Sale CRM Multi Branch | Quotation Multi Branch
Join us and help disrupt the enterprise market!
About Module
Odoo provides multiple company feature which helps to manage your different company in one odoo database. But if you want to manage your business with multiple locations/branches/Stores/Chains in one database so that feature is not available in the odoo. Our this app provides feature to manage your business with multi branches.
Features
- 1) Easy to define multi-branch in CRM.
- 2) Easy to define multi-branch in sales.
- 3) Easy to group by your record with the branch name.
- 4) Easy to define the products branch wise
- 5) Define the customer branch wise.
Installations
1) You will receive the link to download the zip file of the module please download it.
2) Extract the zip file, you will see a folder named ‘sh_sale_crm_branch’.
3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.
4) Now, open the odoo as Developer Mode.
5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.
6) In the search bar, search ‘sh_sale_crm_branch’.
7) Click on ‘Install’ to install it.
Enable 'Multi Branch' in users. For giving multi branch access to the users.
Select Manager for the branch manager, who can create branches and assign branches to the users.
Branches menu and tree view.
Branch form view.
Assign branches to the users and select one default branch in 'Branch' for that user.
Dropdown for allowed branch.
Define the branch in products.
In product variant branch auto detect from the product.
Set branch in product vendors list.
Multi branch in sales team tree view.
Branch field in sale team form view.
Branch selection in lead form view.
Branch fields in opportunity form view.
Branch in sale order form view.
Group by sale order list view with branch wise.
Sale analysis report group by branch
