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Multi Branch Customers
The Multi Branch Customer module allows you to manage customers across multiple branches in Odoo. It provides full control over which branch a customer belongs to and ensures that users only see customers relevant to their branch. Ideal for companies operating with decentralized customer management across various units or locations.
Video Tutorial
Features
Screenshots
Support
Service
Features
Assign Customers to Branches
Each customer can be linked to a specific branch, ensuring accurate and organized customer records.
Access Control Based on Branch
Users can only view and manage customers assigned to their branch, improving data security and minimizing clutter.
Auto-Assign Branch Based on User
When creating a new customer, the branch is automatically selected based on the logged-in users assigned branch.
Branch Filter in Customer Views
Branch field and filter options are available in list and form views for easy sorting and searching.
Supports Multi-Company Environments
Designed to work seamlessly in Odoo instances with multi-company and multi-branch structures.
Screenshot
1) Branch Admin Access Assign
2) Branch User Access Assign
3) Branch View
Navigation : Settings > Users & Companies > Branches
4) Assign multiple Branches to user
Marc Demo now has access to multiple branches.
Navigation : Settings > Users & Companies > Users
5) Branch Selection User Side
Marc Demo can easily switch branches anytime.
6) Branch based Record visibility
Here marc demo changed his current branch into Mumbai.Marc Demo now sees only customers from the Mumbai branch.
7) Admin Access Customers
Admins have unrestricted access to all Customers, and users can view them with convenient grouping options.
8) Customers Filter By Branch
Find customers quickly by branch.
User Guide
