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Multi-Company

   FRANCOIS PIETQUIN
Agenda

What’s multi-company
When should you use Multi-company?
Demo
    The database
    Let’s share some information!
    Sales & purchase flows
How to configure: the main concepts
Q&A
What’s multi-company?


       Managing in a same database
different companies that share information.

              Not a module!

    “Just” access rights and visibility…
When should you use Multi-company?

Share information
  Address book

  Products catalog

  …



Consolidate data
  Sales reporting, purchase analysis

  Accounting

  …
Demo

The database
  Modules: Sales, Purchase, Accounting, Warehouse

  3 companies: Parent, Child 1, Child 2

  1 super administrator

  1 admin/company

  Per company
      Warehouse
      Locations
      Shop
      Chart of accounts
Demo

Sharing: address book and Products


           “Share with your parent and children,
               not your brothers and sisters!”

Flows : purchase and sales


Consolidation and reporting
The main concepts

Record rules
  company association

  Employee transferability

Parameters

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Multi-Company Database Sharing and Consolidation

  • 1. Multi-Company FRANCOIS PIETQUIN
  • 2. Agenda What’s multi-company When should you use Multi-company? Demo  The database  Let’s share some information!  Sales & purchase flows How to configure: the main concepts Q&A
  • 3. What’s multi-company? Managing in a same database different companies that share information. Not a module! “Just” access rights and visibility…
  • 4. When should you use Multi-company? Share information  Address book  Products catalog  … Consolidate data  Sales reporting, purchase analysis  Accounting  …
  • 5. Demo The database  Modules: Sales, Purchase, Accounting, Warehouse  3 companies: Parent, Child 1, Child 2  1 super administrator  1 admin/company  Per company  Warehouse  Locations  Shop  Chart of accounts
  • 6. Demo Sharing: address book and Products “Share with your parent and children, not your brothers and sisters!” Flows : purchase and sales Consolidation and reporting
  • 7. The main concepts Record rules  company association  Employee transferability Parameters