Renaming Tool

Using renaming tool you change name of a master records. Master include records like:

1. Customer

2. Supplier

3. Account (ledger)

4. Company

5. Employee

6. Warehouse

7. Item

To rename your records name, go to:

Steps to rename record:

1. Select doctype

2. Select document you want to rename

3. Put you name you want to save record with

How Can I Give Limited Access To My Users?

ERPNext lets you give restrictive access to users. You can define access for users in each department wherein they will be able to see document concerned to him / her.

To go to permission manager, follow this route:

Module >> Setup >> Permission manager

Go to permission manager:

1. Set permission for:
   Select document for which you need to define access to permission based on their role.
   
2. Selecting document will pull table describing access to each role on that particular document.

For more specific role definition like:

1. User should be able to see leads made by him

2. User should see leads allocated to him

3. Particular user should be work on specific customers only etc etc..

From restrict by option, you can change restrict user based on:

1. Company: In-case you have created multiple company. You can define access for each user and that user will get permission to see form and transactions belonging to that company only.
2. Customer: If you want particular person should be able to see details of few specific customers
3. Territory: Its the most widely used parameter in permission setting. You can define access of user to the territory he belongs.
4. Project: User will be able to see projects allocated to him or created by him.

How Can I Change Field Property?

Property setter is a tool which lets you amend the property of field. You can customize field name, size, print related option, default etc. yourself using property setting.

1. Name of field (label)
2. Width of field
3. Type of field (data, select field, time, currency, small text etc..)

How do it get there?

Lets consider a case where i want to make territory field visible in print. So i select:

1. Doctype or field = Dockfield

2. Select Doctype = Customer

3. Select field = Territory

4. Select Property = Print hide

5. Set value = 0

Print hide field is the check box field. Value 0 uncheck it and no. 1 check mark it.

Field property	Purpose	Field Type	Value
Allow on submit	Lets user update value in field even after submission.	Check box	1 = Check 0 - Uncheck
Default	Value defined in default will be pulled on new record creation	Text box	(Text box)
Description	Gives field description for user understanding	Text box	(Text box)
Hidden	Will hide field in form	Check box	1 = Check 0 = Uncheck
In Filter	Will add this field in report	Check box	1 = Check 0 = Uncheck
Label	Label is the name defined for field which appears in form	Text box	(Text box)
Options	Make field drop down selecting	Text box	Enter each select field option in new row
Print hide	Will hide this field in print	Check box	1 = Check 0 = Uncheck
Reqd (Required)	Will make that field mandatory	Check box	1 = Check 0 = Uncheck