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
Offices | Region | |
---|---|---|
Deployment | Like a new Opter | Varies |
Registries (e.g. customer etc.) | Separate | Shared |
Basic settings | Separate | Shared |
Price lists | Separate | Shared |
Reports | Separate | Shared |
Chart of accounts | Shared | Shared |
Sales ledger | Separate | Shared or separate |
Order reception | Shared | Shared |
Dispatch | Shared | Shared |
Move orders between companies | No | Yes |
Limit information | Partially | No |