Global Defaults/ERPNext Settings
Global Defaults let you pre-set values and behaviors that apply system-wide, for all users.
Instead of manually entering the same values in every document, set them once here and the system will use them automatically wherever a default applies. Values take effect when you save this page; users may need to reload their browser tab to see the changes.
To access Global Defaults, go to:
Home > Settings > Global Defaults
1. Defaults
- Default Company: The company pre-selected in new transactions.
- Default Country: The country pre-filled in new records such as Addresses.
- Default Currency: The currency used across the system unless a document or party specifies its own. Saving this page also enables the selected currency. This is the only mandatory field.
- Default Distance Unit: The unit of measure used for calculating total distances in Delivery Trips.
2. General Settings
- Hide Currency Symbol: If set to "Yes", currency symbols (₹, $, …) are not shown next to amounts.
- Disable Rounded Total: Hides the 'Rounded Total' field (on screen and in print) in sales and purchase transactions such as Quotation, Sales Order, Sales Invoice, Purchase Order, and Purchase Invoice. The setting is also applied to existing POS Profiles.
- Disable In Words: Hides the 'In Words' field in transactions.
- Use Posting Datetime for Naming Documents: When checked (default), documents that are named by date use their posting datetime instead of their creation datetime. This keeps document series aligned with backdated entries.
- Enable Company-wise Master Filtering: Enables restricting Item, Customer, and Supplier records to specific companies. See below.
3. Company-wise Master Filtering
When Enable Company-wise Master Filtering is checked, an Allowed Companies section appears on the Item, Customer, and Supplier forms. There you can list the companies a master record belongs to.
For users who are restricted to specific companies via a User Permission on Company, the system then filters masters everywhere — list views, link field searches, reports, and direct access to the record:
- A master with no Allowed Companies rows is unrestricted and visible to everyone.
- A master listing several companies is visible to users of any of those companies.
- A master listing only other companies is hidden from the user and cannot be opened.
- A restricted user cannot add a company outside their own permitted set to Allowed Companies.
Users without a Company User Permission (and Administrator) are unaffected. When the setting is disabled, the Allowed Companies section is hidden and no filtering or restriction is applied at all.