Multi Company Inventory Transfer

1. User Configuration. After installing a module goto Setting -> Users and Companies -> Users Enable Multi-Company Stock Transfer for the users who need to transfer product stock between companies.

2. Warehouse. After activating the module, navigate to Inventory > Configuration > Warehouses It displays multiple warehouses along with their Location Stock, Address, and Company. Each warehouse is clearly linked to its respective company (for example, My Company - San Francisco and My Company - Chicago), highlighting Odoo's multi-company warehouse management.

3. Create or Update Inventory Location. Navigate to Inventory -> Configuration -> Locations Create a new location or open an existing one. Enter the Location Name as Stock, select the appropriate Parent Location, and assign the Company as My Company (Chicago). Once the details are filled in, save the record to apply the changes.

4. Access Multi Company Transfer. Navigate to Inventory -> Operations, and scroll to the bottom of the menu. You will find the Multi Company Transfer option available, as shown in the image. This menu allows users to initiate and manage inventory transfers between different companies within the system.

5. Create a Multi Company Stock Transfer. Click on New to create a transfer record. Select the From Company and To Company, choose the appropriate Source Location and Destination Location, and add the required products with quantities. After completing all details as shown in the image, save the record to proceed with the transfer.

6. Check Stock Availability. After saving the transfer record, click on Check Availability to verify whether the required product quantities are available at the source location. If sufficient stock is not available, the system will raise a User Error and prevent further processing. It is recommended to check availability before creating the transfer to ensure a smooth operation, and then click on Create Transfer to create multi company transfer.

7. Transfer Creation and Delivery Orders. After clicking Create Transfer, the system automatically generates both the Outgoing Delivery Order and the Incoming Delivery Order. These are visible through the smart buttons in the header as well as in the related fields on the form. This confirms that the inter-company transfer has been created successfully and is ready for further processing.

8. Outgoing Delivery Order - Ready to Validate. Click on the Outgoing Delivery smart button to open the delivery order. On this screen, you can see that the transfer has been successfully created and the delivery is in Ready to Validate status. This indicates that the required quantities are reserved and the outgoing shipment is prepared for validation.

9. Incoming Delivery Order - Ready to Validate. Click on the Incoming Delivery smart button to open the delivery order. On this screen, you can see that the transfer has been successfully created and the delivery is in Ready to Validate status. This indicates that the required quantities are reserved and the incoming shipment is prepared for validation.

10. Product Stock Transfer. Once both the Outgoing and Incoming Delivery Orders have been validated, the product quantities will be successfully transferred to the configured company.