Migrate from Freedom ERP to Dolibarr ERP

Freedom ERP Customer records map to Dolibarr ThirdParty with the Client checkbox enabled. GST registration number, state code, and billing address transfer to ThirdParty extrafields or address fields. We resolve the customer dedupe key (GSTIN or email) before insert and create the ThirdParty record before any related Order or Invoice import so that the foreign key reference is satisfied at migration time.

Freedom ERP Vendor records map to Dolibarr ThirdParty with the Supplier checkbox enabled. PAN, GSTIN, and payment terms transfer to extrafields. Vendor-linked GRN records and open PO history migrate as Supplier Order and Bill records after the ThirdParty insert is validated. Payment terms (such as Net-30 or Net-45) map to Dolibarr's cond_reglement_code field.

Freedom ERP Items (raw materials, intermediates, finished goods) map to Dolibarr Product records. Item type (stockable, service, assembly) maps to Dolibarr's psm type field. Unit of measure, standard cost, and warehouse assignment transfer directly. Stock quantities from the stores module migrate to Dolibarr's stock_warehouse_product table. Item codes become Product refs and are used as the dedupe key during import.

Freedom ERP BOMs define multi-level product structures with component quantities, scrap rates, and phantom assemblies. Dolibarr has no native multi-level BOM engine; we decompose the BOM tree and represent each level as a Dolibarr Product with the is_assembly variant type, linking child components through the BOM module from Dolistore or using product kit associations. We preserve scrap percentages and multi-level routing as extrafields on each assembly variant. This step requires a planning day to reconstruct the full BOM tree before migration begins.

Freedom ERP Chart of Accounts (account type, group, cost-center, and GST/S-tax mapping) exports directly from the accounts table. Dolibarr's accounting module requires manual chart of accounts setup—typically by importing the relevant country's standard chart (India GST-compatible charts are available from the Dolibarr community). We export the Freedom ERP account structure and provide a mapping template so the customer's accountant can configure the Dolibarr chart with account codes, names, and type groupings intact.

Outstanding Freedom ERP receivables and payables map to Dolibarr Facture (Customer Invoice) and FactureFournisseur (Supplier Invoice). Invoice status (unpaid, partially paid) maps to Dolibarr's fk_statut. GST amounts separate into TVA extrafields for Indian compliance. Open invoice aging and due dates migrate as Payment schedule lines. We export by fiscal year to avoid triggering Freedom ERP performance degradation during the export phase.

Freedom ERP Production Orders link BOMs, work centers, scheduling dates, and output quantities. Dolibarr has no native production planning module; the customer must select and install an MRP extension from Dolistore (such as MRP Pro or Manufacturing) before production order import, or the orders migrate as Dolibarr Projects with structured task lines and custom fields for routing and output. We configure this during the Dolibarr setup phase and advise the customer on extension selection before migration begins.

Freedom ERP QC inspection records link to production lots and item batches with inspection criteria, results, and defect logs. Dolibarr has no native QC module. We import inspection records as Dolibarr Projects with structured tasks capturing inspection type, lot reference, result (Pass/Fail), and defect descriptions in extrafields. The customer may alternatively install a Dolistore QC module if available for their Dolibarr version.

Freedom ERP equipment and machine maintenance logs (work orders, spare parts consumed, technician assignments) map to Dolibarr Asset records with intervention notes in extrafields or Project-linked tasks. We export maintenance history, equipment master data, and linked spare part consumption records. Post-migration, the customer can enable Dolibarr's asset tracking and create intervention logs as Asset-linked tasks.

Freedom ERP Employee records (personal details, department, designation, date of joining, status) map to Dolibarr User records when the HR module is activated. We preserve org hierarchy through Dolibarr's hierarchical user reporting structure. Salary components and payrun history migrate as earning and deduction summaries mapped to custom extrafields on the User object. Actual payroll processing configuration in Dolibarr HR is scoped separately from the migration.

Freedom ERP payroll data includes salary components, statutory deductions (PF, ESI, TDS), and payrun history. We export payrun summaries and individual earning records as structured CSV. These map to Dolibarr User extrafields for salary and deduction tracking. Actual salary run configuration, bank payment file generation, and statutory compliance setup in Dolibarr HR are outside standard migration scope and are recommended as a separate configuration engagement.

Freedom ERP gate entry records track inward and outward material movement with vehicle details, challan references, and material descriptions. We export gate entry logs as structured records and map them to Dolibarr Stock Movement entries (mouvement_stock table) linked to the relevant Product and warehouse. Material inward maps as stock entry; outward maps as stock exit. The customer validates the warehouse assignment before the import batch runs.