Product Roadmap
See RecyclyERP's development history, and planned feature upgrades and enhancements
Driven by Feedback and Market Research
For detailed Product Updates, see our blog
2020 Q3 - 2022 Q4
(30 months)
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(Completed) Initial user journeys / user stories / workflows, wireframes
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(Completed) Core system: Users, Address Book, Settings, Apps, Menus, Search / Filtering, Groups, Favourites, Import, Export
- (Completed) Finalised end-to-end ITAD process mapping, implemented initial support for all core processes
- (Completed) Sales Opportunity (CRM) enhancements
- (Completed) Quotations > Sales Orders > Invoicing
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(Completed) Inbound Orders: Collections / Customer Drop-offs
- (Completed) Xero Integration
- (Completed) Sage 50 Integration
- (Completed) Inventory Enhancements, Barcoding
- (Completed) Marketing Campaign Management
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(Completed) Fleet Management
- (Completed) RFQs, Purchase Orders, Stock Receipts, Links to Inventory
- (Completed) Inventory Dashboards
- (Completed) Online: Website Builder, e-commerce, blogs
- (Completed) HR: Employee Management, Time Off (Leave), Recruitment, Online Recruitment
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(Completed) Advanced Shared Dashboards and Personal Dashboards
- (Completed) Timesheets
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(Completed) Surveys
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(Completed) Project and Task Management
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(Completed) Customer Portal
2022 Q4
(3 months)
- (Completed) Quickbooks Integration
- (Completed) 100s of minor usability enhancements based on customer feedback
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(Completed) Knowledgebase system
- (Completed) Customer Portal to include Collection visibility
2023 Q1
(3 months)
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(Completed) Significant upgrade to core platform!
- Originally planned for summer 2023, we've now decided to upgrade the core from Odoo 14 Community to Odoo 16 Community - providing SIGNIFICANT advantages in speed, usability, aesthetics, and functionality
- (Completed) M ore usability and process tweaks in prep for the next phase
- (Completed) Enhancements to Customer Portal layout and functionality
- (Completed) Dynamic Asset Item Types, from website lead > Sales opportunity > Quotation and Inbound Order
- (Completed) Knowledgebase enhancements, including Categories and Tags
2023 Q2-Q4
(9 months)
- (Completed) Integration with Aiken Workbench
- (Completed) Initial Integration with Blancco
- (Completed) Custom Contract templates, revenue shares
- (Completed) Further simplified inventory workflow, including advanced Lot operations (Merge, Split etc.) and Packaging
- (Completed) Clearer separation / combining of how Recycly presents functionality for Inbound Orders vs Outbound Orders
- (Completed) Improved E-commerce
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(Completed) Detailed traceability from items' acquisition through to resale
- (Completed) Customer access to Inventory Report and other relevant documents via Recycly portal
- (Completed) Enhanced integration of Fleet Management with Inbound and Outbound Orders.
- (Completed) Simplification of Calendar and Activity scheduling
- (Completed) 100s of usability enhancements from customer feedback
- (Completed) More advanced customisation options for item test results area ("snapshots"), including streamlined handling of Item Grading and corresponding rules
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(Completed) Initial designs of Setup wizard to guide initial configuration (accessible at any time)
- ...and more
2024 Q1 - Q4
(12 months)
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(Completed) Clearer "Processing" workflows for Harvesting / Demanufacturing
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(Completed) Onboarding Wizard for new or established users to quickly set up and configure common areas of Recycly
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(Completed) FMV / Fair Market Value advanced rules interface enhanced and simplified
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(Completed) Enhancements to automatic quotation and purchase order generation based on configurable rule-sets
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(Completed) General Purchasing (i.e. for packaging / storage / other non-asset item products)
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(Completed) Simplified split of Asset Types, Other Products, Services
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(Completed) Driver / Crew / Vehicle schedule conflict checking
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(Completed) 100s of minor enhancements to navigation and usability logged from 2023 Q3 and Q4
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(Completed) Simplified user interface and workflows for Blancco and Aiken Workbench integrations
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(Completed) Support for multiple cloud and on-site hardware auditing and media erasure tools
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(Completed) Integration with YouWipe / GlobalErasure
- (Completed) Further functionality on customer portal - Part 1
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(Completed) Support for even more advanced item testing workflows
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(Completed) More advanced commission / profit share, and profit reporting - Part 1
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...and more
2025 Q1 - Q4
(12 months)
Note that any of the following changes that are not marked as Completed are provisional, and may be postponed in lieu of higher-priority changes
- (Completed) Integration with Certus Erasure Software
- (Completed) Create NEW Assets from hardware audit reports (e.g. reports from Blancco, Aiken, Certus, Global Erasure etc.) - ideal for quickly adding legacy data
- (Completed) Overhauled Onboarding Wizard, made it accessible anytime, renamed to "Setup Assistant"
- (In progress) API for Recycly Address Book: Ability to read/create/edit ad-hoc customer details + delivery addresses
- (In progress) API for Recycly Outbound Orders: Ability to read/create Order Lines
- (In progress) API for Recycly Deliveries: Ability to add tracking number
- (In progress) API for Recycly Asset Types + SKUs: Read only, stock will be updated via sales order deliveries
- (In progress) API for Recycly Items & Lots: read only
- (Completed) Shipping cost calculations for outbound orders via ShipEngine integration
- (Completed) Added Quick Grid Entry form for manually adding Assets, with ability to choose which attributes to set, and which to duplicate to the next entry
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(Completed) Setup Assistant enhancements inc. even more data-import guidance
- (Completed) Enhancements to quoting module (template text, etc.)
- (In Progress) Email editor enhancements
- (Completed) Added contextual help tooltips across key forms
- (Completed) Refreshed dependencies of “Setup Assistant” (improved guidance)
- (Completed) Wizard to import addresses / contacts during setup
- (Completed) Inline validation & error messages in forms (e.g. missing required fields)
- (Completed) Added “Preview Quote” view before sending
- (Completed) Quote templates: dynamic placeholders expansion
- (Completed) New dashboard widget for pending orders / deliveries
- (Completed) UI to search / filter assets by multiple attributes
- (Completed) Bulk-edit ability on grid views (mass update)
- (Completed) Column visibility toggles on all grids
- (Completed) Resizable / draggable columns in grid tables
- (Completed) Enhanced pagination in large lists
- (Completed) Ability to save view filters / named views
- (Completed) Cookie / session persist filter states
- (Completed) Added “activity log / history” panel on assets / orders
- (Completed) UI to "duplicate" orders / assets
- (Completed) Support for serial number tracking per asset
- (Completed) Bulk-assignment of SKUs to assets
- (Completed) Auto-generation of SKU codes based on rules
- (Completed) Display of stock levels in outbound order form
- (Completed) Stock adjustment UI (manual adjustments)
- (Completed) Inventory reports: low stock, ageing stock
- (Completed) Lot / batch tracking visibility in item listings
- (Completed) Ability to clone / copy existing quotes or orders
- (Completed) Order status tracking (draft, confirmed, shipped, delivered)
- (Completed) Alerts / warnings when stock insufficient in quote
- (Completed) Support for order line discounts / markup
- (Completed) Multi-currency support in quoting / orders
- (Completed) Support for deposit / partial payments on quotes
- (Completed) Terms / payment terms fields in quotes / orders
- (Completed) Versioning of quote templates
- (Completed) Log / audit trail of changes to quotes / orders
- (Completed) Auto-allocation of shipments from nearest warehouse
- (Completed) Batch print of shipping labels
- (Completed) Manifest export (PDF / CSV)
- (Completed) Delivery status webhooks / push updates
- (Completed) Bulk upload of tracking numbers
- (Completed) Delivery exception alerts (delays, failed)
- (Completed) Proof-of-delivery upload (image / signature)
- (Completed) Import / bulk upload of contacts / addresses
- (Completed) Duplicate detection on customer entries
- (Completed) Mark contacts as default billing / default shipping
- (Completed) Tagging / grouping of customers (e.g. VIP, reseller)
- (Completed) Display contact change history / audit trail
- (Completed) Search contacts by custom fields
- (Completed) Webhook support for key events (asset created, order shipped)
- (Completed) API endpoint to delete or void record (soft delete)
- (Completed) Rate limit / pagination enforcement on API responses
- (Completed) API authentication via OAuth / token rotation
- (Completed) Internal “API health / usage metrics” dashboard
- (Completed) Integration with external CRM (connector stub)
- (Completed) Integration / mapping for third-party erasure tool metadata
- (Completed) CSV / Excel import via API endpoints
- (Completed) Bulk API endpoints (multi-record create / update)
- (Completed) Email templates (HTML + plaintext) management
- (Completed) Automatic email triggers (on quote, on delivery etc)
- (Completed) CC / BCC / reply-to fields configurable in email templates
- (Completed) Logging of sent / failed emails
- (Completed) Retry logic for failed emails
- (Completed) Ability to preview emails before sending
- (Completed) Support attachments in outgoing emails
- (Completed) Notification centre / bell icon for in-app alerts
- (Completed) Summary KPIs on homepage (e.g. orders this month, shipments)
- (Completed) Custom reports builder (select fields, filters)
- (Completed) Export reports to CSV / XLS / PDF
- (Completed) Graph / chart visualisations (bar, line, pie)
- (Completed) Scheduled report emails (daily, weekly digest)
- (Completed) Report templates (save / reuse)
- (Completed) Cross-module reports (assets + orders + deliveries combined)
- (Completed) Granular permission controls (per module, per operation)
- (Completed) Role templates (Admin, Manager, Operator)
- (Completed) API key scoping (which modules allowed)
- (Completed) Password / session policy enforcement
- (Completed) Two-factor authentication for admin users
- (Completed) Audit log for login / failed login attempts
- (Completed) Caching of expensive queries / result sets
- (Completed) Index optimisation for large tables
- (Completed) Background jobs / queueing for heavy tasks
- (Completed) Retry logic / error handling in asynchronous tasks
- (Completed) Health check endpoints / monitoring alerts
- (Completed) Automated tests (unit / integration) added coverage
- (Completed) Log rotation / archival strategy
- (Completed) Bulk data import performance improvements
- (Completed) Database migration scripts hardened
- (Completed) Date / time locale formatting fixes
- (Completed) Timezone support across modules
- (Completed) Input sanitisation / XSS checks
- (Completed) Character escaping / special characters in data
- (Completed) UI / CSS polish across browsers / devices
- (Completed) Mobile / responsive improvements
- (Completed) Tooltips for less-used features
- (Completed) Fixes for corner cases (null values, missing relations)
- (Completed) Localization / i18n stubs (future translation readiness)
- (Completed) Help / documentation pages in UI
- (Completed) In-app links to support / knowledge base
- (In Progress) In addition to images, ability for customers to upload videos on the booking form
- (In Progress) Direct Printing via PrintNode integration
2026 onwards
- Ability for photo of a lot / pallet / pile of items to be assessed by AI for types / estimated quantities. Show AI suggestion for user to reject, edit and accept, or accept
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Simplified / global search for all modules
- Ability for a photo of an individual item to be assessed by AI for specs / type / damage. Show AI suggestion for user to reject, edit and accept, or accept
- API for 3rd party developer-integration
- Shipping cost calculations via ShipEngine Integration for Inbound Orders
- Weighbridge software integration
- Calendar sync with Google and Office 365 (bidirectional)
- Customer feedback alongside our own extensive research means we have an extensive list of enhancements and refinements we'll be continuously adding to
- Additional HR functions including:
- Recruitment
- Employee / Driver timesheets
- Probation and Performance Reviews / Appraisals
- Integration with CreditSafe
- Inbound order "Snooze" functionality
- Collections route planning / optimisation
- (In Progress) eCommerce Integrations: Shopify, Magento, Amazon, eBay
- (In Progress) Further functionality on customer portal, inc. self-survey form - Part 2
- (In Progress) eSigning for items collected / dropped off
- (In Progress) Ability to update of Duty of Care, Hazardous Waste and other documents from mobile device
- Integration with WipeDrive
- (In Progress) Option to allow specified customers to book their own collections via the portal (rather than just enquire)
- (In Progress) More advanced commission / profit share, and profit reporting - Part 2
- Support for Marginal VAT
- Map view for collections planning
- Map view for customers
- (To do) "Sales Intelligence" version 1: Matching inbound orders with outbound demand
- (In Progress) Smart updating of Inbound Order value based on quotations / purchase orders
- Provision for Recycly user of customer (via portal) to divert some/all of revenue share to charity
- (In Progress) Product details lookup, i.e. ability to retrieve images / specs from SKU (Stock-Keeping Unit) and/or Universal Product Code (UPC)
- (In Progress) Enhanced scanning of multiple incoming items from a mobile device
- (To Do) Companies House lookup for new leads & customers