Skip to content

Inventory Management

LoupeFactory's inventory module gives you a central place to track every item in your operation — from raw materials to finished goods. This guide walks you through adding, editing, searching, and categorizing inventory items.

Adding Inventory Items

To add a new item to your inventory:

  1. Navigate to the Inventory module from the main dashboard.
  2. Click Add Item in the top-right corner.
  3. Fill in the item details: name, SKU, unit of measure, and category.
  4. Set the initial stock quantity and any reorder thresholds.
  5. Click Save to create the item.

Screenshot: Add Item Form

A screenshot will be added here showing the Add Item form with fields for name, SKU, unit of measure, category, and initial stock quantity.

Suggested image: assets/inventory-add-item-form.png

You can also bulk-import items using a CSV file. Click Import on the Inventory page and follow the template provided.

Screenshot: CSV Import Dialog

A screenshot will be added here showing the CSV import dialog with the template download link and file upload area.

Suggested image: assets/inventory-csv-import.png

Editing Inventory Items

To update an existing item:

  1. Find the item using the search bar or by browsing the inventory list.
  2. Click the item name to open its detail view.
  3. Click Edit to enter edit mode.
  4. Update any fields as needed — name, category, unit cost, or stock levels.
  5. Click Save Changes to apply your updates.

Screenshot: Item Detail and Edit View

A screenshot will be added here showing an inventory item's detail page with the Edit button and editable fields highlighted.

Suggested image: assets/inventory-item-edit.png

Tip

Changes to stock levels made here are recorded as manual adjustments. For production-related stock changes, use the Production Tracking module to keep your audit trail accurate.

Searching Inventory

The inventory search bar supports filtering by item name, SKU, or category. You can also combine filters to narrow results:

  • Name or SKU: Type any part of the item name or SKU code into the search bar.
  • Category filter: Use the Category dropdown to show only items in a specific category.
  • Stock status: Filter by stock status — In Stock, Low Stock, or Out of Stock — using the Status filter.

Screenshot: Inventory Search and Filters

A screenshot will be added here showing the inventory list with the search bar active and the category and status filter dropdowns open.

Suggested image: assets/inventory-search-filters.png

Results update in real time as you type or change filters. Click any item in the results to open its detail view.

Categorizing Inventory Items

Categories help you organize items by type, material, or workflow stage. You can manage categories from the Settings panel.

Creating a Category

  1. Go to Settings > Inventory Categories.
  2. Click New Category.
  3. Enter a name and optional description.
  4. Click Save.

Screenshot: Inventory Categories Settings

A screenshot will be added here showing the Inventory Categories settings page with the New Category form.

Suggested image: assets/inventory-categories-settings.png

Assigning a Category to an Item

When adding or editing an item, select the appropriate category from the Category dropdown. An item can belong to one category at a time. To reassign, simply edit the item and choose a different category.

Screenshot: Category Dropdown on Item Form

A screenshot will be added here showing the Category dropdown field on the Add/Edit Item form with a list of available categories.

Suggested image: assets/inventory-category-dropdown.png

Next Steps