Offices and regions

Last updated: 08.02.2024

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