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Inter Company Transfer

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Required Apps Sales (sale_management)
Purchase (purchase)
Invoicing (account)
Discuss (mail)
Inventory (stock)
Technical Name setu_intercompany_transaction
License OPL-1
Also available in version 17.0 15.0
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Technical Name setu_intercompany_transaction
License OPL-1
Also available in version v 17.0 v 15.0

Introduction

The Intercompany Transaction (Setu) module empowers businesses to automate and manage transactions across multiple companies within Odoo. It seamlessly bridges operations between separate entities—generating corresponding sales and purchase orders, invoices, bills, and internal stock transfers—reducing manual effort and ensuring synchronized inter-company workflows.

Key Features

  • Configure inter-company channels with prioritized partners for order routing.

  • Set up inter-warehouse channels to define backup fulfillment locations across warehouses.

  • Automate inter-company stock transfers, creating corresponding sales and purchase documents and managing related accounting flows.

  • Support both direct and multi-step warehouse transfers, leveraging transit locations if needed.

  • Enable auto-creation and auto-validation of inter-company and inter-warehouse documents based on conditions like stock shortage or order receipt.

  • Support direct-to-customer delivery from one company without routing through the requester’s warehouse.

  • Offer bulk import capabilities via CSV for setting up transactions at scale.

  • Include streamlined return management, plus flexibility for easy reversal and partial returns.

Benefits

  • Eliminate manual duplication by automating cross-company and cross-warehouse document workflows.

  • Optimize stock utilization through intelligent channel selection and backup sourcing.

  • Enhance traceability and compliance with consistent document and accounting synchronization.

  • Save time by enabling automatic document creation and validation without manual intervention.

  • Improve operational coordination across legal entities for efficient procurement, fulfillment, and financial reporting.

Compatibility & Technical Details

  • Required Modules: Inventory, Sales, Purchase, Accounting—depending on the scope of inter-company transactions.

  • Technical Name: setu_intercompany_transaction

  • License: OPL-1 (Odoo Proprietary License v1.0)

  • Installation Steps:

    1. Ensure all foundational modules (Inventory, Sales, Purchase, Accounting) are installed.

    2. Add the Intercompany Transaction (Setu) module to your Odoo environment.

    3. Configure inter-company and inter-warehouse channels with priority rules.

    4. Define automation triggers for transaction generation and validation.

    5. Execute sales, transfers, or order actions; the module will automatically generate and sync the matching documents across entities.

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.