Migrate from IS Packaging to Dolibarr ERP

IS Packaging Items (item number, description, uom, category, costing layers) map to Dolibarr Product records with type Stockable. We preserve standard cost from IS Packaging in a custom field and map the uom to Dolibarr's unit-of-measure field. Item categories map to Dolibarr product categories for inventory grouping. Custom properties on Items migrate as extrafields in the Dolibarr product table.

IS Packaging BOMs with revision-controlled recipes map to Dolibarr BOM. Each BOM revision in IS Packaging maps to a separate Dolibarr BOM with its own bom.fk_product, bom.lines referencing component products and quantities. Phantom assemblies, routing steps, and work center assignments from IS Packaging's routing table are preserved in custom BOM fields and line comments. We apply a BOM revision cross-reference table built during discovery to match date-effective revisions to Dolibarr BOM versions.

IS Packaging Production Orders (BOM-linked, scheduled quantity, plant, work center, status, completion percentage) map to Dolibarr Project records with custom ProjectTask lines representing work steps. The Production Order status (Quoted, Released, In Process, Complete, Closed) maps to a Dolibarr Project status set we configure before migration. Completion percentages migrate as ProjectTask progress. Plant and work center assignments migrate as project extrafields. Open Production Orders require status validation before migration; we either quiesce them or build a status mapping matrix.

IS Packaging Work Orders tied to Production Orders (scheduling, labor hours, machine time) map to Dolibarr ProjectTask records linked to the parent Project from the Production Order mapping. Task duration and estimated hours migrate from IS Packaging work order labor fields. Status flags vary by plant so we apply destination-status mapping during import using a per-plant status cross-reference built during discovery.

IS Packaging Finished Goods stored at Locations with lot/serial tracking map to Dolibarr Warehouse records with stock on-hand quantities. Lot numbers and serial numbers migrate as Dolibarr lot/serial batch records linked to the Product and Warehouse. On-hand quantities migrate as Dolibarr Stock movements (stockdesk). Location-specific lot conventions are normalized during extraction using a per-plant lot format normalization table.

IS Packaging inventory transaction history (receipts, issues, adjustments) migrates to Dolibarr StockMovement records linked to Product and Warehouse. Due to volume, we use chunked extraction ordered by transaction date to preserve chronological integrity. We only migrate transactional history within the agreed scope window; very large histories may be scoped to the last 12-24 months or archived. Dolibarr's stockmovement table uses positive/negative qty to indicate direction.

IS Packaging open Customer Orders map to Dolibarr Order records with line items referencing Products. Pricing rules and exceptions from IS Packaging migrate to order line price and discount fields. If the source orders are invoiced, we map to Dolibarr Facture (Invoice) instead. We flag any pricing exceptions for manual review before import. Third-party references on orders map to the corresponding Dolibarr ThirdParty contact.

IS Packaging Vendor masters (contact info, payment terms, item-supplier cross-references) map to Dolibarr ThirdParty records with the Supplier checkbox enabled. Payment terms migrate from IS Packaging vendor terms to Dolibarr_condreglation terms. Item-supplier cross-references migrate as Product-supplier price rows in Dolibarr. Vendor contact information maps to Dolibarr contact and address records linked to the ThirdParty.

IS Packaging account codes map to Dolibarr accounting plan entries if the customer activates the accounting module. We map account segments to Dolibarr's accounting chart structure and flag any intercompany or inactive accounts for reactivation. If IS Packaging uses a non-standard account structure, we flag mismatches and document the mapping for the customer's accountant to validate before import.

Custom fields added to standard IS Packaging objects (Items, BOMs, Production Orders) migrate as Dolibarr extrafields on the equivalent objects. We inventory all custom field names, data types, and values during the discovery phase and create matching extrafield definitions in Dolibarr before import. Multi-select custom fields migrate as Dolibarr checkbox or varchar extrafields depending on structure.

IS Packaging lot numbers use different formats per plant (date-coded, supplier-prefixed, sequence-based). We normalize all lot identifiers into a unified format during extraction using a per-plant lot format rule built during discovery. Normalized lot numbers migrate as Dolibarr Batch records with batch_number, batch_fk_product, batch_fk_warehouse, and expiry date where applicable. All lot transactions re-associate to the normalized batch identifiers to prevent orphaned traceability records.

IS Packaging MRP pegging links customer demand to specific production orders. We migrate pegging relationships as ProjectTask parent-child links within the Dolibarr Project structure. If the customer's production planning requires MRP functionality post-migration, we recommend evaluating Dolibarr's third-party manufacturing addons (available on Dolibarr MarketPlace) as the MRP rebuild path.