The « Multicompany Interactions » module allows you to create and manage documents between different entities that use the same Dolibarr instance in a multi-company environment. It facilitates the automation of business processes and improves the synchronization of information between entities, thus increasing the efficiency and consistency of inter-company operations.

- This module requires the “Multi-société” / “Multicompany” module. In order to work correctly, it must be in the same version as your Dolibarr with a minimum of v18. It must have been installed, activated & configured prior to activating “Multicompany Interactions”. To use the features of “Multi-company Interactions”, you will need to install it via the Configuration > Modules/Applications > Deploy an external module menu. Please note: it must be activated on all the entities with which you wish to interact.
- Pour utiliser les fonctionnalités du module “Interactions Multi-société”, vous devrez l’installer depuis le menu Configuration > Modules/Applications > Déployer un module externe. Attention : celui-ci doit être activé sur toutes les entités avec lesquelles vous souhaitez interagir.

Before using the module’s features you’ll need to set it up through: Configuration menu > Modules > “Multi-company Interactions”. Click on the Configuration icon (cog).
Possible problems : In the module's configuration the various options need to be saved by clicking on the "Save" button.
- ·User who performs automatic actions: Set the user used by Dolibarr to automatically generate objects (orders, products, etc.) on other entities.
- ·Enable quote creation from another entity: Authorize or disable quote creation
- ·Enable creation of orders from another entity: Authorize or disable the creation of customer orders
- ·Enable creation of price requests from another entity: Authorize or disable the creation of price requests
- ·Enable creation of purchase orders from another entity: Authorize or disable the creation of purchase orders
- ·Enable creation of vendor invoices from another entity: Authorize or disable the creation of vendor invoices
- ·Enable product creation from another entity: Authorize or disable product creation
- ·Enable product updates from another entity: Authorize or disable product updates
- ·Enable sharing of product sales prices with other entities: Authorize or disable sharing of product sales prices (If the vendor is another entity, the purchase price is automatically set based on the sales price of the same product on the vendor entity)
- ·PDF copy of source object during automatic creation: Allows you to display the PDF of the source object in the “Attached files” (For example, on an order from entity B, display the PDF of the vendor order from entity A)
- ·Links between third parties & entities: For each entity define the corresponding “Third Party”
Note: For the module to work correctly, remember to configure the module on all entities that interact with one another.
In the module configuration, the “Commercial proposals, Orders, Price requests, Purchase orders, Supplier invoices” tabs allow you to set the following options for each business object:
Receive an email when a business object is automatically created on your entity: Enable or disable the email notification when a business object is automatically created on your entity
User who will receive the email: Define from your list of users the person who will receive the notification when a business object is automatically created on your entity
Allow sharing of linked documents: Enable or disable sharing of linked documents
Authorized Entities: Allow one or more entities to create documents on your entity
There is a specific option for “vendor Orders” in the module configuration:
Allow automatic status change: If a purchase order that was automatically created is validated, the associated sales order status is changed to “ordered”
In the module configuration, the “Products” tab allows you to set the following options:
Margin rate applied on products created from other entities: Define the margin rate (in %) that is automatically applied to products created from another entity
Receive an email when a product is automatically created on your entity: Enable or disable the email notification when a product is automatically created on your entity
User who receives the email: Define from your list of users the person who will receive the notification when a product is automatically created on your entity
Allow sharing of product documents: Enable or disable sharing of product documents
Authorized Entities: Authorized Entities: Allow one or more entities to create products on your entity
In the module configuration, the “Product Update” tab allows you to set the parameter:
Authorized Entities: Authorized Entities: Authorize one or more entities to put products on your entity
In the module configuration, the “Sales price” tab allows you to set the parameters:
Update selling price on each buying price update : Enable or disable the update of selling price on each buying price update
Receive an email when the purchase price of a product is automatically updated on your entity: Enable or disable the email notification when a purchase price is automatically updated on your entity
User who receives the email: User who receives the email: Define from your list of users the person who will receive the notification when a sale price is automatically updated
Authorized Entities: Authorized Entities: Authorize one or more entities to put purchase prices on your entity
Create your vendor order from entity A and set the vendor third-party that corresponds to entity B in the “vendor” field. When validating the vendor order from entity A, an order is automatically created on entity B:

View entity A

View entity B
When the order is validated on entity B, the vendor order status on entity A will change to “Ordered” :

Create your product/service from your entity A, the product/service will automatically be created on your entity B:

View entity A

View entity B
Please note: When you create your product/service from your entity A and you have defined a minimum margin rate in the module configuration. The product/service on the entity B will have the following sales price: Sales price excluding tax (Entity A) + Margin rate defined in the configuration
If you do not specify a margin rate in the configuration, the sale price is automatically set to €0 on entity B.
Make sure that the “Vendor Commercial Proposals” module is activated and configured in Dolibarr.
Create your price request from your entity A (in Commerce > Vendor proposals > New price request) in “Vendor” choose the third party corresponding to your entity B.
When validating the vendor commercial proposal on your entity A, a commercial proposal with a “Draft” status is automatically generated on entity B:

View entity A

View entity B
Create your commercial proposal on entity A and set the third party corresponding to your entity B in the “Customer” field. On validation of the commercial proposal on entity A, a vendor price request will be automatically generated on your entity B:

View entity A

View entity B
Create your invoice on entity A and set the third party corresponding to your entity B in the “Customer” field. On validation of the invoice on entity A, a supplier invoice will be automatically generated on your entity B with “Draft” status:

View entity A

View entity B