Migrate from iGEO ERP to Odoo ERP

iGEO Client records hold contact details, addresses, service locations, and associated contracts. They map to Odoo Contacts (res.partner with address fields) with service locations preserved as additional addresses on the partner record. The client's primary contact email and phone map to standard Odoo partner fields; service location addresses map as separate address records with address_type = 'service' if the customer operates multiple sites.

iGEO Contracts define service agreements with clients including scope, frequency, pricing, and work-order templates. They map to Odoo Sale Subscriptions (requires the subscription app) for recurring service agreements or to recurring Sale Orders for periodic billing cycles. Frequency patterns (weekly, biweekly, monthly) map to Odoo's subscription frequency field. Contract line items become subscription lines or order lines with the associated Service Type as the product.

iGEO Service Types represent the catalog of offerings such as insect treatment, rodent control, or water quality inspection. They map to Odoo Products with the product type set to 'service'. Pesticide tracking codes and compliance fields map to Odoo product custom fields or to the product's bill of materials if the service involves materials application. We preserve the original service type code as a custom field on the Odoo product for regulatory traceability.

iGEO Work Orders tie a client, service type, technician, scheduled date, status, and location. We map open and historical work orders to a combination of Odoo Sale Order Lines (for billing and contract linkage) and Project Tasks (for technician assignment and field completion tracking). Each work order becomes a Task linked to the Sale Order, with the technician assigned as the Task user, the scheduled date mapped to the Task deadline, and status mapped to the Task stage. Completed work orders preserve their original completion date and technician notes.

iGEO Routes are daily technician schedules generated by the AI planning module with visit sequence, estimated times, and geographic waypoints. Odoo's Field Service app (part of Odoo Enterprise) provides route management with drag-and-drop scheduling and geographic dispatch. We extract route assignments including sequence order and time windows, mapping them to Field Service routes or to ordered Project Task records if the Field Service app is not enabled. Note that AI-powered route optimization does not migrate; we document the route sequence and time windows for manual re-entry or third-party routing tool integration.

iGEO Technician records include contact information, assigned territories, availability, and mobile app credentials. They map to Odoo Users (for mobile app access) linked to Employee records (for HR and timesheet context). User credentials are mapped from the iGEO technician email; the Odoo admin provisions new password access. Technicians assigned to specific territories map to Odoo Field Service team membership.

iGEO Supplier records hold vendor contact details and associated product or service offerings. They map to Odoo Vendor records (res.partner with the supplier checkbox enabled). Catalog associations migrate as vendor-specific price lists or product supplierinfo records linking each product to its preferred vendor, lead time, and unit cost.

iGEO Stock entries track inventory items, quantities, reorder points, and supplier associations. They map to Odoo quant records (stock.quant) linked to warehouse locations. Current quantities migrate as initial inventory through Odoo's inventory adjustment workflow rather than direct SQL import to preserve validation logic. Reorder points migrate to the product's minimum stock rules. Units of measure are normalized to Odoo's uom.uom table.

iGEO Invoice records include line items, taxes, totals, and payment status. Historical invoices migrate to Odoo account.move records with type 'out_invoice'. Line items map to invoice lines with the corresponding product, quantity, and unit price. Payment status maps to the invoice state (posted, draft, cancelled) and any remaining open balance is preserved for follow-up collection. Regulatory compliance codes and pesticide tracking fields migrate to custom fields on the invoice record.

iGEO Quotes and estimates are proposals sent to clients before service commitment. They map to Odoo Sale Quotations (sale.order in draft state). Line items, totals, and status (sent, accepted, rejected) migrate with the quotation. Accepted quotes map with state 'sale'; rejected and draft quotes remain in their respective states for customer reference.

iGEO custom fields on most objects, particularly for compliance and pesticide tracking, are documented during discovery and mapped explicitly to Odoo custom fields (ir.model.fields with column properties) or to product attributes if the custom data applies to service type configuration. Compliance codes, regulatory status fields, and country-specific tracking values are preserved as selection fields or char fields with their original values retained for audit.