The document discusses improvements to the multi-company interface in Odoo 13. It describes a multi-company "switchboard" that allows browsing and configuring products, taxes, etc. without constantly switching companies. It provides use cases like financial reporting, sales analysis, and product configuration across companies. The interface also allows being in different companies in different browser tabs and uses favicons to identify the current company. It reminds users about processes between companies.

1. Multi-Company
Management
Alex Wuestenberghs • Functional consultant
2019
EXPERIENCE

2. Intro1

3. We know how difficult it can get to manage
multiple companies within the same system.
For browsing & configuration purposes:
We want to be able to browse & configure products,
taxes, etc. without constantly switching from one
company to another.
For reporting purposes:
We want to easily aggregate figures.

4. This is why we redesigned the multi-company
interface in Odoo 13...
To make it more user-friendly and more powerful.

5. The Multi-Company
“Switchboard”2

7. Allowed
companies
Active companies
(read, write,
create*, delete)
* sometimes - see next slide
Current company
(read, write,
create, delete)

8. In your active companies, you will mainly read, modify
and delete existing records.
If you create a record, it will be in your current
company, most of the time.
But in some cases, the company can be propagated
from one record to another (on a case-by-case basis).
For example: a delivery order created from a sales
order.

9. Use Cases3

10. Use Case 1: Financial Reporting

11. Use Case 2: Sales Analysis

12. Use Case 3: Product Configuration

13. Extra Feature4

14. You can be in different companies
in different tabs
of the same browser...
… and the Favicon helps you see
in which company you are.

15. Inter-Company Process:
Reminder5

17. Thank you.
#odooexperience
2018
2019
EXPERIENCE