Gerec

Automatic, precise, effortless discounts.

Create sophisticated discount grids, assign them to your customers or customer groups, and let Gerec automatically apply the right prices on your quotes, orders and invoices.
Zero manual entry. Zero pricing errors.

📅 NEW 6.2: Automatic applicability periods

Link your discount grids to named calendar periods — they activate and deactivate on their own.
No more grids accidentally left active after a sale or high season.

• ✅ Shared period library: create "Winter Sale 2026" once, assign it to all relevant grids
• ✅ Automatic status: Active / Upcoming / Expired — calculated in real time
• ✅ Multiple periods per grid: a grid can cover a sale and a clearance event simultaneously
• ✅ Fully backward-compatible: a grid with no period remains always active, as before

Result: your seasonal promotions, sales events and price changes are planned in advance and applied without any intervention.

🔔 NEW 6.2: Discount threshold proximity alert

Your sales team knows in real time when a customer is just two units away from a discount.

Whenever an entered quantity gets close to a threshold without reaching it, Gerec displays a contextual warning:

"This customer needs 2 more unit(s) to qualify for a discount on this product."

The alert window is configurable per threshold (as a % of the threshold value). A small setting that can make a real difference to your average order value.

⏱️ NEW 6.2: Temporal discount grids

Discounts based on commitment duration, not quantity — ideal for subscriptions and service contracts.

Gerec now supports two types of grids:

• ✅ Unit grids (existing behaviour): threshold triggered by quantity
• ✅ Temporal grids (new): threshold triggered by the engagement or service duration, in months or days, calculated automatically from the start/end dates on the document line

Both types can be declared combinable: their discounts are then applied multiplicatively. No extra fields, no modification to the Dolibarr core.

📥 NEW 6.2: Bulk rule import from CSV

Load dozens or hundreds of discount rules in seconds, directly from a CSV file.

No more entering tiers one by one: export your price list from Excel or your ERP, adapt it to the Gerec format, and import it into the target grid in two clicks.

• ✅ Simple format: 4 columns — product reference (or barcode), threshold, discount rate, net unit price
• ✅ Built-in dry run: validation report before any data is written
• ✅ Silent duplicate handling: existing tiers are never overwritten
• ✅ Detailed report: imported rows, skipped rows, errors with line number and reason
• ✅ Downloadable template available directly from the interface

Result: a complete pricing catalogue up and running in minutes, with no risk of manual entry errors.

📐 Multi-criteria discount grids

Define discount rules by product or product family, with a trigger threshold (quantity or duration) and a target rate or unit price. Each grid can have as many tiers as needed.

👥 Customer and customer group assignment

Assign a grid to a specific customer or an entire category. Rules are triggered automatically when lines are added to quotes, orders or invoices.

🔄 Automatic application across all 3 document types

Quotes, orders, invoices — Gerec steps in at every line entry via the native Dolibarr trigger system. No manual action required.

🏷️ Large database compatible

Optimised for large product catalogues and customer bases (50,000+ product or third-party records). SQL queries use recursive CTEs for efficient category resolution.

🖥️ Point of Sale (POS) compatible

Discount rules configured in Gerec also apply in Dolibarr's POS mode.

🌐 Multi-instance (entity)

Gerec fully respects Dolibarr's multi-entity isolation. Every grid, period and rule is scoped to its own entity.

1. Create a grid → Give it a name, choose its type (unit or temporal) and optionally assign an applicability period
2. Add rules → Define your tiers (threshold → rate or price) by product or product family
3. Assign → Link the grid to one or more customers or customer categories
4. Sell → Discounts are applied automatically as document lines are entered

Dolibarr sandbox — full access

Test Gerec under real conditions on our demo instance.

https://sandbox.dzprod.net/dbarr20/htdocs

Login: demo  |  Password: azerty123456

> Main menu: access the Gerec module from the side menu

Support & custom development

We offer technical assistance in English and French, by phone or email, for installation, onboarding and advanced configuration.

• 🔧 Onboarding assistance: €90/h
• ⚙️ Custom feature development tailored to your business: on quote
• 📦 Integration with your other Dolibarr modules: on quote

📧 support@dzprod.net — response within 24–48 business hours

• ✨ New — Applicability periods: library of calendar periods assignable to grids
• ✨ New — Temporal grids: discounts based on commitment duration (months / days)
• ✨ New — Threshold proximity alert: real-time commercial notification
• ✨ New — Multiplicative combining of unit and temporal grids
• ✨ New — Bulk CSV rule import: mass load with dry-run and detailed validation report
• 🔄 UI/UX redesign — List / card architecture, tab navigation, native Dolibarr jQuery UI dialogs
• 🔄 Language file audit — Removed keys redundant with the Dolibarr core

📧 Product enquiries: products@dzprod.net
🔧 Actively maintained module — regular updates published on Dolistore