Install and activate the Inter Company Transfer module to automate transactions between multiple companies and warehouses.

Enable the Allow Intercompany Transfer option for users who need access to the Inter Company Transfer menu and features.

Enable automation options to automatically create and validate deliveries, receipts, invoices, and vendor bills for intercompany transactions.

Enable automation settings to automatically create and validate Intercompany documents such as Deliveries, Receipts, Invoices, and Vendor Bills between linked companies.

Create and confirm a Sales Order to initiate the Inter Company Transfer process between linked companies.

Once the Sales Order is confirmed, the system automatically creates and links the related Delivery Order, Invoice, and Intercompany Transfer documents for seamless transaction management.

The Intercompany Transfer record provides a centralized view of all linked documents, including Sales Orders, Deliveries, Invoices, Purchase Orders, Receipts, and Bills, enabling complete transaction tracking from a single screen.

When an Intercompany Transfer is processed, the system automatically creates a Purchase Order in the target company and links it with the Receipt, Vendor Bill, and Intercompany Transfer records for complete traceability.

Create and confirm the Purchase Order to begin the procurement process. Once confirmed, the system proceeds with receipt, billing, and intercompany transaction operations.

After Purchase Order confirmation, the system automatically links the Receipt, Vendor Bill, and Intercompany Transfer records, providing complete visibility and traceability of the procurement process.

The Intercompany Transfer record serves as a central hub, linking all related documents including Sales Orders, Deliveries, Invoices, Purchase Orders, Receipts, and Bills, enabling complete end-to-end transaction tracking.

A Sales Order is automatically created from the Intercompany Transfer and linked with related Delivery, Invoice, and Intercompany documents for seamless transaction tracking.

Navigate to Inventory → InterCompany Transaction → InterCompany Transaction to create and manage stock transfers between companies.

Select the source and destination warehouses, choose the appropriate Apply Type (Sale Order, Purchase Order, or both), add products, and click Process to generate the required Intercompany transaction documents.

The system automatically creates and links all related sales, inventory, and accounting documents after processing the Intercompany Transfer.

A Sales Order is automatically created from the Intercompany Transfer and linked with the Delivery, Invoice, and Intercompany records for seamless transaction tracking.

The Delivery Order is automatically created from the Sales Order and manages the product transfer from the source warehouse to the destination company. The delivery record remains linked with the Sales Order and Intercompany transaction for complete traceability.

A Purchase Order is automatically created from the Intercompany Transfer and linked with the Receipt, Vendor Bill, and related transfer records for complete procurement tracking.

An Incoming Shipment (Receipt) is automatically generated and validated from the Purchase Order, ensuring products are received in the destination company and linked to the Intercompany transaction.

A Customer Invoice is automatically created and posted from the Intercompany Transfer. The invoice remains linked with the related Sales Order and transfer records, ensuring accurate billing and complete transaction traceability.

A Vendor Bill is automatically created and posted from the Intercompany Transfer. The bill is linked with the Purchase Order, Receipt, and transfer records, ensuring accurate accounting and complete transaction traceability.

To reverse a completed Intercompany Transfer, click the Reverse button. The system will initiate the reverse process and create the necessary reversal documents to undo the original transaction while maintaining complete traceability.

Navigate to Inventory → InterCompany Transaction → Return InterCompany Transaction to create a return transfer. The return transaction is generated in Draft state with linked Sales Order and Purchase Order references for complete traceability.

Click Process to complete the return intercompany transaction. The system automatically generates and links all related return documents, including Sales Order, Purchase Order, Delivery, Receipt, Credit Note, and Refund, and moves the transaction to the Done state.

The system automatically creates a Return Sales Order from the Return Intercompany Transaction. All returned products and quantities are updated and linked with the related delivery, invoice, and transfer records for complete traceability.

The system automatically generates a Return Receipt linked to the Return InterCompany Transaction. Returned products are received back into the destination warehouse, and the receipt record is updated for complete inventory traceability.

The system automatically updates and links the Purchase Order generated from the Return InterCompany Transaction. Returned product quantities are reflected in the Purchase Order, ensuring accurate tracking of the return process.

The system automatically links the Vendor Bill to the Return InterCompany Transaction and creates the required reversal entry. The original bill is marked as Reversed, ensuring accurate accounting and complete return traceability.

The system automatically creates a Credit Note from the Return InterCompany Transaction and links it to the original Customer Invoice. The invoice is reversed, and the return amount is reflected in the Credit Note for accurate accounting.

The system automatically creates a Refund from the Return InterCompany Transaction and links it to the original Vendor Bill. The original bill is reversed, and the refund amount is recorded automatically to maintain accurate financial records.