Inter-branch transfers in Odoo

The internal transfer of goods between the branches can be done efficiently in Odoo, which we have implemented for multiple retail and manufacturing businesses world-wide.

Firstly, let us now go to the Inventory module in Odoo and you will see the inventory overview dashboard. Then click on the Operations menu which is on the top, and then select the Transfers sub-menu.

Here, you will see the list of all the internal transfers done so far till date, along with its status as shown in the screenshot below.

Then, click on the Create button to process the transfers. You will have to enter the Operation Type, as Picking followed by setting the Source Location and the Destination Location. Then select the Final Location.

Click on the Add a line button to add the product lines, along with its respective quantity in which you intend to transfer the goods from the specific location.

And then, click on the Save button. You will see the transfer number generated above. Then, click on the small three-lined button which is given near to the Volume of the product, which will work only after clicking the Save button.

You will see the detailed operation of transfer settings while clicking on that button, to set up the Lot/Serial number. Then select the Lot/Serial number by clicking on the Add a line button.

So once you select the Lot/Serial number, set the done quantity and click on the Confirm button below.

You will then notice that the record has been confirmed, and then click on the Mark as Todo button, which is on the top. And then, click on the Validate button to confirm the product and its quantity, and click Confirm.

The next step is to click on the Traceability smart button to review and verify the product movements, also known as Traceability Report which shows that the goods with respect to that particular quantity has been transferred from the source location to the destination location.

Here, you are able to see that the transfer has been confirmed.

The next step is to process the inter-branch transfer picking record which was recently created for transferring the goods from the destination location to the final destination.

To do so, go back to the Inventory Overview dashboard and click on the Inter-Branch Transfer Picking (Store-II) to show the list of all the transfers, which is yet to process.

The list of all the transfers which are ready to be transferred are shown, along with their status. The Source Document will be specified against each record, which is given as a reference to the recently created for transferring the goods, which is given at the very last, as shown in the screenshot below.

Then, click on the record to open and click the Edit button which is on the top-left corner. And then, enter the Done quantity and confirm by clicking on the three-lined button, which is against the particular product line situated near to the Volume, and Save the particular record.

Now click on the Validate button to confirm the product and the quantity. Then click on the Traceability smart button to review and verify the product movements.

Finally, you will see that the product has been verified and transferred to the Final Destination from the Destination Location or the Intermediate Store.

Connect with us to know more about the internal branch transfers in Odoo which we implement and deliver the seamless process for multiple manufacturing businesses.