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ImplexUser documentation

Transfer stock between companies

Quick summary: Create a sales order in the source company for the destination company. Confirmation prepares the related purchase order; stock changes only when the delivery and receipt are validated.

Open sales orders in Odoo

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Follow the documents and stock

Section titled “Follow the documents and stock”

Select each stage to check the active company, generated document, and stock effect.

  1. Selected stage

    The destination company is the customer, and the products, quantities, prices, and taxes are ready for review.

    Active company
    Source company
    Document
    Draft sales order
    Stock effect
    No change

Procedure

Section titled “Procedure”
  1. In the company selector, activate only the company issuing the stock.
  2. Open Sales > Orders > Quotations and create a new quotation.
  3. Set the destination company as the Customer, then add the products and quantities.
  4. Check the pricelist, taxes, and prices, then confirm the sales order.
  5. Switch to the destination company and review the automatically prepared purchase order. Confirm it if it is still a draft.
  6. In the source company, validate the generated delivery when the goods are actually dispatched.
  7. When the goods arrive, check quantities, locations, lots or serial numbers in the destination company and validate the receipt.

The sale and purchase remain traceable. Source-company stock decreases when the delivery is validated, and destination-company stock increases when the receipt is validated.