Inter Company Transfer In Odoo

The transfer of goods and parts between a parent company and its subsidiary firms or company is known as Inter-company transaction. In Odoo, customers are in a position to ship and obtain products and raw supplies or different transactions amongst your firms or companies in the event you’re in a multi-company surroundings. In this weblog, I’ll be describing the best way to configure and conduct this action.

Primarily, we now have to configure some settings with a view to carry out an inter-company transfer.

 

In order to do this, go to Settings -> Users.

Here,  choose a user and underneath the allowed companies, set the subsidiary companies.

Now, go to Inventory -> Configuration -> Settings.

Under the ‘Warehouse’ section, tickmark the ‘Multi Warehouse’ option.

 

After doing this, we’re in a position to transfer from the Inventory module.

Go to, Inventory -> Operations -> Transfers.

Click the ‘CREATE’ button on the top left corner of the dashboard.

Provide the contact details and select the ‘Operation Type’ as ‘Internal Transfer’. There are different three vital fields current underneath the operation type, they’re;

Source Location: This is the location from which the products are taken from.

Destination Location: Select the ‘Virtual location/Inter company transit’ right here.

Source Document: Mention right here, the documents related to this transfer, if any.

The ‘Virtual location/Inter company transit’ is used as an middleman conceptual location to hold out, firm or company to firm or company transfers with none confusion.

After these actions, underneath the ‘Operations’ tab choose the products you wish to transfer and supply its rely. Here, I’ve selected a ‘Table’ for transfer.

Above, you may see the ‘On Hand’ rely of the product Table as 2 Units.

Now, after coming into the main points, click on ‘SAVE’ after which ‘MARK AS TODO’. Click the ‘CHECK AVAILABILITY’ and the chosen count of the product shall be reserved.

Click ‘VALIDATE’ and now a pop-up will seem. Here click on ‘APPLY’ to switch the product immediately.

Once completed, the chosen products shall be transferred from the warehouse.

We can see that one Unit of the product is diminished from the ‘On Hand’ rely.

Now attending to the second a part of the transfer process, choose and switch the present firm or company which you’re operating on to the company which ought to obtain the transferred product.

Here, I’m receiving it from ‘My Company (Chicago)’.

In this case, after we have a look at the product’s ‘On Hand’ count, before receiving the products, we will see that it’s empty.

Now like earlier than, create a transfer from the stock module with some adjustments.

Provide the identical ‘Contact’, ‘Operation Type’ as Internal Transfer and likewise the Product and its rely underneath the ‘Operations’ tab. But right here we now have to set;

Source Location: Select the ‘Virtual location/Inter company transit’ right here in order to obtain the product from there.

Destination Location: Select this as the company’s default inventory location or the location you wish to obtain the product.

Click ‘SAVE’ and then ‘MARK AS TODO’, then ‘CHECK AVAILABILITY’. Now, ‘VALIDATE’.

Click the ‘APPLY’ on the newly appeared popup and the product will be transferred.

You can see that the product count has been up to date to 1 Unit upon the reception of the transferred product.

This covers the method of Inter-Company transfers in Odoo 13.