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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, key metrics, and how to move into each module.
  • Security and Access: Understand the Admin, Manager, and Member roles.
  • Staff Management: Add, edit, and remove staff records used for operational assignment.
  • Customer & Supplier Management: Add and manage customer and supplier records and their associated transactions.
  • Products: Understand what products are and how they connect inventory items, orders, and production job items.
  • Inventory Management: Add, edit, search, and categorize your inventory items.
  • Component Rate Profiles: Store reusable rates for inventory cost components before linking them to inventory items.
  • AI Inventory Image Editing: Turn regular inventory item photos into cleaner, catalog-ready product images using AI.
  • 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: Define multi-stage production processes, track inputs and outputs, 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.
  • Invoicing: Generate, send, and manage invoices linked to your orders.
  • 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.