Migrate from Fraction ERP to Dolibarr ERP

Fraction ERP Customers map to Dolibarr Third-Party records with type Client. We extract company name, billing address, delivery address, phone, email, and any custom fields, and populate Dolibarr's address, contact, and bank account tabs. Third-Party is the primary entity in Dolibarr's data model and must be created before any linked Sales Orders or Proposals are imported.

Fraction ERP Quotations map to Dolibarr Proposal records linked to the relevant Third-Party. We transfer quotation number, validity date, line items with descriptions and unit prices, and discount percentages. The status mapping converts Fraction ERP quotation stages (Draft, Sent, Accepted, Lost) to Dolibarr Proposal status values. Note that quote-to-order conversion in Dolibarr requires a manual action in the UI rather than an automated trigger.

Fraction ERP Sales Orders map to Dolibarr Customer Order records. The linked Customer maps to the Third-Party on the Dolibarr Order. Line items migrate with product references, quantities, unit prices, and order totals. Fraction ERP's Sales Order status (Pending, In Production, Completed, Cancelled) maps to Dolibarr Order status values, and open Orders are prioritised for import before historical closed records.

Fraction ERP Parts map to Dolibarr Product records of type Item. We transfer part number (mapped to ref), description, unit of measure, cost price, and sales price. Fraction ERP's part type (stocked, non-stocked, service) maps to Dolibarr's product_type field. Barcode and custom properties migrate as Dolibarr extra fields.

Fraction ERP BOMs map to Dolibarr BOM records linked to the manufactured Part as Product. We transfer the multi-level component structure, quantities per assembly, unit of measure, and any BOM costing data. Operation routing (work centres, sequence, duration) transfers as BOM lines or notes depending on the Dolibarr BOM module version. Dolibarr BOMs with sub-assemblies require the Product sub-product feature to be enabled in the module configuration.

Fraction ERP Works Orders map to Dolibarr Workstation-Order records. We preserve the linked Sales Order reference, BOM reference, scheduled start and end dates, assigned workstation, operation status, and progress notes. Production output and scrap quantities migrate as Workstation-Order line data. Fraction ERP's shop floor data capture timestamps transfer as time-tracking entries on the Dolibarr Workstation-Order. The Dolibarr manufacturing module must be activated before Works Orders can be created.

Fraction ERP Inventory transactions and current stock levels map to Dolibarr Stock records per warehouse. We extract part-level stock quantity, warehouse location, minimum stock threshold, and last movement date. Stock valuation methods (FIFO, average cost) from Fraction ERP are recorded as notes in Dolibarr because stock value calculation in Dolibarr depends on the configured warehouse valuation method. Multi-warehouse configurations require explicit warehouse creation in Dolibarr before import.

Fraction ERP Purchase Orders map to Dolibarr Supplier Order records linked to the vendor as a Third-Party of type Supplier. Line items, expected delivery dates, quantities ordered versus received, and order status transfer. Partial receipts are recorded as Dolibarr reception lines against the Supplier Order. Fraction ERP vendors that do not yet exist as Third-Parties are created during the vendor import phase before Purchase Orders are processed.

Fraction ERP NCRs map to Dolibarr Intervention records (from the Support/Tickets module) linked to the relevant Product or Workstation-Order. NCR description, severity classification, root cause, and corrective action text transfer as the Intervention description and resolution fields. Dolibarr's ticket and intervention system is less manufacturing-specific than Fraction ERP's NCR workflow; teams requiring formal quality management may need to activate the quality module add-on or document their quality process as a written procedure post-migration.

Fraction ERP User accounts (name, email, role, and permissions) map to Dolibarr User records. We match by email address as the primary key. Inactive Fraction ERP users are created as inactive Dolibarr users to preserve historical assignment on Works Orders and documents. Individual password credentials cannot be transferred and must be reset by each user post-migration. Role mapping from Fraction ERP permission levels to Dolibarr global permission groups requires manual review during the Dolibarr permissions configuration phase.

Fraction ERP BOM drawings stored as file attachments do not export through standard grid exports and require a parallel file extraction pass using the platform's document export feature. We retrieve each drawing file, map it to the corresponding migrated Product in Dolibarr, and attach it via Dolibarr's Document Management System (DMS) linked to the Product record. Drawing file format (PDF, DWG, STEP) is preserved. All drawings for a given BOM are associated with the parent manufactured Part, not the sub-components.

Fraction ERP's configured currencies and units of measure transfer to Dolibarr's multi-currency and UoM settings via the Dolibarr Setup → Multi-Currency and Setup → Products → Units menus. Currency codes and exchange rate sources migrate as configured references. Fraction ERP Advanced tier multi-currency settings (available at £50/user/month) transfer as Dolibarr currency activation flags, with the customer responsible for setting up live exchange rate feeds in Dolibarr post-migration.