Skip to Content

How to manage Multiple Branch Operation Set-up with Odoo ?

September 27, 2023 by
How to manage Multiple Branch Operation Set-up with Odoo ?
Vrajesh Soni

Managing multiple branches within a single company can become complicated when departments,warehouses, sales teams, and accounting operations need to work independently while still remaining connected under one organization. Many businesses require separate operational units but do not want the complexity of creating multiple companies inside Odoo.

To solve this challenge, we developed an advanced Odoo Multi Branch Managementsolution that allows businesses to create and manage multiple branches or units under a single company environment. The module works similarly to Odoo’s multi-company architecture while providing centralized control, branch-level access rights, and seamless workflow management.

This powerful Odoo app helps organizations manage branch-wise operations for sales, purchases, inventory, invoicing, warehouse management, and point of sale while maintaining better data visibility and operational efficiency.

The multi-branch concept is especially useful for organizations operating from multiple locations, franchises, divisions, service centers, manufacturing plants, clinics, or retail stores.

Why Businesses Need Multi Branch Management in Odoo

As businesses expand, they often create separate operational units for different locations, departments, or business functions. Without a proper branch management system, companies face issues such as:

  • Difficulty managing branch-specific data
  • Lack of operational transparency
  • Complicated reporting structures
  • Inventory mismatches between branches
  • User access control challenges
  • Accounting confusion across departments
  • Difficulties in managing warehouse operations

The Odoo Multi Branch module helps businesses overcome these operational challenges by introducing branch-specific workflows and role-based access management inside a single Odoo company.

Industries That Benefit from Odoo Multi Branch Management

Many industries require separate branches or units to operate efficiently. This module is designed to support multiple business sectors with customized branch-based workflows.

Tours & Travel Agencies

Travel companies often manage multiple offices or regional branches that handle tour packages, customer inquiries, bookings, and itinerary generation independently.

Using the Odoo Multi Branch solution, travel agencies can:

  • Manage regional travel offices separately
  • Handle branch-wise customer bookings
  • Generate customized travel itineraries
  • Track branch-specific sales performance
  • Manage travel packages across different locations

Service Repair & Machine Repair Management

Repair industries frequently operate multiple service centers across cities or regions. Each branch may handle different repair orders, technicians, equipment, and customer requests.

The Odoo branch management system helps repair businesses:

  • Manage branch-wise repair operations
  • Track equipment servicing by branch
  • Assign technicians to specific locations
  • Maintain separate inventory for each service center
  • Improve customer support workflows

Hospital & Healthcare Management

Hospitals and healthcare organizations often operate multiple clinics, departments, diagnostic centers, or healthcare units under a single organization.

With Odoo Multi Branch Management, healthcare providers can:

  • Manage different hospital units efficiently
  • Maintain separate operational workflows for clinics
  • Control branch-wise patient operations
  • Handle branch-specific billing and inventory
  • Improve healthcare administration processes

Manufacturing Industry

Manufacturing businesses usually have multiple production units, warehouses, or factory branches operating independently.

This module allows manufacturers to:

  • Manage multiple manufacturing units
  • Track branch-wise production workflows
  • Control inventory across factory locations
  • Manage labor, material, and machine costing
  • Improve warehouse and logistics management

Manufacturers can also streamline Bill of Materials (BOM), production orders, and work order management with branch-specific operations.

Advanced Branch Access Rights in Odoo

One of the biggest challenges in multi-branch operations is managing user permissions and data security. Our Odoo Multi Branch app includes advanced access rights management to ensure users only access relevant branch data.

Branch User Role

A Branch User can:

  • Access records only for their assigned branch
  • Create and manage branch-specific transactions
  • Work independently without accessing other branch data
  • Maintain operational security and data privacy

Branch Manager Role

A Branch Manager has broader access and can:

  • Access records from all branches
  • Monitor branch-wise workflows
  • Manage branch operations centrally
  • Generate consolidated business reports
  • Assign branch access to employees

This role-based access system improves operational control while ensuring data segregation across departments and locations.

Key Features of Odoo Multi Branch Management

Our Odoo Multi Branch module provides a complete workflow for branch-based business operations.

1. Multi Branch Concept

The module allows businesses to create multiple branches or units under a single Odoo company environment.

Benefits of Multi Branch Architecture

  • Centralized company management
  • Separate branch operations
  • Branch-wise workflow control
  • Better organizational structure
  • Improved scalability for growing businesses

The architecture works similarly to Odoo’s multi-company functionality while maintaining a simplified operational structure.

2. Complete Branch Workflow Integration

Branch functionality is fully integrated into multiple Odoo applications and workflows.

Supported Odoo Modules

  • Sales Management
  • Purchase Management
  • Accounting & Invoicing
  • Inventory & Warehouse Management
  • Point of Sale (POS)
  • Customer Payments
  • Inventory Valuation
  • Delivery Orders

This integration ensures smooth operational continuity across all departments.

Create Multiple Branches in Odoo

Branch Managers can easily create and manage multiple branches directly from:

Settings → Users & Companies → Branch

Users can configure important branch details including:

  • Branch Name
  • Company Information
  • Address
  • Contact Details
  • Phone Number
  • Operational Settings

This allows organizations to maintain a clear branch hierarchy inside Odoo.

Create Multiple Branch

Assign Branches to Users

Branch Managers can assign specific branches to employees based on their responsibilities.

This helps organizations:

  • Restrict user access by branch
  • Improve data security
  • Prevent unauthorized access
  • Simplify operational workflows

Each employee can work independently within their assigned branch environment.

Assign Branch User


Multi-Branch Access in Mobile View

The Odoo Multi Branch application is fully responsive and supports mobile devices.

Users can easily switch and access branch functionality from the mobile interface by tapping the admin menu icon. This improves accessibility for businesses with field employees, remote teams, or traveling managers.

Mobile-Friendly Benefits

  • Responsive branch management
  • Better accessibility
  • Improved user experience
  • Real-time operational updates
  • Easy branch switching 

Multi-Branch Access in Mobile View


Branch Management on Customers

Branch Managers can assign customers to specific branches directly from the customer form.

This feature helps businesses:

  • Organize branch-wise customer records
  • Manage regional customer operations
  • Track branch-level sales performance
  • Improve customer relationship management

Branch-specific customer management improves operational accuracy and reporting. 


Branch On Customer

Branch Functionality on Product Templates

Users can assign branches directly on product templates.

When a branch is selected on the product template:

  • The branch automatically applies to product variants
  • Product visibility can be managed branch-wise
  • Inventory control becomes more organized

This feature is especially beneficial for businesses managing separate inventories across locations. 


Branch On Product Template


Branch Integration in Sales Workflow

When a user creates a Sales Order:

  • The logged-in user’s branch is automatically assigned
  • Warehouse shipment addresses are configured according to the selected branch
  • Sales operations remain branch-specific

This automation reduces manual work and prevents operational errors.

Sales Workflow Benefits

  • Automated branch assignment
  • Better warehouse coordination
  • Improved delivery management
  • Accurate branch-level reporting

 


Branch On Sales Flow

Branch on Delivery Orders

When a quotation is confirmed, the generated delivery order automatically inherits the same branch from the Sales Order.

This ensures consistency across:

  • Sales operations
  • Delivery management
  • Inventory movement
  • Warehouse tracking

The automated branch synchronization improves operational accuracy.

Branch on Delivery Order


Branch Management on Customer Invoices

When customer invoices are generated from Sales Orders:

  • The selected branch is automatically assigned
  • Invoice records remain branch-specific
  • Financial reporting becomes more accurate

For manually created invoices, the logged-in user’s branch is automatically selected.

This helps organizations maintain clean accounting records for each branch. 

Branch on Customer Invoices

Branch Functionality on Customer Payments

The selected branch from the invoice is automatically assigned to customer payments.

This improves:

  • Financial transparency
  • Branch-level accounting
  • Payment tracking
  • Revenue reporting

Organizations can generate more accurate financial insights branch-wise. 


Branch On Customer Payment

Branch Workflow on Purchase Orders

When users create Purchase Orders:

  • The system automatically assigns the user’s branch
  • Procurement operations become branch-specific
  • Vendor purchases are properly categorized

This helps businesses maintain better control over branch-level procurement activities. 


Branch On Purchase Order

Branch on Vendor Bills

When vendor bills are created from Purchase Orders:

  • The selected branch from the Purchase Order is automatically applied
  • Journal items also inherit branch information after invoice validation
  • This automation ensures consistency between procurement and accounting workflows. 


Branch On Vendor Bill

Branch On Inventory Valuation

Users can also configure branches on inventory valuation records.

This feature allows organizations to:

  • Track branch-wise inventory valuation
  • Monitor stock value by location
  • Improve financial inventory reporting
  • Maintain accurate warehouse accounting

Inventory valuation visibility is essential for businesses operating multiple warehouses or stock locations. 


Branch On Inventory Valuation

Benefits of Using Odoo Multi Branch Management

Implementing a branch management system inside Odoo provides several long-term operational advantages.

Major Business Benefits

  • Centralized management for multiple branches
  • Better operational visibility
  • Improved access control
  • Branch-wise accounting and reporting
  • Automated workflows
  • Reduced manual data entry
  • Better inventory management
  • Improved warehouse coordination
  • Enhanced scalability for growing organizations

Why Choose Our Odoo Multi Branch Solution

Our Odoo Multi Branch module is designed to simplify complex organizational structures while maintaining flexibility and scalability.

The solution is ideal for businesses that want:

  • Multi-branch operations under one company
  • Secure branch-level access rights
  • Better operational management
  • Automated branch workflows
  • Scalable ERP architecture
  • Industry-specific branch functionality

The module integrates seamlessly with core Odoo applications and supports smooth business expansion without operational complexity.

Final Thoughts

The Odoo Multi Branch Management solution is a powerful tool for businesses operating across multiple locations, departments, or service units. It enables organizations to manage branch-wise workflows efficiently while maintaining centralized control over operations.

Whether you run a manufacturing company, healthcare organization, retail chain, travel agency, or service business, this Odoo app helps streamline operations, improve reporting, and enhance productivity.

By implementing a structured branch management system inside Odoo, businesses can achieve better scalability, operational transparency, and workflow automation across all branches.