Overview

This module allows you to transfer stock between two companies without creating Sales Orders (SO) or Purchase Orders (PO).

Supported Editions

• Community
• Enterprise
• Odoo.sh

Key Features

• Inter-Company Stock Transfer: Easily transfer stock between companies without creating Sales Orders (SO) or Purchase Orders (PO).
• Barcode Matching: Matches products between companies using barcodes for accuracy.
• Receipt Confirmation: Allows the destination company to confirm receipt of transfers.
• Accounting Integration: Automatically generates accounting entries for inter-company transfers.
• Notifications: Alerts destination company users to confirm receipt via Odoo activities.
• User-Friendly Interface: Clear status tracking with states (Draft, Confirmed, Done).

Benefits

• Streamlines inter-company operations by automating stock transfers.
• Reduces errors with barcode-based product matching.
• Ensures financial accuracy with automated accounting entries.
• Improves collaboration with notifications for receipt confirmation.

How It Works

The module performs the following steps to ensure a smooth and accurate stock transfer process between two companies:

1. Verify Product Quantity Availability:

   Before initiating the transfer, the module checks if the requested quantity of the product is available in the source location of the source company. If the quantity is insufficient, the transfer will not proceed, and an error message will be displayed.

2. Validate Warehouse Settings:

   The module ensures that the warehouse settings are correctly configured. It verifies that the source and destination locations are valid internal locations and belong to the respective companies (source location to the source company, and destination location to the destination company).

3. Match Product Barcodes Across Companies:

   The module checks that the product barcode exists in both the source and destination companies. It uses the barcode to match the product between the two companies, ensuring that the correct product is transferred and received.

4. Verify Accounting Settings for Product Categories:

   The module validates that the accounting settings for the product categories are properly configured in both companies. It ensures that the stock valuation, stock input, and stock output accounts are set for the product categories and are allowed for the respective companies.

Installation

1. Download the module from Odoo Apps.
2. Place it in your Odoo addons directory.
3. Restart your Odoo server.
4. Go to Apps, search for "Inter-Company Stock Transfer", and install the module.

Usage

Follow these steps to perform an inter-company stock transfer:

1. Ensure Access to Companies and Select Companies:
   • Access Rights: Make sure your user account has access rights to the companies involved in the transfer. You need to be able to switch between companies in Odoo.
   • Select Companies: In the top-right corner of the Odoo interface, use the company selector to choose the source and destination companies for the transfer. For example, if you are transferring stock from Company A to Company B, ensure you have access to both companies and select them accordingly.
   • See Screenshot: Select Companies
2. Navigate to Inter-Company Transfers:

   Go to Inventory > Operations > Inter-Company Transfers to access the transfer interface.

   See Screenshot: Navigate to Inter-Company Transfers

3. Create a New Transfer:

   Click on "Create" to start a new transfer. Select the source company (e.g., Company A) and the destination company (e.g., Company B). Choose the source and destination locations (e.g., WH/Stock for the source, ca/Stock for the destination). Add products to the transfer by specifying the product and quantity (e.g., Test MMMMMM, Quantity: 1.00).

   See Screenshot: Create a New Transfer

4. Confirm the Transfer:

   Click Confirm Transfer to initiate the transfer process. The module will perform the necessary checks (quantity, warehouse settings, barcode, and accounting settings). After confirmation, two pickings are created: a source picking (e.g., WH/OUT/00009) for the source company and a destination picking (e.g., ca/IN/00004) for the destination company.

   See Screenshot: Confirm Transfer

5. Destination Company Notification:

   Switch to the destination company (e.g., Company B) using the company selector in the top-right corner. The destination company will receive a notification to confirm receipt of the transfer. Navigate to Inventory > Receipts to view the incoming picking (e.g., ca/IN/00004).

   See Screenshots:

   • Destination Company Notification
   • Receive Notification in Destination Company
6. Confirm Receipt:

   In the destination company, open the incoming picking (e.g., ca/IN/00004) and click Validate to confirm receipt of the stock. Once confirmed, the transfer status in the source company will update to "Received".

   See Screenshot: Confirm Receipt

7. Verify Product Quantities After Transfer:

   After confirming the receipt, check the updated stock quantities in both companies to ensure the transfer was successful. In the source company (Company A), the on-hand quantity of the product (e.g., Test MMMMMM) should decrease (e.g., from 1.00 to 0.00 units). In the destination company (Company B), the on-hand quantity should increase (e.g., from 0.00 to 1.00 units).

   See Screenshots:

   • Updated Quantities in Source Company
   • Updated Quantities in Destination Company
8. Verify Accounting Entries:

   The module automatically generates accounting entries in both companies to reflect the stock transfer. In the source company (Company A), an accounting entry is created to record the stock movement out. In the destination company (Company B), an accounting entry is created to record the stock movement in.

   See Screenshots:

   • Accounting Entry in Source Company
   • Accounting Entry in Destination Company
9. Verify Product Configuration:

   Before initiating the transfer, ensure that the product (e.g., Test MMMMMM) is properly configured in both companies. The product must have a barcode (e.g., 1111) to enable matching between companies. The product should belong to the correct company (e.g., Company A for the source, Company B for the destination) and have the correct stock quantities (e.g., On Hand: 1.00 Units in Company A, 0.00 Units in Company B before the transfer).

   See Screenshots:

   • Product Configuration in Source Company
   • Product Configuration in Destination Company

Screenshots

Select Companies

This screenshot shows how to select the source and destination companies using the company selector in the top-right corner of the Odoo interface. Ensure that your user account has access to the companies involved in the transfer (e.g., Company A and Company B).

Navigate to Inter-Company Transfers

This screenshot demonstrates how to navigate to the Inter-Company Transfers section. From the Odoo dashboard, go to Inventory > Operations > Inter-Company Transfers to start the transfer process.

Create a New Transfer

This screenshot illustrates the process of creating a new inter-company transfer. Select the source company (Company A), destination company (Company B), source location (WH/Stock), destination location (ca/Stock), and add the product (Test MMMMMM) with the desired quantity (1.00).

Confirm Transfer

This screenshot shows the transfer after clicking Confirm Transfer. The status changes to "Confirmed," and two pickings are created: a source picking (WH/OUT/00009) for Company A and a destination picking (ca/IN/00004) for Company B.

Destination Company Notification

This screenshot displays the incoming picking (ca/IN/00004) in the destination company (Company B). The picking is linked to the source document (ICT/00003) and shows the product (Test MMMMMM) with the quantity to be received (1.00).

Confirm Receipt

This screenshot shows the process of confirming receipt in the destination company (Company B). Open the incoming picking (ca/IN/00004) and click Validate to confirm receipt of the stock. The stock quantity for the product (Test MMMMMM) in Company B will update to 1.00 units.

Product Configuration in Source Company

This screenshot displays the product configuration for "Test MMMMMM" in the source company (Company A). The product has a barcode (1111), belongs to Company A, and has an on-hand quantity of 1.00 units before the transfer.

Product Configuration in Destination Company

This screenshot shows the product configuration for "Test MMMMMM" in the destination company (Company B). The product has the same barcode (1111), belongs to Company B, and has an on-hand quantity of 0.00 units before the transfer. After confirming receipt, this quantity will update to 1.00 units.

Accounting Entry in Source Company

This screenshot displays the accounting entry (STJ/2025/04/0004) generated in the source company (Company A) after confirming the transfer. The entry records the stock movement out, with a credit of 50.00 LE to the "Computers" account and a debit of 50.00 LE to the "Decorations" account, reflecting the transfer of the product (Test MMMMMM).

Accounting Entry in Destination Company

This screenshot shows the accounting entry (STJ/2025/04/0002) generated in the destination company (Company B) after confirming the receipt. The entry records the stock movement in, with a debit of 60.00 LE to the "Software" account and a credit of 60.00 LE to the "Accounts Payable" account, reflecting the receipt of the product (Test MMMMMM).

Updated Quantities in Source Company

This screenshot shows the updated stock quantities for the product "Test MMMMMM" in the source company (Company A) after the transfer is completed. The on-hand quantity has decreased from 1.00 units to 0.00 units, indicating that the stock has been successfully transferred to Company B.

Updated Quantities in Destination Company

This screenshot displays the updated stock quantities for the product "Test MMMMMM" in the destination company (Company B) after confirming the receipt. The on-hand quantity has increased from 0.00 units to 1.00 units, confirming that the stock has been successfully received from Company A.

Receive Notification in Destination Company

This screenshot illustrates the notification received by the destination company (Company B) after the transfer is confirmed. The notification appears in the Odoo dashboard, alerting the user in Company B to confirm the receipt of the stock transfer (e.g., 3 activities marked as "Today" under "Inter-Company Product Transfer").

Requirements

• Odoo 18.0
• Modules: stock, account, mail

License

This module is licensed under the AGPL-3 License.

Support

For support, please contact abdelrhmanelshoky@gmail.com.