This article describes how you can work with different price lists in Next Project.

At the beginning of the article, the instructions are presented in video format; if you prefer a written guide, it is available further down the page.

General Information about Price Lists

How to Add an Item

Create Price List in Next Project

You can find your price lists by clicking the 'Price List' button at the top:

All articles that you can charge for and that do not appear on supplier invoices should be included in your price lists. In the upper part, you see the price lists that are uploaded, and in the lower part, you see the articles in the selected price list.

Price lists can be seen as your base price list directed at the customer. Once an article is included in a price list, you can then import these and specify unique prices for different customers, projects, or framework agreements. These are managed in their respective tabs.

Add a New Price List with Articles 

1. Click the 'add' button under Price List and enter the name of the price list. Don’t forget to Save!
    

2. Add articles by clicking the 'add' button to the right of articles in the lower view, and fill in the information about the articles .

   • Article Number: Can be anything. Note that there can be multiple items with the same number as long as they are in different price lists.
   • Article Category: A way for you to categorize your items for easier reporting via computer as well as filtering during resource tracking and when verifying reporting.
   • Account: Cost account charged when the article is used.
   • Cost/unit: Your standard cost per unit, which the project should be charged when registering.
   • Price/unit: Your standard price per unit to charge the customer.
   • Billable: Checked means that by default we intend to invoice the customer for this articles.
   • Owner Project: Project to be credited when reporting an article. In the standard setup of Next Project, this must be specified on all articles that should book a cost on the customer project when reported. You can either specify a collective project for all articles, but in machine-intensive businesses, it is often beneficial to have unique owner projects for each major machine.
3. Click Add.

You can also add articles to an existing price list by selecting the price list you want to add an article to and then follow the instructions above from point 2.