Migrate from Total ETO to Dolibarr ERP

Total ETO Projects (covering the ETO lifecycle from quote through delivery) map directly to Dolibarr Projects. Each project carries status stages, owner assignment, and dates that transfer as Project fields. We preserve the project-level job costing data as Project task-level cost entries at the destination. If Total ETO uses custom project stages beyond the standard pipeline, we configure Dolibarr Project status values during initial setup.

Total ETO BOMs are multi-level and versioned — each engineering revision creates a new BOM version rather than overwriting the prior one. Dolibarr does not have native BOM versioning, so we import each BOM revision as a separate Dolibarr Product with the version identifier embedded in the product reference (for example, BOM-ASSY-001-REV-C). Multi-level sub-assemblies map to Dolibarr BOM lines under the parent product. This preserves the revision history but requires the customer's admin to select the correct BOM version when creating production orders.

Total ETO Part master records (description, unit of measure, cost, supplier link, and usage history) map to Dolibarr Products. The part number becomes the product reference; description and unit of measure transfer directly. Supplier link migrates as a Dolibarr Supplier Pre-Qualified List entry tied to the product. Usage history across projects transfers as a product warehouse movement log rather than a standalone history object.

Total ETO Customer master records (contact details, address, account balance as of migration date) map to Dolibarr Third-Party records with the Customer category flag. Open Accounts Receivable balances transfer as Dolibarr customer account entries for reconciliation. If Total ETO maintains credit limits, these map to Dolibarr's third-party credit limit fields.

Total ETO Vendor master records map to Dolibarr Third-Party records with the Supplier category flag. Purchasing terms (payment conditions, lead times) transfer to Dolibarr's supplier data fields. Active RFQs and POs migrate separately after the vendor and part masters are established at the destination.

Open Purchase Orders in Total ETO reference live part numbers and vendor commitments. We sequence PO migration after Part master and Vendor records are established at Dolibarr to satisfy foreign-key requirements. Each PO line item maps to a Dolibarr Supplier Order line referencing the mapped Product. POs with partial receipt status carry remaining quantity as the open line item value. Any orphaned PO lines (references to parts not yet migrated) are flagged and held for manual resolution before the next migration phase.

Total ETO Work Orders link to Projects and BOMs, tracking manufacturing operations by shop-floor routing. We map each work order to a Dolibarr Project Task with the routing operation sequence preserved as task descriptions and planned durations. Operation-level labor assignments link to the mapped Employee record. Work order status (released, in-progress, completed) maps to Dolibarr task status values.

Total ETO NCRs reference specific parts, inspections, and quality issues logged from the shop floor, engineering, or procurement. Dolibarr has no native NCR or quality management module in its core. We map NCRs as Dolibarr Project Tasks (categorized as Quality) linked to the relevant Product and the originating Project. Inspection results attach as task notes or file uploads. The customer's admin reviews the inventory and may install a community Dolibarr quality module as a separate post-migration step.

Inspections record quality checks against parts and link to the inspector. We import inspection results as Dolibarr Project Task entries categorized as Inspection, linked to the relevant Product and the originating Project or Work Order. Inspector identity transfers as a task assignee. NCR linkage migrates as a related task reference. The limitation is that Dolibarr does not enforce inspection workflows natively; this is documented for the customer's admin to address through process or community module.

On-hand quantities tracked by location in Total ETO map to Dolibarr Stock Warehouse entries. Project-reserved quantities transfer as warehouse reservations tied to the relevant Project. We flag any negative quantities or reserved quantities that conflict with Dolibarr's warehouse logic before import. Multi-location setups require warehouse configuration in Dolibarr before inventory data loads.

Total ETO Employee records (time-entry data, labor class, department) map to Dolibarr User records with the employee flag. Time-entry logs linked to projects and work orders migrate as Dolibarr Project Task time-spent entries assigned to the mapped User. Department data transfers as a Dolibarr expense category or project cost center tag.

Total ETO time entries are project-based with clock-in/clock-out data and assignment to work orders. We import time logs as Dolibarr Project Task time-spent entries, linking each entry to the mapped Project and Work Order task. Duration and date transfer directly. Geolocation data (where captured) is noted as a custom task description field since Dolibarr does not natively store geolocation on time entries.

Total ETO stores documents linked to projects, parts, and quality records. Dolibarr's document management is file-attachment based rather than a structured document record with metadata. We extract document references and file paths from Total ETO, then attach the actual files to the corresponding Dolibarr records (Project, Product, or Task) as file uploads. The customer's admin configures Dolibarr's document storage directory before the file migration phase. Native CAD file integration does not transfer.