Selling Settings
Selling Settings holds the rules ERPNext applies to every Sales Order, Sales Invoice and Quotation — defaults, validations, behaviour.
Where to find it
Selling Settings (search the Awesome Bar). This is a single-record settings page — there's one for your whole site.
Key fields
| Field | What it does |
|---|---|
| Default Customer Group | Group new customers fall into if you don't pick one |
| Default Territory | Territory for new customers without an explicit one |
| Default Selling Price List | Price List used for quotations and orders if none is set on the customer |
| Default Quotation Validity Days | Auto-fills the Valid Till date on new quotations |
| Customer Naming By | Use the Customer's Name field, or auto-generate a code (CUST-00001) |
| Sales Order Required for Sales Invoice | If Yes, you cannot create a Sales Invoice without a preceding Sales Order |
| Delivery Note Required for Sales Invoice | If Yes, you cannot bill until you've delivered |
| Maintain Same Rate Throughout Sales Cycle | If Yes, rates can't change between Quotation → Order → Invoice without warnings |
| Allow Multiple Sales Orders Against a Customer's Purchase Order | If No, each customer PO can only back one Sales Order |
| Validate Selling Price for Item Against Purchase Rate or Valuation Rate | Prevents selling below cost (a guard against pricing errors) |
When to change these
| Situation | Setting |
|---|---|
| You always want to bill against delivered stock | Delivery Note Required for Sales Invoice = Yes |
| Salespeople sometimes negotiate down — you want a manager to approve | Use Authorization Rules instead of Maintain Same Rate |
| Auto-numbering customers instead of using names | Customer Naming By = Naming Series |
| Defaulting quotations to 30 days valid | Default Quotation Validity Days = 30 |
Effect on existing data
Settings here apply to new documents going forward. Existing Sales Orders, Invoices, Quotations keep their original rules. To re-enforce a setting on existing data, you'd need to amend each document.
Related
- Customer Groups — for grouping customers and applying default rules
- Price Lists — managing different pricing tiers
Last updated 3 days ago
Was this helpful?