Options

This document explains the Options feature under the Supplies management module in your HelloClinic system. This page allows you to pre-configure and manage supply-related unit options to standardize data across your clinic.

Feature Overview

Similar to the "Options" feature in the Drugs module, the Options page for supplies is designed for standardization. By pre-creating commonly used supply units, when you add new supply items in Inventory, you can directly select from a dropdown menu, eliminating the need for manual input.

This ensures that all supply unit labels are clear and consistent, and it speeds up data entry efficiency.

Main Interface Description

This interface consists of "Option Category Tabs" at the top and a "Management Area" below.

1. Option Category Tabs

You can click on different tabs to manage the default units for each category. Key categories include:

• Unit: Set the basic counting units for supplies, such as "piece," "box," "pack," "tube," etc.
• Package Unit: Set the packaging units for purchasing or storing supplies, such as "carton," "dozen," etc.

2. Management Area

Regardless of which category tab you select, the structure of its management interface is very similar:

• Search: Above the list, you can enter keywords to quickly find established unit options.
• Create Button: Located in the top right corner, the button name will change based on the selected category (e.g., [+ Create Supply Unit] under the "Unit" tab). Click this button to add a unit for that category.
• Options List: Displays all pre-defined unit options. For example, in the "Unit" tab, the list will show "Unit (Chinese)" and "Unit (English)."
• Actions: To the right of each option, there are two action icons:
  • ✏️ Edit: Modify the name of the unit.
  • 🗑️ Delete: Remove the unit option from the system.

Main Operation Workflow

How to Add a Unit Option?

1. First, click the category tab where you want to add an option (e.g., click Unit).
2. Click the "+ Create Supply Unit" button in the top right corner of the page.
3. In the pop-up form, enter the Chinese and English names for the unit.
4. After saving, this new unit will appear in the list, and in the future, it can be selected from the dropdown menu in the "Unit" field when adding supplies.

How to Edit or Delete a Unit Option?

1. Click the corresponding category tab.
2. Find the unit you want to modify or delete in the list.
3. Click the ✏️ Edit icon to the right of the option to modify its content, or click the 🗑️ Delete icon to remove it.
4. Please note: If a unit option is already in use by certain supplies, deleting it may cause data inconsistencies. Before deleting, please ensure no supplies are currently using that unit, or change their unit to another option first.