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Renaming Stock and Fee Codes

RENAMING STOCK AND FEE CODES

You can rename a stock code. The original code will be updated to the new code in all areas of the application to maintain the integrity for future reporting (except in any history that has been converted from a previous system).

This facility, therefore, is not intended for you to reuse the record for a different product or fee completely.

Rename a Stock Code

  1. Click Settings>Stock>Stock File.

  1. Search for and display the product.

  2. Click on the product line, click the Rename Code tile and read the notes carefully.

  3. Type in the new stock code and click the tick to check that the new stock code is available.

  4. Once the Stock code available prompt is displayed, click Continue to complete the transaction.

TO RENAME A FEE CODE

  1. Click Settings>Professional Fees>Professional Fees.

  2. Search for and display the fee.

  3. Click on the fee line, click the Rename Code tile and read the notes carefully.

  4. Type in the new fee code and click the tick to check that the new fee code is available.

  5. Once the Code available prompt is displayed, click Continue to complete the transaction.