Hi !
Start your learning journey with the Loupe Academy, where the entire course unfolds in approximately 1 hour.
Maximize your convenience by bookmarking the course page on your web browser, allowing seamless continuation of your learning at any time. Rest assured, your progress is automatically saved for your convenience.
For added flexibility, access Loupe Academy from your cell phone or tablet. Simplify your learning experience by saving a shortcut icon on your phone for quick and easy future access.
Any reference to commercial entities in either name or imagery contained in these videos is for the purpose of example only and does not represent nor claim association with any such commercial entities.
Need assistance or encountering difficulties? Reach out to our dedicated support team at support@atelier.technology. We're here to ensure your learning journey is smooth and enjoyable.
Signet Merchant & Sourcing Team Training Introduction
Hi !
Start your learning journey with the Loupe Academy, where the entire course unfolds in approximately 1 hour.
Maximize your convenience by bookmarking the course page on your web browser, allowing seamless continuation of your learning at any time. Rest assured, your progress is automatically saved for your convenience.
For added flexibility, access Loupe Academy from your cell phone or tablet. Simplify your learning experience by saving a shortcut icon on your phone for quick and easy future access.
Any reference to commercial entities in either name or imagery contained in these videos is for the purpose of example only and does not represent nor claim association with any such commercial entities.
Need assistance or encountering difficulties? Reach out to our dedicated support team at support@atelier.technology. We're here to ensure your learning journey is smooth and enjoyable.
Wondering how to login to your Loupe account? Seamless access is just a click away – no downloads required! Unlock the full potential of our application effortlessly through the web at https://www.loupe.work/.
For an unparalleled user experience, we recommend accessing Loupe using either Google Chrome or Microsoft browsers. Please note that we do not currently support Firefox, Safari, or any outdated versions of the supported browsers.
Loupe supports the following operating systems:
MacOS operating system 10+
Microsoft Windows 7 / 7 Pro
Microsoft Windows 10
To ensure optimal performance, kindly refrain from using OSX9 and below, Windows Vista, Windows XP, or Windows 8.
Stay effortlessly up-to-date with the latest features and enhancements – our system automatically updates to the newest version. By keeping your browser in sync with the latest updates, Loupe guarantees a seamless and perfect user experience.
Accessing Loupe
Wondering how to login to your Loupe account? Seamless access is just a click away – no downloads required! Unlock the full potential of our application effortlessly through the web at https://www.loupe.work/.
For an unparalleled user experience, we recommend accessing Loupe using either Google Chrome or Microsoft browsers. Please note that we do not currently support Firefox, Safari, or any outdated versions of the supported browsers.
Loupe supports the following operating systems:
MacOS operating system 10+
Microsoft Windows 7 / 7 Pro
Microsoft Windows 10
To ensure optimal performance, kindly refrain from using OSX9 and below, Windows Vista, Windows XP, or Windows 8.
Stay effortlessly up-to-date with the latest features and enhancements – our system automatically updates to the newest version. By keeping your browser in sync with the latest updates, Loupe guarantees a seamless and perfect user experience.
Experience the ease of accessing the Loupe application* with our straightforward three-step login process. Follow these simple steps to log in:
1. Visit the Loupe website using this link.
2. Locate the "Login" option on the top right-hand side.
3. You'll be redirected to the login page, where you can input your login details and select 'Log In'.
Unlock the world of Loupe with a hassle-free login experience. Your journey begins with simplicity and convenience!
*Please note that you will have two logins, one for the Loupe Application and the other for the Loupe Academy.
RESETTING YOUR PASSPHRASE
Reset your passphrase with ease. Follow the steps outlined below:
1. Navigate to your Loupe login page.
2. If you find yourself unable to recall your passphrase or wish to reset it, locate and click on the "Forgotten Passphrase" link.
3. Enter your email address and click 'Submit'.
4. Soon after, you'll receive a link with instructions on how to reset your passphrase. Follow these instructions carefully to complete the process.
Ensure a secure and seamless Loupe experience with this simple reset procedure.
Logging into Loupe
Experience the ease of accessing the Loupe application* with our straightforward three-step login process. Follow these simple steps to log in:
1. Visit the Loupe website using this link.
2. Locate the "Login" option on the top right-hand side.
3. You'll be redirected to the login page, where you can input your login details and select 'Log In'.
Unlock the world of Loupe with a hassle-free login experience. Your journey begins with simplicity and convenience!
*Please note that you will have two logins, one for the Loupe Application and the other for the Loupe Academy.
RESETTING YOUR PASSPHRASE
Reset your passphrase with ease. Follow the steps outlined below:
1. Navigate to your Loupe login page.
2. If you find yourself unable to recall your passphrase or wish to reset it, locate and click on the "Forgotten Passphrase" link.
3. Enter your email address and click 'Submit'.
4. Soon after, you'll receive a link with instructions on how to reset your passphrase. Follow these instructions carefully to complete the process.
Ensure a secure and seamless Loupe experience with this simple reset procedure.
Embark on a journey of creativity, sourcing, and pricing with Loupe – your comprehensive solution for jewelry product management. Navigate seamlessly through your creative journey with our Navigation Menu, designed to enhance every step of the way.
Initiate your process by exploring the Design section, seamlessly aligning with your existing workflow. Progress through Samples and finalize your creative endeavors with a sign-off. Witness the transformation of approved samples into fully-fledged Products.
Here's a helpful tip to enhance your user experience: easily open and close your Navigation Menu with a simple click on the X or the distinctive Loupe logo.
Loupe empowers your creative journey from inception to completion, ensuring a smooth and efficient workflow at every turn. Elevate your experience with Loupe – where creativity meets simplicity.
Loupe Navigation Menu
Embark on a journey of creativity, sourcing, and pricing with Loupe – your comprehensive solution for jewelry product management. Navigate seamlessly through your creative journey with our Navigation Menu, designed to enhance every step of the way.
Initiate your process by exploring the Design section, seamlessly aligning with your existing workflow. Progress through Samples and finalize your creative endeavors with a sign-off. Witness the transformation of approved samples into fully-fledged Products.
Here's a helpful tip to enhance your user experience: easily open and close your Navigation Menu with a simple click on the X or the distinctive Loupe logo.
Loupe empowers your creative journey from inception to completion, ensuring a smooth and efficient workflow at every turn. Elevate your experience with Loupe – where creativity meets simplicity.
Tailor your Loupe experience to your individual needs by configuring your home currency and sizing preferences. Here's a simple guide to get you started:
Setting up Your Currencies:
1. Setting up your account home currency is done at the time your account is initially set up. Your Company Currencies that all staff will see on the Linesheet, are selected by the Admin or Buying Team Manager.
2. Set up your Personal Currencies that can be used in other parts of the application, select up to 5.
Configuring Sizing Preferences and Ring Size Regions:
1. Within Currencies & Sizes, scroll down to "Sizing Preferences" and choose your relevant preferences.
2. Below Sizing Preferences, select up to four Ring Size Regions that align with your preferences.
Empower your Loupe experience by customizing it to your specific requirements. Ensure that sample data is presented in your preferred format by following these straightforward steps.
Currencies and Sizes
Tailor your Loupe experience to your individual needs by configuring your home currency and sizing preferences. Here's a simple guide to get you started:
Setting up Your Currencies:
1. Setting up your account home currency is done at the time your account is initially set up. Your Company Currencies that all staff will see on the Linesheet, are selected by the Admin or Buying Team Manager.
2. Set up your Personal Currencies that can be used in other parts of the application, select up to 5.
Configuring Sizing Preferences and Ring Size Regions:
1. Within Currencies & Sizes, scroll down to "Sizing Preferences" and choose your relevant preferences.
2. Below Sizing Preferences, select up to four Ring Size Regions that align with your preferences.
Empower your Loupe experience by customizing it to your specific requirements. Ensure that sample data is presented in your preferred format by following these straightforward steps.
Enhance your presence within the Loupe network by adding a personal touch to your account through your own profile image and job title. Follow these simple steps to update your personal profile:
1. Click on your name located in the top right-hand corner.
2. Navigate to "My Account."
3. Select your preferred profile image.
4. Add your Job title in the ‘Your Job Title’ field. The Settings will automatically save
Please note: Ensure your image is in .jpg, .jpeg, .png, .pjp, .pjpeg, or .jfif format for optimal compatibility.
Make your mark on Loupe by incorporating your personal profile image and job title. It's a small gesture that goes a long way in personalizing and strengthening your network presence.
Adding a Profile Image and Job Title
Enhance your presence within the Loupe network by adding a personal touch to your account through your own profile image and job title. Follow these simple steps to update your personal profile:
1. Click on your name located in the top right-hand corner.
2. Navigate to "My Account."
3. Select your preferred profile image.
4. Add your Job title in the ‘Your Job Title’ field. The Settings will automatically save
Please note: Ensure your image is in .jpg, .jpeg, .png, .pjp, .pjpeg, or .jfif format for optimal compatibility.
Make your mark on Loupe by incorporating your personal profile image and job title. It's a small gesture that goes a long way in personalizing and strengthening your network presence.
Loupe is a network, therefore it is important to ensure you have configured your privacy settings.
To edit your Privacy Settings in Loupe:
1. Access My Account:
Click on your name located in the top right-hand corner of the Loupe interface.
2. Navigate to Privacy Settings:
From the dropdown menu, select "My Account."
3. Adjust Public Visibility:
Scroll down to find the section labeled "Public Visibility".
Select your desired option for what will be public to the network.
By following this checklist, you can ensure that your privacy settings in Loupe are configured according to your preferences.
Privacy Settings
Loupe is a network, therefore it is important to ensure you have configured your privacy settings.
To edit your Privacy Settings in Loupe:
1. Access My Account:
Click on your name located in the top right-hand corner of the Loupe interface.
2. Navigate to Privacy Settings:
From the dropdown menu, select "My Account."
3. Adjust Public Visibility:
Scroll down to find the section labeled "Public Visibility".
Select your desired option for what will be public to the network.
By following this checklist, you can ensure that your privacy settings in Loupe are configured according to your preferences.
In this lesson, we will go over all of the features of the Notifications area in Loupe.
Filters
Use the filters on the left-hand side of the screen to narrow down the notifications in your view
by checking the boxes of the notification type you are looking for.
View Unread Notifications only by clicking to the ‘Unread’ view
Text Search
Use the text search box to search Notifications by item and see the full history of changes made
Email Notifications
Click the button that says, “Email Notification Preferences” to configure the types of notifications that will be sent to your inbox. 
We recommend that you select “if someone @ mentions me” so that you will get an email if another user is trying to draw your attention to a specific comment in Loupe.
Examples
Example of a notification when a vendor completes the cost submission for an item that now requires buying approval:
Example of a notification when a vendor makes an edit to an item that has already been approved by buying and sourcing:
Example of a notification the sourcing team will receive when a member of the buying team has approved a cost submission:
Example of a notification when a sourcing team member approves a cost submission:
Example of a notification when a sourcing team member rejects a cost submission:
Notifications in Loupe
In this lesson, we will go over all of the features of the Notifications area in Loupe.
Filters
Use the filters on the left-hand side of the screen to narrow down the notifications in your view
by checking the boxes of the notification type you are looking for.
View Unread Notifications only by clicking to the ‘Unread’ view
Text Search
Use the text search box to search Notifications by item and see the full history of changes made
Email Notifications
Click the button that says, “Email Notification Preferences” to configure the types of notifications that will be sent to your inbox.
We recommend that you select “if someone @ mentions me” so that you will get an email if another user is trying to draw your attention to a specific comment in Loupe.
Examples
Example of a notification when a vendor completes the cost submission for an item that now requires buying approval:
Example of a notification when a vendor makes an edit to an item that has already been approved by buying and sourcing:
Example of a notification the sourcing team will receive when a member of the buying team has approved a cost submission:
Example of a notification when a sourcing team member approves a cost submission:
Example of a notification when a sourcing team member rejects a cost submission:
In the flowchart below, you can see each step of the sample to SKU workflow in Loupe. This workflow includes steps for buying and sourcing teams, and for your vendors. In this lesson, we will go through each step in detail. In the following lessons, we will break down the steps even further.
Please click here to download this visual to save to your computer for future reference.
.png?width=11875&height=2962&name=Sample%20to%20SKU%20(1).png)
Step 1: Convert Sample to Product
Typically, a vendor will send you a quotation within Loupe containing newly uploaded samples.
Open the live quotation that your team was sent and select the check boxes of items that you would like to move forward with. Press Click for Actions > Add to My Samples.
Note: you can also start the workflow from Samples > Search, bypassing the quotations step.
From My Samples, you can choose items that you would like to add to your Linesheet by selecting individually or by clicking Select All and then pressing Click for Actions > Convert to Product.
Note: to bring multiple items through to the Linesheet at one time, they must be of the same Type, i.e. Rings, Earrings (use your filters to refine by Type)
You will be asked to select whether you would like to convert the selected samples to the Linesheet as Purchase Method Asset or Memo
Note: if Memo is selected, the Asset row will still be created on the Linesheet but placed directly in the ‘Archived’ tab
Step 2: Change the Linesheet status to confirmed
Once items are in your Linesheet, and you are ready for the vendor to complete a Cost Submission, change Linesheet Status to Confirmed.
Changing Linesheet Status to Confirmed by Batch Action:
Select multiple items at one time by checking the boxes at line level, then click Click for Actions and select ‘Change Linesheet Status’ and change to Confirmed.
Changing Linesheet Status to Confirmed Individually:
Click the edit pencil to the left of each item. This will open the edit modal and within the SKU tab, you will see a dropdown called Linesheet Status.
By clicking the dropdown, you can change the status to Confirmed.
Note: Once you have changed your Linesheet Status to Confirmed, the vendor will receive a notification to complete the Cost Submission.
Step 3: Cost Submission
Once an item is in Confirmed status, the vendor will be able to edit and submit the Cost Submission.
On your Linesheet, the Buying and Sourcing Approval Status will be in Not Submitted Status.
To remind your vendor to complete a Cost Submission, navigate to the Cost Analysis tab, scroll down, and click the Request Completion button.
This will trigger a notification to the vendor to complete the Cost Submission.
Step 4: Cost Approval - Buying team
Once the vendor has submitted the Cost Submission, Buying & Sourcing Approval Status will show as Submitted on your Linesheet.
The next step is to analyze the information provided by the vendor in the Bill of Materials tab and then to approve the Cost Submission in the Cost Analysis tab.
In the Cost Analysis tab, there is a section on the right titled Approval Status. Click Change Status and then select Approve.
Step 5: Cost Approval - Sourcing Team
After buyer approval, the item will show Buying Approval Status as Approved and the Sourcing Approval Status as Submitted in your Linesheet.
You can also view the Buying & Sourcing Approval Status in the Cost Analysis tab of your Product
Note: The sourcing team will filter by Buying Approval Status = Approved to know which items they should review.
Step 6: Complete RDT
Enter the relevant Purchase Method item via the link in the Linesheet to view the item Product Detail Page. Next, navigate to the Retail Data Tab and complete all required fields.
Note: you can start to complete the Retail Data Tab as soon as you have received a cost submission from your vendor; it must be complete before you Request SKU.
Step 7: Request a SKU
After the Retail Data Tab is complete, click the Request SKU button.
Important Note: Buying & Sourcing Approval must = Approved and your Retail Data Tab must be complete before you click request SKU
The IT team will now return a SKU. If you receive a SKU error or have been waiting for more than two days for the SKU to return, please contact your IT Team.
Sample to SKU Workflow Overview
In the flowchart below, you can see each step of the sample to SKU workflow in Loupe. This workflow includes steps for buying and sourcing teams, and for your vendors. In this lesson, we will go through each step in detail. In the following lessons, we will break down the steps even further.
Please click here to download this visual to save to your computer for future reference.
Step 1: Convert Sample to Product
Typically, a vendor will send you a quotation within Loupe containing newly uploaded samples.
Open the live quotation that your team was sent and select the check boxes of items that you would like to move forward with. Press Click for Actions > Add to My Samples.
Note: you can also start the workflow from Samples > Search, bypassing the quotations step.
From My Samples, you can choose items that you would like to add to your Linesheet by selecting individually or by clicking Select All and then pressing Click for Actions > Convert to Product.
Note: to bring multiple items through to the Linesheet at one time, they must be of the same Type, i.e. Rings, Earrings (use your filters to refine by Type)
You will be asked to select whether you would like to convert the selected samples to the Linesheet as Purchase Method Asset or Memo
Note: if Memo is selected, the Asset row will still be created on the Linesheet but placed directly in the ‘Archived’ tab
Step 2: Change the Linesheet status to confirmed
Once items are in your Linesheet, and you are ready for the vendor to complete a Cost Submission, change Linesheet Status to Confirmed.
Changing Linesheet Status to Confirmed by Batch Action:
Select multiple items at one time by checking the boxes at line level, then click Click for Actions and select ‘Change Linesheet Status’ and change to Confirmed.
Changing Linesheet Status to Confirmed Individually:
Click the edit pencil to the left of each item. This will open the edit modal and within the SKU tab, you will see a dropdown called Linesheet Status.
By clicking the dropdown, you can change the status to Confirmed.
Note: Once you have changed your Linesheet Status to Confirmed, the vendor will receive a notification to complete the Cost Submission.
Step 3: Cost Submission
Once an item is in Confirmed status, the vendor will be able to edit and submit the Cost Submission.
On your Linesheet, the Buying and Sourcing Approval Status will be in Not Submitted Status.
To remind your vendor to complete a Cost Submission, navigate to the Cost Analysis tab, scroll down, and click the Request Completion button.
This will trigger a notification to the vendor to complete the Cost Submission.
Step 4: Cost Approval - Buying team
Once the vendor has submitted the Cost Submission, Buying & Sourcing Approval Status will show as Submitted on your Linesheet.
The next step is to analyze the information provided by the vendor in the Bill of Materials tab and then to approve the Cost Submission in the Cost Analysis tab.
In the Cost Analysis tab, there is a section on the right titled Approval Status. Click Change Status and then select Approve.
Step 5: Cost Approval - Sourcing Team
After buyer approval, the item will show Buying Approval Status as Approved and the Sourcing Approval Status as Submitted in your Linesheet.
You can also view the Buying & Sourcing Approval Status in the Cost Analysis tab of your Product
Note: The sourcing team will filter by Buying Approval Status = Approved to know which items they should review.
Step 6: Complete RDT
Enter the relevant Purchase Method item via the link in the Linesheet to view the item Product Detail Page. Next, navigate to the Retail Data Tab and complete all required fields.
Note: you can start to complete the Retail Data Tab as soon as you have received a cost submission from your vendor; it must be complete before you Request SKU.
Step 7: Request a SKU
After the Retail Data Tab is complete, click the Request SKU button.
Important Note: Buying & Sourcing Approval must = Approved and your Retail Data Tab must be complete before you click request SKU
The IT team will now return a SKU. If you receive a SKU error or have been waiting for more than two days for the SKU to return, please contact your IT Team.
Continue on your journey through the Sample to SKU workflow in Loupe with this step-by-step guide on how to convert samples to products:
Step 1: Convert Sample to Product
1. Begin in Samples > Search to locate the samples you want to bring to your Linesheet.
2. Check the boxes of the desired items, click 'Click for Actions,' and then select 'Add to My Samples.'
3. In My Samples, choose items to add to your Linesheet by selecting individually or using 'Select All.' Press 'Click for Actions' > 'Convert to Product.'
Note: To bring multiple items to the Linesheet simultaneously, they must be of the same Type (e.g., Rings or Earrings). Use filters to refine by Type.
4. You'll be prompted to choose whether to convert the selected samples to the Linesheet as Asset or Memo
Asset: Indicates the item is available for purchase.
Memo: The Asset row will be created on the Linesheet but placed directly in the 'Archived' tab if Memo is selected.
By following these steps, you can seamlessly navigate the sample to SKU workflow in Loupe, ensuring efficient management of your product catalog.
Sample to SKU - Convert Samples to Products
Continue on your journey through the Sample to SKU workflow in Loupe with this step-by-step guide on how to convert samples to products:
Step 1: Convert Sample to Product
1. Begin in Samples > Search to locate the samples you want to bring to your Linesheet.
2. Check the boxes of the desired items, click 'Click for Actions,' and then select 'Add to My Samples.'
3. In My Samples, choose items to add to your Linesheet by selecting individually or using 'Select All.' Press 'Click for Actions' > 'Convert to Product.'
Note: To bring multiple items to the Linesheet simultaneously, they must be of the same Type (e.g., Rings or Earrings). Use filters to refine by Type.
4. You'll be prompted to choose whether to convert the selected samples to the Linesheet as Asset or Memo
Asset: Indicates the item is available for purchase.
Memo: The Asset row will be created on the Linesheet but placed directly in the 'Archived' tab if Memo is selected.
By following these steps, you can seamlessly navigate the sample to SKU workflow in Loupe, ensuring efficient management of your product catalog.
Change the Linesheet status of your products in Loupe by following these step-by-step instructions:
Navigating to the Linesheet:
Go to Products > Linesheet to access the Linesheet.
Changing Linesheet Status to Confirmed:
When you're ready for the vendor to complete a Cost Submission, follow one of these methods to change the Linesheet Status to Confirmed:
Method 1: By Batch Action
1. Select multiple items simultaneously by checking the boxes at line level and press Actions at the bottom of the page.
2. Choose 'Change Linesheet Status.' and press next
4. Click 'Next,' choose 'Confirmed' in the dropdown, and then submit changes.
Method 2: By Individual Item
1. Click the edit pencil to the left of each item in the Linesheet.
2. Open the edit modal, navigate to the SKU tab, and find the 'Linesheet Status' dropdown.
3. Change the status to 'Confirmed' by selecting it from the dropdown.
By following these steps, you can efficiently manage your Linesheet and initiate the vendor's Cost Submission process in Loupe.
Sample to SKU - Change Linesheet Status
Change the Linesheet status of your products in Loupe by following these step-by-step instructions:
Navigating to the Linesheet:
Go to Products > Linesheet to access the Linesheet.
Changing Linesheet Status to Confirmed:
When you're ready for the vendor to complete a Cost Submission, follow one of these methods to change the Linesheet Status to Confirmed:
Method 1: By Batch Action
1. Select multiple items simultaneously by checking the boxes at line level and press Actions at the bottom of the page.
2. Choose 'Change Linesheet Status.' and press next
4. Click 'Next,' choose 'Confirmed' in the dropdown, and then submit changes.
Method 2: By Individual Item
1. Click the edit pencil to the left of each item in the Linesheet.
2. Open the edit modal, navigate to the SKU tab, and find the 'Linesheet Status' dropdown.
3. Change the status to 'Confirmed' by selecting it from the dropdown.
By following these steps, you can efficiently manage your Linesheet and initiate the vendor's Cost Submission process in Loupe.
Once an item has been put into Confirmed status, the vendor will be able to edit and submit the Cost Submission. Once submitted, the Cost Submission will be ready for Buying and Sourcing review.
Cost Approvals
Vendor Submits Cost Submission:
Once an item is in Confirmed status, the vendor can edit and submit the Cost Submission.*IMG
Reviewing and Approving Costs:
Navigate to Products > Linesheet.
Use the Buying Approval Status column and/or SKU Details filters to identify Cost Submissions ready for review. Submitted submissions will display as 'Submitted.'
Review component-level costs and the total cost of items in the Bill of Materials and Cost Analysis tabs.
When ready to approve, select 'Change Status' and then choose 'Approve.' in the Cost Analysis tab.
After buyer approval, the item will show Buying Approval Status as 'Approved,' and the Sourcing Approval Status as 'Submitted' in both the Linesheet and the Cost Analysis tab.
Sourcing will use the Buying Approval Status = 'Approved' to identify items ready for their review.
By following these steps, you can seamlessly manage Cost Submissions and approvals, ensuring a streamlined workflow in Loupe.
Sample to SKU - Cost Approval
Once an item has been put into Confirmed status, the vendor will be able to edit and submit the Cost Submission. Once submitted, the Cost Submission will be ready for Buying and Sourcing review.
Cost Approvals
Vendor Submits Cost Submission:
Once an item is in Confirmed status, the vendor can edit and submit the Cost Submission.*IMG
Reviewing and Approving Costs:
Navigate to Products > Linesheet.
Use the Buying Approval Status column and/or SKU Details filters to identify Cost Submissions ready for review. Submitted submissions will display as 'Submitted.'
Review component-level costs and the total cost of items in the Bill of Materials and Cost Analysis tabs.
When ready to approve, select 'Change Status' and then choose 'Approve.' in the Cost Analysis tab.
After buyer approval, the item will show Buying Approval Status as 'Approved,' and the Sourcing Approval Status as 'Submitted' in both the Linesheet and the Cost Analysis tab.
Sourcing will use the Buying Approval Status = 'Approved' to identify items ready for their review.
By following these steps, you can seamlessly manage Cost Submissions and approvals, ensuring a streamlined workflow in Loupe.
Learn how to track and review changes in Cost Submissions using the Activity Log in Loupe:
Tracking Changes with the Activity Log:
Step 1: Access the Activity Log
Find the Activity Log to the right of the Retail Data Tab on every Product Detail Page (excluding sets).
You will find each activity separated in boxes that are in order from newest at the top to oldest at the bottom.
Types of Changes
1. Automated Changes:
Tether to Grid: Changes resulting from Tether to Grid being turned on are listed as Automation events.
Vendor Updates: Updates made by vendors to the bill of materials resulting in Withdrawal are also listed as Automation events.
2. Manual Changes:
Any update in costing, bill of material, or status to the Cost Submission made manually is stated as manual.
Versioning
A version represents a snapshot of a product's cost and specification data at a specific moment.
Activities generating a new version are specified, ensuring a common historical record for vendors and retailers.
| Activity Type | Trigger | New Version |
|
Specification |
Tether to grid is ON and an update was made to the approved cost in the relevant sourcing grid row |
Yes |
|
Submitted |
Vendor submits cost submission |
Yes |
|
Approved |
Buying or Sourcing approves a cost submission |
No |
|
Rejected |
Buying or Sourcing rejects a cost submission |
No |
|
Withdrawn |
Change in cost or bill of material |
No |
Top Tips
Each version opens in a new tab for easy comparison.
Versions detail the name of the change-maker along with the date and time of the change.
Comparison Mode
Comparison mode highlights changes between the current Cost Submission and any historic version for quick review.
All modifications are highlighted for easy identification, aiding informed decision-making.
Using Comparison Mode
Click on "Compare with current" hyperlink in the event from the activity log tab.
A new page will open, detailing the date and creator of the version being compared.
Hover over highlighted fields to view original values, facilitating understanding of changes.
By following these steps, you can effectively use the Activity Log and Comparison Mode to track and review changes in Cost Submissions in Loupe.
Sample to SKU - Activity Log
Learn how to track and review changes in Cost Submissions using the Activity Log in Loupe:
Tracking Changes with the Activity Log:
Step 1: Access the Activity Log
Find the Activity Log to the right of the Retail Data Tab on every Product Detail Page (excluding sets).
You will find each activity separated in boxes that are in order from newest at the top to oldest at the bottom.
Types of Changes
1. Automated Changes:
Tether to Grid: Changes resulting from Tether to Grid being turned on are listed as Automation events.
Vendor Updates: Updates made by vendors to the bill of materials resulting in Withdrawal are also listed as Automation events.
2. Manual Changes:
Any update in costing, bill of material, or status to the Cost Submission made manually is stated as manual.
Versioning
A version represents a snapshot of a product's cost and specification data at a specific moment.
Activities generating a new version are specified, ensuring a common historical record for vendors and retailers.
| Activity Type | Trigger | New Version |
|
Specification |
Tether to grid is ON and an update was made to the approved cost in the relevant sourcing grid row |
Yes |
|
Submitted |
Vendor submits cost submission |
Yes |
|
Approved |
Buying or Sourcing approves a cost submission |
No |
|
Rejected |
Buying or Sourcing rejects a cost submission |
No |
|
Withdrawn |
Change in cost or bill of material |
No |
Top Tips
Each version opens in a new tab for easy comparison.
Versions detail the name of the change-maker along with the date and time of the change.
Comparison Mode
Comparison mode highlights changes between the current Cost Submission and any historic version for quick review.
All modifications are highlighted for easy identification, aiding informed decision-making.
Using Comparison Mode
Click on "Compare with current" hyperlink in the event from the activity log tab.
A new page will open, detailing the date and creator of the version being compared.
Hover over highlighted fields to view original values, facilitating understanding of changes.
By following these steps, you can effectively use the Activity Log and Comparison Mode to track and review changes in Cost Submissions in Loupe.