Platform Guide¶

The Platform Guide covers every module in LoupeFactory — from managing your inventory and tracking production to handling orders, invoices, shipments, and your team. Use this section as your reference for day-to-day operations on the platform.

In This Section¶

• Inventory Management — Add, edit, search, and categorize your inventory items.
• Production Tracking — Define multi-stage production processes, track inputs and outputs, and record waste, rejection, and scrap.
• Order Management — Create, track, and fulfill customer orders.
• Invoicing — Generate, send, and manage invoices linked to your orders.
• Shipment Tracking — Create shipments, track packages via EasyPost, and view delivery status.
• Customer & Supplier Management — Add and manage customer and supplier records and their associated transactions.
• Employee Management — Add staff members, assign roles, and manage permissions.
• Reporting & Analytics — Explore available reports, data visualizations, and export options.

Next Steps¶

If you're new to LoupeFactory, start with the Getting Started section before diving into the platform modules.