Odooers论坛

欢迎!

该社区面向专业人士和我们产品和服务的爱好者。
分享和讨论最好的内容和新的营销理念,建立您的专业形象,一起成为更好的营销人员。


0

How to add a company under another one in "Contacts"

形象
odoo
形象
丢弃
3 答案
0
形象
odoo
最佳答案

Well there is a trick in Odoo to be able to link companies like franchises under a headquarters company, just look at the following video: 

 
 

形象
丢弃
0
形象
odoo
最佳答案

Hi, thanks for your explanation, but if i try to do so, my Adresses will be overwriten.

First build "ACME Clobal" (globalstreet) -> save, then build ACME USA (acmeusastreet) ->switch to person -> connect to "Acme Globa" -> my street switch to "globalstreet". What am i doing wrong?

thx

形象
丢弃
0
形象
odoo
最佳答案

If you want this:

ACME Global (Company)

-- ACME USA (Company

------ Paul Smith (Individual)

------ ACME California (Company)

-------------- John Smith (Individual)



The trick is to choose the parent BEFORE clicking the COMPANY checkbox:


  • Create ACME Global:

              

     


  • Create ACME USA, but choose ACME Global as the Parent BEFORE you click the COMPANY box:

         



  • Do the same for ACME California:

         



  • Add the other records as you normally would.  You will then see your structure correctly:

         



  • With some added fields in the Tree View, you can see how your records are structured:

         


Note:

In this situation, each COMPANY is responsible for it's own Invoices.  Invoices for INDIVIDUALS will actually be booked to the Parent COMPANY.  So Invoices for ACME USA and Paul Smith would both be booked to ACME USA.  

(This can be changed, for example if you want ACME USA Invoices to be booked to ACME Global, with customization.  You need to expose the commercial_partner_id field and let users edit it.)


形象
丢弃