Field reference
Selling Settings
How to use Selling Settings in Quotations & Sales Orders: access, working steps, fields, related records and troubleshooting.
Purpose and access
Build a quotation from the agreed items, prices and terms, then create the sales order after confirmation. Review currency, dates, taxes, warehouse and fulfillment information before submission.
This page is a settings page in Sales & Marketing → Quotations & Sales Orders. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: How often should sales data be updated in Company/Project?.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Selling Settings from Sales & Marketing → Quotations & Sales Orders, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Customer Naming Bycust_master_name | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Default Customer Groupcustomer_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer Group |
Default Territoryterritory | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Default Price Listselling_price_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Use prices from Default Price List as fallbackfallback_to_default_price_list | Check Optional | If no Item Price is found for an item in the Price List set in the transaction, prices from the Default Price List will be fetched. |
Allow editing Price List rate in transactionseditable_price_list_rate | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Maintain same rate throughout sales cyclemaintain_same_sales_rate | Check Optional | Warn or stop if Item rate is changed in Delivery Notes and Sales Invoices generated from a Sales Order. |
Action if same rate is not maintained throughout sales cyclemaintain_same_rate_action | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Role allowed to override stop actionrole_to_override_stop_action | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Validate selling price for Item against purchase or valuation ratevalidate_selling_price | Check Optional | Enable this to block transactions where the selling price is less than the purchase or valuation rate |
Calculate Product Bundle price based on child Item's rateseditable_bundle_item_rates | Check Optional | Enabling this will do the following: Make the rate column of all Packed/Bundle Items tables editable. Calculate the prices of all Product Bundles in the Items table, based on the prices of its child Items, specified in the Packed/Bundle Items table. Note: If this is enabled, updating the rate of the Product Bundle in the Items table will not change its price. It will get reset to the price based on its Child Items on saving the doc. |
Allow negative rates for Itemsallow_negative_rates_for_items | Check Optional | Enable this option to permit the use of negative rates for items in sales transactions. This setting is useful for applying substantial discounts, processing refunds or returns, and handling special promotional pricing. |
Is Sales Order required to create Sales Invoice/Delivery Note?so_required | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Is Delivery Note required to create Sales Invoice?dn_required | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
How often should sales data be updated in Company/Project?sales_update_frequency | Select Required | The frequency at which project progress and company transaction details will be updated. Set it to daily or monthly if you post a lot of transactions.Available choices
|
Allow same Item to be added multiple times in a transactionallow_multiple_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow multiple Sales Orders against a customer's Purchase Orderallow_against_multiple_purchase_orders | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Hide Customer's Tax ID from sales transactionshide_tax_id | Check Optional | Most Customers have a unique Tax ID that is fetched into selling transactions. Enable this setting if you do not want Customer Tax IDs to appear in sales transactions. |
Allow Sales Order creation for expired Quotationallow_sales_order_creation_for_expired_quotation | Check Optional | This allows creation of sales orders from quotations that have passed their expiration date, providing flexibility in processing orders despite outdated quotes. |
Don't reserve Sales Order qty on sales returndont_reserve_sales_order_qty_on_sales_return | Check Optional | Prevents the automatic reservation of stock quantities from sales orders when processing sales returns. |
Enable cut-off date on creating bulk Delivery Notesenable_cutoff_date_on_bulk_delivery_note_creation | Check Optional | When enabled, it adds a cutoff date filter to Delivery Notes created in bulk from Sales Orders. This allows you to process orders only with a transaction date up to the specified cutoff date, which is useful for period-end processing and batch fulfillment. |
Set incoming rate as zero for expired Batchset_zero_rate_for_expired_batch | Check Optional | If enabled, system will set incoming rate as zero for stand-alone credit notes with expired batch item. |
Allow Quotation with zero quantityallow_zero_qty_in_quotation | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow Sales Order with zero quantityallow_zero_qty_in_sales_order | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Blanket Order Allowance (%)blanket_order_allowance | Float Optional | Percentage you are allowed to sell beyond the Blanket Order quantity. |
Enable tracking sales commissionsenable_tracking_sales_commissions | Check Optional | Manage sales partner's and sales team's commissions |
Enable discount accounting for sellingenable_discount_accounting | Check Optional | If enabled, additional ledger entries will be made for discounts in a separate Discount Account |
Enable UTMenable_utm | Check Optional | Enable Urchin Tracking Module parameters in Quotation, Sales Order, Sales Invoice, POS Invoice, Lead, and Delivery Note. |
Use Legacy (Client side) Reactivityuse_legacy_js_reactivity | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow delivery of overproduced quantityallow_delivery_of_overproduced_qty | Check Optional | If enabled, system will allow user to deliver the entire quantity of the finished goods produced against the Subcontracting Inward Order. If disabled, system will allow delivery of only the ordered quantity. |
Deliver secondary Itemsdeliver_secondary_items | Check Optional | If enabled, the Secondary Items generated against a Finished Good will also be added in the Stock Entry when delivering that Finished Good. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.