Odoo Inter Company Transfer

An inter-company configuration tells Odoo which two companies trade with each other. It also names the contacts each company uses for the other one.

• Create a record from Inter-Company > Configurations.
• Set the Source Company (Buyer) and the Destination Company (Seller).
• Pick the Vendor (in Source Company) and the Customer (in Destination Company).
• Switch on Auto Delivery Validation and Auto Vendor Bill Creation, both on by default.
• Odoo names the record after the pair, such as My US Company -> My Company (San Francisco).
• Same-company pairs and a second record for the same pair are rejected on save.

Confirming a purchase order to the mapped vendor creates the matching sale order for the seller. That order stays in draft so the seller can review it first.

• Copy product, quantity, unit of measure, and unit price for every order line.
• Use the mapped customer and the PO number as the Customer Reference.
• Skip section and note lines so only product lines move across.
• Never create a second sale order for a purchase order that already has one.
• Stop confirmation when a product on the order belongs to one company only.

With Auto Delivery Validation on, confirming the inter-company sale order closes both stock transfers. The seller's delivery and the buyer's receipt move to Done together.

Turn the switch off when the warehouse should validate by hand. For faster manual picking, you can also use Odoo Inventory Barcode Scanning.

• Validate the seller's delivery order for the full ordered quantity.
• Validate the receipt on the purchase order in the buyer company in the same step.
• Move the Inter-Company Status from SO Confirmed to Delivered.
• Keep partial quantities for manual validation when the switch is off.

Once the seller posts its invoice, the buyer company gets a vendor bill. The bill is posted at once, so both ledgers carry the same amount.

• Create the bill from the buyer's purchase order with its billed lines.
• Set the Bill Reference to the seller's invoice number.
• Use today's date as the bill date and post the bill automatically.
• Mark the purchase order's Inter-Company Status as Done.
• Control the step per company pair with Auto Vendor Bill Creation.

Every purchase order shows how far its transfer has gone. The Inter-Company tab and a smart button take users to the document in the other company.

• Follow the status through Draft, SO Created, SO Confirmed, Delivered, and Done.
• Read the colour-coded status badge on the purchase order and in the Purchase list.
• Open the sale order from the Inter-Co SO smart button on the purchase order.
• Open the purchase order from the Inter-Co PO smart button on the sale order.
• List linked orders under Inter-Company > Purchase Orders and Sale Orders.

The Inter-Company dashboard shows the transfer workload on one screen. Each KPI card opens the purchase orders or configurations that make up its number.

For deeper reports across companies, you can also send this data to Odoo Power BI Connector.

• Count Pending POs in RFQ or RFQ Sent state for mapped vendors.
• Count Completed Transfers whose status has reached Done.
• Sum the Total Volume of completed inter-company purchase orders.
• Count the Active Configurations set up between companies.