Renaming Documents

Using 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 for the list of all the documents that can be renamed in 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'.

Document Renaming

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.

Document Renaming

Effect of Renaming

Renaming a document will affect all the existing transactions liked 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.

1. Contact

2. Address

3. Warehouse

4. Supplier

5. Customer

6. User

7. Sales Partner

8. Project

9. Cost Center

10. Item Group

11. Item

12. Company

13. Role

14. Earning Type

15. Note

16. Serial No

17. Account

18. Territory

19. Terms and Conditions

20. Supplier Group

21. Workstation

22. Employee

23. Sales Taxes and Charges Master

24. Purchase Taxes and Charges Master

25. Price List

26. Party Type

27. Mode of Payment

28. Designation

29. Department

30. Deduction Type

31. Customer Group

32. Brand

33. Branch

34. Sales Person

See also

1. Bulk Rename

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