Branch Stock Transfer | Inter-Company Transfer with Transit & Accounting
by Ahmed Magdy https://idealitsetup.com/$ 200.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) |
| Lines of code | 2039 |
| Technical Name |
branch_stock_transfer |
| License | OPL-1 |
| Website | https://idealitsetup.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) |
| Lines of code | 2039 |
| Technical Name |
branch_stock_transfer |
| License | OPL-1 |
| Website | https://idealitsetup.com/ |
Branch Stock Transfer
Inter-Company / Branch stock transfer with Transit location & full Accounting automation
Overview
Branch Stock Transfer lets you move goods between two companies (or branches) on the same Odoo database through a shared Transit location, while automatically posting matching journal entries on both sides. The module handles the complete cycle: Draft → Confirmed → Approved → In Transit → Received → Done, with partial returns and inter-company account settlement.
Use Case: A retail group runs Company "Branch A" and Company "Branch B" in the same Odoo. When Branch A sends 100 units to Branch B, one transfer document moves the stock through Transit, debits Branch A's Inter-Company Receivable, credits Branch A's Stock Output, debits Branch B's Stock Input and credits Branch B's Inter-Company Payable — all automatically.
Key Features
| ✔ Multi-Company / Unlimited Branches — move stock between any two companies you create. |
| ✔ Shared Transit Location — goods in flight are always traceable, never lost between books. |
| ✔ Automatic Dual Journal Entries — posts source and destination accounting entries automatically. |
| ✔ Approval Workflow — dedicated security groups (Branch Manager, Warehouse Manager, Executive). |
| ✔ Partial / Full Returns — return any quantity back through Transit with balanced reversing entries. |
| ✔ Inter-Company Account Settlement — track pending balance and mark settled when paid. |
| ✔ PDF Reports — Dispatch Note, Receipt Note, Transfer Analysis. |
| ✔ Per-Company Picking Types — map each company to its own delivery & receipt operation type. |
| ✔ Stock Availability Check — blocks dispatch with a detailed shortage message if stock is not enough. |
| ✔ Arabic & English — ready for GCC / MENA deployments. |
Installation
Step 1: Copy the branch_stock_transfer folder into your Odoo addons path. |
| Step 2: Activate Developer mode, then Apps → Update Apps List. |
| Step 3: Search for "Branch Stock Transfer" and click Install. |
| Step 4: Enable Multi-Company from Settings → Users & Companies → Companies and create at least two companies / branches. |
Configuration on Company
Each company (branch) needs a one-time setup so the module knows which inter-company account to post on and which picking types to use.
| 1. Inter-Company Account: go to Settings → Users & Companies → Companies → (open a company) → Branch Transfer tab, then set the Inter-Company Account (typically a liability/receivable account used for clearing inter-branch balances). Repeat for every company. |
| 2. Picking Types per Company: in the same company form, select the Branch Transfer Delivery (outgoing) and Branch Transfer Receipt (incoming) operation types. If left empty, the module falls back to the first outgoing / incoming picking type found in that company's warehouse. |
3. Transit Location:
the module ships a shared Inter-Company Transit location
(usage = transit, no company) via data file. You can rename it
from Inventory → Configuration → Locations.
|
| 4. Stock Input / Output Accounts: ensure each product category used in transfers has Stock Input Account and Stock Output Account set (Inventory → Configuration → Product Categories). This is standard Odoo Anglo-Saxon accounting and is required for the automated entries. |
5. Access Rights:
assign users to one of the three groups the module installs:
|
Configuration on Branch (Warehouse)
Every branch is simply an Odoo company with its own warehouse. The transfer uses each branch warehouse's main stock location as source / destination automatically.
| 1. Create the Branch Warehouse: Inventory → Configuration → Warehouses → Create, set the Company field to the branch and save. The module auto-picks this warehouse's stock location for all transfers involving that branch. |
| 2. Branch Transfer Picking Types: from Branch Transfers → Configuration → Branch Transfer Config you can create a per-branch row specifying the exact Delivery and Receipt operation types the branch must use, overriding the default warehouse types. |
| 3. Branch User: in Settings → Users, tick the branch under Allowed Companies and set it as the user's default company. The module automatically files transfers under the active company. |
| 4. Record Rules: record rules are pre-configured so a Branch Manager only sees transfers where their company is the source or destination; nothing else. |
How to Use
| Step 1 — Create a Transfer: go to Branch Transfers → Transfers → New. Pick Source Company (defaults to current), Destination Company, and add product lines with quantity and cost. |
| Step 2 — Confirm: press Confirm. The module checks that source stock is sufficient and lists shortages if not. |
| Step 3 — Approve: a Warehouse Manager / Executive approves. The approver name and date are stamped automatically. |
| Step 4 — Dispatch: press Dispatch. The module creates and validates a source picking (Source Stock → Transit) and posts the source journal entry. |
| Step 5 — Receive: once goods arrive at destination branch, press Receive. A receipt picking is validated (Transit → Destination Stock) and the destination journal entry is posted. |
| Step 6 — Print Notes: use Print → Dispatch Note or Receipt Note for paper trail. |
| Step 7 — Returns (optional): fill the Return Qty on lines, click Return → the destination ships back to Transit → then Receive Return at the source. Two reversing journal entries are posted. |
| Step 8 — Settle Account: when payment between branches is processed, click Settle Account to flag the inter-company balance as cleared. |
| Step 9 — Analysis: Branch Transfers → Reporting → Transfer Analysis opens a filtered wizard and printable PDF grouped by branch, product and period. |
Accounting Entries (auto-generated)
| Event | Company Books | Debit | Credit |
|---|---|---|---|
| Dispatch | Source | Inter-Company Account | Stock Output Account |
| Receipt | Destination | Stock Input Account | Inter-Company Account |
| Return Dispatch | Destination | Inter-Company Account | Stock Output Account |
| Return Receipt | Source | Stock Input Account | Inter-Company Account |
Technical Information
| Attribute | Value |
|---|---|
| Technical Name | branch_stock_transfer |
| Version | 18.0.1.0.0 |
| Category | Inventory |
| Dependencies | base, stock, stock_account, account, mail |
| License | OPL-1 |
| Price | $200 USD |
| Languages | English, Arabic |
FAQ
Q: Do I need Odoo Enterprise?
A: No. The module works on both Community and Enterprise editions.
Q: What if the two branches use different currencies?
A: The transfer uses the source company currency; destination entries are posted in destination currency using Odoo's standard exchange rates.
Q: Can I cancel a transfer?
A: Transfers can be cancelled in Draft / Confirmed / Approved states. After dispatch you must process a return instead.
Q: Does it support serial / lot tracked products?
A: Yes. Lots and serial numbers are preserved through the Transit location.
Q: Can I customize the dispatch / receipt PDF?
A: Yes, QWeb templates are provided under report/ and can be inherited like any standard Odoo report.
Contact & Support
$200 USD
Professional support, installation and customization available.
| Developer: | Ahmed Magdy |
| Email: | qarsan4@gmail.com |
| Website: | idealitsetup.com |
| WhatsApp: | +966 50 981 8413 |
Thank you for choosing Branch Stock Transfer. Happy transferring!
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module