# 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 the orders and tasks you are working on in one list, with a dot against anything that has changed since you last looked. - [Views and My Teams' Inbox](https://lucrii.io/docs/inbox/views.md): Switch between the My Inbox and My Teams' Inbox tabs, choose All or Unread, and filter either list by type, status, priority, due date or assignee. - [The Hermes inbox summary](https://lucrii.io/docs/inbox/hermes-summary.md): Read a short summary Hermes writes above the inbox, which Lucrii keeps until the part of the day ends or your orders or notifications change. ## Orders - [Quotes, sales orders and purchase orders](https://lucrii.io/docs/orders/overview.md): Switch between the quotes, sales orders and purchase orders lists, each with figures above it and views that filter it by status. - [Bulk actions on orders](https://lucrii.io/docs/orders/bulk-actions.md): Tick quotes, sales orders or purchase orders on a list, then send, fulfil, receive or tag them together after a check of which ones will change. - [Exporting orders](https://lucrii.io/docs/orders/import-export.md): Download quotes, sales orders or purchase orders as a CSV file, with one row per order or one row per line. - [Creating an order](https://lucrii.io/docs/orders/create.md): Use the create button above a list to open a form for that order type, then save the order. - [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 from its page, then close it with Mark as Won, which raises a sales order, or Mark as Lost. - [Emailing and downloading documents](https://lucrii.io/docs/orders/documents.md): Preview a quote, an invoice or a purchase order in the send window and email it to the order's contact. - [Editing, duplicating, cancelling and deleting](https://lucrii.io/docs/orders/edit.md): Reopen an order in its form with Edit, or use More Actions to duplicate it, cancel it or delete it through Trash. - [Fulfilling and receiving](https://lucrii.io/docs/orders/fulfilment.md): Record a fulfilment to ship a sales order's lines out of a location or receive a purchase order's into one. - [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): Return part or all of an order's money line by line from a refund form in the payments card, and put the stock back. - [Notes and attachments on an order](https://lucrii.io/docs/orders/notes.md): Add staff notes, customer messages and attachments to the timeline at the foot of an order, beside the entries Lucrii writes itself. - [Audit history and moving between orders](https://lucrii.io/docs/orders/history.md): See every change to an order on its audit page, and use the arrows to step from one order to the next. ## Inventory - [Items and locations](https://lucrii.io/docs/inventory/overview.md): Browse two lists in Inventory, one of the items you buy and sell and one of the locations you keep them in. - [Creating an item](https://lucrii.io/docs/inventory/items-create.md): Create an item from one form that takes 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): Reopen an item in its form with Edit, or use More Actions to view its audit history or delete it through Trash. - [Options and variants](https://lucrii.io/docs/inventory/items-variants.md): Add options such as Size and Colour to an item, and Lucrii makes a variant for every combination, with a price and stock for each. - [Adjusting stock](https://lucrii.io/docs/inventory/items-stock.md): Check an item's quantity at each location on its Inventory card, and raise or lower it outside an order with Adjust Stock. - [Bulk actions on items and locations](https://lucrii.io/docs/inventory/bulk-actions.md): Tick items to edit, tag, restock or delete them together, and tick locations to archive, restore or delete them. - [Changing prices on many items](https://lucrii.io/docs/inventory/items-change-prices.md): Set, raise or lower the sell, compare-at or cost price of every ticked item with Change Price, 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): Match the columns of a CSV or TSV to item fields, check a preview, then create and update items in one import. - [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 and attachments on the timeline of an item or a location, and add pictures to an item's Media card. ## Contacts - [The contacts list](https://lucrii.io/docs/contacts/overview.md): Search one table of the people and organisations you trade with, and filter it by type, tags, created date or company. - [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 for its details, addresses, linked company or primary contact, media and tags, then change it with Edit or delete it via Trash. - [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): Tick contacts in the list, or every contact a filter matches, then change their company or currency, tag them or delete them together. - [Notes on a contact](https://lucrii.io/docs/contacts/notes.md): Post notes and files on the timeline of any contact or contact location, beside the entries Lucrii records there. - [Importing and exporting contacts](https://lucrii.io/docs/contacts/import-export.md): Import people and organisations from a spreadsheet, and their locations as a file of their own, or export either as a CSV an import reads back. ## Boards - [Work boards and tasks](https://lucrii.io/docs/boards/overview.md): Browse your work boards and every task in two tabs, each with saved views, bulk actions and a create button. - [Bulk actions on tasks and boards](https://lucrii.io/docs/boards/bulk-actions.md): Tick tasks or boards in a list, or select cards on a board, then edit, move or delete them together after a check of which ones will change. - [Importing and exporting tasks and boards](https://lucrii.io/docs/boards/import-export.md): Download your tasks or boards as a CSV file from the Actions menu, and import a file with the same columns to create or update them. - [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, collapse 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 from Edit, and delete it or open its audit history from More Actions. - [Creating and editing a task](https://lucrii.io/docs/boards/tasks-create.md): Create a task with a title, a due date, a priority and a place on a board, and change any of it later from the same form. - [Assignees, watchers and status](https://lucrii.io/docs/boards/tasks-assign-watch.md): Set who a task belongs to, follow it as a watcher, and move it through assigned, in progress, on hold and 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, and copy its T-number from the header. - [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. - [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): See the imports, exports and changes to many records at once that your role shows you, and what happened to each record. - [General organisation settings](https://lucrii.io/docs/settings/organisation-general.md): Set your organisation's name, logo, currency, country, timezone, business type and email signature, and switch Hermes, achievements and quests. - [Plan, usage and payment](https://lucrii.io/docs/settings/billing.md): See your plan, seats, usage against the plan limits, Hermes AI credits and storage, and manage how you pay. - [Bulk actions on settings lists](https://lucrii.io/docs/settings/bulk-actions.md): Tick several taxes, units, teams, team members, members or invitations, then delete, remove, reassign or resend them after a check of which ones will change. - [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): Download your taxes, units or teams as a CSV file, and import a file to create or update them by name. - [Document templates](https://lucrii.io/docs/settings/templates.md): Choose how a quote, invoice or purchase order looks by installing templates from a gallery and setting their options. - [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 your root organisation. ## Hermes AI - [Asking Hermes](https://lucrii.io/docs/hermes/chat.md): Ask Hermes a question about your business from the command palette, which opens on every page of the app. - [What Hermes can do and change](https://lucrii.io/docs/hermes/tools.md): Ask Hermes to read your records, or to create and change orders, contacts, items, stock, notes, tasks and boards 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 every unpaid invoice, and approve its preview before Hermes changes anything. - [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 against your monthly allowance, and set a spending limit on what your organisation spends beyond it. - [Quests](https://lucrii.io/docs/hermes/quests.md): Follow Hermes through a job in short steps. ## Integrations - [Browsing the App Store](https://lucrii.io/docs/integrations/app-store.md): Browse the App Store for apps to install, using the search box, the sort and the View installed only switch. - [Installing an app](https://lucrii.io/docs/integrations/install.md): Read what an app does on its listing page, then install it through a consent screen that lists the permissions it needs. - [Managing an installed app](https://lucrii.io/docs/integrations/manage.md): Set up an installed app on its installation page, update it, reconnect it when it asks, or uninstall it. - [Rating and reviewing an app](https://lucrii.io/docs/integrations/reviews.md): Leave one review per app for your organisation, and sort and filter what everyone else wrote on the reviews page. - [Xero](https://lucrii.io/docs/integrations/xero.md): Connect Xero, and the connector sends your sales orders, purchase orders and quotes to Xero and records Xero payments in Lucrii. - [Stripe](https://lucrii.io/docs/integrations/stripe.md): Issue a Stripe invoice for a sales order with a Pay Now link in the PDF. - [Connecting an MCP client](https://lucrii.io/docs/integrations/mcp.md): Connect an MCP client such as Claude, ChatGPT or Cursor to your organisation with one web address, and revoke any connection. ## Account - [Signing up and logging in](https://lucrii.io/docs/account/signup-login.md): Open an account with an email address, with Google or from an invitation, and log in with a password, Google, a passkey and a second factor. - [Resetting your password](https://lucrii.io/docs/account/password-reset.md): Reset your password from a link Lucrii emails you. - [Verifying your email address](https://lucrii.io/docs/account/email-verification.md): Confirm your email address with the link Lucrii sends, and resend the email from the verification screen. - [Setting up your organisation](https://lucrii.io/docs/account/onboarding.md): Answer Hermes' questions about the organisation's name, locale, business type, tax, first team and your role before the app opens. - [Achievements, levels and the leaderboard](https://lucrii.io/docs/account/achievements.md): Gain experience towards levels and achievements from your work in Lucrii, and see the organisation ranked by season on the leaderboard. - [The feature roadmap](https://lucrii.io/docs/account/star-chart.md): Explore the roadmap, a night sky of features in which a star is marked released, in progress or planned. - [Audit history on a record](https://lucrii.io/docs/account/audit-history.md): Read a record's audit page, the dated list of what changed on it and by whom, with the value before and after each change. ## Changelog - [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): Open the inbox first. - [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 in inventory, and the places you keep it. - [Contacts](https://lucrii.io/docs/contacts.md): Keep the people and organisations you trade with as contacts. - [Boards](https://lucrii.io/docs/boards.md): Track the jobs that are not orders on a work board. - [Settings](https://lucrii.io/docs/settings.md): Set up the organisation and your own account in settings. - [Hermes AI](https://lucrii.io/docs/hermes.md): Ask Hermes, the assistant built into Lucrii, from the command palette on any page. - [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): Open your account, confirm your email address and set up your organisation, all 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.