Intercompany Sales and Purchase Order Synchronization in Odoo 17 - Odoo Slides

Odoo 17 offers a built-in functionality for synchronizing sales and purchase orders between different companies within our organization. This streamlines intercompany transactions and reduces manual data entry.

1. Intercompany Sales and Purchase Order Synchronization in Odoo 17 Enterprise

2. Introduction Enterpr ise Odoo 17 offers a built-in functionality for synchronizing sales and purchase orders between different companies within our organization. This streamlines intercompany transactions and reduces manual data entry.

3. Enterprise Configuration Activate Intercompany Transactions: Navigate to General Settings > Companies > Intercompany Transactions. Activate Intercompany Transactions by choosing the option Synchronize sales and purchase order . Choose the warehouse and the operation.

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5. Enterprise Configuration User configuration Navigate to Settings > Users&Companies > Users. Select the user and Set the default company

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7. Enterprise Configuration Company configuration Navigate to Settings > Companies > Manage Companies. Select the company to activate Intercompany Transactions. Set this configuration in both companies which you want to synchronize.

8. Enterprise Define Synchronization Rule: From the Synchronize Sales/Purchase Orders dropdown menu, choose the synchronization behavior you desire: Do not synchronize: No automatic creation of purchase orders. Synchronized invoice/bills: Generates invoices/bills in the receiving company upon confirmation. Synchronize sales/purchase orders: Creates a corresponding purchase order in the supplying company when a sales order is confirmed in the receiving company. Additionally, you can enable Automatic Validation within this option to automatically confirm the PO in the supplying company

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10. Enterprise Workflow: Create a Sales Order (SO): In the receiving company, create a sales order for products or services you require from the supplying company. Ensure the supplier field references the supplying company.

11. Enterprise Workflow: Confirmation Triggers PO: If you have selected the Synchronize sales/purchase orders rule with automatic validation, confirming the sales order in the receiving company automatically generates a purchase order in the supplying company for the products/services listed in the SO.

12. Enterprise Workflow: Management and Delivery: The supplying company receives the purchase order electronically. They fulfill the order by delivering the products/services to the receiving company. Internally, the supplying company processes the purchase order within their system.

13. Enterprise Workflow: Invoicing: Depending on the chosen synchronization rule: Synchronized invoice/bills: Invoices/bills are automatically generated in the receiving company upon confirmation of the sales order. Synchronize sales/purchase orders: Invoices might need to be created manually in the receiving company or the supplying company based on the fulfilled purchase order.

14. Enterprise Intercompany sales and purchase order synchronization in Odoo 17 provides a valuable tool for managing transactions within multi-company organizations. By following this guide and implementing best practices, businesses can streamline their intercompany processes, improve data accuracy, and enhance overall efficiency.

15. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com