How to do inter-warehouses transfers?
If you own different warehouses you might want to transfer goods from one warehouse to the other. This is very easy thanks to the inventory application in Odoo.
Configuration
First of all you have to select the multi warehouses option. Go to Configuration --> Settings in the Inventory application. Then tick the Multi-Warehouses option. Please don't forget to Save your changes.
Creating a new warehouse
The next step is to create your new warehouse. In the Inventory application click on Configuration --> Warehouse Management --> Warehouses. You are now able to create your warehouse by clicking on Create.
Fill in a Warehouse Name and a Short Name. The short name is 5 characters maximum.
Tip
Please note that the Short Name is very important as it will appear on your transfer orders and other warehouse documents. It might be smart to use an understandable one (e.g.: WH/[first letters of location]).
If you go back to your dashboard, new operations will automatically have been generated for your new warehouse.
Creating a new inventory
If you create a new warehouse you might already have an existing physical inventory in it. In that case you should create an inventory in Odoo, if not you can skip this step.
Go into the inventory application, select Inventory Control --> Inventory Adjustment. You can then create a new inventory by clicking on Create. Fill in the Inventory Reference, Date and be sure to select the right warehouse and location.
Next, click on Start Inventory. A new window will open where you will be able to input your existing products. Click on Create (1) and indicate the Counted quantity (2) available in the warehouse. The On hand quantity (3) can not be changed as it represents a computed quantity from purchase and sales orders.
Don't forget to Validate inventory once you have recorder the state of all yours product.
Create an internal transfer
The final step is to create your internal transfer. If you want to tranfer 2 units of a product from your first warehouse to another one in Brussels, proceed as follows:
From your dashboard, select a internal movement of one of the two warehouses. To do so, click on More --> Transfer. You can choose between Immediate Transfer and Planned Transfer.
A new window will open where you will be able to select the source location (in this case our "old warehouse") and the destination location (in this case our "new" warehouse located in Brussel).
Add the products you want to transfer by clicking on Add a line and don't forget to Validate once you are done.
It is also possible to manually transfer each product:
Via your dashboard, select the transfer order in the source location.
Select the right transfer order
3. Click on the little pencil logo in the lower right corner in order to open the operation details window. In this new window you can manually indicate how much products you process
Tip
If you decide to partially process the transfer order (e.g. a part of the
products can't be shipped yet due to an unexpected event), Odoo will
automatically ask if you wish to create a backorder.
Create a backorder if you expect to process the remaining products
later, do not create a backorder if you will not supply/receive the
remaining products.