Master Account
Unique Account Names in Merciglobal Cloud ERP
Merciglobal Cloud ERP enforces a unique naming convention within the Accounts Master for each company and financial year. This feature helps ensure clean data management, eliminates duplicate entries, and reduces data entry errors.
Why Unique Account Names?
- Prevents duplicate entries within the accounting system
- Reduces confusion and entry mistakes
- Improves accuracy in financial reporting
The Naming Challenge
When multiple customers or suppliers share identical names, users must create distinguishable names while preserving familiarity.
Recommended Solutions:
- Add the owner's name in brackets (e.g.,
Shivam Traders (Ramesh)) - Add the location (e.g.,
Shivam Traders (Delhi))
These methods ensure each account remains uniquely identifiable.
Utilizing the PRINT NAME Field
To preserve the official or preferred name for documentation purposes, use the PRINT NAME field in Merciglobal Cloud ERP.
Advantages:
- Maintains the original name on printed documents (invoices, delivery challans, etc.)
- Avoids confusion during account selection
- Aids in accurate transaction identification
Example:
| Account Name (System) | Print Name |
|---|---|
| Shivam Traders (Ramesh) | Shivam Traders |
| Shivam Traders (Delhi) | Shivam Traders |
Key Benefits
- Prevents data entry errors by differentiating similar accounts
- Ensures documentation reflects the correct official names
- Balances backend data integrity with user-friendly naming conventions
Final Note
This functionality in Merciglobal Cloud ERP strikes an ideal balance between maintaining system accuracy and supporting traditional business naming practices. It provides the flexibility required for unique system entries while ensuring consistency in printed communications.
"Keep your system clean, and your printouts cleaner!"
For further assistance, contact the Merciglobal support team or consult the Accounts Master module documentation.