회사

In Odoo, a company is an individual business entity that operates independently, with its own legal identity, financial records, and specific operational settings.

환경설정

To set up a company, follow these steps:

  1. Configure the company details.

  2. Manage users and their access rights.

  3. Customize the document layout.

회사

To create a company, open the Settings app, navigate to the Companies section, and click Manage Companies. In the Companies list view, click New and configure the following fields:

  • 회사명

  • 주소

  • 세금 ID: 세금 식별 번호입니다.

  • LEI: legal entity identifier.

  • Company ID: company’s registry number, if different from Tax ID

  • Currency

  • Phone and Mobile

  • 이메일

  • 웹사이트

  • Email Domain

  • 색상

Upload the company’s logo and Save.

참고

  • Alternatively, it is possible to create a company by going to Settings ‣ Users & Companies ‣ Companies.

  • The company’s General information may vary based on the fiscal localization.

사용자

After setting up a company, add users and configure their access and access rights.

Document layout

Configure the default layout for all company documents.

브랜치

Branches represent subdivisions within a company, such as regional offices or departments, that operate under a common parent company. They support hierarchical company structures through configurable settings, enabling comprehensive or branch-specific views with flexible access control, entity-specific or shared record visibility, and customizable reporting.

참고

Independent subsidiaries should be created as additional companies, not branches.

환경설정

Each branch is linked to its parent company but may contain different or specific information, such as its address or logo. A branch can be a parent company of branches at a lower level to create a multi-level architecture.

중요

  • Clarify the company’s structure and hierarchy before creating companies and branches in Odoo. A company defined as a parent cannot be converted into a branch later, as doing so may result in access rights issues.

  • Always create the parent company first.

To create a branch, follow these steps in the Settings app:

  1. Navigate to the Companies section, click Manage Companies, or go to Settings ‣ Users & Companies ‣ Companies.

  2. In the Companies list view, open the desired parent company form.

  3. In the Branches tab, click Add a line and fill in the General Information fields in the Create Branches window.

To create branches from a branch and create a multi-level architecture, click Add a line in the new branch’s Branches tab.

Activate the developer mode to set social media accounts and company-specific email system parameters.

경고

Adding a branch to a company enables multi-company functions.

Comprehensive or branch-specific view

참고

Selecting the parent company automatically links all its branches, while selecting a branch connects to that branch only. To switch between them, use the company selector.

All configurations, except for accounting settings inherited from the parent company, must be set individually per branch. This allows for branch-specific setups such as loyalty programs, price lists, or inventory locations.

User access

다중 회사 환경과 마찬가지로, 본사 및 지사에서는 사용자 액세스 관리 및 액세스 권한 지원을 탄력적으로 운영하고 있습니다. 사용자 액세스는 본사 수준이나 지사 수준 또는 두 수준 모두에서 허용하거나 제한할 수 있습니다. 예를 들어, 한 사용자의 권한을 특정 지점으로 제한할 수 있으며, 본사에 대한 액세스 권한이 있는 관리자가 관련된 모든 지점을 관리하도록 할 수 있습니다.

레코드 공유

In Odoo, some records are, by default, either specific to a single entity or shared across the parent company and all its branches.

견적서나 청구서 또는 공급업체 청구서를 생성하는 경우, 활성화된 회사 또는 지점이 자동으로 선택되어 회사 필드에 표시됩니다. 활성화된 회사가 본사나 그 지점 중 하나일 경우, 해당 엔터티에 연결된 레코드는 해당 엔터티 내에서만 액세스할 수 있으며, 회사 선택기 를 사용하여 회사 또는 지점을 선택할 때만 표시됩니다.

반대로, 품목 또는 연락처 와 같은 일부 레코드의 경우에는 특정 엔터티에만 국한되지 않으며 기본적으로 모회사와 모든 지점에서 공유됩니다. 다만 필요 시 회사 필드에 적절한 값을 설정하여 단일 엔터티로 제한할 수 있습니다.

보고

All reports can be generated for the parent company alone or with its branches, based on user access.