Accessing multiple companies
The list of companies an employee has access to in a multi-company database can be found at the top-right of the main Odoo menu bar, where the active company is listed. Click on the company name to reveal a list of all allowed companies. To switch to a different company, click on the company name in the drop-down menu. To enable multiple companies at once, tick the checkbox next to each desired company name.
Multiple active companies
If more than one company is active at a time, one company is highlighted in purple, and is listed on the menu bar. This is the considered the current company.
When creating a new record, the current company is added to the record in the Company field, except under the following circumstances:
- The Company field for a new product, or a new contact, is left blank.
- If there is a related document already in the system, the Company field on the new record defaults to the same company
Share Data
In a multi-company database, certain records are able to be utilized by all of the companies (or several, based on permissions).
Products
In an multi-company database, new products are created with the Company field blank, by default. If the Company field remains blank, the product is shared across all companies.
Contacts
Similar to products, contact records are shared across companies, by default. To limit access to a single company, click the Company field on a contact form, and select a company to assign the contact to.
Inter-company transaction
The Inter-Company Transactions feature allows for one company in the database to sell or purchase goods and services from another company within the same database. Counterpart documents for orders and invoices can be automatically generated and synchronized, depending on the configuration settings.