Renaming Documents

Renaming Documents

Using the Renaming feature, you can change the name of a master document.

Using this feature you can also merge two master documents into a single one.

Check List of Renamable Documents given below for the list of all the documents that can be renamed in the system.

Steps to rename a Document

Go to the document that you wish to rename.

From the drop-down menu, select the option 'Rename'.




Alternatively, you can also click on the Title of the document, which will result in a pop-up, wherein you will be able to change the name of the document that you wish to rename.




Effect of Renaming

Renaming a document will affect all the existing transactions linked to this document. E.g., If you are changing the Item Code for an Item, the same will be updated in all the existing transactions wherein this Item is linked.

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
Sales Person

Updated on: 27/03/2023