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Material

Material is the catalog of supplies/materials the clinic has on hand. Each material can be used for one of 2 purposes:

  • Direct retail sale — fill in Capital price/Retail price for reference pricing when sold.
  • Consumed by a service — link the material to a service on the Service + Material screen (same Supply Warehouse group), and the software will automatically deduct stock by the configured quantity every time that service is performed — no manual stock deduction needed.

Opening Material​

  1. Go to the System configuration screen (see Configuration overview), group Supply Warehouse, click Material.
  2. Faster way: type Material into the quick search box at the top of the System configuration screen, then click the result.

Material list​

Material list with 4 numbered zones

Screenshot of the Material list

#What it is
1. Export button (blue upload icon)Exports the currently filtered/searched material list to an Excel file — see Import/Export below.
2. Import button (purple download icon)Bulk-imports materials (create or update) from an Excel file.
3. Create buttonManually declare a new material.
4. Row action buttonsBlue icon to clone, pencil to edit, trash bin to delete that material.

A material with the Capital price/Retail price columns blank ("-") is usually a material used only as an internal consumable for services, not sold directly to customers (patients), so no retail price is needed.

Creating a material​

Create Material dialog

Screenshot of the Create Material dialog

FieldWhat to enter
CodeAn internal code for management, optional
Material (required)The material's name
Material type (required)Pick from the Material Type catalog (same Supply Warehouse group)
Inventory unit (required)Pulled from the shared Unit catalog, showing only units tagged under the "Warehouse unit" category
NormA reference quantity — the quantity actually auto-deducted per service is configured separately on the Service + Material screen, not read from this field
Low stock alertWhen actual stock falls below this number, the material appears in the low-stock alert list on the inventory dashboard
Capital price / Retail priceThe purchase cost and the sale price, if this material is sold directly to customers (patients)
CompanyMultiple brands can be selected at once — the material is shared across the selected brands
DescriptionExtra notes, optional
ShowTurn off to hide this material from picker lists, without deleting the data

Cloning a material​

The clone icon (blue) in each row's action buttons opens a Create dialog pre-filled with the selected material's full information — adjust a few differences and save to get a new material instantly, without retyping everything. Useful when creating several materials of the same kind that only differ in packaging (like the 3 "Băng gạc y tế" rows with different codes in the list screenshot above).

Import / Export​

  • Export: downloads exactly the list currently filtered/searched on screen.
  • Import: the Excel file has an ID column — a row with a matching existing material's ID updates that material's information; a row with a blank ID creates a new one. The Material type/Unit columns in the file must exactly match names already in the catalog, or that row is skipped.
  • Unit — the shared unit catalog; the Inventory unit field on this page only shows units tagged under the "Warehouse unit" category.