Last updated: 08.02.2024

Valid from: 2017.12.00 and later

Offices and regions

There are two different options for including several different companies (legal entities) in the same system, offices and regions. Neither of the alternatives provides an opportunity to separate the various business operations in the future. In other words, it is not possible to separate an office or a region and put that information in a separate database. This requires completely separate installations of Opter.

Offices

Offices is essentially a completely new Opter installation but with the option to see the orders for the different offices simultaneously in dispatch. The only information that is shared between the offices is currencies and the chart of accounts. All registries, settings and reports are separate for each office.

Having different offices provides a high degree of separation between the various parts of the business and requires a significant deployment effort.

Region

Regions can be used as filters for invoicing and crediting. Each region has its own corporate identity with names, corporate ID numbers, addresses and logos. Regions provide little or no separation between the businesses.

Comparison between offices and regions

 OfficesRegion
DeploymentLike a new OpterVaries
Registries (e.g. customer etc.)SeparateShared
Basic settingsSeparateShared
Price listsSeparateShared
ReportsSeparateShared
Chart of accountsSharedShared
Sales ledgerSeparateShared or separate
Order receptionSharedShared
DispatchSharedShared
Move orders between companiesNoYes
Limit informationPartiallyNo