Recycler operations, one feature at a time
Order list controls · Summary Order · Create Order · Materials · Receiving list sorting
What this manual covers
Five updated areas of the Recycler module. Each chapter pairs the rules you need to know with a short screen recording of the real workflow.
01
Order List Controls
Filter conditions, column settings, and list operations.
02
Summary Order / Pallet ID
Use Pallet ID as a grouping and sort-priority field.
03
Create Order
Complete reference, transport, seal, and receiving-task date details in Basic Info.
04
Materials
Category tree structure and disabling materials safely.
05
Receiving List Sorting
Choose the list order that helps the receiving team find records faster.
Use filters and column settings to organize your order list
Order statuses that were previously spread across tabs are now managed in the filter. Use Column settings to control which data appears in the list.
01
Choose order statuses in the filter
Open the filter area above the list, select the statuses and other conditions you need, then select Apply. Additional conditions return a narrower result set.
02
Choose and reorder columns
Use the column settings icon at the top right of the list to show or hide fields and drag them into the order you want.
03
Keep each tab's working filters
Recycler remembers the selected filters for each order-list tab, so you can return to the same working view.
Use Pallet ID to refine a Summary Order view
Pallet ID is now available as a grouping and sort-priority field in Summary Order, so results can be separated by pallet when needed.
01
Select Pallet ID
In Filter, select Pallet ID under Group and sort priority.
02
Set the grouping priority
Drag the selected fields to set the grouping and sort order that best fits the review.
03
Check the result size before exporting
Including Pallet ID can create more result rows and may take longer to load or export.
Complete Basic Info in the first step of order creation
Reference Number, Track/Container Number, Seal Number, and the receiving-task date are now collected in Basic Info. Complete the order details in one page before moving to the next step.
01
Enter reference and transport details
In Basic Info, enter the Reference Number, Track/Container Number, and Seal Number together with the other required order details.
02
Set the receiving-task date
Set the receiving-task date in the same Basic Info step, so the order includes the information needed for the receiving schedule.
03
Use the updated receiving-worker page
The receiving-worker page has also been updated. The related number information is now shown in the worker's own work interface, so the team can continue the task with the same order context.
Organize categories and retire unused materials safely
Use the category tree for structure. Disable a material when it should no longer appear in new-entry selections without deleting historical records.
01
Use a multi-level category tree
Organize materials under parent categories and sub-categories for more consistent choices across order, receiving, inventory, and reporting.
02
Disable instead of delete
Set unused materials to Disabled first. Existing inventory and historical records remain available while you clear remaining stock before deletion.
03
Review historical data intentionally
In Summary Order, select Included disabled material when you need reports or exports that include disabled materials.
04
Control where each material can be used
Under Usability, choose Inbound, Processing, and Outbound. A material is available only in workflows that are enabled for it.
What each setting changes
Inbound
Controls order setup, receiving, and classify selections. When enabled, the material can be received and labeled.
Processing
Controls processing and baling selections. When disabled, the material cannot be found, selected, or submitted for those actions.
Outbound
Controls whether inventory can be shipped. Existing labels and inventory do not override this setting.
Example: receive, but do not ship
With Inbound enabled and Outbound disabled, users can receive and print labels. Shipping is still blocked because Outbound is not enabled.
Example: turn off Processing after receiving
Receiving records, labels, and inventory remain. From that point forward, users cannot find, select, or submit this material in processing or baling.
Example: Inbound material is unavailable
When Inbound is turned off, the material no longer appears in affected material searches. Existing pallet records remain visible; only the next inbound action is restricted.
Choose the right control: Usability or Disabled
Use Usability
Use this when the material is still active but should be available only at selected workflow stages. For example, keep Inbound on and Outbound off when it can be received and labelled but must not be shipped.
Use Disabled
Use this when the material should no longer be selected for any supported new work. Existing inventory, pallets, labels, completed orders, and history remain available for review.
Rule of thumb
Use Usability to control one workflow stage. Use Disabled to retire a material from supported new selections.
Find receiving records faster with improved list sorting
Receiving and classify workers can choose the list order that best matches the task in front of them.
01
Choose a sort order from the list menu
Use the sort menu above the pallet list to change how received records are displayed.
02
Sort by time, name, or ID
Available options include Newest, Oldest, Name A–Z, Name Z–A, ID low to high, and ID high to low.
03
See record count and created time
The list also shows the number of received records and each record's created time, making it easier to identify the item you need.
Know when a correction is needed
Order Correction is only for confirmed errors or omissions — if the original workflow can still fix it, use that instead.
01
Confirm it’s a data error
Confirm it’s a data error already on record — not something the normal workflow can still handle.
02
Check the record first
Check the receiving record, photos, weight record, and pallet data first.
03
Use the original flow when you can
If the original flow can still fix it, use that — Order Correction is only for confirmed errors that need an audit trail.
Status flow, correction type and roles
Check the correction's status first, then decide what to do — the Correction type sets what can be changed.
01
Two correction types
Data correction only is for existing data that's wrong; Late inbound pallet is for a pallet missed during receiving.
02
Type can't be switched once chosen
Picked the wrong type? Discard the unfinished correction and start a new one.
03
No lifetime limit on corrections
You can open a new one after Applied or Discarded for a new confirmed error — but repeated corrections shouldn't substitute for fixing the source process.
Status flow
Awaiting approval
ORDER LOCKED
Approve + Apply success
Applied
ORDER UNLOCKED
Reject
Edit + resubmit
Rejected
ORDER STILL LOCKED
Discard — from Awaiting approval or Rejected (Requester only)
Discarded
ORDER UNLOCKED
- Awaiting approval
- Submitted — official order data hasn’t changed yet.
- Rejected
- The Reviewer asked for more information or changes — the correction is still not complete.
- Applied
- The approved content was successfully applied to the official order data.
- Discarded
- The Requester withdrew it — the Requested data is never applied.
Correction type
The correction type describes what kind of problem you are fixing, and it decides which data you are allowed to change. Choose it first — it can’t be switched after you start.
Late inbound pallet
Allowed: add inbound pallet; soft-delete inbound / sorting / processed
Not allowed: change pallet/tare number; change workflow or order status
Data correction only
Allowed: edit existing fields, Customer section, Related sales, add photos
Not allowed: add or delete pallet; add inventory quantity
Roles
- Sales / Sales Manager / Warehouse Manager
- Can create and view when they have view access to the original order.
- Requester
- Can edit a Rejected correction, reassign Reviewer, Discard.
- Designated Reviewer
- Can Approve or Reject.
- Other roles (e.g. Receiving Worker, Classify Worker, Dismantling Worker, Accounting)
- Can’t create, view, or review an Order Correction. Ask a Sales, Sales Manager, or Warehouse Manager with access to the order to submit it.
See a correction’s status on the order
An open correction is shown in the order list and in the order detail panel, separately from the order’s own status.
01
Correction Pending tag in the order list
An order with a correction waiting for review shows a Correction Pending tag under its order status.
02
Pending badge on the History tab
In the order detail panel, the Order Correction History tab shows a Pending badge while the correction is open.
03
One card per correction
Each card shows the correction status and type, who requested it, and the date. Expand it to compare Current → Requested.
04
The order status stays the same
The order keeps its own status, such as Pending processing. The correction status is shown separately — see OC-02 for what each status means.
Create and submit a correction
Open it from the order detail page, choose the right type, write a traceable Comment, pick a Reviewer, then Submit — only Submit creates the correction.
01
Start from the order detail page
Click Create Order Correction on the order detail page. The order must be in Receiving with at least one already-received pallet.
02
Choose the Correction type
Data correction only is for a data error; Late inbound pallet is for a pallet missed during receiving. The type can’t be switched later — if it’s wrong, discard and start again.
03
Scope depends on order status
Pending review, Restock, and Pending processing each allow a different scope of changes.
04
Fields you can't change
Pallet number and Tare number can’t be changed. For the other editing rules, see OC-05.
05
Comment must cover 3 things
State which data is wrong, what record or photo it’s based on, and what value it should become. Example: “Received weight was logged as 150 lb; per the scale photo and receiving record, it should be 130 lb. Requesting the Receiving inbound pallet’s Gross weight be updated to 130 lb.”
06
Pick a Reviewer, then Submit
You can’t Submit without a valid Reviewer selected. Once submitted, the status becomes Awaiting approval and the Reviewer is notified.
Before you Submit, confirm:
- Correction type is correct
- Requested values are correct
- Evidence / photos attached
- Reviewer is correct
- Downstream impact checked
Edit the correction
Only change what’s necessary each time — don’t mix unrelated edits into one correction. Use Restore before Submit to cancel a deletion mark.
01
Only change what needs fixing
Only fill in Requested values for the fields that actually need correcting — don't touch unrelated fields along the way.
02
Net weight is calculated by the system
Net weight follows the system's own calculation — it can't be typed in directly.
03
Photos have different rules
Existing photos are view-only; a new photo you just added can still be removed before Submit.
04
A delete is a request, not immediate
A pallet or field marked for deletion only takes effect after Approve and a successful Apply; use Restore to undo the mark before Submit.
Review the diff, approve, or reassign
The Reviewer compares facts and differences first, then approves, rejects, or the Requester reassigns to someone better suited.
01
Is the difference reasonable
Compare Current → Requested and judge whether the change makes sense given the evidence.
02
Comment states reason, evidence, value
The Comment should clearly state the reason, the evidence it’s based on, and the Requested value.
03
Within what status allows
Confirm the change is within what this order’s current status and Correction type allow.
04
Check impact on other pallets
Consider whether it could affect other pallets, Sorting result, or Processed pallet.
RV
Reviewer reassignment
Only the Requester can change the Reviewer. Only while Awaiting approval or Rejected. Changing the Reviewer never changes the Requested data — both the old and new Reviewer are notified.
Who reviews and how they’re notified
Each correction has one designated Reviewer. Know who can be chosen, how they find the request, and what only they can do.
01
Who can be the Reviewer
Enabled Warehouse Managers and Sales Managers. The Requester is never a candidate — you can’t review your own correction.
02
Who is selected by default
The form preselects the first Warehouse Manager by name (A–Z); if there is none, the first Sales Manager. Change it if someone else knows the order better.
03
How the Reviewer is notified
Submit sends the Reviewer an in-app notification. Opening it goes to the order’s Order Correction History with the matching card expanded.
04
Only the designated Reviewer decides
Other Managers can’t approve or reject this correction. The Reviewer also needs view access to the original order.
NT
Who gets notified
- Submit → Reviewer
- Reject → Requester
- Applied → Requester, plus any newly added Related sales
- Reviewer reassignment → old and new Reviewer
Reject asks for a fix, not a delete
Reject asks for a fix; Discard means it's over. Neither one applies the Requested data.
01
Rejected never applies data
Rejected never applies the Requested data.
02
Still an open correction
Rejected is still an open correction — you can’t open a second one.
03
Resubmit reuses the record
Resubmitting reuses the original correction record.
04
Discard withdraws the request
Discard withdraws the request — Requested data is never applied.
05
New errors after Applied need a new correction
If new errors are found after Applied, you must create a new correction — you can’t edit a completed record.
Decision after Rejected
Rejected
Reviewer asked for more info or changes; official order data stays unchanged.
Still needs to be corrected
Resubmit
Read the Reject comment → fix data or add evidence → Resubmit
No longer needed
Discard
Withdraws the request; Requested data is never applied.
The Reviewer should clearly state what’s missing, which field is wrong, or what evidence is needed, so the Requester can act on it directly.
Confirm History and downstream data after Applied
Once Applied, check History for the result, then confirm downstream data yourself — nothing downstream updates automatically.
01
Only Applied changes official order data
Awaiting approval, Rejected, and Discarded never write the Requested values.
02
Confirm the result in History
Check the before/after values, Comment, Requester, Reviewer, timing, and final status.
03
Upstream changes don't sync downstream
A Receiving inbound change doesn't automatically update or remove Sorting result or Processed pallet — check those separately.
Confirm before moving on:
- Official data matches Requested
- Customer / sales / pallet / photos
- Sorting result / Processed pallet
- External docs corrected separately
When a label can be reprinted
Only an Applied, added-or-modified pallet that already has an official pallet number can be reprinted.
01
Who can print
Users with view access to the original order can print.
02
Reprint stays off for other statuses
Awaiting approval, Rejected, and Discarded correctly keep Reprint disabled, since the data isn’t official yet.
03
Printing isn’t logged by the system
Reprint uses the browser’s print function; this release doesn’t record print count or history.
| Can reprint | Can’t reprint |
|---|---|
| Applied | Awaiting approval |
| A new or modified pallet | Rejected |
| That already has an official pallet number | Discarded |
What to keep when a correction completes
A correction is a controlled-change record, not an ISO compliance certificate — keep the facts, the evidence, who handled it, and the result.
01
Keep the before/after values
Preserve both Current and Requested so it's clear what changed.
02
Keep the reason and evidence
Preserve the Comment and any supporting photos, weight records, or other evidence.
03
Keep who handled it and when
Requester, Reviewer, and the timing of each action should stay traceable in the record.
04
Keep the final result
Record whether it ended Applied, Rejected, or Discarded — don't treat an in-progress state as final.
05
Check downstream data
After Applied, actively confirm Sorting result, Processed pallet, or other affected records.
06
External documents follow a separate process
Already-issued documents, labels, or external records aren't auto-synced by a correction — they follow the company's existing document-control process.
Currently NOT to be assumed as automatically provided
-
Complete Reject/Resubmit version history
A complete, tamper-evident version history for every Reject/Resubmit cycle.
-
Submit-moment baseline protection
Baseline protection of official data as of the moment of Submit.
-
Print-event history log
A print-event history log.
-
Retention, legal hold, and audit access
Retention period, legal hold, or audit-access policy.
Compliance note
-
Not an ISO compliance claim
Order Correction helps preserve the change and review context — on its own, it does not mean the organization complies with ISO or other regulatory requirements.