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Lyndon Vincent

Version 13 .sh edition

Hi Community,

I am new to Odoo.

All go so far.

I have setup Multi Company - Company A and Company B

Right now, all Contacts are seen in both Companies.

How to make contacts for Company A and contacts for Company B such that Company A can not see Company B contacts and vice versa?

Thanks

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Chris TRINGHAM

Thank you both for your advice.

I'll look at it all and report back.

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Niyas Raphy (Walnut IT)
Best Answer

Hi, 

By default there is a record rule in Odoo13 to handle partners across multi companies. if you activate the debug mode and navigate to Settings -> Technical -> Security -> Record Rules, you can see a rule named res.partner company , if you didn't find it on searching it might be set as active = False, so you can click the Filter button and select the Archived and search once again.

So if it is active = False, you can set it to active=True by clicking the Boolean field Active .

In the early days of Odoo13 the rule was not there, it has be re introduced recently, see this commit and message:  [FIX] base: better multi-company rules for partners

Thanks

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Barakat

Hi Nivas

Thanks for this useful suggestion

Please suggest a RECORD RULE to share the Stock (with lot number ) among the public/portal users. In order to let them place order from ecomm.

Thank you

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Chris TRINGHAM
Best Answer

When creating a Contact it is shared by default, but if you specify a company it should not be shared.  This was supposed to be handled by the ORM, but (as Niyas explains in his answer) they have recently added a Record Rule as well. This is a big change compared with Odoo 12 - more information.

If you don't want to share contacts across companies, users need to remember to enter the company  - or you can setup defaults or use an Automated Action. 

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