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Multi-Brand Documents

Print PDF documents under several brands: logo, tagline, address and footer chosen by salesperson or website.

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Multi-Brand Documents
Multi-Brand Documents

Présentation du module

Nalios
Odoo Gold Partner · Belgium

/ Odoo 20 · Reporting

Multi-Brand Documents

One company, several brands. Print quotations, invoices and every other PDF with the right logo, tagline, address and footer, picked automatically from the salesperson or the website.

Per salesperson Per website Logo, tagline, footer All PDF documents No extra company

The result

Same company, different letterhead

Two quotations from the same company to the same customer. Left: printed by a salesperson without a brand. Right: printed for Marc, who sells for the GreenLeaf brand.

No brand: the company header and footer

No brand: the company header and footer

Salesperson with the GreenLeaf brand

Salesperson with the GreenLeaf brand

How the brand is chosen

The right brand, without thinking about it

Nobody picks a brand when printing. Odoo looks at the document and applies the first match, in this order.

1. The salesperson

If the responsible user of the document (salesperson, buyer...) has a brand, it wins.

2. The website

Otherwise, if the document comes from a website with a brand, such as an eCommerce order, that brand is used.

3. The person printing

Otherwise, the brand of the user who prints the document applies.

No brand at all

Nothing matches? The document keeps the standard company header and footer.

Quotation from the UrbanTech shop website, printed with the UrbanTech brand on the Folder layout

Setup

Configured once, applied everywhere

1

Create your brands

Activate the developer mode, then go to Settings > Technical > Reporting > Brands. For each brand: a contact for its address, a name, the company, a logo, a tagline, a footer and an address block.

2

Assign them

On a user: Settings > Users & Companies > Users, Preferences tab, field Brand. On a website: Website > Configuration > Websites, field Brand (developer mode).

3

Print as usual

Quotations, invoices, delivery slips, purchase orders: every PDF using the company document layout picks up the right brand.

Brand form: partner, name, company, logo, tagline, report footer and brand details

Assignment

One field on the user, one on the website

User form, Preferences tab: the Brand field

Assignment

Give each website its own brand

Website form: the Brand field under the website name

All eight layouts

On Odoo 20 the brand replaces the logo, the tagline, the address block and the footer on every document layout: Light, Bubble, Wave, Folder, Center, Dual, Lines and Compact. The tagline appears where the layout prints the company tagline, in the header or in the footer. Choose your layout in Settings > General Settings > Document Layout.

FAQ

Good to know

Does it change emails or the website?

No. Only PDF documents built on the company document layout. Email templates, the website header and footer and the portal are not modified.

Is a brand a separate company?

No. Accounting, VAT number, bank accounts and sequences remain those of the company. The brand only changes what is printed in the header and footer.

What does a brand header show?

The brand logo and its Brand Details block, or the brand contact address when Brand Details is empty. The brand tagline and footer replace the company ones. The company VAT line is not printed in a brand header.

Who can manage brands?

Any internal user can create and edit brands. The Brands menu is under Settings > Technical, visible in developer mode.

What if I print a colleague’s quotation?

The salesperson’s brand comes first. Your own brand only applies when the document has no responsible user or website with a brand.

Why does it depend on eCommerce?

To read the website of sales orders and invoices. Installing the module therefore installs Website and eCommerce.

A question? A problem? Talk to the people who built it.

We will get back to you within 8 business hours.

Contact us

Email us directly at

[email protected]

Published by

Nalios — Odoo Gold Partner, Belgium — nalios.be