Saturday, 20 April 2013

MultiCompany Configuration in OpenERP - Serpent Consulting Services!

OpenERP Version 7 supports multi-company environment. We have created 3 companies to explain the feature. Go to Settings> Companies> Companies. See the image below.

Here, ‘Serpent Consulting Services’ is set as a parent company, ‘Sub Company 1’ and ‘Sub Company 2’ are set as children companies. You may see the structure of the companies as > follows:

Now, we have to configure chart of accounts for each company. To do that, go to Settings> Configuration> Invoicing. You have to select the company and you have to select Chart of Account Template. You have to click on ‘Install more chart template’ to see the list of country specific chart of account. You may select from the list. See the following image:

After configuring  chart of accounts for each company, you have to configure warehouse locations. For that, go to Warehouse> Configuration> Locations. If you are not able to see the option Locations, go to Settings> Configuration> Warehouse. In ‘Location and Warehouse’ there is a checkbox ‘Manage multiple locations and warehouses’. Check it and click on apply. See the image below.

After that, go to Warehouse> Configuration> Locations. Configure locations for each companies. In the form view, there is a ‘Company’ field.  Enter the name of respective company when you create Locations. Refer the image below.

Now, for Warehouse configuration, go to Warehouse> Configuration> Warehouses. Create separate warehouses for separate companies. For each warehouse you have to define Location Input, Location Stock and Location Output. And for each warehouse you have to enter the name of respective company. Image below is the list view of the Warehouses.

After warehouse, you have to configure Shop. You will find shop at Sales> Configuration> Shop. Create shop for each company. Each shop is integrated with one warehouse. While creating a shop, select correct warehouse for corresponding company. In the following image you can see 3 shops in the list view.

Next is the configuration of the products. You may configure any product as a global product or as a product specific to a company. You will see products in Sales, Purchase and Warehouse. Go to Warehouse> Products> Products.

In the Product form view, there is a field ‘Company’ in the third tab ‘Inventory’.

To make a product global, keep the company field blank. ‘demo product’ is a global product. ‘demo SCS product’ is a product belonged to Serpent Consulting Services company. ‘demo sub product 1’ is belonged to Sub Company 1 and ‘demo sub product 2’ is belonged to Sub Product 2. Admin use can see all products.

Now, you can configure users for different companies. To configure user, go to Settings> Users> Users. Click on ‘Create’ to create a new user. In the form view, you can enter the details like User’s name, Login name, password etc. You will also see ‘Company’ field. Here, 4 users are created. One is Admin user, ‘serpentcs’ user belongs to ‘Serpent Consulting Services’ company, user ‘Sub user 1’ belongs to ‘Sub Company 1’ and user ‘Sub user 2’ belongs to ‘Sub Company 2’. Users can only be assigned to the companies specified in the list of ‘Allowed Companies’ (It can be found at user’s form second tab). Check the following image of user form view.

Multi-Company configuration of OpenERP is done now. You can also configure Partners separately for different companies when you multi-company environment.
Now, in multi-company, sharing of information is done such as the user can see the products configured for child company and the parent company. But the user cannot see the products configured for another child company. Suppose the user of Sub Company 1, ssu1, logs in, user can see the products of Sub Company 1 and Serpent Consulting Services. See the following image.

Similarly, when the user who belonged to Sub Company 2 logged in, the user can see the product configured for the child company Sub Company 2 and parent company Serpent Consulting Services. See the image below.

When the user of parent company Serpent Consulting Services logs in, the user can see products of Parent Company and the children companies.
Now, Login as user of Sub Company 1. Create a Quotation. When you select product to create order lines, you will see the list of products as below.

You may also configure child company as a parent company for a company. You will have 3 tier structure of Companies in single database.
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For any news and updates Regarding Serpent Consulting Services, visit here.

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