Migrate from Marg ERP to Dolibarr ERP

Marg Items carry MRP, HSN/SAC codes, batch tracking flags, multi-unit-of-measure, and salt names (for pharma). We map Marg Item fields to Dolibarr Product: description from Marg item name, HSN/SAC to the ref field or a custom pLabel field, and MRP to a custom numeric field. Multi-unit-of-measure from Marg (boxes, strips, pieces) maps to Dolibarr's unit-of-measure array if the Dolibarr product is configured with the multiprice module activated. Batch tracking in Marg becomes Dolibarr lot-number ProductLot entries linked to stock. Salt names and pharma-specific attributes migrate as custom fields on the Dolibarr Product.

Marg Parties are ledger accounts with GSTIN, PAN, credit limits, payment terms, and opening balances. We map Marg Party to Dolibarr Third Party: the party name becomes the label (s.label), GSTIN maps to a custom field (t.siren for the GSTIN number stored in Dolibarr's third-party custom structure), and PAN maps to a separate custom field. Credit limit from Marg maps to Dolibarr's credit limit if the limit module is activated. Party type (customer, supplier, both) determines the Dolibarr prospect/stype value. Opening balances are preserved as Dolibarr outstanding amounts tracked at the third-party level; the actual accounting balance maps to Dolibarr's account receivable or payable account in the accounting module.

Marg vouchers store line-item transactions with per-line GST rate, quantity, rate, and amount. We map Marg Sales Voucher to Dolibarr Customer Invoice (facture), Purchase Voucher to Dolibarr Supplier Invoice, and Marg Credit/Debit Notes to Dolibarr Credit Notes. Each line item maps to llx_facturedet: product reference, quantity, unit price, and tax amount. The GST rate (CGST+SGST or IGST) from Marg's line level is preserved as a Dolibarr tax rate (taux) configured before import. Marg's e-invoice and e-waybill flags on vouchers are noted as a rebuild requirement: Dolibarr has no native Indian e-invoicing module; these must be configured via a third-party Indian compliance module or external service after migration.

Marg Godowns represent physical stock locations (stores, warehouses, distribution points). We map each Marg Godown to a Dolibarr Warehouse (entrepot). The Godown name becomes the warehouse label and the address maps to the warehouse address fields. Inter-Godown stock balances migrate as Dolibarr stock level entries (llx_product_stock) per warehouse. If Marg tracks sub-Godown bins or racks, these map to Dolibarr warehouse locations if the advanced warehouse module is activated; otherwise they are documented as a note for manual configuration.

Marg stores batch number and expiry date at the voucher line and stock movement level for pharma compliance. We map these to Dolibarr Product Lot records (llx_product_lot): batch number becomes lot_num, expiry date becomes dlc (date limit of consumption) in Dolibarr's lot tracking schema. Each Product Lot is linked to the Product (llx_product) and to stock movements (llx_stock_mouvement) that carry the quantity from Marg's stock voucher lines. Dolibarr does not enforce expiry date validation at the point of sale by default; we note this as a configuration recommendation for the customer's admin to activate if regulatory compliance requires it.

Marg maintains an asset register with original cost, accumulated depreciation, net book value, and useful life under Indian Schedule XIV conventions (straight-line and written-down-value methods). We map Marg Fixed Assets to Dolibarr Asset records: original cost migrates as asset's purchase or original value, accumulated depreciation as cumulative depreciation, and net book value as the current net book value. Marg's Schedule XIV depreciation rate and method (SLM or WDV) are preserved as custom fields on the Dolibarr Asset. Note that Dolibarr's accounting module depreciation schedule follows different conventions; the first year's depreciation charge may differ from Marg's output and should be reviewed by the customer's accountant before go-live.

Marg's ledger hierarchy includes Indian statutory accounts for GST input, GST output, TCS receivable, TDS payable, and composition-tier party controls. We map these to Dolibarr accounting account records (llx_accounting_account): account number, label, parent account, and account type (customer, supplier, asset, liability, expense, income). GST input/output accounts map to Dolibarr VAT accounts with the corresponding taux value. TCS and TDS statutory accounts map as tax-related accounts. Marg's opening balances on ledger accounts migrate as Dolibarr accounting entry lines (llx_accounting_accounting_date) in the opening period entry.

Marg integrates with ICICI Bank for auto-ledger entries and reconciliation and tracks cash account balances across Godowns. We map Marg bank accounts to Dolibarr Bank records (llx_bank): bank name, account number, and current balance. Marg's cheque register and bank reconciliation statements (with cleared versus outstanding cheques) map to Dolibarr bank statement lines if the customer activates the bank statement import module. ICICI-specific auto-ledger features do not have a Dolibarr equivalent; these require manual reconfiguration with the customer's bank.

Marg stores GST rate (CGST+SGST or IGST) at the voucher line level, not at the party or item level. A party's GSTIN composition status can change mid-period, making line-level rate extraction critical. We extract every distinct GST rate encountered across all voucher lines and build a Dolibarr tax rate table (llx_c_tva): each rate (5%, 12%, 18%, 28% CGST+SGST or IGST equivalent) becomes a Dolibarr TVA record with the applicable nature (TVA: VAT on sales, RH: VAT on purchases). The mapping table is delivered as a reference document for the customer's admin to validate against current GST rate notifications before activating the accounting module.

Marg natively generates e-invoices (IRN) and e-waybills through its GSTN-integrated billing workflow. Dolibarr has no native Indian e-invoicing or e-waybill generation module. We extract every Marg voucher flagged with e-invoice or e-waybill status and deliver a written inventory listing the voucher number, date, IRN (if present), and e-waybill number. The customer's admin uses this inventory to re-generate or obtain fresh IRNs through a registered e-invoicing middleware before issuing any replaced invoices in Dolibarr. This is a rebuild requirement, not a data migration.

Marg stores opening stock quantities and values per Item per Godown. We map these to Dolibarr stock movement entries (llx_stock_mouvement) with movement type = 1 (entrée) and origin = import. The stock value from Marg (typically at cost price or MRP) maps to the unit price on the Dolibarr movement. If Marg carries stock valuation data (FIFO, average cost, or standard cost), we preserve the valuation method as a custom field on the Product for reference. The customer's accountant should validate the opening stock value against the balance sheet before activating Dolibarr's accounting module.

Marg does not expose a formal custom-field API. Any user-defined fields appear as extra columns in the export output with non-standard naming conventions. We identify all extra columns in the Marg export file during the parsing phase and map them to Dolibarr extra fields (llx_extrafields) on the relevant table (Product, ThirdParty, Invoice, etc.). Because Marg's custom field schema varies by customer and version, we cannot guarantee complete preservation; we document every extra field found and its mapped Dolibarr equivalent for the customer's review.