Renaming Documents
Using Renaming feature, you can change the name of a master document.
Additionally, you can merge two master documents into one using this feature.
Refer to the List of Renamable Documents for the comprehensive list of documents eligible for renaming within the system.
Steps to rename a Document
Step 1: Go to the document that you wish to rename.
Step 2: From the drop-down menu, select the option ‘Rename’.
Alternatively, clicking on the document’s title will prompt a pop-up where you can modify the document’s name to your preference.
Effect of Renaming
Changing the name of a document will have implications on all existing transactions associated with it. For instance, if you modify the Item Code for an item, this change will be reflected in all existing transactions where this item is referenced.
List of Renamable Documents
Following is the list of all the documents that can be renamed.
- Contact
- Address
- Warehouse
- Supplier
- Customer
- User
- Sales Partner
- Project
- Cost Center
- Item Group
- Item
- Company
- Role
- Earning Type
- Note
- Serial No
- Account
- Territory
- Terms and Conditions
- Supplier Group
- Workstation
- Employee
- Sales Taxes and Charges Master
- Purchase Taxes and Charges Master
- Price List
- Party Type
- Mode of Payment
- Designation
- Department
- Deduction Type
- Customer Group
- Brand
- Branch
- Salesperson