Multi-company

In Bimbal, multiple companies can be configured under one database. This allows some data to be shared among companies while maintaining some separation between entities.

A centralized management environment allows authorized users to select multiple companies simultaneously and set their specific warehouses, customers, equipment, and contacts. It also generates reports of aggregated figures without switching interfaces, facilitating daily tasks and enhancing the overall management process.

Configuration

Open the Settings app, navigate to the Companies section, and click Manage Companies. Then, click New and fill in the form with the company’s information or select an existing company to edit it.

Multi-company environment

In a multi-company environment, users are granted access to one or more companies, and data is created or modified based on its intended use within that structure.

User access

A multi-company environment allows flexible control over user access and access rights that can be granted or restricted as needed.

Company selector

To switch between (or select) multiple companies, follow these steps:

Click the company selector in the top-right corner of the header menu.
In the drop-down list, select the checkboxes next to the desired companies.
The highlighted company indicates the current active environment.
To switch to another company, click its name in the list of selected companies.

Shared and company-specific records

Data, such as products, contacts, and equipment can either be shared across companies or restricted to a specific company by setting the Company field on the relevant records:

either leave the field blank to make it accessible to all companies;
or select the company to make it visible to users logged in to that specific company.

Records specifically linked to a particular company are accessible only within that entity. For instance, quotations, invoices, and vendor bills associated with a company are visible only when logged into that company, and the corresponding company is automatically selected by default and displayed in the Company field.

In a multi-company database, new products and contacts are shared across companies by default. To restrict them to a specific company, set the Company field on the record’s form.

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