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The Dynamic Prices Module in MokoCRM allows automatic calculation of product or service prices using custom mathematical expressions. This experimental feature enables dynamic pricing based on cost, quantity, margin, date, or other variables, making it useful for complex or responsive pricing strategies.

The Dynamic Prices Module in MokoCRM allows automatic calculation of product or service prices using custom mathematical expressions. This experimental feature enables dynamic pricing based on cost, quantity, margin, date, or other variables, making it useful for complex or responsive pricing strategies.

🧾 Enabling the Module

  1. Navigate to:
    Home → Setup → Modules → Dynamic Prices
  2. Click Activate (Note: module is marked experimental)
  3. Ensure the Products module is also enabled

🧮 Defining a Dynamic Price Rule

  1. Go to Products → Product → Prices
  2. Select Dynamic price as the pricing method
  3. Enter a mathematical expression using available variables such as:
    • cost – purchase or cost price
    • qty – ordered quantity
    • margin – fixed percentage margin
    • date – transaction date
  4. Example expression: cost * 1.2 + 5 or if(qty > 10, cost * 0.9, cost * 1.1)

📈 How It Works

  • Price is calculated in real-time when:
    • Adding the product to proposals, orders, or invoices
    • Changing the quantity or date of the transaction
  • Final calculated price is stored on the document line when validated

⚙️ Integration With Other Modules

  • Products/Services: Define cost and default parameters
  • Sales Documents: Uses dynamic price during document creation
  • Stock: Cost values pulled from last purchase or fixed product cost

📌 Best Practices

  • Test price expressions carefully to avoid unexpected results
  • Keep formulas simple and readable
  • Use clear fallback values to handle edge cases (e.g., if(cost, cost * 1.3, 10))
  • Document rules internally for future maintenance
  • Monitor calculation results for anomalies while the module is marked experimental

🛎️ Prefer white‑glove setup?

Moko Consulting can provision the line, port your number, tune policies, and hand you a zero‑drama system with a one‑page runbook.
Find out More Here or Contact us to find out more!
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