# Lucrii

> Lucrii is a business management platform: an inbox, orders, inventory, contacts, boards, settings, the Hermes assistant, integrations and account management, in one place.

Every link below leads to the markdown behind a documentation page, so reading the product does not mean parsing a rendered site. The sections that follow are the product's areas in the order the site lists them - inbox, orders, inventory, contacts, boards, settings, hermes, integrations and account. The Optional section holds the area landing pages, which name nothing the sections above have not already named.

## Inbox

- [The inbox](https://lucrii.io/docs/inbox/overview.md): See your orders and tasks in one list, with a dot on anything that changed since you looked.
- [Views and My Teams' Inbox](https://lucrii.io/docs/inbox/views.md): Switch between My Inbox and My Teams' Inbox, and filter either list or save it as a view.
- [The Hermes inbox summary](https://lucrii.io/docs/inbox/hermes-summary.md): Read the short summary Hermes writes above your inbox on what needs attention today.

## Orders

- [Quotes, sales orders and purchase orders](https://lucrii.io/docs/orders/overview.md): Find your quotes, sales orders and purchase orders, filter each list by status and read its figures.
- [Bulk actions on orders](https://lucrii.io/docs/orders/bulk-actions.md): Send, fulfil, receive or tag many quotes, sales orders or purchase orders at once.
- [Exporting orders](https://lucrii.io/docs/orders/import-export.md): Download quotes, sales orders or purchase orders, or their lines, as a CSV file.
- [Creating an order](https://lucrii.io/docs/orders/create.md): Create a quote or an order from its list, then save it.
- [Line items](https://lucrii.io/docs/orders/line-items.md): Price an order row by row in the line items table, from your items and variants.
- [Order details, assignee and watchers](https://lucrii.io/docs/orders/details.md): Set an order's currency, terms, dates, discount, assignee, watchers and tags.
- [Sending and closing a quote](https://lucrii.io/docs/orders/quotes.md): Send a quote, then mark it won to raise a sales order, or mark it lost.
- [Emailing and downloading documents](https://lucrii.io/docs/orders/documents.md): Email a quote, invoice or purchase order to the order's contact, or download it as a PDF.
- [Editing, duplicating, cancelling and deleting](https://lucrii.io/docs/orders/edit.md): Edit, duplicate or cancel an order, or delete it with Trash under More Actions.
- [Fulfilling and receiving](https://lucrii.io/docs/orders/fulfilment.md): Record a fulfilment, mark an order fulfilled or receive a purchase order, and update stock.
- [Recording payments](https://lucrii.io/docs/orders/payments.md): Record money received against a sales order, or paid out on a purchase order, in the payments card.
- [Refunds and restocking](https://lucrii.io/docs/orders/refunds.md): Refund part or all of an order line by line, and put the returned stock back.
- [Notes and attachments on an order](https://lucrii.io/docs/orders/notes.md): Write staff notes or message the customer from an order's timeline, with mentions and attachments.
- [Audit history and moving between orders](https://lucrii.io/docs/orders/history.md): See who changed an order and when, and step from one order to the next.

## Inventory

- [Items and locations](https://lucrii.io/docs/inventory/overview.md): Browse the items you buy and sell, and the locations you keep them in.
- [Creating an item](https://lucrii.io/docs/inventory/items-create.md): Create an item with its name, prices, stock tracking and the vendor you buy from.
- [Editing and deleting an item](https://lucrii.io/docs/inventory/items-edit-delete.md): Edit an item, or view its audit history or delete it from More Actions.
- [Options and variants](https://lucrii.io/docs/inventory/items-variants.md): Add options such as Size and Colour to an item, with a price and stock for each variant.
- [Adjusting stock](https://lucrii.io/docs/inventory/items-stock.md): Check an item's stock at each location, and correct it outside an order with Adjust Stock.
- [Bulk actions on items and locations](https://lucrii.io/docs/inventory/bulk-actions.md): Edit, tag, restock or delete many items at once, or archive, restore or delete locations.
- [Changing prices on many items](https://lucrii.io/docs/inventory/items-change-prices.md): Raise, lower or set the price of many items at once, and check each new price first.
- [Pricing, shipping and vendor details](https://lucrii.io/docs/inventory/items-pricing.md): Set an item's prices and tax, its shipping details, the vendor you buy it from and its categories.
- [Stock locations](https://lucrii.io/docs/inventory/locations.md): Add the places you keep stock, with an address and stats for what is held at each.
- [Importing items from a spreadsheet](https://lucrii.io/docs/inventory/import.md): Create or update many items at once from a CSV or TSV spreadsheet.
- [Exporting items](https://lucrii.io/docs/inventory/export.md): Download your items, their variants or your stock at each location as a CSV from the Actions menu.
- [Notes and media on items and locations](https://lucrii.io/docs/inventory/notes.md): Post staff notes on an item or a location, and add pictures and files to an item.

## Contacts

- [The contacts list](https://lucrii.io/docs/contacts/overview.md): Search one table of the people and organisations you buy from and sell to.
- [Creating a contact](https://lucrii.io/docs/contacts/create.md): Add a person or an organisation as a contact, with names, email, phone, currency and two addresses.
- [The contact page, editing and deleting](https://lucrii.io/docs/contacts/edit-delete.md): Open a contact's page to see its details, addresses and files, then edit or delete it.
- [Contact locations](https://lucrii.io/docs/contacts/locations.md): List the sites an organisation contact trades from, with an address, a status and linked people for each.
- [Tags on a contact](https://lucrii.io/docs/contacts/tags.md): Add free-text tags to a contact, with suggestions from the tags your organisation already uses.
- [Bulk actions on contacts](https://lucrii.io/docs/contacts/bulk-actions.md): Change the company, currency or tags of many contacts at once, or delete them together.
- [Notes on a contact](https://lucrii.io/docs/contacts/notes.md): Keep notes and files about a contact or contact location on its timeline.
- [Importing and exporting contacts](https://lucrii.io/docs/contacts/import-export.md): Import contacts and their locations from a spreadsheet, or export them as a CSV file.

## Boards

- [Work boards and tasks](https://lucrii.io/docs/boards/overview.md): Browse your work boards and tasks in two tabs, with saved views, bulk actions and a create button.
- [Bulk actions on tasks and boards](https://lucrii.io/docs/boards/bulk-actions.md): Edit, move or delete many tasks or boards at once, and see which ones will change first.
- [Importing and exporting tasks and boards](https://lucrii.io/docs/boards/import-export.md): Export tasks or boards as a CSV file, and import one to create or update them in bulk.
- [Creating a work board](https://lucrii.io/docs/boards/work-boards-create.md): Create a work board with a title, a description and the team that decides who can change it.
- [Columns and cards](https://lucrii.io/docs/boards/columns.md): Add, rename, sort and reorder a board's columns, and drag cards between them to change a task's status.
- [Editing and deleting a work board](https://lucrii.io/docs/boards/settings.md): Change a board's title, description or team, see its history, or delete it.
- [Creating and editing a task](https://lucrii.io/docs/boards/tasks-create.md): Create a task with a title, due date, priority and board, and change any of it later.
- [Assignees, watchers and status](https://lucrii.io/docs/boards/tasks-assign-watch.md): Assign a task, follow it as a watcher, and move it from assigned to completed.
- [Parent records and task numbers](https://lucrii.io/docs/boards/tasks-parent-links.md): Link a task to the order, contact, item, location or task it is about.
- [Tags and notes on a task](https://lucrii.io/docs/boards/tasks-tags-notes.md): Tag a task so a board's search finds it, and keep notes and files on its timeline.

## Settings

- [Your profile](https://lucrii.io/docs/settings/profile.md): Edit your name, email, picture, personal email signature and password on the profile page.
- [Notification emails](https://lucrii.io/docs/settings/notification-emails.md): Choose which emails Lucrii sends you about mentions, notes, order activity, due reminders and finished exports.
- [Date and number formats](https://lucrii.io/docs/settings/date-and-number-formats.md): Choose a region and a clock for how dates, times and numbers read, for you or everyone.
- [Two-factor authentication and passkeys](https://lucrii.io/docs/settings/security.md): Set up an authenticator app, register passkeys and save backup codes from the security panel on your profile.
- [Bulk Activity](https://lucrii.io/docs/settings/bulk-activity.md): Follow the imports, exports and bulk changes your organisation runs, and see what happened to each record.
- [General organisation settings](https://lucrii.io/docs/settings/organisation-general.md): Set your organisation's name, logo, currency, region and business type, and switch Hermes, achievements and quests.
- [Plan, usage and payment](https://lucrii.io/docs/settings/billing.md): See your plan, seats, usage and Hermes credits, and manage how your organisation pays.
- [Bulk actions on settings lists](https://lucrii.io/docs/settings/bulk-actions.md): Tick several taxes, units, teams, members or invitations, then delete, remove, reassign or resend them together.
- [Members and invitations](https://lucrii.io/docs/settings/members.md): See everyone in your organisation, invite people with a role, reassign roles and revoke access.
- [Teams](https://lucrii.io/docs/settings/teams.md): Group members into teams under a manager, each with a page, a members card and an audit history.
- [Taxes](https://lucrii.io/docs/settings/taxes.md): Add the tax rates your orders charge, each with a name and a percentage.
- [Units of measure](https://lucrii.io/docs/settings/units.md): Add the units quantities are counted in on items and order lines, each with singular and plural names.
- [Importing and exporting taxes, units and teams](https://lucrii.io/docs/settings/import-export.md): Export your taxes, units or teams as a CSV file, and import one to create or update them.
- [Document templates](https://lucrii.io/docs/settings/templates.md): Install templates from the gallery to set how your quotes, invoices and purchase orders look.
- [Organisation audit history](https://lucrii.io/docs/settings/audit-history.md): Read who changed your organisation's settings, members, plan and apps, and when.
- [Demo organisations](https://lucrii.io/docs/settings/demo-organisations.md): Explore Lucrii in demo organisations made from templates, then reset or delete them when you are done.
- [Creating another organisation](https://lucrii.io/docs/settings/sub-organisations.md): Create another organisation through a short Hermes wizard, billed through its parent organisation.

## Hermes AI

- [Asking Hermes](https://lucrii.io/docs/hermes/chat.md): Ask Hermes about your business, or find and create records from the command palette on any page.
- [What Hermes can do and change](https://lucrii.io/docs/hermes/tools.md): Ask Hermes to read your records, or to create and change them for you.
- [Bulk actions with Hermes](https://lucrii.io/docs/hermes/bulk-work.md): Ask Hermes for a bulk action, such as recording payment on unpaid invoices, and approve its preview first.
- [What Hermes remembers](https://lucrii.io/docs/hermes/memory.md): Give Hermes facts and nicknames to keep, and it reads them back in later conversations.
- [Hermes credits and spending limits](https://lucrii.io/docs/hermes/credits-and-limits.md): Track the credits Hermes uses each month, and cap what your organisation spends beyond the allowance.
- [Quests](https://lucrii.io/docs/hermes/quests.md): Follow Hermes through a job in short steps, with each step lighting up the control to use.

## Integrations

- [Browsing the App Store](https://lucrii.io/docs/integrations/app-store.md): Browse the App Store for apps that connect Lucrii to the other tools you use.
- [Installing an app](https://lucrii.io/docs/integrations/install.md): Read an app's listing, then install it once you agree to the permissions it needs.
- [Managing an installed app](https://lucrii.io/docs/integrations/manage.md): Set up, update, reconnect or uninstall an app your organisation has installed.
- [An app's audit history](https://lucrii.io/docs/integrations/audit-history.md): See what changed on an installed app, such as its version, connected account or status.
- [Rating and reviewing an app](https://lucrii.io/docs/integrations/reviews.md): Leave a review of an app for your organisation, and read what other businesses wrote.
- [Xero](https://lucrii.io/docs/integrations/xero.md): Connect Xero to send your orders and quotes to Xero and bring Xero payments back.
- [Stripe](https://lucrii.io/docs/integrations/stripe.md): Let customers pay invoices from a Stripe link, and Lucrii records the payment when they pay.
- [Connecting an MCP client](https://lucrii.io/docs/integrations/mcp.md): Connect an MCP client such as Claude, ChatGPT or Cursor to your organisation's Lucrii data.

## Account

- [Signing up and logging in](https://lucrii.io/docs/account/signup-login.md): Open a Lucrii account and log in with a password, Google or a passkey.
- [Resetting your password](https://lucrii.io/docs/account/password-reset.md): Reset your password from a link Lucrii emails you, which signs you out everywhere else.
- [Verifying your email address](https://lucrii.io/docs/account/email-verification.md): Confirm your email address with the link Lucrii sends, or resend it from the verification screen.
- [Setting up your organisation](https://lucrii.io/docs/account/onboarding.md): Set up a new organisation by answering a few questions from Hermes before the app opens.
- [Achievements, levels and the leaderboard](https://lucrii.io/docs/account/achievements.md): Gain experience, levels and achievements from your work, and see the season's leaderboard.
- [The feature roadmap](https://lucrii.io/docs/account/star-chart.md): See what Lucrii has released, what is in progress and what is planned, on a star chart.
- [Audit history on a record](https://lucrii.io/docs/account/audit-history.md): Read a record's audit page to see who changed what and when, with values before and after.
- [See who else is on a record](https://lucrii.io/docs/account/who-else-is-on-a-record.md): See who else has a record open and their saves, and choose what to keep when changes conflict.
- [Keyboard shortcuts](https://lucrii.io/docs/account/keyboard-shortcuts.md): Press ?

## Changelog

- [October 23, 2026](https://lucrii.io/changelog/2026-10-23.md): 20 changes across 5 areas, led by Saving beside other people; See who else is on a record; Record search, keyboard shortcuts and help.
- [October 16, 2026](https://lucrii.io/changelog/2026-10-16.md): 43 changes across 7 areas, led by Saved views; Bulk actions on orders; Importing and exporting contacts.
- [September 30, 2026](https://lucrii.io/changelog/2026-09-30.md): 18 changes across 8 areas, led by Help pages for every feature; Your level, achievements and Quest Chart on My Progress; Quests and the Quest Chart.

## Blog

- [Coming Soon](https://lucrii.io/blog/hello-world): Welcome to the Lucrii blog. This is our first blog post.

## Optional

- [Inbox](https://lucrii.io/docs/inbox.md): Start your day in the inbox, with the orders and tasks that need you.
- [Orders](https://lucrii.io/docs/orders.md): Price work, send it out and collect what you are owed from the orders pages.
- [Inventory](https://lucrii.io/docs/inventory.md): List what you buy and sell, and the places you keep it.
- [Contacts](https://lucrii.io/docs/contacts.md): Keep the people and organisations you trade with as contacts, ready for every order.
- [Boards](https://lucrii.io/docs/boards.md): Track the work that isn't an order on a work board.
- [Settings](https://lucrii.io/docs/settings.md): Set up your organisation and your own account in settings.
- [Hermes AI](https://lucrii.io/docs/hermes.md): Ask Hermes, the assistant built into Lucrii, about your business or to do a job for you.
- [Integrations](https://lucrii.io/docs/integrations.md): Connect the other tools your business runs to Lucrii from the App Store.
- [Account](https://lucrii.io/docs/account.md): Sign up, sign in and set up your organisation from the account pages.
- [Handbook](https://lucrii.io/handbook/why-do-we-exist): How the company works, in the open.
- [Privacy policy](https://lucrii.io/legal/privacy-policy): What data the product holds.
- [Terms of service](https://lucrii.io/legal/terms-of-service): The terms the product is used under.
- [Changelog feed](https://lucrii.io/changelog/rss.xml): The changelog as RSS.
- [Full documentation](https://lucrii.io/llms-full.txt): Every documentation page in one file.