Selling Settings
Overview
Selling Settings — Business Overview
Selling Settings is a central control document that defines how all sales-related activities operate across Dafater. It acts as the business rulebook for your selling process, ensuring consistency in pricing behavior, customer handling, document defaults, and sales team operations. Rather than managing these rules separately in each transaction, Selling Settings allows the business to standardize how sales are executed company-wide.
Purpose in Business Operations
Selling Settings is used to:
- Establish default behaviors for sales transactions
- Ensure sales teams follow consistent commercial policies
- Reduce errors and rework in quotations, orders, and invoices
- Align daily selling activities with company sales strategy
It does not record transactions itself, but it directly influences how all selling documents behave.
Prerequisites and Initial Setup
Before using Selling Settings, the business should already have: - A defined sales process (from quotation to billing) - Customer categories and pricing expectations agreed internally - Sales roles and responsibilities identified - Basic selling documents (such as quotations and sales orders) already in use
Selling Settings is usually reviewed and finalized during initial system setup or when sales policies change.
Typical Workflow and Process Fit
Business leadership defines sales policies
This includes pricing behavior, customer defaults, and sales controls.Selling Settings is configured once
The agreed rules are captured centrally in Selling Settings.Sales teams operate normally
When creating quotations, sales orders, or invoices, Dafater automatically applies the rules from Selling Settings.Ongoing adjustments as business evolves
If the company changes its selling approach, Selling Settings is updated to reflect the new direction.
This document quietly supports every sales transaction without requiring daily interaction.
Key Business Scenarios Where Selling Settings Is Essential
Standardizing sales practices across branches or teams
Ensures every salesperson follows the same rules.Controlling pricing discipline
Helps prevent unauthorized price changes or inconsistent discounts.Improving customer experience
Provides predictable and professional sales behavior across all customer interactions.Scaling sales operations
As the business grows, Selling Settings keeps processes consistent without manual supervision.Reducing operational risk
Minimizes mistakes caused by inconsistent or unclear selling rules.
Important Considerations for Users
Changes affect all sales activities
Updates to Selling Settings apply immediately across the selling process, so changes should be reviewed carefully.Align with management approval
Sales, finance, and leadership should agree before modifying settings.Review periodically
Business models evolve—Selling Settings should be revisited regularly to stay relevant.Not a daily-use document
Most users will not open this document often, but its impact is felt in every sales transaction.
Summary
Selling Settings is the foundation that keeps Dafater’s selling operations consistent, controlled, and aligned with business goals. When configured thoughtfully, it enables sales teams to work efficiently while protecting the company’s commercial interests.
Settings for Selling Module
Basic Information
- Module: Selling
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| custmastername | Customer Naming By | Select | Customer Name, Naming Series, Auto Name | Defines customer naming method used across Dafater sales records | |
| customer_group | Default Customer Group | Link | Customer Group | Default customer group automatically assigned for new customers in Dafater | |
| territory | Default Territory | Link | Territory | Default sales territory applied to customers and transactions in Dafater | |
| sellingpricelist | Default Price List | Link | Price List | Default price list used for all selling transactions in Dafater | |
| maintainsamerate_action | Action if Same Rate is Not Maintained Throughout Sales Cycle | Select | Stop, Warn | Action Dafater takes when sales rate consistency is violated | |
| roletooverridestopaction | Role Allowed to Override Stop Action | Link | Role | Role permitted to override stopped transactions in Dafater | |
| maintainsamesales_rate | Maintain Same Rate Throughout Sales Cycle | Check | - | Enforces same item rate throughout complete sales cycle in Dafater | |
| editablepricelist_rate | Allow User to Edit Price List Rate in Transactions | Check | - | Allows users to modify price list rates in Dafater transactions | |
| validatesellingprice | Validate Selling Price for Item Against Purchase Rate or Valuation Rate | Check | - | Validates selling price against cost or valuation in Dafater | |
| editablebundleitem_rates | Calculate Product Bundle Price based on Child Items' Rates | Check | - | Calculates bundle price from child item rates in Dafater | |
| allownegativeratesforitems | Allow Negative rates for Items | Check | - | Permits entering negative item rates in Dafater sales | |
| so_required | Is Sales Order Required for Sales Invoice & Delivery Note Creation? | Select | No, Yes | Mandates sales order before invoicing or delivery in Dafater | |
| dn_required | Is Delivery Note Required for Sales Invoice Creation? | Select | No, Yes | Requires delivery note before creating sales invoice in Dafater | |
| salesupdatefrequency | Sales Update Frequency in Company and Project | Select | ✓ | Monthly, Each Transaction, Daily | Controls how often sales update company and project metrics |
| blanketorderallowance | Blanket Order Allowance (%) | Float | - | Allowed percentage variance against blanket order quantities | |
| allowmultipleitems | Allow Item to be Added Multiple Times in a Transaction | Check | - | Allows same item multiple times within one Dafater transaction | |
| allowagainstmultiplepurchaseorders | Allow Multiple Sales Orders Against a Customer's Purchase Order | Check | - | Allows multiple sales orders per customer purchase order | |
| allowsalesordercreationforexpiredquotation | Allow Sales Order Creation For Expired Quotation | Check | - | Permits sales orders from expired quotations in Dafater | |
| dontreservesalesorderqtyonsales_return | Don't Reserve Sales Order Qty on Sales Return | Check | - | Prevents reserving sales order quantity on returns | |
| hidetaxid | Hide Customer's Tax ID from Sales Transactions | Check | - | Hides customer tax identification on Dafater sales documents | |
| enablediscountaccounting | Enable Discount Accounting for Selling | Check | - | Enables separate accounting entries for discounts in Dafater | |
| allowzeroqtyinquotation | Allow Quotation with Zero Quantity | Check | - | Allows creating quotations with zero quantity items | |
| allowzeroqtyinsales_order | Allow Sales Order with Zero Quantity | Check | - | Allows sales orders containing zero quantity items |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | |||
| Sales Manager | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Customer Group | Links to | Setup |
| Price List | Links to | Stock |
| Role | Links to | Core |
| Territory | Links to | Setup |