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How to set up a multi-company in V. 13? The option was available in the previous versions but now I couldn't be able to figure it out! I need a separate list of SO/PO and products list ...etc.
Please advise me how to setup the multi-company successfully.
Hi Re. D,
For multi companies, simply create more than one company and work on users' access rights (Allowed Companies).
Odoo 13 offers advantages such as accessing more than one company simultaneously.
For SO, PO, etc, go to: Settings / Technical / Sequences & Identifiers / Sequences, and you can create separate sequences for each company.
For the products, select the company to which the product refers on the product form>general information.
For the contacts, select the company to which the contact belongs on the contact form>sales & purchases>Misc
Everywhere you don't select any company, it will be valid for all Companies ("common" to all in previous versions).
BR.
Ricardo
How do i set up the common contact book and common product catalog.
Odoo 12 i shared my contact book with all companies, but restricted all the products.
Also the parent company can see all the child product and transactions.
Currently, having a parent company setup has no effect. :(
Guess im sticking to odoo 12 at this stage.
You can have contacts in common or/and products in common, as you can also have everything in common, see answer above!
BR
Ricardo
Thanks for your reply, what about differentiation between report format in each company? Once I modify the external report format for a particular company, it's updated in all companies?
You can set different documents, with logo, etc, for each company, you just need to configure your document layout for each one, accessing the configuration with only one active company at a time.
Hello,
Yes if you want to separate all data by company you can check the rules for example:
<record model="ir.rule" id="sale_order_report_comp_rule">
<field name="name">Sales Order Analysis multi-company</field>
<field name="model_id" ref="model_sale_report"/>
<field name="global" eval="True"/>
<field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
</record>
Also check that the current company is not a parent to other companies, if so, odoo will fetch all data for all companies.
For separate report for each company, following this description:
All configuration in model res.config.settings(TransientModel) applied for all company, when you print any paper you get data for current company, OK. if you want to change the report format for each company, you must do a specific customization, for example: check metadata for each company and mapped ID and call the report format when the condition is verified.
Best Regards,
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It's works with me, except for splitting the customer/supplier list. Until now it is common between all companies.
it seems to me user can see all companies even they are assigned to only one company, a i missing something?