다중 회사

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브랜치

In Odoo, multiple companies can be configured under one database. This allows some data to be shared among companies while maintaining some separation between entities.

A centralized management environment allows authorized users to select multiple companies simultaneously and set their specific warehouses, customers, equipment, and contacts. It also generates reports of aggregated figures without switching interfaces, facilitating daily tasks and enhancing the overall management process.

경고

Enabling multi-company functionality in an Odoo database on a Standard plan automatically triggers an upsell to the Custom plan. This does not apply to databases on the One-App Free plan.

• For yearly or multi-year contracts: An upsell order is created with a 30-day limit.

• For monthly contracts: The subscription automatically switches to the Custom plan and the new rate is applied when the next bill is generated.

For more information, refer to Odoo’s pricing page or contact your account manager.

환경설정

Open the Settings app, navigate to the Companies section, and click Manage Companies. Then, click New and fill in the form with the company’s information or select an existing company to edit it.

참고

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

팁

To archive a company, follow these steps:

1. In the Settings app, navigate to the Companies section and click Manage Companies.

2. In the Companies list view, select the company to be archived.

3. Click the Actions menu and select Archive.

4. Click Archive to confirm.

다중 회사 환경

In a multi-company environment, users are granted access to one or more companies, and data is created or modified based on its intended use within that structure.

사용자 액세스

A multi-company environment allows flexible control over user access and access rights that can be granted or restricted as needed.

회사 선택 메뉴

To switch between (or select) multiple companies, follow these steps:

1. Click the company selector in the top-right corner of the header menu.

2. In the drop-down list, select the checkboxes next to the desired companies.

3. The highlighted company indicates the current active environment.

4. To switch to another company, click its name in the list of selected companies.

Example

In the example below, the user can access six companies, two of which are selected. The current active company is My Company (San Francisco).

Shared and company-specific records

Data, such as products, contacts, and equipment can either be shared across companies or restricted to a specific company by setting the Company field on the relevant records:

• either leave the field blank to make it accessible to all companies;

• or select the company to make it visible to users logged in to that specific company.

레코드가 한 회사에만 특별히 연결되어 있는 경우에는 해당 엔터티 내에서만 액세스할 수 있습니다. 예를 들어, 회사와 관련된 견적서, 청구서 및 공급업체 청구서는 해당 회사에 로그인했을 때만 표시되며, 이럴 경우 해당 회사가 기본적으로 자동 선택되어 회사 필드에 표시됩니다.

In a multi-company database, new products and contacts are shared across companies by default. To restrict them to a specific company, set the Company field on the record’s form.

회사 간 거래

The Inter-Company Transactions feature allows one company in the database to sell or purchase goods and services from another company within the same database. Depending on the configuration settings, counterpart documents for orders and invoices can be automatically generated and synchronized.

경고

To handle inter-company transactions correctly, general and specific configurations must be set properly, including fiscal positions and localizations.

To activate inter-company transactions, select the relevant company in the company selector, open the Settings app, navigate to the Companies section, enable Inter-Company Transactions, and Save. Then, select the option(s) to create a counterpart for the selected company:

• Generate Bills and Refunds: Generate a bill/refund when a company confirms an invoice/credit note for the selected company. To generate a validated bill/refund, select Create and validate.

• Generate Sales Orders: Generate a quotation (drafted sales order) when a sales order is confirmed for the selected company. To generate a validated sales order instead of a quotation, select Create and validate.

• 구매발주서 생성: 선택한 회사에서 구매발주서가 확정되면 창고 사용 필드에서 해당 회사의 창고를 선택하여 이 창고로 견적요청서(구매발주서 초안)를 생성합니다. 견적요청서 대신 구매발주서를 승인하여 생성하려면 생성 및 승인 을 선택합니다.

참고

For inter-company transactions, the products must be shared among the involved companies.

Example

Generate Bills and Refunds: when an invoice for Customer JS Store US is posted on JS Store Belgium, a vendor bill is automatically created in JS Store US.

Generate Sales Orders: when a sales order for Customer JS Store US is confirmed on JS Store Belgium, a purchase order on JS Store US is automatically created (and confirmed if the Create and validate option is selected).

더 보기

• Multi-company Guidelines

• 다중 통화 시스템

사례 검토

다국적 기업

A multinational retail chain operating in the United States and Canada must manage transactions in USD and CAD.

Since each country has its own tax laws and regulations, using Odoo’s multi-company feature is highly beneficial.

This setup allows for inter-company transactions, which is essential for managing cross-border inventory transfers. It also simplifies the sales process by enabling customers transactions in their local currency.

별도 프로세스

어떤 소규모 가구 회사에서 별도의 조달, 재고 및 제조 프로세스가 필요한 신제품 라인을 출시하고 있습니다. 이 신제품은 기존 카탈로그 제품과 완전히 차별화되는 제품입니다. 효율적으로 관리할 수 있도록 회사에서는 다중 회사 기능을 활용하여 신제품 라인을 별도 법인에서 관리하는 방안을 검토 중입니다.

However, creating a completely new company might add unnecessary complexity to the database. Instead, the company can leverage existing features such as analytic accounting and multiple warehouses to manage the new product line without complicating overall operations.