Skip to content

Platform Guide

The Platform Guide covers every module in Loupe Factory, 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

  • Dashboard Overview: Learn the dashboard layout, the notification bell, key metrics, and how to move into each module.
  • Loupe Copilot: Ask plain-language questions about your business and get answers from live Loupe Factory data.
  • Security and Access: Understand the Admin, Manager, and Member roles, including verified list exports.
  • Staff Management: Add, edit, and remove staff records used for operational assignment.
  • Customer & Supplier Management: Add customer and supplier records and read Ordered, Invoiced, and Paid on Lifetime value.
  • Products: Understand what products are and how they connect inventory items, orders, and production job items.
  • Inventory Management: Add, edit, search, order the product list, and import custom columns as attributes.
  • Inventory Item Details: Review one lot or tag across stock status, traceability, production, orders, pricing, and AI assists.
  • Cost Components: Break an inventory item's cost into materials, services, charges, rates, and quantities.
  • Component Rate Profiles: Store reusable rates for inventory cost components before linking them to inventory items.
  • Link Cost Components from a Spreadsheet: Add or update several components per inventory item from Excel or CSV.
  • Media Gallery: Attach unlimited photos, videos, PDFs, and 3D CAD files to items and product types, and turn a main image into 10 product shots with AI.
  • AI Inventory Image Editing: Turn regular inventory item photos into cleaner, catalog-ready product images using AI.
  • Storefront Descriptions: Write shopper-facing product copy on an inventory item, or let AI draft it in the tone you choose.
  • Inventory Tag IDs: Understand how tag IDs are created for inventory items, production activity, and connected apps.
  • Inventory QR & Barcode Tags: Understand what inventory tags show and how to use QR and barcode tags in daily operations.
  • Production Tracking: Create jobs that request several shapes, receive each shape as its own lot, and record waste, rejection, and scrap.
  • Production Job Progress: Understand job progress buckets, efficiency calculations, and production run history.
  • Order Management: Create, track, and fulfill customer orders, then record payments and read derived payment status.
  • Bill of Materials: Create, review, and download order-ready BOMs for estimates, quotes, production, actual costs, invoices, and internal costing.
  • Invoicing: Create an invoice from a sales order, with bank details and due dates filled in from records you already own.
  • Shipment Tracking: Create shipments, track packages, and view delivery status.
  • Reporting & Analytics: Explore available reports, data visualizations, and export options.

Next Steps

If you're new to Loupe Factory, start with the Getting Started section before diving into the platform modules. When you're ready to orient yourself inside the app, begin with Dashboard Overview. If you want a direct answer from your own records, continue to Loupe Copilot.