Migrate from SAVIO ERP to Dolibarr ERP

SAVIO ERP Sales Enquiry records with followup dates, reminder cadence, and enquiry status map to Dolibarr Third-Party contacts (if the enquiry is a known customer or vendor) or Dolibarr Leads (if unqualified). We preserve the followup reminder as a custom date field on the Third-Party or Lead record and retain the enquiry status (Open, Quoted, Lost, Converted) as a custom picklist for reporting after cutover.

SAVIO ERP Sales Quotations keyed by size, thickness, finish (plate), and brand map to Dolibarr Commercial Proposals. Per-unit pricing and brand-wise rates transform to Dolibarr line items with the product reference carrying the laminate size-thickness-finish code. We flag brand-wise pricing as a custom field on the Proposal for post-migration admin review.

SAVIO ERP Party records (Customers and Vendors) with outstanding balances and SMS/Email alert preferences map to Dolibarr Third-Party entities tagged as Customer or Supplier. We preserve outstanding balance as a custom field since Dolibarr tracks receivables and payables through the Accounting module rather than at the party level. Contact-level alert preferences migrate as custom fields on the Third-Party.

SAVIO ERP sheet inventory items with size, thickness, finish (plate), and brand attributes map to Dolibarr Product records. The laminate-specific properties (dimensions, thickness, finish type, plate type) are stored as custom fields on the Product since Dolibarr's standard product variant model handles simpler attribute sets. Bar-code references from SAVIO ERP become Dolibarr Barcode fields on the Product record. Per-sheet expense costing is preserved as a custom decimal field for admin to configure against the price calculation logic.

SAVIO ERP Sales Order records map to Dolibarr Orders linked to the corresponding Customer Third-Party. Order line items reference the mapped Product records. We preserve the original order number as a custom field for audit tracing since Dolibarr assigns its own order IDs.

SAVIO ERP Production Requisitions linked to Sales Orders map to Dolibarr Manufacturing Orders. The Production Requisition number and the linked Sales Order reference are preserved as custom fields on the Manufacturing Order. Press Planning and Dryer Planning sequence numbers and scheduling data migrate as custom fields since Dolibarr's Manufacturing module does not have native press/dryer scheduling concepts. Customers needing production scheduling depth configure Dolibarr's MRP module or a community production module post-migration.

SAVIO ERP D-lite (daily production load) tracking by machine or production line maps to Dolibarr Workstation records with capacity hours as custom fields, or to a dedicated migration staging table if the destination does not have the community production module installed. We preserve daily load percentages and machine assignments as custom fields for the customer to configure in a production scheduling view post-migration.

SAVIO ERP GST-compliant sales invoices map to Dolibarr Invoices. E-way bill generation flags and the E-way bill reference number migrate as custom fields on the Invoice since Dolibarr's standard tax module does not generate E-way bills natively. Delivery challans map to Dolibarr Shipping Annotations linked to the corresponding Invoice. GST treatment and HSN/SAC codes preserve as custom fields on the Invoice.

The SAVIO ERP Accounts module ledger structure maps to Dolibarr's Accounting module chart of accounts. We map income and expense accounts to standard categories (Sales Revenue, Cost of Goods Sold, Direct Expenses, Indirect Expenses) and preserve original account codes as a custom field for audit. Account codes may require renumbering to match Dolibarr's accounting module structure.

SAVIO ERP employee records with department assignments, basic compensation, and employee type map to Dolibarr HR Employee records. We migrate standard fields only: name, email, department, designation, and employment status. Pay components, statutory deductions, and attendance records require a community HR module or manual post-migration configuration beyond the base migration scope.

SAVIO ERP brand-wise pricing tiers (S.E.-wise Target vs Sales reports, brand-specific rate lists) are laminate-industry constructs with no native Dolibarr equivalent. We store brand, pricing tier, and rate as custom fields on the Product record and deliver a written reference sheet of all brand-specific pricing rules for the customer's admin to configure as price lists or customer-specific pricing rules in Dolibarr's commercial module.

SAVIO ERP Visitor Management (gate in-out tracking) is a departmental operations tool outside standard ERP scope. We do not migrate this object. If the customer requires visitor or contractor tracking in Dolibarr, a separate community module can be installed post-migration.