Recycly Knowledgebase
26 articles in this section
Email (4)
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Configuring Microsoft 365 for Outgoing Email
Recycly allows you to configure your system to send emails via your Microsoft 365 account, so that you can send Quotes and Invoices directly from your Recycly...
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Configuring Outgoing Email via Google Workspace
Recycly allows you to configure your system to send emails via your Google Workspace account, so that you can send Quotes and Invoices directly from your...
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Editing Email Templates
Recycly has a very powerful email system, that lets you send and track emails against most records in the system.Part of this is the ability to send emails...
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Sending Templated Emails
Recycly has a very powerful email system, that lets you send and track emails against most records in the system.Part of this is the ability to send emails...
Website (1)
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Linking your Recycly website(s) to Google Analytics (GA4)
To follow your Odoo website’s traffic with Google Analytics:Create or sign in to a Google account using the following link: https://analytics.google.com.If you...
Customer Portal (1)
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Inviting Customers to the Portal
The Recycly Customer Portal gives your customers access to their Jobs, Collections / Drop-offs, Quotes, Orders and Invoices.Within the Jobs area, they can view...
Data Import (5)
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Data Import FAQ (Frequently Asked Questions)
Q: What format do I need my data to be in order to import it into Recycly?Recycly accepts data in Excel or CSV files.The easiest way to import is to start from...
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Finding and Removing Duplicate Values in Excel Data
Some fields in Recycly such as "Model Number" do not allow duplicate values, and you may get a warning such as the below:Before importing your data, you can...
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Guide to Importing Asset Items & Lots
Recycly is very flexible when it comes to data imports, but it can make it challenging when doing your first ones to get everything right.Matching up Asset...
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Guide to Importing Individual Hard Drives
For ITADs that do hard drive erasure or shredding en-masse onsite, it is useful to be able to import a list of shredded hard drives into Recycly.The easiest...
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Sending data files to us, so we can quote you for import
If you'd like to raise a request for us to quote for importing your data. Please provide us with the following:A general explanation of the data file, for...
Document Templates (1)
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Creating & Editing Document Templates
Recycly allows you to edit your Quotation, Sales Order and Purchase Order templates directly with Microsoft Word. It is possible to create other document...
Audit Tools (2)
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Aiken Workbench: Installing TeamViewer for Recycly Remote Support
We've designed our Aiken integration to be as self-service as possible, but there are occasions where there is a problem on your Aiken server which prevents it...
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Aiken Workbench: Installing the Recycly Integration service
In order to connect your Aiken Workbench system to Recycly, you'll need to install our Recycly-Aiken integration software on your Aiken server.For your...
Quickbooks (4)
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00. QuickBooks Integration Overview
Our QuickBooks integration is an optional add-on available to Recycly that allows them to connect their CRM to their QuickBooks Cloud accounts system.The...
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10. Setting up the QuickBooks Link
PrerequisitesYou'll need: a Recycly account with access to the Settings Area of Recyclya QuickBooks user with "Admin" access, in order to connect the Recycly...
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20. Controlling Access to QuickBooks from within your Recycly system
For each user of your Recycly system, you can select what (if any) access they have to QuickBooks information and functions.Go to Settings -> Users and click...
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30. Creating New QuickBooks Accounts from CRM
PrerequisitesYou need to enter some required information on the record in CRM before you can transfer it into QuickBooks:Company or Individual nameStreet...
Managing Assets (5)
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"Deleting" Assets
Occasionally you may with to delete an asset, for example if it is a duplicate, or has been imported incorrectly.Once a lot or item has been received into...
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Creating New Asset Types
The quickest way to create a new asset type is to duplicate an existing one that is similar to the one you need.For example, to create a new "All In One" asset...
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How do I mark items as recycled, so they go out of stock?
Firstly, make sure your items have an Intended Final Action set. Normally this comes through from the Contract or Inbound Order, but this can be set directly...
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Parts Harvesting / Demanufacturing
(Images to be added)Tracking of Weights and UnitsYou can choose to track specific asset types by Weight. When an Asset is selected as an "Inbound Asset Type"...
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Performing actions on a large number of assets
By default, for performance reasons, Recycly will only show the first 80 items / lots that match your search.It is common to need to perform actions on more...
Sales (1)
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Selling to Customers in Multiple Currencies
Recycly allows you to buy and sell in multiple currencies.Setting a currency against your Customer and Supplier recordsGo to the Address Book and locate the...
User Management (1)
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What is an "Administrator User"?
An Administrator user has access to all system settings, such as the ability to add / remove Asset Types, configure Processing Actions, import data, and many...
Recycly Knowledgebase (1)
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0- GETTING STARTED WITH RECYCLY -0
- Read this article to get started with Recycly -NotesMost articles in our online Knowledgebase will be replaced or redirected to brief how-to videos on our...