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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’.

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 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
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