Multicompany in Odoo (version 12 and earlier)

Odoo supports multiple companies in a single database, including a Parent / Child structure.

Note: Odoo uses Record Rules to limit access. If you want to change the behaviour you may be able to modify the Record Rules.

Note: There are some big changes in Odoo 13.

Configuration

In General Settings, select “Multi-Companies”

Two additional options are displayed:

  • Common Contact Book
  • Common Product Catalog

By default these are selected (ticked). This means that all contacts / products are shared across all companies. You can un-select either or both if you want each company to have its own contacts / products, as explained below.

User Setup

Users must be authorized to companies

Using multicompany

If users are authorized to more than one company, they can switch between the companies as shown above.

Notes:

If you are signed on as a “super user” you will see data and transactions across companies. This can cause problems!!

In Odoo 11 and earlier, the admin user is automatically a “super user”, so it strongly recommended not to use the admin user for transactions

In Odoo 12, the admin user is NOT automatically a “super user” so it should be OK.

In Odoo 13, all users can view data across companies (subject to authorization).

Record Rules

If you switch off either of the above options (Common Contact Book or
Common Product Catalog), a Record Rule will be activated.

These Record Rules will limit users to:

  • contacts / products in the current company AND
  • all contacts / products with blank company code

The default behaviour in Odoo is that when you create a contact or product it belongs to the current company, so users have to remember to set it to blank if it is to be shared (an Automated Action could be created to override this).

In addition, contacts are shared within a “parent / child” company structure. If this is also required for products, you can modify the Record Rule.

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