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Scott Recycling Documentation

Welcome to the comprehensive documentation for Scott Recycling's custom Odoo modules, employee training, and system guides.

Quick Navigation

For Everyone — Strategy & Planning

Operating Playbook — What we do, how we do it, what success looks like. Start here if you're new.

Enterprise Master Plan — Comprehensive operational framework (managers)

Operational Master Plan — Current action plan with priorities (managers)

For Employees

Training Portal - Access all training courses and materials

SR Operations KPI - View your performance dashboard and KPIs

Scheduling a Pickup - Schedule pickups through the Add a Note wizard

Email Pickup Response - Send pickup request emails to customers

Company Policies - Service window and force pickup policies

Employee Handbook - Attendance, timekeeping, safety, and company rules

For Developers

Developer Guide - Development workflow, module standards, and server reference

Telephony Setup - VitalPBX telephony integration

Training Courses

Course Role Duration
CSR Sandbox Workout CSR ~2 hours
Customer Management Mastery CSR ~45 min
Advanced Call Techniques CSR ~30 min
Inventory & Shipping Operations CSR ~30 min
Leadership Development CSR ~20 min
Dispatcher Sandbox Workout Dispatcher ~2.5 hours
Warehouse Fundamentals Warehouse ~1.5 hours
Warehouse Sandbox Workout Warehouse ~2 hours
Sales Fundamentals Sales ~1.5 hours
Sales Sandbox Workout Sales ~2 hours
Driver Fundamentals Driver ~1 hour
Social Media Sandbox Workout Marketing ~1.5 hours
Manager Operations Guide Manager ~1 hour
Attendance Sandbox Workout All ~90 min
Maintenance Fundamentals Garage ~1.5 hours
Helpdesk Fundamentals All ~1.5 hours

Software Guides

Guide Description Audience
Odoo Basics Native Odoo module training with curated resources All Employees
Call Queues (A/B/C/D) A/B/C/D call queues for existing customers, call logging, pickup scheduling CSRs, Managers
Prospect Queue New prospect outreach, stage tracking, conversion CSRs, Managers
Prospect Automation Automated multi-source prospect scraping Sales Managers
Inventory Processing Device receiving, grading, specs tracking Warehouse, Processing
Weighted Materials Weighted receiving, recycling receiving, sales lists Warehouse, Sales
Shipping Shipping containers, weight verification, reusable items Shipping, Warehouse
SR Operations KPI Performance dashboards, KPI tracking, and alerts All Employees
AI & Automation AI phone system, website chat, social media management Managers, Marketing
HR & Employee Management Onboarding, evaluations, position profiles, recruitment All Employees, HR
Website Online store, SEO locations, FAQ system Marketing, Sales
Email Pickup Response Send email blasts for pickup scheduling CSRs, Dispatchers
General Sales Non-computer item listings and sales tracking Sales, Listing Managers
Multi-Channel eCommerce eBay, Amazon, Walmart, and website listings Sales, eCommerce Managers

System Information

Platform: Odoo 17.0 Community Edition Database: PostgreSQL 14+ Last Updated: February 2026

Getting Started

Find docs for your role:

Role Start Here
CSR (Customer Service Rep) CSR Hub — Call queues, prospect outreach, email blasts, KPIs
Warehouse & Processing Warehouse Hub — Inventory, weighted materials, shipping, KPIs
Driver Driver Hub — Route schedules, pickups, vehicle management
Sales & eCommerce Sales Hub — Listings, marketplace, sales lists, website store
Garage & Maintenance Garage Hub — Equipment, repairs, preventive schedules
Manager / Supervisor Manager Hub — Team KPIs, evaluations, onboarding, alerts