Software Guides¶

Last Updated: February 2026

Step-by-step guides for every Scott Recycling application in Odoo.

Odoo Basics¶

New to Odoo? Start here for curated training on native modules with Scott Recycling-specific context.

Guide	Description	Audience
Odoo Basics Overview	Training hub for native Odoo modules with curated learning resources	All Employees

Guide	Description	Audience
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 from 4 APIs	Sales Managers, Admins
Scheduling a Pickup	Add a Note wizard, pickup scheduling, route details	CSRs, Dispatchers
Service Visit Calls	Confirmation and verification call scripts for pickups	CSRs, Dispatchers

Guide	Description	Audience
Inventory Processing	Device receiving, grading, specs tracking	Warehouse, Processing
Weighted Materials	Weighted receiving, recycling receiving, and sales lists for plastics/metals	Warehouse, Sales
Shipping	Shipping containers, weight verification, reusable items	Shipping, Warehouse
Portal Inventory	Barcode scanning, staging locations, category surveys	Warehouse, Inventory
Laptop Inventory	Standalone laptop tracking with auto-SKU generation	Warehouse, IT
Fleet Management	Vehicle tracking, mileage, GPS	Dispatchers, Managers
Maintenance	Equipment tracking, repair requests, preventive schedules, fleet health	Garage Staff, Managers
Helpdesk	Ticket tracking, issue reporting, team assignment, maintenance request creation	All Employees, Helpdesk Teams
Attendance & Time Tracking	Kiosk clock-in/out, late detection, adjustment requests, weekly review, payroll report	All Employees, HR/Payroll
KPI Dashboard	Performance dashboards, KPI tracking, and alerts	All Employees

Guide	Description	Audience
Calls Dashboard	CSR call volumes, contact results chart, and team availability	CSR Managers, Sales Leads
Attendance Dashboard	Check-ins, late arrivals, overtime warnings, and weekly trends	HR Managers, Operations Managers
Transfer Location Dashboard	Inventory at each transfer location with product details	Warehouse Staff, Inventory Coordinators
Daily Production Overview	Boxes sorted, transfer activity, and processed inventory by time slot	Shift Supervisors, System Admins
Truck Location Map	Live GPS map of fleet vehicles	Dispatchers

Guide	Description	Audience
Pickup Weight Report	Pickup weights by customer with category breakdowns	Operations Managers
Glass Report	Glass weight percentages with data quality flags	QA, Operations Management
Sort Transfer Report	Sorting and transfer activity by time slot	Warehouse Managers
Instant Truck Report	Route schedules with pickup-level delay details	Dispatchers, Logistics Managers
Certificate Reports	Generate and email compliance certificates	Sales, Compliance
Serial Number Scanner	Scan and track serial numbers by pickup	Warehouse/QA Staff

Guide	Description	Audience
General Sales	Non-computer item listings and sales tracking	Sales, Listing Managers
Multi-Channel eCommerce	eBay, Amazon, Walmart, and website listings	Sales, eCommerce Managers
Email Pickup Response	Send email blasts for pickup scheduling	CSRs, Dispatchers
Pickup Blast Emails	Mass pickup email campaigns with response tracking and A/B testing	Marketing, CSRs
Mass Email from Filter	Quick mass email wizard from filtered contacts	Marketing, CSRs
SMS Messaging	Bulk and individual SMS via Twilio	Marketing, Managers

Guide	Description	Audience
AI & Automation Overview	AI platform, providers, usage tracking, prompt templates	Managers, Admins
AI Phone System (Sam)	AI-powered phone answering with intent detection and pickup requests	CSR Managers, Admins
Website Chat (Sam)	Floating chat widget for website visitors	Admins, Marketing
Social Media Manager	8-platform social media scheduler with AI content generation	Marketing, Managers

Guide	Description	Audience
HR Overview	Overview of onboarding, evaluations, position profiles, and recruitment	All Employees, HR
Onboarding System	AI-driven role-based onboarding with playbooks and progress tracking	New Employees, Managers
Performance Evaluations	Employee evaluations with role-specific criteria and ratings	Managers, HR
Position Profiles	Job architecture linking training, KPIs, and evaluations	HR, Managers
Careers & Recruitment	Careers portal and applicant tracking	HR, Managers

Guide	Description	Audience
Website Overview	Overview of website modules	Marketing, Admins
Online Store	Website shop with auto-sync and Request-a-Quote	Sales, Marketing
SEO Location Pages	Location-specific landing pages with pickup scheduling	Marketing, Admins
FAQ System	Searchable FAQ database with analytics and schema markup	Marketing, Customer Service