Frequently Asked Questions¶

Find quick answers to common questions below. For in-depth guidance, follow the links to the relevant documentation pages.

General¶

??? question "What is LoupeFactory?" LoupeFactory is an AI-powered operations platform designed for small and mid-size manufacturing and trade businesses, with a focus on gemstone processing. It brings inventory, production, orders, shipments, invoicing, and reporting into a single unified workspace.

For a full overview of what the platform can do, see the [Platform Guide](platform-guide/index.md).

??? question "How do I get started?" The fastest way to get up and running is to follow the Quick Start Guide. It walks you through account creation, adding your first inventory item, setting up a production process, and placing your first order.

??? question "What kinds of businesses is LoupeFactory built for?" LoupeFactory is built for manufacturing and trade businesses — particularly those dealing in gemstones, precious metals, and similar commodities. If your business involves multi-stage production, inventory tracking, and order fulfillment, LoupeFactory is a good fit.

Account¶

??? question "How do I create an account?" Sign up at loupefactory.com. LoupeFactory uses WorkOS for authentication, so you can log in with your email or an existing SSO provider configured by your organization. See Account Setup for step-by-step instructions.

??? question "How do I reset my password?" On the login screen, click "Forgot password" and follow the instructions sent to your email. If your organization uses SSO, contact your IT administrator to reset credentials through your identity provider.

For more on managing your login and profile, see [Managing Your Account](account-billing/managing-your-account.md).

??? question "How do I update my profile or organization settings?" Go to Settings from the main navigation. From there you can update your display name, email, notification preferences, and organization-level configuration. Full details are in Managing Your Account.

Inventory¶

??? question "How do I add a new inventory item?" Navigate to the Inventory module and click Add Item. Fill in the item name, category, unit of measure, and any custom attributes. See Inventory Management for a complete walkthrough including bulk import options.

??? question "Can I organize inventory into categories?" Yes. When creating or editing an item you can assign it to a category. Categories help you filter and search your inventory quickly. See Inventory Management for details.

??? question "How do I search for a specific item?" Use the search bar at the top of the Inventory module. You can filter by name, category, SKU, or custom attributes. The Inventory Management guide covers advanced filtering options.

Production¶

??? question "How do I set up a production process?" Go to the Production module and create a new process. Define each stage, specify the inputs consumed and outputs produced at each stage, and set thresholds for waste, rejection, and scrap. See Production Tracking for a full guide.

??? question "How does LoupeFactory track waste and scrap?" At each production stage you can record the quantity of material that was rejected, scrapped, or lost as waste. LoupeFactory aggregates this data so you can monitor yield rates over time. See Production Tracking for details.

??? question "Can I track multiple production stages for a single job?" Yes. LoupeFactory supports multi-stage production workflows. Each stage can have its own inputs, outputs, and quality checkpoints. The Production Tracking guide explains how to define and manage stages.

Orders¶

??? question "How do I create a customer order?" Open the Orders module and click New Order. Select the customer, add line items from your inventory, set quantities and pricing, and confirm. See Order Management for the full workflow.

??? question "How do I track the status of an order?" Each order has a status that updates as it moves through fulfillment — from created, to in production, to shipped, to delivered. You can view all orders and filter by status in the Orders module. See Order Management for details.

??? question "Can I generate an invoice directly from an order?" Yes. Once an order is ready to invoice, open the order and click Generate Invoice. LoupeFactory will pre-fill the invoice with the order details. See Invoicing for more on managing and sending invoices.

Billing¶

??? question "What are AI credits?" AI credits are the unit of consumption for LoupeFactory's AI-powered features, such as automated data extraction, smart suggestions, and analytics. Each AI action consumes a certain number of credits depending on its complexity.

See [AI Credits & Billing](account-billing/ai-credits-billing.md) for a full breakdown of how credits are consumed.

??? question "How do I purchase additional AI credits?" Go to Settings → Billing and select Buy Credits. You can choose a credit bundle and complete the purchase with your saved payment method. See AI Credits & Billing for details.

??? question "Where can I view my billing history?" Your invoices and payment history are available under Settings → Billing → History. See AI Credits & Billing for more information.