Migrate from ERPAG to Dolibarr ERP

ERPAG Items map to Dolibarr Products with SKU, description, cost, price, stock levels (serial, lot, batch), and barcode data preserved. ERPAG composite products (kits, variable items) map to Dolibarr Products with BOM links where the BOM module is activated. Multi-UOM items from ERPAG require a Dolistore unit-conversion module or manual tracking since Dolibarr's standard product does not natively enforce UOM conversion rates.

ERPAG Customer records map to Dolibarr Third Parties with mode set to Customer. Contact info, billing address, shipping address, and financial overview fields transfer directly. ERPAG's B2B portal assignment does not migrate as a configuration; the customer's portal access rules must be rebuilt in Dolibarr via a self-hosted webroot or Dolistore portal module after migration.

ERPAG Supplier records map to Dolibarr Third Parties with mode set to Supplier. The double-SKU layer (supplier's own SKU alongside ERPAG's internal SKU) is preserved as two separate SKU fields in Dolibarr's supplier product reference so that purchase order matching against the supplier's catalog remains accurate post-migration.

ERPAG Sales Orders map to Dolibarr Orders with line items, pricing, payment status, and packing list associations preserved. The payment_status column exported from ERPAG maps to Dolibarr's Facture (invoice) status and Order status combination. Linked packing lists transfer as delivery notes if Dolibarr's Expedition module is activated.

ERPAG Invoices map to Dolibarr Factures. Credit notes from ERPAG map to Dolibarr credit notes (negative Factures). Invoice status, amount, tax, and payment information transfer directly. Historical invoices with original tax jurisdiction values (see localization gotcha) are preserved as-is to maintain audit trail consistency.

ERPAG Purchase Orders map to Dolibarr Supplier Orders with supplier reference, line items, double-SKU entry, goods-received state, and fulfillment logic preserved. Goods received notes transfer as Dolibarr receptions if the Expedition/Reception module is activated. Purchase order approval workflows from ERPAG do not migrate as automation; we document the workflow steps for admin rebuild in Dolibarr.

ERPAG Quotations (estimates) map to Dolibarr Commercial Proposals. Validity dates, custom fields, and full pricing transfer directly. Quotations convertible to Sales Orders migrate as Proposal records; the conversion action must be re-established in Dolibarr by the admin post-migration.

ERPAG Work Orders map to Dolibarr Manufacturing Orders when the MRP/Manufacturing module is activated. BOM references, production status, estimated vs. actual cost, and work order timestamps transfer directly. Multi-level BOM nesting requires BOM explosion during export so that sub-assemblies are correctly resolved at migration time rather than relying on Dolibarr's BOM routing during order launch.

ERPAG BOMs map to Dolibarr BOMs with multi-level product structures preserved. We export BOM records as part of the Items export where BOMs are associated, or as standalone work order source data. Multi-level BOM nesting is resolved into flat BOM line imports during the transform phase so that Dolibarr's BOM explosion does not introduce missing-component errors on import.

ERPAG Warehouses map to Dolibarr Stock Deposits. Each ERPAG warehouse's independent tax, currency, and price list settings transfer to the corresponding Dolibarr Stock Deposit. We configure the Stock Deposit before item migration so that stock quantities land in the correct warehouse context. Geographic location data from ERPAG warehouses transfers to Dolibarr's location address fields.

ERPAG custom fields (up to 15 per document) on Items, Customers, Suppliers, Sales Orders, and Invoices map to Dolibarr Extra Fields. Linked document references (pointing to external files) do not migrate as live links; we export the file URIs as text fields and provide a file migration checklist for the customer's admin to relocate documents to Dolibarr's document folder structure. Custom fields are only exportable from Advanced-plan accounts; we verify plan tier during scoping.

ERPAG Users map to Dolibarr Users with role-based permissions. Active vs. inactive status transfers directly. ERPAG permission sets that gate access to documents and modules do not migrate as configuration; Dolibarr's permission model (module-level activation per user or group) must be rebuilt by the admin post-migration. We export the role assignments as a reference document during scoping.