Jewelry Starting Point¶
Loupe Factory starts jewelry businesses with defaults for mounts, findings, components, finished jewelry, and the workshop supplies needed to move from design approval through casting, setting, finishing, and dispatch. Default product names include ring mounts, pendant mounts, bezel cups, claws and heads, clasps, jump rings, earring posts, chains, charms, bracelets, necklaces, and related workshop categories.
Starter snapshot¶
| Setting | Jewelry starting point |
|---|---|
| Price basis | Per piece |
| Default weight unit | Gram (g) |
| Product emphasis | Mounts, findings, components, and finished jewelry, plus the bench and casting supplies behind them |
| Measurement emphasis | Stone sizes by shape, setting and head geometry, ring and bracelet fit, chain lengths, and findings gauges |
| Workflow emphasis | Design sign-off, CAD, model and mold work, casting or fabrication, assembly, setting, finishing, and packing |
Admins can change these values and catalogs after setup.
Default inventory flow¶
flowchart TB
MS["Materials & Supplies"] --> DA["Design Approved"] --> CAD["CAD/STL Ready"] --> MODEL["3D Printed/Wax Model"]
MODEL --> MOLD["Silicone/Rubber Molds"] --> WAX["Wax Injected"]
WAX --> STONEWAX["Stone-Set Wax Model"]
WAX --> TREE["Wax Trees"]
STONEWAX --> TREE
TREE --> CASTTREE["Cast Trees (As-Cast)"] --> RAW["Raw Casted/De-sprued"] --> PREFIN["Pre-Finished (File/Emery)"]
MS --> FAB["Fabricated Parts (no casting)"]
PREFIN --> ASM["Assembled (Soldered)"]
FAB --> ASM
ASM --> PREPOL["Pre-Polished/Mass Finished"] --> READY["Ready for Setting"] --> STONESET["Stone Set"] --> FINAL["Final Polished"] --> PLATE["Plated/Coated"] --> HALL["Hallmarked/Stamped"] --> REVIEW{"QC review"}
REVIEW -->|Pass| QC["QC Passed"] --> FIN["Finished"]
REVIEW -->|Rework| REWORK["Need Rework/Repair"]Casting and fabrication routes both feed the same finished-jewelry path, which helps teams run one-off custom work and repeat production in the same system.
Inventory types¶
| Inventory type | What your team can track with it |
|---|---|
| Materials & Supplies | Metal, stones, casting and mold supplies, chemicals, bench tools, and packaging used across jewelry production. |
| Design Approved | Final specifications, sketches, and bill of materials signed off before work starts. |
| CAD/STL Ready | Production-ready CAD files prepared for 3D printing or master making. |
| 3D Printed/Wax Model | A physical model produced for casting or for creating a master mold. |
| Silicone/Rubber Molds | Master molds created and stored for repeat runs, traceable by mold code. |
| Wax Injected | Individual wax patterns produced from a mold. |
| Stone-Set Wax Model | A wax model with approved stones pre-set for cast-in-place production, before sprueing and investment. |
| Wax Trees | Wax models assembled on a sprue tree, ready for investing and burnout. |
| Cast Trees (As-Cast) | A freshly cast metal tree, before cutting or surface work. |
| Raw Casted/De-sprued | Parts cut from the tree and devested, with no finishing done yet. |
| Pre-Finished (File/Emery) | Parts with gates removed, seams leveled, and surfaces smoothed. |
| Fabricated Parts (no casting) | Sheet and wire components made without casting, ready for assembly. |
| Assembled (Soldered) | Components joined into one piece, such as shanks, settings, bails, and clasps. |
| Pre-Polished/Mass Finished | Pieces given an initial tumble or wheel polish to prepare for setting. |
| Ready for Setting | Pieces with seats cut and cleaned, waiting for stones. |
| Stone Set | Pieces with stones installed and tightened, pending final finish. |
| Final Polished | Pieces with a high-luster polish completed, free of scratches and residue. |
| Plated/Coated | Pieces with rhodium, gold vermeil, or anti-tarnish coating applied and thickness recorded. |
| Hallmarked/Stamped | Pieces with purity and brand marks applied and compliance documented. |
| QC Passed | Pieces with dimensions, weight, plating, and stone security verified. |
| Finished | Bagged, labeled, and barcoded pieces ready for sale or shipping. |
| Need Rework/Repair | Items flagged for correction or customer service, not sellable yet. |
Finished inventory types¶
| Finished inventory type | User-friendly definition |
|---|---|
| Rings | Finger-worn styles such as engagement, wedding, eternity, statement, and stackable rings. |
| Earrings | Paired ear styles such as studs, hoops, drops, jackets, cuffs, and huggies. |
| Chains | Continuous strands of interlinked metal in styles such as cable, curb, rope, and figaro, worn alone or finished with a pendant. |
| Necklaces | Finished neckwear such as chokers, station styles, and pendant-on-chain products. |
| Pendants | Hanging pieces sold without the chain, such as solitaire, symbol, or charm pendants. |
| Bracelets | Flexible wristwear such as chain, tennis, charm, or ID bracelets. |
| Bangles & Cuffs | Rigid wristwear such as solid bangles, hinged styles, and open cuffs. |
| Anklets | Lightweight ankle chains and adjustable ankle jewelry. |
| Brooches & Lapel Pins | Decorative pins for garments, uniforms, or styling use. |
| Charms & Beads | Small add-on pieces used for bracelet and necklace customization. |
| Cufflinks & Tie Bars | Formal accessories used with shirts and ties. |
| Hair Jewelry | Tiaras, pins, combs, headbands, and similar hair accessories. |
| Body Jewelry | Piercing products such as nose, navel, cartilage, and helix pieces. |
| Jewelry Sets | Coordinated multi-piece sets sold together. |
| Watches & Watch Bands | Timepieces and replacement bands if your business carries them. |
Materials & Supplies categories¶
| Materials & Supplies category | User-friendly definition |
|---|---|
| Precious Metals | Gold, silver, platinum, and related metal forms such as grain, sheet, wire, tubing, solder, chain, blanks, and findings. |
| Gemstones | Loose stones used for finished jewelry, settings, matching pairs, or cast-in-place work. |
| Casting & Mold Making | Casting alloys, investment, crucibles, mold supplies, waxes, and 3D printing resins used to create production models and cast parts. |
| Cleaning & Surface Chemicals | Pickle, flux, polishing compounds, abrasives, patinas, and other chemicals used to clean and finish metal surfaces. |
| Plating & Coating | Rhodium and plating solutions, salts, masking materials, and pen-plating tools used to apply final surface coatings. |
| Stone Setting & Assembly | Setting aids, burs, gravers, adhesives, and assembly components used during stone setting and bench assembly. |
| Workshop Machinery & Equipment | Casting, cleaning, waxing, polishing, and general bench machines used to run the workshop. |
| Workshop Supplies & Safety | Gas, PPE, and daily workshop supplies that keep production moving safely. |
| Packaging & Shipping | Boxes, anti-tarnish items, tags, care cards, and shipping materials used to present and dispatch finished jewelry. |
Production stages¶
| Production stage | User-friendly definition |
|---|---|
| Design Sign-off & BOM | Finalize the approved design, materials, and bill of materials before production starts. |
| CAD & Tooling Prep | Prepare production-ready CAD files and required tools. |
| Model (3D Print/Wax) | Create the master model by 3D printing or wax work. |
| Mold Making (Optional) | Build silicone or rubber molds for repeat production runs. |
| Wax Injection (Optional) | Inject wax patterns from molds and check them before tree assembly. |
| Cast-in-Place Stone Setting | Set approved small stones into wax models before casting when that route is used. |
| Sprue & Tree (Casting Route) | Attach wax parts to sprues and trees so metal can flow correctly during casting. |
| Invest & Burnout | Build the investment mold and burn out the wax to create clean cavities. |
| Metal Casting | Cast the selected alloy into the prepared mold. |
| Devest & Cut | Remove investment material, cut pieces from the tree, and sort them for finishing. |
| Pre-finish (File/Emery) | Remove gates and seams, then smooth surfaces before assembly. |
| Fabrication (No Casting Route) | Make components directly from sheet, wire, or tubing when casting is not used. |
| Assembly & Solder | Join components such as shanks, settings, hinges, and clasps into complete pieces. |
| Pre-Polish/Mass Finish | Apply first-stage polishing before stone setting. |
| Stone Setting | Cut seats, set stones, tighten them, and confirm security. |
| Final Polish | Apply the final high-shine polish while protecting stones and details. |
| Plating/Coating | Apply plating or protective coating and record the finish details. |
| Hallmarking/Stamping | Add purity or brand marks where required for the intended market and your process. |
| QA & Function Test | Check dimensions, finish quality, stone security, and moving-part function. |
| Clean, Label & Pack | Clean the piece, attach final labels, and pack it for storage or shipment. |
Size and shape defaults¶
Size groups¶
| Size group | User-friendly definition | Example defaults |
|---|---|---|
| Center stone (round) | Standard round center-stone sizes used in rings, earrings, pendants, and bracelets. | 0.8 mm, 0.9 mm, 1.0 mm ... 11.0 mm, 12.0 mm, Mixed sizes |
| Center stone (fancy LxW) | Non-round center-stone sizes such as oval, pear, emerald, marquise, and similar shapes. | 3x2 mm, 4x3 mm, 5x3 mm ... 18x9 mm, 20x10 mm, Mixed sizes |
| Melee (round), Tennis stone, Channel stone (round), Channel stone (princess), Channel stone (baguette LxW) | Small-stone presets used for melee work, tennis layouts, and channel setting. | 0.8 mm, 1.0 mm, 1.1 mm ... 10x8 mm, 14x8 mm, Mixed sizes |
| Halo outer diameter, Prong count, Head seat height | Setting-control presets used to build head geometry, halo proportions, and stone support. | 6 mm, 7 mm, 8 mm ... 5.0 mm, 6.0 mm, Mixed sizes |
| Steel bur (cross-cut cone) head diameter, Steel bur (cross-cut cone) working length, Steel bur shank diameter | Bench-tool size presets used during seat cutting, pre-finishing, and stone-setting prep. | 0.8 mm, 1.0 mm, 1.2 mm ... 3.0 mm, 3.175 mm (1/8 in), Mixed sizes |
| Bezel cup (round), Bezel cup (fancy LxW) | Common bezel-cup presets for round and fancy stones. | 2.0 mm, 2.5 mm, 3.0 mm ... 16x10 mm, 20x10 mm, Mixed sizes |
| Bezel wire (width), Bezel wire (thickness), Gallery wire (height), Gallery wire (thickness) | Structural presets for bezel walls and decorative gallery work. | 0.2 mm, 0.3 mm, 0.4 mm ... 8 mm, 10 mm, Mixed sizes |
| Shank width, Shank thickness, Ring size (US) | Ring-body presets used to control fit, balance, and finger size. | 1.2 mm, 1.4 mm, 1.6 mm ... 9.5 US, 10 US, Mixed sizes |
| Post length, Post gauge (AWG), Back diameter, Leverback pad | Earring-fit presets used for posts, backs, and leverback constructions. | 9 mm, 10 mm, 11 mm ... 5 mm, 6 mm, Mixed sizes |
| Hoop OD, Hoop/Huggie tube, Huggie ID, Jacket inner seat, Jacket outer diameter | Hoop, huggie, and jacket presets used for size, comfort, and visual proportion. | 8 mm, 9 mm, 10 mm ... 40 mm, 50 mm, Mixed sizes |
| Jump ring ID, Jump ring wire gauge (AWG), Split ring OD | Findings presets used to connect parts and finish assemblies. | 1.8 mm, 2 mm, 2.5 mm ... 13 mm, 14 mm, Mixed sizes |
| Bail inside height, Bail inside width, Clasp length | Pendant and clasp presets used to match chains, movement, and closure size. | 2 mm, 3 mm, 4 mm ... 13 mm, 15 mm, Mixed sizes |
| Head/Eye pin length, Head/Eye pin gauge (AWG), Crimp (Tube), End cap inner ID, Bead tip size | Assembly presets used for stringing, dangles, and finishing components. | 1x1 mm, 1x2 mm, 2 mm ... 90 mm, 100 mm (4 in), Mixed sizes |
| Chain width, Finished chain length, Bracelet length (in), Extender length | Chain presets used for finished necklace lengths, bracelet fit, and adjustable extenders. | 0.4 mm, 0.5 mm, 0.6 mm ... 5 in, 6 in, Mixed sizes |
| Bangle inner diameter, Cuff length end-to-end, Cuff gap | Wristwear presets used for bangles and cuffs. | 25 mm, 30 mm, 35 mm ... 64 mm (2.50 in), 67 mm (2.62 in), Mixed sizes |
| ID plate (LxH), Tag/Disc | Personalization and charm-tag presets. | 30x5 mm, 30x6 mm, 35x6 mm ... 15 mm, 20 mm, Mixed sizes |
| Mix | Broad mixed preset list used when a job needs many measurements in one product family. | 0.2 mm, 0.3 mm, 0.4 mm ... 6x40 mm, 8x50 mm, Mixed sizes |
Shape defaults¶
| Shape default names | User-friendly definition | Linked size groups |
|---|---|---|
| Round, Oval, Princess, Emerald, Pear, Drops, Marquise, Heart, Cushion, Trillion, Baguette, Asscher, Radiant, Hexagon, Kite, Shield, Octagon, Flower/Cluster, Emerald/Baguette | Core stone-shape presets used for center stones, side stones, halo layouts, and bezel builds. | Center stone (round), Center stone (fancy LxW), Bezel cup (round), Bezel cup (fancy LxW), Melee (round), Halo outer diameter, Channel stone (round), Channel stone (princess), Channel stone (baguette LxW) |
| Round Halo, Starburst, Sunburst, Flower | Halo and jacket motifs used around earrings and pendants. | Jacket inner seat, Jacket outer diameter, Melee (round) |
| Flat, Tall/Heavy Wall, Scalloped, Serrated, Coin Edge, Stepped | Bezel-edge profile presets that control the wall style around stones. | Bezel wire (width), Bezel wire (thickness) |
| Cross-Cut (Cone Bur) | Rotary-tool profile used during seat cutting and controlled metal removal. | Steel bur (cross-cut cone) head diameter, Steel bur (cross-cut cone) working length, Steel bur shank diameter |
| Scallop, Crown, Chevron, Beaded, Milgrain, Sunburst | Gallery-wire motif presets used under or around stones. | Gallery wire (height), Gallery wire (thickness) |
| Open Pad, Closed Pad, Cup + Peg, Simple Hook, Decorative Hook, Square-Edge Tube | Earring-construction presets for drops, leverbacks, hooks, hoops, and huggies. | Leverback pad, Post gauge (AWG), Hoop/Huggie tube |
| Butterfly/Friction, Comfort/Disc, Screw-Back, Straight Peg | Post and back presets that control comfort and locking style. | Back diameter, Post length, Post gauge (AWG) |
| Lobster, Spring Ring, Toggle, Magnetic, Box, Hook-Eye, Teardrop, Oval/Housing, Bar-and-Ring | Clasp presets used for finished closures. | Clasp length |
| V-Bail, Rabbit-Ear, Tube, Hidden, Ice-Pick, Fancy | Bail presets used to connect pendants to chains. | Bail inside height, Bail inside width, Crimp (Tube) |
| Straight Bar, Ball Head, Flat Head, Loop Head, Tube Hinge, Butt Hinge, Bead, Plain Cap, Cord End, Fold-Over, Clamshell | Small-component presets used in dangles, stringing, hinge work, and end findings. | Head/Eye pin length, Head/Eye pin gauge (AWG), Crimp (Tube), End cap inner ID, Bead tip size, Gallery wire (thickness) |
| Cable, Curb, Rope, Box, Figaro, Paperclip, Bead/Ball | Chain and link-geometry presets used for finished chains and extenders. | Chain width, Finished chain length, Extender length |
| Disc, Tag, Bar/Rectangle, Curved Plate, Oval, Hexagon, Heart | Charm, tag, and plate presets used for personalization and branding. | ID plate (LxH), Tag/Disc |
| Half-Round, Comfort-Fit, Flat, Knife-Edge, Euro-Shank | Ring-shank profile presets used for comfort and side profile. | Shank width, Shank thickness, Ring size (US) |
| Mix | Broad fallback preset for mixed-shape or mixed-component jobs. | Mix |
Default item attributes¶
Every jewelry inventory item starts with these item attribute keys as empty rows, so metal and stone content stays on the item instead of in a separate spreadsheet. Teams can fill in what applies and add any other key they need.
| Default attribute key | User-friendly definition |
|---|---|
| No of Stones | The total number of stones set in the piece, recorded as a whole number, such as 14. |
| Metal Purity | The karatage or fineness of the metal, such as 18K, 14K, 925, or PT950. Include the metal color only when the source document ties it to the purity, such as 18K White. |
| Net Metal Weight | The weight of the metal alone, excluding stones, with units, such as 4.20 g. |
| Stone Weight | The total weight of all stones, with units, such as 1.25 ct. |
| Gemstone Type | The gemstones set in the piece. Separate multiple values with commas, such as Diamond, Blue Sapphire. |
| Hallmark No | The hallmarking or assay identification number stamped on the piece, such as a BIS HUID like AZ4534. |
To compare these values across several items, use Show attributes in an inventory table. Search also finds values such as 18K or Blue Sapphire while the columns are closed.
Default cost components¶
Jewelry businesses start with these cost component types, so a piece's cost separates metal, stones, bench time, and outside services instead of collapsing into one number that nobody can defend at quoting time.
| Cost component | What it covers |
|---|---|
| Metal | The primary precious metal in the piece, priced by weight, such as sheet, wire, grain, or casting metal. |
| Gemstone | Diamonds or colored stones set or supplied with the piece, priced per carat or per stone. |
| Alloy | Alloy fees, master alloys, or metal mixes tracked apart from the main metal line. |
| Stone | Hardstones, beads, or decorative stone accents that are not your primary gemstone grade. |
| Fabric | Textile parts on the build, such as ribbon, cord sleeves, woven bands, or cloth trim. |
| Leather | Leather straps, cord components, or leather trim used in the finished piece. |
| Packaging | Retail boxes, pouches, anti-tarnish tabs, tags, and outer cartons tied to the sale. |
| Labor | Bench work rolled into cost, such as CAD, casting, assembly, setting, polish, or quality checks. |
| Freight | Inbound freight on findings and stones, or the share of outbound shipping carried in margin. |
| Overhead | Studio, casting room, bench, utilities, admin, or handling costs allocated to the order. |
| Subcontracting | Outside casting, plating, stone setting, hallmarking, CAD, finishing, or repair work. |
| Duty | Import duty, customs fee, or clearance cost on metals, stones, findings, or finished jewelry. |
| Tax | Sales tax, GST, VAT, or other billable tax tied to the order. |
| Certification | Diamond report, hallmark, assay, appraisal, compliance card, or authenticity certificate. |
| Inspection | Bench quality checks, stone count, metal purity review, polish check, or final inspection. |
| Design | CAD, rendering, model making, design revisions, or customer approval work. |
| Setup | Mold, casting tree, fixture, engraving, or first-piece setup for the job. |
| Markup | Pricing uplift added above material, labor, service, or overhead cost. |
| Wastage | Expected metal loss, sprue loss, polish loss, stone loss, or unusable shop material. |
| Scrap | Recoverable metal scrap, broken findings, offcuts, or returned material from the job. |
| Discount | Customer discount, trade allowance, promotion, or manual price adjustment. |
| Machine | Machine time for CAD milling, laser welding, polishing, engraving, casting, or cleaning equipment. |
Typical starter teams¶
| Typical starter team | What this team owns | Example roles |
|---|---|---|
| Design & BOM | Finalizes the approved design, key materials, and build plan before production starts. | Designer, Design Lead |
| CAD/CAM | Prepares production-ready CAD files and tooling-ready geometry. | CAD Designer, CAD Lead |
| Model Making | Produces the master model the rest of the run is built from. | Model Maker, Modeling Supervisor |
| Mold Making | Builds reusable molds for repeat production. | Mold Technician, Mold Supervisor |
| Wax Room | Creates and checks wax patterns before treeing and casting. | Wax Technician, Wax Supervisor |
| Sprue & Tree | Assembles wax patterns onto sprues and trees so metal flows correctly. | Wax Tree Assembler, Wax Tree Supervisor |
| Investment & Burnout | Builds the investment mold and burns out the wax to leave clean cavities. | Investment Technician, Investment Supervisor |
| Casting | Runs the metal pour for the selected alloy. | Caster, Casting Supervisor |
| Devesting & Cut-off | Removes investment material and cuts pieces from the tree for finishing. | Devesting Operator, Devesting Supervisor |
| Pre-finish (File/Emery) | Removes gates and seams, then smooths surfaces before assembly. | Finisher, Finishing Supervisor |
| Fabrication | Makes components directly from sheet, wire, or tubing when casting is not used. | Bench Jeweler, Bench Jeweler Supervisor |
| Assembly & Solder | Joins fabricated or cast parts into complete pieces. | Soldering Technician, Soldering Supervisor |
| Mass Finish / Pre-Polish | Applies first-stage tumble or wheel polish before stone setting. | Finishing Operator, Finishing Supervisor |
| Stone Setting | Prepares seats, sets stones, and confirms security. | Stone Setter, Master Setter, Stone Setting Supervisor, Master Setting Supervisor |
| Final Polish | Applies the final finish before plating, stamping, or final quality checks. | Polisher, Polishing Supervisor |
| Plating/Coating | Applies rhodium, vermeil, or protective coating and records the finish details. | Plating Technician, Plating Supervisor |
| Hallmarking/Stamping | Adds purity and brand marks where the market and your process require them. | Stamping Technician, Stamping Supervisor |
| QA | Checks finish, function, stone security, and product readiness. | Inspector, QA Lead |
| Clean, Label & Pack | Cleans, labels, and packs finished pieces for stock or shipment. | Packing Associate, Packing Lead, Packing Supervisor |
| Planning & Production Administration | Schedules work, sets priorities, and manages handoffs across the bench. | Planner, PPC Manager, Production Manager, Production Supervisor |
| Procurement | Sources metal, stones, findings, and workshop supplies. | Gemologist, Buyer, Sourcing Manager |
| Warehouse & Logistics | Controls storage, movement, and dispatch readiness for high-value stock. | Storekeeper, Logistics Coordinator, Warehouse Manager |
| Sales & Marketing | Owns accounts, orders, and how the brand is presented to buyers. | Sales Executive, Account Manager, Marketing Manager, Brand Manager |
| Business & Shop Support | Keeps the shop running around production: maintenance and tooling, finance, people, safety, administration, and systems. | Shop Lead, Accountant, HR Manager, EHS Officer, IT Manager, Operations Manager |
Customize this setup from Product Settings, Inventory Settings, and Production Settings.