ERPNext Settings

ERPNext Settings opens the module settings of the underlying ERPNext: Accounts Settings, Selling Settings, Buying Settings, Stock Settings, Manufacturing Settings, CRM Settings and Projects Settings. These fine tune behaviour such as whether negative stock is allowed, how documents are numbered, whether a Sales Order is required before an invoice, credit limit checks, and automatic Payment Ledger reconciliation. The administrator opens it rarely, after discussing with the accountant. A setting like allowing negative stock changes valuation and can leave Stock In Hand out of line with the physical count.

1. 01Go to ERPNext Settings from the sidebar.
2. 02Open Accounts Settings to set credit controls, rounding and reconciliation options.
3. 03Open Stock Settings to set valuation method and whether negative stock is allowed.
4. 04Open Selling Settings to decide whether orders and delivery notes are mandatory.
5. 05Open Buying Settings for purchase order and receipt rules.
6. 06Save each and post a test document to confirm the behaviour.

Fine tune behaviour such as negative stock or auto numbering.

Enable automatic Payment Ledger reconciliation here.