diff --git a/general.rst b/general.rst index bbf93fe16..cef4ab723 100644 --- a/general.rst +++ b/general.rst @@ -10,6 +10,7 @@ General general/odoo_basics general/unsplash general/base_import + general/multi_companies general/auth general/tags general/payment_acquirers diff --git a/general/multi_companies.rst b/general/multi_companies.rst new file mode 100644 index 000000000..8349f9c79 --- /dev/null +++ b/general/multi_companies.rst @@ -0,0 +1,8 @@ +=============== +Multi Companies +=============== + +.. toctree:: + :titlesonly: + + multi_companies/manage_multi_companies \ No newline at end of file diff --git a/general/multi_companies/manage_multi_companies.rst b/general/multi_companies/manage_multi_companies.rst new file mode 100644 index 000000000..900940375 --- /dev/null +++ b/general/multi_companies/manage_multi_companies.rst @@ -0,0 +1,135 @@ +Multi Companies +=============== + +A centralized management environment allows you to select multiple companies simultaneously and set +their specific warehouses, customers, equipment, and contacts. It provides you the ability to +generate reports of aggregated figures without switching interfaces, which facilitates daily tasks +and the overall management process. + +Manage companies and records +---------------------------- + +Go to :menuselection:`Settings --> Manage Companies` and fill in the form with your company’s +information. If a *Parent Company* is selected, records are shared between the two companies (as +long as both environments are active). + +.. image:: media/create_js_store_us.png + :align: center + :alt: Overview of a new company's form in Odoo + +.. tip:: + Activate the :doc:`Developer mode <../../general/developer_mode/activate>` to choose a *Favicon* + for each of your companies, and easily identify them by the browser tabs. Set your + favicons’ files size to 16x16 or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted. + + .. image:: media/favicon.png + :align: center + :height: 200 + :alt: View of a web browser and the favicon for a specific company chosen in Odoo + +Switch between or select multiple companies by enabling their selection boxes to activate them. The +grayed company is the one which environment is in use. To switch environments, click on the +company’s name. In the example below, the user has access to three companies, two are activated, and +the environment in use is of *JS Store US*. + +.. image:: media/multi_companies_menu_dashboard.png + :align: center + :alt: View of the companies menu through the main dashboard in Odoo + +Data such as Products, Contacts, and Equipment can be shared or set to be shown for a specific +company only. To do so, on their forms, choose between: + +- *A blank field*: the record is shared within all companies. +- *Adding a company*: the record is visible to users logged in to that specific company and its + child companies. + +.. image:: media/product_form_company.png + :align: center + :alt: View of a product's form emphasizing the company field in Odoo Sales + +Employees' access +----------------- + +Once companies are created, manage your employees' :doc:`Access Rights <../odoo_basics/add_user>` +for *Multi Companies*. + +.. image:: media/access_rights_multi_companies.png + :align: center + :alt: View of an user form emphasizing the multi companies field under the access rights tabs + in Odoo + +| If a user has multiple companies *activated* on his database, and he is **editing** a record, + the editing happens on the record's related company. +| Example: if editing a sale order issued under JS Store US while working on the JS Store Belgium + environment, the changes are applied under JS Store US (the company from which the sale order + was issued). +| When **creating** a record, the company taken into account is: + +- The current company (the one active) or, +- No company is set (on products and contacts’ forms for example) or, +- The company set is the one linked to the document (the same as if a record is being edited). + +Documents’ format +----------------- + +To set documents' formats according to each company, *activate* and *select* the respective one and, +under *Settings*, click on *Configure Document Layout*. + +.. image:: media/document_layout.png + :align: center + :alt: View of the settings page emphasizing the document layout field in Odoo + +Inter-Company Transactions +-------------------------- + +First, make sure each one of your companies is properly set in relation to: + +- :doc:`Chart of Accounts <../../accounting/overview/getting_started/chart_of_accounts>` +- :doc:`Taxes <../../accounting/fiscality/taxes/default_taxes>` +- :doc:`Fiscal Localizations <../../accounting/fiscal_localizations/overview/fiscal_localization_packages>` +- :doc:`Pricelists <../../sales/products_prices/prices/pricing>` +- :doc:`Warehouses <../../inventory/management/warehouses/warehouse_creation>` + +.. LINK JOURNAL AND FISCAL POSITIONS DOCS ONCE AVAILABLE + DELETE NOTE. + +Now, activate the *Inter-Company Transactions* option under *Settings*. With the respective company +*activated* and *selected*, choose if you would like operations between companies to be synchronized +at an invoice/bills level or at a sales/purchase orders level. + +.. image:: media/inter_company_transactions.png + :align: center + :alt: View of the settings page emphasizing the inter company transaction field in Odoo + +- **Synchronize invoice/bills**: generates a bill/invoice when a company confirms a bill/invoice for + the selected company. + + *Example:* an invoice posted on JS Store Belgium, for JS Store US, automatically creates a vendor + bill on the JS Store US, from the JS Store Belgium. + +.. image:: media/invoice_inter_company.png + :align: center + :alt: View of an invoice for JS Store US created on JS Store Belgium in Odoo + +.. note:: + On both environments *Fiscal Positions* and *Journal Entries* need to be set. + +- **Synchronize sales/purchase order**: generates a drafted purchase/sales order using the selected + company warehouse when a sales/purchase order is confirmed for the selected company. If instead of + a drafted purchase/sales order you rather have it validated, enable *Automatic Validation*. + + *Example:* when a sale order for JS Store US is confirmed on JS Store Belgium, a purchase order + on JS Store Belgium is automatically created (and confirmed if the *Automatic Validation* feature + was enabled). + +.. image:: media/purchase_order_inter_company.png + :align: center + :alt: View of the purchase created on JS Store US from JS Store Belgium in Odoo + +.. note:: + Products have to be configured as *Can be sold*. + +.. tip:: + Remember to test all workflows as an user other than the administrator. + +.. seealso:: + - :doc:`../../accounting/others/multicurrencies/how_it_works` \ No newline at end of file diff --git a/general/multi_companies/media/access_rights_multi_companies.png b/general/multi_companies/media/access_rights_multi_companies.png new file mode 100644 index 000000000..5e98b8c56 Binary files /dev/null and b/general/multi_companies/media/access_rights_multi_companies.png differ diff --git a/general/multi_companies/media/create_js_store_us.png b/general/multi_companies/media/create_js_store_us.png new file mode 100644 index 000000000..1f7ed5edf Binary files /dev/null and b/general/multi_companies/media/create_js_store_us.png differ diff --git a/general/multi_companies/media/document_layout.png b/general/multi_companies/media/document_layout.png new file mode 100644 index 000000000..52d55b453 Binary files /dev/null and b/general/multi_companies/media/document_layout.png differ diff --git a/general/multi_companies/media/favicon.png b/general/multi_companies/media/favicon.png new file mode 100644 index 000000000..599670165 Binary files /dev/null and b/general/multi_companies/media/favicon.png differ diff --git a/general/multi_companies/media/inter_company_transactions.png b/general/multi_companies/media/inter_company_transactions.png new file mode 100644 index 000000000..a7264e9de Binary files /dev/null and b/general/multi_companies/media/inter_company_transactions.png differ diff --git a/general/multi_companies/media/invoice_inter_company.png b/general/multi_companies/media/invoice_inter_company.png new file mode 100644 index 000000000..fd46374c3 Binary files /dev/null and b/general/multi_companies/media/invoice_inter_company.png differ diff --git a/general/multi_companies/media/multi_companies_menu_dashboard.png b/general/multi_companies/media/multi_companies_menu_dashboard.png new file mode 100644 index 000000000..7ab287bf0 Binary files /dev/null and b/general/multi_companies/media/multi_companies_menu_dashboard.png differ diff --git a/general/multi_companies/media/product_form_company.png b/general/multi_companies/media/product_form_company.png new file mode 100644 index 000000000..782096ad6 Binary files /dev/null and b/general/multi_companies/media/product_form_company.png differ diff --git a/general/multi_companies/media/purchase_order_inter_company.png b/general/multi_companies/media/purchase_order_inter_company.png new file mode 100644 index 000000000..ef1db3ca3 Binary files /dev/null and b/general/multi_companies/media/purchase_order_inter_company.png differ