Renaming Documents

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

You can combine two master documents into a single one by using this functionality.

For a list of all the documents in the system that can be renamed, visit List of Renamable Documents.

Steps to rename a Document

Step 1: Navigate to the file you want to rename.

Step 2: Choose the 'Rename' option from the drop-down menu.

As an alternative, you can also click the document's title to bring up a pop-up where you can change the name of the document you want to rename.

Effect of Renaming

All current transactions linked to a document will be impacted by a renaming of that document. For instance, if you alter an item's item code, all of the current transactions to which this item is connected will be modified.

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