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Editing and deleting an item

Last updated: October 16, 2026

What it does

Edit reopens the item in the form it was created in, with every field filled in. While you edit, the header shows Save and Cancel. The badges beside the title still show the status and whether the item is physical or a subscription.

The item page’s Tags card saves a tag as soon as you add or remove it.

Under More Actions are View Audit History, View Bulk Activity and Trash. View Audit History opens the item’s audit page in a new tab, and leaves the item open in the tab you were using. Trash deletes the item after a confirmation that names it.

Before you start

If you leave the page with unsaved changes, Lucrii asks you to confirm first.

You cannot undo deleting an item.

Tags on a contact gives the limits on tags.

How to use it

  1. Open the item and select Edit.
  2. Change what you need. The cards work as they do when you create an item.
  3. Select Save in the header, or Cancel to return to the item without saving.

To delete an item, select More Actions, then Trash, then Delete in the window that opens. Lucrii then opens the item list.

Select the title at the top of an item to copy it to your clipboard. The up and down arrows step through the list you came from, with its filters and sort order. They are unavailable at either end. Audit history and moving between orders describes them.

  • Creating an item: Create an item from one form that takes its name, prices, stock tracking and the vendor you buy from.
  • Pricing, shipping and vendor details: Set an item’s prices and tax, its shipping details, the vendor you buy it from and its categories.
  • Notes and media on items and locations: Post staff notes and attachments on the timeline of an item or a location, and add pictures to an item’s Media card.
  • Items and locations: Browse two lists in Inventory, one of the items you buy and sell and one of the locations you keep them in.
  • Audit history on a record: 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.

Changes