modules general/users general/companies + general/multi_company general/iot general/email_communication general/integrations diff --git a/content/applications/general/companies.rst b/content/applications/general/companies.rst index 27dcf4f29..c8db78f36 100644 --- a/content/applications/general/companies.rst +++ b/content/applications/general/companies.rst @@ -133,6 +133,8 @@ appears. For more information on pricing, see `Odoo's pricing `_ page. +.. _general/employee-access: + Employee access =============== @@ -189,6 +191,8 @@ Document Layout` and edit the information as needed. populated from the company information listed, when navigating here: :menuselection:`Settings app --> Companies section --> Manage Companies`, and select a company from the list. +.. _general/inter-company: + Inter-company transactions ========================== diff --git a/content/applications/general/multi_company.rst b/content/applications/general/multi_company.rst new file mode 100644 index 000000000..4bcb3d66b --- /dev/null +++ b/content/applications/general/multi_company.rst @@ -0,0 +1,115 @@ +============= +Multi-company +============= + +.. |mcd| replace:: multi-company database + +In Odoo, multiple companies can exist within a single database. This allows for some data to be +shared among companies, while still maintaining some level of separation between entities. + +Before deciding to use the multi-company feature, there are several factors to consider. + +.. important:: + Multi-company is **only** available in *One App Free* databases, or with `Custom + `_ plans. + +Accessing multiple companies +============================ + +The list of :ref:`companies an employee has access to ` in a |mcd| can be +found at the top-right of the main Odoo menu bar, where the active company is listed. Click on the +company name to reveal a list of all allowed companies. To switch to a different company, click on +the company name in the drop-down menu. To enable multiple companies at once, tick the checkbox next +to each desired company name. + +.. figure:: multi_company/company-access.png + :align: center + :alt: An example of the list of companies a user has access to when logged into a database. + + An example of a user with access to multiple companies. The current company is My Company (San + Francisco), while My Company (Chicago) is also active. + +.. note:: + The database may refresh after each checkbox is ticked. + +.. _general/active-companies: + +Multiple active companies +------------------------- + +If more than one company is active at a time, one company is highlighted in purple, and is listed on +the menu bar. This is the considered the *current* company. + +When creating a new record, the current company is added to the record in the *Company* field, +except under the following circumstances: + +- The *Company* field for a new product, or a new contact, is left blank. +- If there is a related document already in the system, the *Company* field on the new record + defaults to the same company. + +.. example:: + Mitchell Admin has multiple companies enabled, but the current company is `My Company (Chicago)`. + When he creates a new product record, the :guilabel:`Company` field is left blank by default. + + When he creates a new sales team, the :guilabel:`Company` field automatically defaults to `My + Company (Chicago)`. + +Sharing data +============ + +In a |mcd|, certain records are able to be utilized by all of the companies (or several, based on +permissions). + +Products +-------- + +In an |mcd|, new products are created with the :ref:`Company field ` +blank, by default. If the *Company* field remains blank, the product is shared across all companies. + +Contacts +-------- + +Similar to products, contact records are shared across companies, by default. To limit access to a +single company, click the :ref:`Company field ` on a contact form, and +select a company to assign the contact to. + +Inter-company transactions +========================== + +The :ref:`Inter-Company Transactions ` feature allows for one company in the +database to sell or purchase goods and services from another company within the same database. +Counterpart documents for orders and invoices can be automatically generated and synchronized, +depending on the configuration settings. + +.. warning:: + To ensure inter-company transactions are handled appropriately, certain configurations, such as + fiscal positions and localizations, need to be accurately assigned. See :ref:`Inter-Company + Transactions ` for additional information. + +Use cases +========= + +Multinational companies +----------------------- + +A multinational retail chain, which operates in the United States and Canada, needs to manage +transactions in both USD and CAD currencies. + +Additionally, because both countries have different tax laws and regulations, it is in the best +interest of the customer to utilize the multi-company feature. + +This allows for inter-company transactions they need to manage inventory moves across international +borders, while making it simple to sell to customers in both countries in their own currency. + +Separate processes +------------------ + +A small furniture company is developing a new line of products that require a separate procurement, +inventory, and manufacturing process. The new products are drastically different from the existing +catalog. The company is considering utilizing the multi-company feature to treat this new line as a +different entity. + +To keep their database from becoming overly complex, the furniture company does not need to add an +entirely new company. Instead, they can take advantage of existing features, such as :doc:`analytic +accounting <../finance/accounting/reporting/analytic_accounting>`, and multiple warehouses, to +manage the new product line, without having to overly complicate transactions. diff --git a/content/applications/general/multi_company/company-access.png b/content/applications/general/multi_company/company-access.png new file mode 100644 index 000000000..c7dc98361 Binary files /dev/null and b/content/applications/general/multi_company/company-access.png differ