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.
Terms and Conditions
Sales Taxes and Charges Master
Purchase Taxes and Charges Master
Mode of Payment
Updated on: 27/03/2023