This article explains how to create and manage price lists in Next Project, including how to add new price lists and configure individual articles with relevant details such as pricing, accounts, and billing settings. It covers key concepts such as how price lists function as base customer prices and how they can be applied across different customers, projects, or framework agreements.

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's available further down the page.

Some colors and icons in Next Project may have changed since the webinar was recorded, but the description of the features is still current.

General Information about Price Lists

How to Add an Item

Finding Your Price Lists

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

Main navigation bar — note the active Prislista tab and notification badges.

Your price lists should include all articles that you can charge for and that don't appear on supplier invoices. In the upper section, you'll see the price lists that have been uploaded, and in the lower section, you'll see the articles within the selected price list.

Think of price lists as your base prices directed at the customer. Once an article is included in a price list, you can import it and set unique prices for different customers, projects, or framework agreements. These are managed in their respective tabs.

Price List module showing the Prislista tab with associated articles panel below.

Add a New Price List with Articles

1. Click the Add button under Price List and enter the name of your price list. Don't forget to save!

2. Add articles by clicking the Add button to the right of the articles section in the lower view, then fill in the article details:

   • Article Number: This can be anything you like. Note that multiple items can share the same number as long as they belong to different price lists.
   • Article Category: A way for you to categorize your items for easier reporting, as well as filtering during resource tracking and when verifying reporting.
   • Account: The cost account that gets charged when the article is used.
   • Cost/unit: Your standard cost per unit that the project should be charged when registering.
   • Price/unit: Your standard price per unit to charge the customer.
   • Billable: When checked, this means you intend to invoice the customer for this article by default.
   • Owner Project: The 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 specify a single collective project for all articles, but in machine-intensive businesses, it's often beneficial to have unique owner projects for each major machine.

3. Click Add.

Artikel dialog for adding a new item; note required fields highlighted in orange.

You can also add articles to an existing price list by selecting the price list you want to update and then following the steps above from point 2.

It's good to keep in mind that the account you specify on the article is the account that will charge the project. This is especially important for those of you working with budgeting and forecasting in Next Project.