Renaming Documents in ERPNext
ERPNext provides a Renaming feature that allows you to change the name of a master document. This is useful when correcting naming errors or standardizing records.
You can also use this feature to merge two master documents into one by renaming one document to match another existing record.
To see which documents support renaming, refer to the List of Renamable Documents.
Steps to Rename a Document
Step 1: Open the Document
Go to the document you want to rename.
Step 2: Use the Rename Option
From the dropdown menu, select Rename.
Alternatively, you can click on the document title, which opens a popup allowing you to edit and rename the document.
Effect of Renaming
Renaming a document updates its name across all linked transactions. For example, if you rename an Item, all sales, purchase, and stock transactions linked to that Item will automatically reflect the updated name.
List of Renamable Documents
- 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
Important Note
Renaming affects all existing linked records, so it should be done carefully, especially for transactional or frequently referenced master data.
