Migrate from WINLine to Odoo ERP

WINLine's G/L account master (account code, name, cost centre, tax code) maps to Odoo's Accounting > Chart of Accounts with accounts created as either view or normal type. Tax codes in WINLine map to Odoo's tax mapping table (taxes with tax_group and children taxes for compound GST scenarios). We parse WINLine's flat-file account master into a normalised CSV, validate account code uniqueness, and load via Odoo's Account Account model through XML-RPC. Cost centre assignments from WINLine migrate to Odoo analytic accounts if the customer uses Odoo's cost centre reporting.

WINLine customer records (company name, billing address, payment terms, credit limit, currency) map to Odoo res.partner with customer_rank set to positive (creating a customer-type partner) and the address fields mapped to partner's street, city, state_id, zip, country_id. Payment terms from WINLine (Net 30, etc.) map to Odoo account.payment.term records created during setup. Credit limits migrate as a note or into a custom field if the customer requires enforcement in Odoo.

WINLine vendor master (contact, tax registration, payment terms, bank account) maps to Odoo res.partner with supplier_rank set positive. Vendor bank account details migrate as res.partner.bank records linked to the partner. Tax registration number (ABN in Australian context) maps to Odoo's vat field on partner. Payment terms map to Odoo account.payment.term entries.

Outstanding WINLine invoices, credit memos, and payment records migrate to Odoo as open account.move records with move_type='out_invoice' for AR and 'in_invoice' for AP. Aging buckets (current, 30, 60, 90 days) are preserved as Odoo's account.payment.register wizard reference or as aging notes on the invoice. We extract invoice_number, amount, due_date, and currency from WINLine's open items export and create matching Odoo moves with line items pointing to the correct G/L accounts.

WINLine Items (SKU, description, unit of measure, cost price, sell price) map to Odoo product.template with product_variant_ids for variants. WINLine's inventory valuation method (FIFO or average) must be confirmed with the customer before migration, as Odoo's inventory valuation (manual, perpetual real-time, or periodic) has different accounting implications. Unit of measure from WINLine maps to Odoo's uom.uom model with the relevant category.

Current stock levels by warehouse location in WINLine migrate to Odoo stock.quant records. We map WINLine warehouse locations to Odoo's stock.location hierarchy (Internal Locations under WH/Stock). Negative stock quantities or discrepancies flagged in WINLine's inventory module are held for customer review before loading. If WINLine tracks multi-warehouse, each warehouse becomes a separate location structure in Odoo.

WINLine's asset register (acquisition date, cost, accumulated depreciation, useful life, asset category) migrates to Odoo's account.asset model. Accumulated depreciation recalculates in Odoo based on the depreciation board settings aligned to the original useful life. Asset category from WINLine maps to Odoo's asset.profile for categorisation. Odoo does not auto-create the depreciation entries; we configure the depreciation board and generate draft entries during migration.

WINLine BOMs with active version and effective date migrate to Odoo mrp.bom records. BOM line components map to mrp.bom.line linked to product.product. Active BOM version at cutover date is captured; any BOMs with pending revisions are flagged for customer review before loading. Work orders in WINLine map to Odoo mrp.workorder, with work centre assignments mapped to Odoo's mrp.workcenter. This object requires Enterprise-tier Odoo for full MRP capabilities; Community edition has basic BoM support only.

WINLine open quotes and sales orders migrate to Odoo sale.order with state preserved as draft or sent. Historical closed orders migrate as sale.order records with state set to sale so the customer retains the record for reference. Line items map to sale.order.line with product_id resolved from the Items migration. If WINLine tracks leads separately, those map to Odoo's crm.lead model with stage and probability mapped to the customer's Odoo CRM pipeline configuration.

WINLine document archives linked to transactions and master records are exported as binary files and reattached in Odoo via ir.attachment records linked to the relevant res.model (res.partner, account.move, mrp.bom, etc.). We flag attachments over 25 MB for separate file-share handoff if Odoo is hosted on Odoo.sh with storage limits. Binary attachments are exported from WINLine via the built-in document export tool or vendor-assisted file pull.