Change current company

Support User
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Ok, this is my text, @pokoli take what you want from it and do with it what you want and add it to Explain where available companies and employes are defined (!975) · Merge requests · Tryton / Tryton · GitLab

Add a new company

  • create a new party which will be linked to the company under parties -> parties
  • create a new party which will be linked to the company as an employee under parties -> parties
  • create new company in companies -> companies

Note:
You must set a currency, this is used as the default currency for the company. Setting the timezone will help to localize the date and time.

  • create employees in the company in the same form or through companies -> employees

  • create a new user under administration -> users -> users and give access permissions to it

  • add the newly created company to the Companies field (you can add more )

  • add the newly created employee to the Employees field

You can also set the Current Company and Current Employee, these are used when the user logs in. Setting the Company Filter will filter the records based on the Current Company or all companies added to the Companies field.

Note:
The user can change those settings themselves.

After everything is setup, logout and login as the new user.

Note:
When making changes in the preferences, logout and login again to make sure the changes are applied.

Change the company
Changing the company is very easy and depends on what the change actually is. If only the name of the company changes, just rename the party linked to it. If the company moves and changes it’s name, create a new party and replace the current party on the company to the new one. If basically everything changes including employees, this is the same as adding a new company and
employees.

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