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By: Joisey TJ

Inter-Company Transfer Using the Odoo 15 Inventory Module

Functional Odoo 15 Warehouse

One of the most demanding tasks in business is to manage multiple companies' operations in an organization. A standard inventory facility is available for companies, and centralized management assists it. Sometimes, centralized inventory operations did not work accurately. ERP software is essential in these situations to boost your company's operations. Inter-company transactions consist of exchanging goods between a parent and subsidiary firms. Individuals can send/receive commodities if they're in a multi-company environment with the assistance of Odoo 15. Users can solve each issue in inter-company Transfer with advanced features in the Odoo 15 Inventory module.

This blog helps you understand Inter-Company Transfer with the help of the Odoo 15 Inventory module.

We can manage various operations such as transfers, replenishment, landed costs, batch transfers and more within the Odoo 15 Inventory module. In addition, this module can access inventory valuation and real-time data description quickly. Let's view how an Inter-company Transfer occurs in the Odoo 15 Inventory module.

Define the Companies in your Odoo platform

Users need to describe companies inside your Odoo system before organizing an inter-company transfer for a business. Choose the Users menu in the Users & Companies tab of the Odoo 15 Settings. Select your User, and we can see Allowed Companies inside the Access Rights tab, as depicted in the screenshot below. 

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

All the companies associated with your Odoo database identities from here. We can also add more companies inside the Allowed Companies field. 

Inter-Company Transfer with the Odoo 15 Inventory Module

After checking out the allowed companies, let's go to the Odoo 15 Inventory module. Click on the Settings menu in the Configuration feature of the Inventory module. Later, enable the Multi-Step Routes for access to various routes and Storage Locations assist in tracking below the Warehouse section as denoted in the screenshot below. 

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

Now, let's create a new transfer from the Odoo 15 Inventory module to understand the operations of an intercompany trader. Choose the Transfers menu in the Operations tab, and you can access different transfers that take place in the Odoo 15 Inventory module. The details such as Reference, Scheduled Date, Company, Source Document, Status and others inside the Transfers window as portrayed in the screenshot below.

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

The Transfers window is visible in several views such as List, Calendar, Activity and Kanban. Users can access each Transfer separately from the Kanban view. It includes a reference number, date, batch, open picking, etc. By clicking on the Star button, the User can mark the Transfer as urgent or prior. The Transfer stage is visible in the right corner with different colours, as depicted in the screenshot below.

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

In the Calendar view, we can see all scheduled events for transfers, and it contains information such as day, time, contact person/operation type, as portrayed in the screenshot below.

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The right corner of the window displays the Contact details of each person who transfers the commodities. We can schedule a new event for Transfer by selecting a specific date. In the Activity view, users can trace the location of any particular transfer. The right side of the Activity view of the Transfer window denotes all existing transfers in your system. By clicking on a specific Transfer, you can get details such as Name, Scheduled Date and Reference, as illustrated in the screenshot below.

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

After that, click on the Create icon to formulate a new transfer. In the new window, choose your Contact and Operation Type. After selecting the Operation Type, the Source Location and Destination Location are automatically visible to you. Later, add a product inside the Operations tab and click on the Save icon displayed in the screenshot.

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

Here, we selected a Product Office Chair Black for transfer operations. Inside the Additional Info tab, the User can add Shipping and Other information. You can choose the Carrier for product transfer and Tracking Reference below the Shipping information. The total weight of a material for shipping is visible in the Weight field. Two types of shipping policy are as soon as possible and when all products are ready. Users can choose any one of these Shipping Policies to depict the delivery of goods at once or partially. After that, choose the Responsible person, and Company details are already viewable below the Other information as denoted in the screenshot below.

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

Inside the Notes tab, you can add a description of the product printed on a picking operation sheet. By clicking on the external link of Office Chair Black, you can see the count of On Hand units of the product. It is visible as 9 in the case of Office Chair Black, as denoted in the screenshot below.

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

After adding the details, select the Save icon and click on Mark as Todo icon. Later, select the Validate button and choose the Apply button to transfer the product, as shown in the screenshot below.

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

The product is transferred from the warehouse by clicking on the Apply button. We can see that the stage is changed to Done, as shown in the screenshot below.

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Hence, one product unit is deducted from the On Hand count, as denoted in the screenshot below.

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

 Now, let's switch My Company to another company such as My Company (Chicago). You are receiving the product transfer from My Company (Chicago) here. The On Hand units of Office Chair Black are empty, as denoted in the screenshot below.

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

Let's generate a Transfer in Odoo 15 Inventory module with some changes. In the Transfers window, add Contact name, Operation Type, and Location details. Later, choose the product Office Chair Black from the Operations tab and select the Save icon as depicted in the screenshot below.

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

After saving the details, click on Check Availability and Validate. Hence, the product is transferred, and one unit is available on On-hand. Check it out by selecting the product Office Chair Black from the Products window, denoted in the screenshot below.

inter-company-transfer-using-the-odoo-15-inventory-module-cybrosys

Here, one unit is added to the On Hand sub-menu inside the Products window of Office Chair Black. We can manage inter-company Transfers using the Odoo 15 Inventory module.

Apart from these, users can generate a new transfer and manage the count of transferring products using the Odoo 15 Inventory module. It is easy to track the information about each product transfer fastly with the help of an Odoo ERP system.


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