Product Settings¶

Use Admin Settings > Product Settings to manage the catalog structure your team uses across Loupe Factory. Admins can set the default weight unit, manage product types, organize size groups, assign shapes to the right groups, keep the one list of colors and finishes that items pick from, and reset product catalogs when needed.

Before You Start¶

Only admins can open Admin Settings > Product Settings. If you do not have admin access, ask an existing admin to make these changes for you.

Default Weight Unit¶

Use the General section to set the default weight unit used when your team creates new product and inventory records.

1. Go to Admin Settings > Product Settings.
2. In General, choose the Default weight unit.
3. Click Save Settings.

This setting helps keep new records consistent across the workspace.

When you choose an industry, Loupe Factory starts with the weight unit below. You can change it in General whenever another unit fits your catalog better.

Loupe Factory supports these default weight units:

Managing Product Types¶

Use Product Types to define the main catalog labels your team works with, such as product families, collections, or commercial categories.

Add a Product Type¶

1. Go to Admin Settings > Product Settings.
2. In Product Types, click Add product type.
3. Enter the Product type name.
4. Enter the Short name if your team uses internal codes.
5. Leave Active enabled if the type should be available right away.
6. Click Save.

The short name must use exactly four uppercase letters or digits.

Edit, Activate, or Remove a Product Type¶

1. In the Product Types list, find the type you want to update.
2. Use the search bar if you need to narrow the list.
3. Use the Active checkbox to enable or disable the type.
4. Open the row's three-dot menu to choose Edit or Remove.
5. If you edit the type, update the fields and click Save.

Use deactivation when a product type should no longer appear for new work, but you still want to keep a cleaner history than deleting records immediately.

Managing Size Groups¶

Use the Sizes section to create reusable size groups and manage the size values inside each group. These groups can then be assigned to shapes.

Add a Size Group¶

1. Go to Admin Settings > Product Settings.
2. In Sizes, click Add group.
3. Enter the Group name.
4. Enter one or more size values in the size field.
5. Leave Active enabled if the group should be available right away.
6. Click Save.

Update Size Options in an Existing Group¶

1. In the Size Groups list, find the group you want to update.
2. Open the row's three-dot menu and select Edit.
3. In Current Size Options, keep the size values you still want in the group.
4. In Add Size Values, enter any new sizes you want to add.
5. Save the size option changes.
6. If needed, update the Group name or Active status.
7. Click Save Size Group.

This editing flow is useful when you need to refine a size range without creating a brand new group.

Remove a Size Group¶

1. Find the group in the Size Groups list.
2. Open the row's three-dot menu.
3. Select Remove.
4. Confirm the action.

Managing Shapes¶

Use Shapes to define form factors and connect each shape to the size groups that apply to it.

Add a Shape¶

1. Go to Admin Settings > Product Settings.
2. In Shapes, click Add shape.
3. Enter the Shape name.
4. Select one or more Size groups if they are available.
5. Leave Active enabled if the shape should be available right away.
6. Click Save.

If you do not see any size groups to assign, create them first in the Sizes section.

Edit, Activate, or Remove a Shape¶

1. In the Shapes list, find the shape you want to update.
2. Use the search bar if you need to narrow the list.
3. Use the Active checkbox to enable or disable the shape.
4. Open the row's three-dot menu to choose Edit or Remove.
5. If you edit the shape, update the name or assigned size groups.
6. Click Save Shape.

Managing Colors¶

Use Colors to keep the one list of colors and finishes that every inventory item in your workspace picks from. Color used to be a box people typed into, so Rose Gold, Rosegold, and RG could end up as three different colors on three different items. Now the color field on the add and edit item forms opens this list, and a color spelled one way here is spelled that way on every item, table, and order that shows it.

Each color can carry a swatch and a catalog code. The swatch paints a dot in that shade beside the name wherever the color appears. The code shows beside the name everywhere the color is picked, so Matte Black with the code MK reads as Matte Black (MK). A color with no swatch, such as Two-Tone or Bi-Color, shows as a labeled badge without a dot.

Your list starts with your industry's presets, for example 69 colors for gemstones and 32 for jewelry. See Default Colors by Industry for each list. For how the list appears when your team adds items, see Item Colors.

Add a Color¶

1. Go to Admin Settings > Product Settings.
2. In Colors, click Add color.
3. Enter the Color name, such as Royal Blue or Matte Black. Each name can be listed once, and a name cannot contain parentheses.
4. Enter a Catalog code if the color has one, such as MK for Matte Black. Leave it blank when there is no code.
5. Set the Swatch. Pick the shade with the color picker, or paste a six-digit hex code such as #1e3a8a. The Preview shows how the badge will look on inventory and order pages.
6. Leave Active enabled if the color should be available right away.
7. Click Save.

Leave the swatch blank for a multi-tone or textured finish that has no single hue, such as Two-Tone, Bi-Color, or Matte Black-Antique Gold. Use the clear button beside the hex field to blank a swatch the picker has filled in. Colors without a swatch show as a labeled badge without a dot.

Find a Color in the List¶

The palette rail above the table shows every swatch in hue order. Click a chip to jump to that color in the table. The count beside the rail tells you how many colors are on the list, how many are active, and how many have no swatch. Use Search colors to narrow the table by name, and click the Swatch column heading to sort the table as a spectrum.

Edit, Switch Off, or Remove a Color¶

1. In the Colors table, find the color you want to update.
2. Use the Active checkbox on the row to switch the color off or on.
3. Open the row's three-dot menu to choose Edit or Remove.
4. If you edit the color, change the Catalog code, the Swatch, or Active, then click Save Color.

The name stays fixed because your items carry it. To rename a color, add the new name, then switch the old color off so nobody picks it for new items.

Switching a color off takes it out of every picker without deleting it. Items already recorded with that color keep it. Select Active again at any time to bring the color back.

Removing a color takes it off the list. Items recorded with it keep their color.

Loupe Factory confirms every add, edit, switch, and removal on screen and keeps the message in the notification bell.

Resetting Product Settings¶

Use the Reset section when you want to return product catalogs to the industry defaults for your workspace. Before resetting, open Industry Starting Points and select your industry to review the product types, sizes, shapes, and colors that will be restored.

Reset Product Types¶

1. Go to Admin Settings > Product Settings.
2. Scroll to Reset.
3. In Product Types Catalog, click Reset Product Types.
4. Confirm the action if prompted.

This reset removes custom product types that are not part of the preset catalog. If a product type is already referenced elsewhere, Loupe Factory marks it inactive instead of deleting it.

Reset Shapes and Sizes¶

1. Go to Admin Settings > Product Settings.
2. Scroll to Reset.
3. In Shapes & Sizes Configuration, click Reset Shapes & Sizes.
4. Confirm the action if prompted.

This reset permanently deletes custom size groups, size options, and shapes, then reloads the default configuration for your industry.

Reset Colors¶

1. Go to Admin Settings > Product Settings.
2. Scroll to Reset.
3. In Color Catalog, click Reset Colors.
4. Confirm the action if prompted.

This reset restores every preset color for your industry with its catalog code and switches each one back on. Colors you added that are not in the presets are removed. Blank swatches are filled from the presets, and any swatch you set by hand is kept. Items recorded with a removed color keep their color.

Reset Colors needs your industry set under Organization Settings. If it is not set, Loupe Factory asks you to update your branding first.

Next Steps¶

• Inventory Settings: Set inventory defaults and type catalogs that work with your product setup
• Production Settings: Align stages and policies to the products your team makes
• Inventory Management: Learn how product settings connect to daily stock work