Odoo Franchise Management System

Franchise applications come in from the website form or are added in the Odoo backend. The head office moves each one through a clear review pipeline.

• Publish an Apply for a franchise page at /franchise/apply on Odoo Website.
• Capture personal details, address, preferred territory, and investment capacity.
• Set the source as Website, Direct / Walk-in, Referral, or Event.
• Move applications through New, Under Review, Verified, Approved, or Rejected.
• Approve an application to start its franchise agreement in one click.
• Limit uploads by size and applications per hour from one IP address.

The franchise agreement holds the contract terms for each franchisee. Each agreement is tied to a territory, a franchise plan, and the outlet limits the franchisor allows.

• Choose the agreement type FOCO, COCO, or FOFO and a Child or Parallel company structure.
• Set start and end dates, initial franchise fee, renewal reminder, and grace period.
• Limit the number of POS outlets and allowed outlets per agreement.
• Track states from Draft to Sent for Signing, Ready to Launch, and Active.
• Mark a franchise territory as exclusive with ZIP codes, maximum outlets, and minimum distance.
• Send renewal requests for approval and keep the full renewal chain.

Each franchise outlet follows a set of opening stages. An onboarding plan adds the tasks the franchisee must finish before the outlet goes live.

Once active, outlets record sales through Odoo Point of Sale. For a closer look at POS sales by outlet, you can also check Odoo POS Dashboard.

• Move outlets through Location Confirmed, Setup, Inventory Ready, Staff Trained, and POS Configured.
• Add onboarding tasks with category, deadline, assignee, and a mandatory flag.
• Group tasks by Legal & Documentation, Training, Systems & IT, and Marketing & Launch.
• Create outlet users and link each outlet to its POS configuration and warehouse.
• Suspend or close an outlet when the franchise relationship changes.

Franchise plans define how each franchisee pays the brand. Royalty invoices apply that plan to the revenue of a period and create the accounting invoice.

• Pick Percentage of Revenue, Flat Fee, Tiered (Revenue Brackets), or Hybrid plans.
• Add revenue tiers with their own royalty rate and a minimum royalty.
• Bill Monthly, Quarterly, or Annually with payment due days and a late fee.
• Fetch revenue from POS Sales, Sale Orders, or Manual Entry.
• Add a marketing fund as a percentage of revenue or a flat fee.
• Move invoices from Draft to Computed, Invoiced, and Paid.

Compliance audits check whether franchisees follow brand rules. Training enrollments record what each franchisee and staff member has learned.

• Plan Scheduled, Surprise, Self-Assessment, or Follow-Up audits.
• Score checklist lines by category, weight, and maximum score.
• Grade audits from Excellent (90-100%) to Critical (<40%) automatically.
• Log findings and corrective actions, then schedule a follow-up audit.
• Enroll franchisees in Initial, Refresher, Certification, Compliance, or Product training.
• Record training scores, pass status, and certificate expiry dates.

The communications hub sends head office messages to franchisees from Odoo. Each message can ask for an acknowledgement, so the brand knows who has read it.

A Promotion / Campaign message often goes with an outlet offer. For coupon codes at the counter, you can also use Odoo POS Coupons And Vouchers.

• Send an Announcement, Policy Update, Promotion / Campaign, Alert / Urgent, or Newsletter.
• Target All Franchisees, Specific Franchisees, or a territory.
• Set priority to Low, Normal, High, or Urgent.
• Track the acknowledgement rate for every published message.
• Attach files and set publish and expiry dates.

The Admin Dashboard shows the whole franchise network on one screen. The Franchise Dashboard shows the same view for one franchisee company and its outlets.

• View cards for applications, agreements, outlets, sales, POS sales, and royalties.
• Filter by This Week, This Month, This Year, Last Month, or a custom range.
• Compare sale orders and POS sales in the Sales Trend chart.
• Define KPIs with target, frequency, and a data source such as POS Sales Total.
• Analyse agreements, royalties, audits, and KPIs in the Reporting menu.