---
title: "Selling Settings"
space: "ERPNext"
url: "https://www.prilk.com/docs/erpnext/selling-settings"
updated: "2026-05-15"
---

## 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](/docs/erpnext/customer-groups) — for grouping customers and applying default rules
- [Price Lists](/docs/erpnext/price-lists) — managing different pricing tiers