Inter-Company Transaction in Odoo 18

Odoo optimizes business operations through the seamless synchronization of sales, purchases, invoices, and bills, particularly beneficial for organizations engaged in inter-company transactions. The Sales and Purchase Order Synchronization feature automatically associates purchase orders with corresponding sales orders across entities, while Bill and Invoice Synchronization links supplier bills and customer invoices, ensuring precise financial documentation. These capabilities mitigate errors, streamline processes, and foster enhanced collaboration, rendering Odoo particularly advantageous for enterprises managing multiple entities.

Sales and Purchase Synchronization

The system should consider two companies as interconnected. If a product is unavailable in one company, a purchase should be created from another company to restock the product, highlighting the strong inter-company relationship.\

To manage inter-company transactions, we need to configure the general settings as follows:

Under the Users&Companies, We can see the created multiple companies over here.

 

 

We must remember to set the allowed companies as these multi-companies as well as the default company for the logged-in user.

 

After that move on to the general settings and enable the Inter-Company Transactions
 

 

We need to ensure that the chart of accounts is set up for both companies.

 

We may need to configure the fiscal localization to access the charts of accounts in a different company.

 

Also, we need to enable inter-company transactions for this company, just like we did for the previous company.

 

Now we need to enable both companies.

 

 

When creating a purchase order from the base company, My Company (San Francisco), a sale order will be automatically generated in My Company (Chicago). To initiate this process, you can create the RFQ from the base company in the purchase module.

Make sure to set the product route to "Buy."

 

The sequence number of the sales order created in Chicago is visible.

 

 

Now choose the My Company(Chicago)

 

 

Bill and Invoice Synchronization
When aiming to synchronize bills and invoices, you can use the same process as you would for synchronizing sales and purchases. When creating a bill, it's important to choose the "Generate Bill" option under Inter-Company Transactions to generate an invoice for another company.

 

 

 

After that let's create an invoice with another company

 

A bill will be issued to another company with the reference of the invoice.