Selling Settings in ERPNext (Detailed Guide)
Selling Settings in ERPNext define rules, validations, and default values that control the entire sales cycle — from customer creation to invoicing.
These settings ensure consistency, validation control, and automation across all sales transactions.
To access Selling Settings, navigate to:
Home > Selling > Settings > Selling Settings
1. Customer Defaults
1.1 Customer Naming By
Every Customer is assigned a unique ID when created.
By default, ERPNext uses the Customer Name as the identifier. However, you can switch to a Naming Series format such as:
CUST00001, CUST00002, etc.
This ensures standardized customer identification across the system.
1.2 Default Customer Group
The default Customer Group is automatically assigned when creating a new Customer.
It is also used during:
– Lead conversion to Customer
– Quotation to Sales Order conversion
If not set, ERPNext will throw a validation error requiring a Customer Group.
1.3 Default Territory
The default Territory is auto-assigned to new customers.
It is especially important during:
– Lead conversion
– Sales Order creation
If missing, ERPNext will prompt a validation message.
2. Item Price Settings
2.1 Default Price List
The Default Price List is automatically applied in:
– Quotation
– Sales Order
– Delivery Note
– Sales Invoice
This ensures consistent pricing across transactions.
2.2 Maintain Same Rate Throughout Sales Cycle
This ensures that the item price remains unchanged across:
Quotation → Sales Order → Delivery Note → Invoice
If enabled, ERPNext validates any price change and enforces consistency.
2.3 Use Prices from Default Price List as Fallback
If no item price is found in the selected price list, ERPNext will fetch from the Default Price List.
⚠️ This should not be used with auto price insertion in Stock Settings.
2.4 Action if Rate is Changed
You can define system behavior when price changes:
– Stop: Blocks the transaction
– Warn: Allows but shows warning
2.5 Override Permission Role
You can assign roles that are allowed to override price validation rules when strict control is enabled.
2.6 Allow Editing Price List Rate
By default, Price List Rate is non-editable.
Enabling this allows manual modification of pricing in transactions.
2.7 Validate Selling Price vs Cost
This ensures selling price is not below:
– Purchase Rate
– Valuation Rate
It helps prevent loss-making sales.
2.8 Product Bundle Price Calculation
When enabled, ERPNext calculates bundle price based on child items.
This ensures accurate pricing for bundled products.
2.9 Allow Negative Rate
This allows:
– Discounts
– Refunds
– Promotional pricing
by enabling negative item rates.
3. Transaction Settings
3.1 Sales Order Requirement
If enabled, Sales Order becomes mandatory before:
– Sales Invoice
– Delivery Note
3.2 Delivery Note Requirement
If enabled, Delivery Note must be created before invoicing.
3.3 Sales Update Frequency
Controls how often sales data is updated:
– Each Transaction
– Daily
– Monthly
3.4 Blanket Order Allowance
Allows sales beyond defined quantity limits by a percentage buffer.
3.5 Duplicate Item Restriction
Prevents the same item from being added multiple times in a transaction.
3.6 Multiple Sales Orders per Customer PO
Allows or restricts multiple Sales Orders against a single Customer Purchase Order.
3.7 Expired Quotation Handling
Allows Sales Orders to be created even from expired quotations.
3.8 Sales Return Stock Behavior
Prevents automatic stock reservation reversal during returns.
3.9 Hide Customer Tax ID
Controls visibility of Tax ID in sales transactions.
3.10 Discount Accounting
Creates separate accounting entries for discounts in a dedicated Discount Account.
3.11 Bulk Delivery Cut-off Date
Adds a date filter for bulk delivery processing, useful for period closing.
3.12 Zero Quantity Quotation
Allows quotations even when item quantity is zero (useful for rate contracts).
3.13 Zero Quantity Sales Order
Allows creation of Sales Orders without quantity validation for special contract cases.
4. Summary
Selling Settings in ERPNext provide a central control system for pricing, validation, and sales workflow rules. They ensure accuracy, prevent errors, and enforce business policies across all sales transactions.
