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

<< Past   


2020 Q3 - 2022 Q4
(30 months)

  • (Completed) Initial user journeys / user stories / workflows, wireframes
  • (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
  • (Completed) Inbound Orders: Collections / Customer Drop-offs
  • (Completed) Xero Integration
  • (Completed) Sage 50 Integration
  • (Completed) Inventory Enhancements, Barcoding
  • (Completed) Marketing Campaign Management
  • (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
  • (Completed) Advanced Shared Dashboards and Personal Dashboards
  • (Completed) Timesheets
  • (Completed) Surveys
  • (Completed) Project and Task Management
  • (Completed) Customer Portal

2022 Q4
(3 months)

  • (Completed) Quickbooks Integration
  • (Completed) 100s of minor usability enhancements based on customer feedback
  • (Completed) Knowledgebase system
  • (Completed) Customer Portal to include Collection visibility

2023 Q1
(3 months)

  • (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) More 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
  • (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
  • (Completed) Initial designs of Setup wizard to guide initial configuration (accessible at any time)
  • ...and more

2024 Q1 - Q4

(12 months)

  • (Completed) Clearer "Processing" workflows for Harvesting / Demanufacturing
  • (Completed) Onboarding Wizard for new or established users to quickly set up and configure common areas of Recycly
  • (Completed) FMV / Fair Market Value advanced rules interface enhanced and simplified
  • (Completed) Enhancements to automatic quotation and purchase order generation based on configurable rule-sets
  • (Completed) General Purchasing (i.e. for packaging / storage / other non-asset item products)
  • (Completed) Simplified split of Asset Types, Other Products, Services 
  • (Completed) Driver / Crew / Vehicle schedule conflict checking
  • (Completed) 100s of minor enhancements to navigation and usability logged from 2023 Q3 and Q4
  • (Completed) Simplified user interface and workflows for Blancco and Aiken Workbench integrations
  • (Completed) Support for multiple cloud and on-site hardware auditing and media erasure tools
  • (Completed) Integration with YouWipe / GlobalErasure
  • (Completed) Further functionality on customer portal - Part 1 
  • (Completed) Support for even more advanced item testing workflows
  • (Completed) More advanced commission / profit share, and profit reporting - Part 1
  • ...and more

2025 Q1 - Q4  

(12 months)

  • (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
  • (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
  • (Completed) In addition to images, ability for customers to upload videos on the booking form
  • (Completed) Direct Printing via PrintNode integration
  • (Completed) Advanced Attribute Management per Asset Type, inc. 3-layer hierarchy, attributes shared across asset types, advanced sync to hardware auditing software systems, and more

< Current > 

2026
(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

  • (In Progress) Integrations - eCommerce: Omni-channel eCommerce Integration (Amazon, eBay, Shopify etc) via Base.com
  • (In Progress) Documents and Templates: Item / Lot label enhancements - clear quantity, allow set number of labels to print. Fix missing site fields error in Document Templates in Inbound Order system area
  • (In Progress) Processing and Testing - Snapshots: Further enhancements to snapshot functionality, including marking which snapshot to use for customer valuation and refinements to snapshot logic for key workflow points
  • (In Progress) Sales and Finance - Invoicing and Payments: Payment Platform - option to include or exclude enterprise payment providers. Archive posted invoices and filter from receivables
  • (In Progress) Setup and Configuration: Further enhancements to the Setup Assistant, including prompts, descriptions, sequencing and onboarding clarity
  • (In Progress) Data Import and Migration: Further enhancements to data import, including on-screen guidance and validation during import flows
  • (In Progress) Portal and Website: Further enhancements to portal site and contact management, including customer site administration and organisation/contact management
  • (In Progress) Integrations - Erasure and Audit Tools: Further enhancements to Aiken Workbench integration, including grade mapping/configuration support and handling where actual test results are not populated
  • (In Progress) Processing and Testing - Audit Reports: Further enhancements to audit report matching, including filtering/reporting and exception handling
  • (In Progress) Processing and Testing - Erasure: Further enhancements to erasure evidence capture, including method, operator and timestamp storage
  • (In Progress) Warehouse and Inventory - Scanning: Further enhancements to the Scan Wizard, including ‘Copy Line’ behaviour, expanded scanning capability, and enhanced validation/exception handling
  • (In Progress) Warehouse and Inventory - Labels: Further enhancements to label handling, including clearer on-screen details, multiple label formats (Item/Lot), and batch printing
  • (In Progress) Portal and Website: Customer-proposed collection dates with portal-based confirmation workflow
  • (In Progress) Email and Notifications: Default “from” address for all email templates. Company-level email signatures / footers
  • (In Progress) Reporting and Dashboards: Further enhancements to the Document Template variable helper and reporting defaults for common KPIs
  • (To Do) Warehouse and Inventory - Stock: Further enhancements to stock reservation/unreservation workflows, including move line handling
  • (To Do) Warehouse and Inventory - Items and Lots: Further enhancements to item/lot search, grouping and list views. Further enhancements to lot split/merge workflows
  • (To Do) Warehouse and Inventory - Labels: Further enhancements to label printing UX, label sizing and templates
  • (To Do) Integrations - Accounting: Centralised OAuth redirect handling (reduce per-customer redirect URI maintenance). Further enhancements to Xero contact update prompts and sync reliability
  • (To Do) Integrations - Shipping: ShipEngine - auto-calculate packages. Further enhancements to packaging/shipping rule handling
  • (To Do) Integrations - Identity: Entra ID (Azure AD) OAuth authentication support
  • (To Do) Integrations - Tax: Avalara plugin for US customer tax calculations
  • (To Do) Portal and Website: Embedded collection request form on customer website. Further enhancements to portal booking workflows and confirmations
  • (To Do) Portal and Website: Further enhancements to portal report downloads and packaging. Further enhancements to portal visibility of inbound/outbound history
  • (To Do) Portal and Website: Further enhancements to portal user management and access controls. Further enhancements to portal UX/navigation
  • (To Do) Processing and Testing - Snapshots: Further enhancements to snapshot locking at key workflow points. Further enhancements to snapshot reporting outputs
  • (To Do) Processing and Testing - Audit Reports: Further enhancements to audit report matching rules, exception handling, ingestion and validation
  • (To Do) Processing and Testing - Erasure: Further enhancements to erasure integrations and evidence capture. Further enhancements to certificate storage and outputs
  • (To Do) Sales and Finance - Contracts and Pricing: Optional services in contracts/quotes. Non-recurring service items in contracts and quotes
  • (To Do) Sales and Finance - Contracts and Pricing: Further enhancements to contract templates and eSign flows. Further enhancements to pricing/FMV share logic and settlement rules
  • (To Do) Sales and Finance - Invoicing and Payments: Further enhancements to invoice workflows, credit notes and receivables handling
  • (To Do) Sales and Finance - Quoting: Further enhancements to Quote Items Scheme rules. Further enhancements to Quotation Wizard UX/outputs
  • (To Do) API: Further enhancements to API endpoints for key entities. Further enhancements to API authentication approach
  • (To Do) API: Webhook support. Further enhancements to API documentation baseline
  • (To Do) Assets and Attributes: Further enhancements to Asset Types defaults and intended final actions. Further enhancements to attribute validation/units
  • (To Do) Assets and Attributes: Further enhancements to BOM/component handling for demanufacture and parts recovery. Further enhancements to demanufacture/harvesting workflow support
  • (To Do) Fleet and Collections: Further enhancements to driver assignment workflows. Multiple drivers/crew per collection
  • (To Do) Fleet and Collections: Further enhancements to collection scheduling and status tracking. Route planning readiness enhancements
  • (To Do) Security and Permissions: Further enhancements to role-based access controls. Further enhancements to portal permission granularity
  • (To Do) CRM and Leads: Further enhancements to opportunity reporting. Further enhancements to interest visibility and scoring
  • (To Do) Setup and Configuration: Further enhancements to onboarding UX and multi-site setup configuration
  • (To Do) Email and Notifications: Further enhancements to deliverability controls and domain handling. Further enhancements to notification rules/triggers
  • (To Do) Documents and Templates: Further enhancements to template field coverage and rendering. Further enhancements to report output consistency
  • (To Do) Compliance and Sustainability: Further enhancements to sustainability reporting outputs and traceability evidence
  • (To Do) HR: Further enhancements to timesheet and HR workflows. Further enhancements to HR reporting
  • (To Do) Data Import and Migration: Further enhancements to import tooling, mapping and validation
  • (To Do) Reporting and Dashboards: Further enhancements to KPI dashboards. Further enhancements to operational reporting outputs

   Future >>
 

2027 onwards

  • (To Do) Operations: Separating In/Out Orders by company department (Full Territories). Offline access for on-site work
  • (To Do) Warehouse and Inventory - Items and Lots: Mobile app view for site scanning and processing. Further enhancements to mixed/unknown asset bin workflows. Further enhancements to item ID generation rules
  • (To Do) Portal and Website: Embedded collection form on customer website. Expanded customer self-service options
  • (To Do) Fleet and Collections: Fleet tracking / vehicle GPS tracking. Route planning and driver allocation enhancements
  • (To Do) Documents and Templates: Generated contracts and contract outputs. Additional certificate/report output enhancements
  • (To Do) Warehouse and Inventory - Scanning: Further enhancements to bulk scanning and high-volume scan performance. Enhanced validation and exception handling
  • (To Do) Warehouse and Inventory - Stock and Locations: Territories as stock locations. Location structure enhancements. Reservation/allocation workflow enhancements
  • (To Do) Warehouse and Inventory - Labels: Enhanced label template management. Bulk label printing workflows. Enhanced barcode/label configuration UX
  • (To Do) Integrations - eCommerce: Expanded Base.com connector coverage. Additional omni-channel connectors. Fulfilment mapping enhancements
  • (To Do) Integrations - Shipping: Direct courier integrations. Shipping rule enhancements. Packaging/shipping automation
  • (To Do) Integrations - Accounting: Hardened accounting integrations and mappings. OAuth/auth enhancements. Automation enhancements
  • (To Do) Integrations - Identity and Productivity: Microsoft 365 expansion. SSO/auth enhancements. Tenant/customer separation enhancements
  • (To Do) Integrations - Erasure and Audit Tools: Expanded erasure/audit tool coverage. Evidence handling and matching enhancements
  • (To Do) Integrations - Other: Additional third-party integrations and admin tooling. Monitoring and error handling enhancements
  • (To Do) Processing and Testing - Workflow: Processing workflow automation. QC/grading workflow enhancements. Traceability/auditability enhancements
  • (To Do) Processing and Testing - Snapshots: Further enhancements to snapshot logic, locking and reporting
  • (To Do) Processing and Testing - Audit Reports: Further enhancements to audit report matching rules, validation and exception handling
  • (To Do) Processing and Testing - Erasure: Expanded erasure integrations. Certificate storage/output enhancements. Mismatch handling enhancements
  • (To Do) Sales and Finance - Contracts and Pricing: Expanded pricing rule engine and FMV logic. Automated calculation/override enhancements. Margin/profitability reporting enhancements
  • (To Do) Sales and Finance - Quoting: Quotation Wizard UX/output enhancements. Quote Items Scheme automation. Quote approvals/controls
  • (To Do) Sales and Finance - Invoicing and Payments: Invoicing automation. Credit notes/refunds handling enhancements. Payment provider configuration enhancements
  • (To Do) Assets and Attributes: Enhanced modelling for complex devices. BOM/component structures. Import/mapping enhancements
  • (To Do) Reporting and Dashboards: Expanded KPI coverage. Dashboard configuration UX enhancements. Reporting pack enhancements
  • (To Do) Email and Notifications: Deliverability controls. Notification rules/triggers. Template management enhancements
  • (To Do) API: Expanded endpoints. Webhook support and developer tooling enhancements. Documentation enhancements
  • (To Do) Security and Permissions: RBAC coverage enhancements. Portal access restriction enhancements. Audit logs and security reporting enhancements
  • (To Do) Compliance and Sustainability: Sustainability reporting enhancements. Evidence capture enhancements. Compliance readiness enhancements
  • (To Do) CRM and Leads: Lead/opportunity scoring enhancements. Interest matrix reporting enhancements. Pipeline forecasting enhancements
  • (To Do) Setup and Configuration: Setup Assistant automation. Multi-site setup tooling. Onboarding check enhancements
  • (To Do) HR: Timesheet approval enhancements. Performance review/appraisal features
  • (To Do) Data Import and Migration: Validation/error reporting enhancements. CSV mapping enhancements. Bulk data operation enhancements