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Waste Collection Management
Waste Collection Management is a comprehensive Odoo solution that helps organizations efficiently manage the entire waste collection process from start to finish. The application enables businesses to organize waste collection requests, schedule pickups, manage recurring subscription services, and assign vehicles and drivers with ease. It streamlines customer request handling, CRM lead generation, sales order processing, booking management, and automated invoicing within a single platform. With flexible subscription plans, customizable pickup schedules, and detailed operational reports, the module improves productivity while reducing manual work. Designed for municipalities, private waste collection companies, recycling businesses, and environmental service providers, it offers a complete and scalable solution for modern waste management operations.
Features
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Support
Service
Features
Waste Collection Request Management
Create and manage waste collection requests by selecting customers, companies, collection locations, waste types, service types, subscription plans, and preferred time slots from a single form.
CRM Lead Generation
Automatically convert waste collection requests into CRM leads, allowing your sales team to track opportunities, manage customer inquiries, and increase business conversions.
Sales Order & Subscription Management
Generate quotations and convert them into sales orders or recurring subscription orders directly from the CRM lead. Flexible subscription plans allow businesses to offer scheduled waste collection services while simplifying recurring billing and long-term customer management.
Booking & Pickup Order Management
Create booking orders from confirmed subscription plans and schedule waste collection efficiently. Assign collection vehicles and drivers to pickup orders, monitor collection activities, and ensure timely service delivery through a well-organized operational workflow. 5
Flexible Subscription Billing
Configure subscription plans with customizable start dates, end dates, billing intervals, and installment schedules. The application automatically generates invoices based on the subscription plan, reducing manual work and ensuring accurate recurring billing for customers.
Master Data Configuration
Configure essential master data including Waste Categories, Waste Types, Service Types, Vehicle Types, Collection Locations, Time Slots, Lead Stages, and Subscription Plans. These configurable options allow businesses to customize the application according to their operational requirements without modifying the system.
Advanced Reports
Generate comprehensive and fully customizable reports for Waste Collection Requests, Subscription Orders, Booking Orders, Pickup Orders, and Invoices. These reports provide valuable business insights, help monitor daily operations, and support better decision-making with accurate and organized data.
Screenshot
1.)User Roles & Access Management
The Waste Collection Management module provides dedicated access rights for Managers and Users to ensure secure and organized operations. Managers can configure application settings, manage master data, assign responsibilities, and access all waste collection records across the system. Standard users are limited to the records and operations assigned to them, allowing businesses to maintain data security while improving workflow efficiency through role-based permissions.
Navigation : Setting → User
2.)Waste Category
Create and manage multiple waste categories from the configuration page to organize different types of waste collection services.Categories such as Municipal Waste, Solid Waste, Biomedical Waste, Plastic Waste, Organic Waste, and Electronic Waste can be added based on operational requirements. Proper categorization helps streamline collection requests, improve service planning, and maintain accurate records throughout the waste management process.
Navigation : Waste Management → Configuration → Waste Category
3.)Service Type
Create and manage multiple service types to support different waste collection requirements. Service types such as Door-to-Door Pickup, Curbside Pickup, Bulk Waste Pickup, Scheduled Collection, On-Demand Pickup, and Commercial Collection can be configured based on business needs.
Navigation : Waste Management → Configuration → Waste Type
4.)Vehicle Type
Create and manage multiple vehicle types to organize waste collection operations efficiently. Vehicle types such as Front Loader, Automated Side Loader, Rear Loader, Roll-Off Truck, Compactor Truck, and Skip Loader can be configured based on operational requirements. Proper vehicle classification helps assign the right vehicle for each pickup order, improves route planning, and ensures efficient waste collection services.
Navigation : Waste Management → Configuration → Vehicle Type
5.)Wastage Location
Create and manage waste collection locations with essential details such as location name, location type, city, and unique location code. Location types can be configured as Source locations for waste collection points or Destination locations for disposal and processing areas.
Navigation : Waste Management → Configuration → Wastage Location
6.)Time slot
Create and manage multiple time slots for scheduling waste collection services efficiently. Users can define slot names along with start time and end time to organize pickup schedules such as Morning Slot, Afternoon Slot, and Evening Slot. Proper time slot management helps assign collection timings, improve scheduling accuracy, and provide better service planning for customers.
Navigation : Waste Management → Configuration → Time Slot
7.)Lead stage
Manage CRM lead stages to track the progress of waste collection opportunities efficiently. Users can view and use standard Odoo CRM stages such as New, Qualified, Proposition, Won, and Lost to monitor customer requests and sales activities. Proper lead stage management helps teams follow the complete customer journey, improve follow-up processes, and convert waste collection requests into successful services.
Navigation : Waste Management → Configuration → Lead Stage
8.)Subscription Plan
View all subscription plans in an organized tree view with essential details for quick access and management. Users can easily review plan information, monitor available subscription services, and manage recurring waste collection packages efficiently. The structured list view helps businesses maintain multiple subscription plans, compare service options, and streamline subscription order processing.
Navigation : Waste Management → Configuration → Subscription Plan
9.)Subscription View Or Approve Plan
Manage subscription plan details through a dedicated form view where users can enter plan name, invoice product, plan charges, and related service types. The form allows businesses to configure recurring waste collection packages according to their requirements. After reviewing all details, users can approve the subscription plan and make it available for creating subscription orders.
Navigation : Waste Management → Configuration → Subscription Plan
10.)Waste Type
Manage different waste types to classify and organize waste collection services effectively. Users can configure various waste types such as Paper Waste, Dry Waste, Plastic Waste, Organic Waste, Metal Waste, and Recyclable Waste according to business requirements. Proper waste type management helps identify collection needs, assign suitable services, and maintain accurate records for efficient waste handling operations.
Navigation : Waste Management → Configuration → Waste Type
11.)User Roles & Access Management
Manage user access rights by assigning appropriate permissions from the settings menu. Managers can control user roles and provide access based on operational requirements within the Waste Collection Management application. This helps ensure that each user can access the required features, manage assigned tasks, and maintain secure and organized waste collection operations.
Navigation : Setting → User
12.)Waste Collection
Browse all waste collection requests in a structured list view with important information displayed in a single screen. Key fields such as Request Name, Customer, Subscription Plan, Manager, Time Slot, Pickup Time, and Status allow users to quickly monitor and manage collection activities. This organized view simplifies record tracking, improves operational efficiency, and enables faster access to waste collection requests.
Navigation : Waste Management → Waste Collection
13.)Waste Collection Kanban View
Monitor waste collection requests through an interactive Kanban view that groups records based on their current status. Each card displays essential information such as the customer, subscription plan, assigned manager, pickup schedule, and collection status for quick reference. The visual layout helps users track progress, prioritize pending requests, and manage daily waste collection operations more efficiently.
Navigation : Waste Management → Waste Collection
14.)Collection Form view
Enter complete waste collection request details through a user-friendly form view, including customer information, company, full collection address, subscription plan, service type, time slot, and pickup date. All required information can be managed from a single screen to simplify the request creation process. Once the request is processed, related records such as CRM Lead, Quotation, Subscription Order, and Booking Order are generated automatically by the system and displayed as read-only links for easy tracking and reference.
Navigation : Waste Management → Waste Collection
15.)Waste Detail
Record detailed waste information by selecting the appropriate waste category and waste type for each collection request. Users can specify categories such as Municipal Waste and waste types like Plastic, Paper, or Dry Waste, along with the estimated quantity, measurement unit, and danger level. Maintaining accurate waste details helps improve collection planning, vehicle allocation, and safe handling of different types of waste.
Navigation : Waste Management → Waste Collection
16.)Generate Lead
Once all required information has been verified, the waste collection request can be confirmed to move it to the Confirmed status. Users can also generate a CRM lead directly from the waste collection request, allowing the sales team to manage customer inquiries, prepare quotations, and track the opportunity through the complete sales process.
Navigation : Waste Management → Waste Collection
17.)CRM Waste Collection Detail
The generated CRM lead displays all waste collection details automatically, including customer information, collection location, subscription plan, service type, and pickup schedule. This eliminates duplicate data entry and ensures accurate information throughout the sales process. Users can create a new quotation directly from the CRM lead by clicking the New Quotation button, enabling a faster and more efficient sales workflow.
Navigation : CRM → Pipeline
18.)Quotation Sale Order
Once the quotation is created, users can review all sales information in the Sales Order. The selected subscription plan automatically generates the appropriate sales order line, including the configured invoice product and plan charges. This automation eliminates manual data entry, ensures accurate billing, and speeds up the sales order creation process.
Navigation : Salse → Quotations
19.)Create Subscription Order
Generate a Subscription Order directly from the CRM lead to simplify the recurring service workflow. All relevant information, including customer details, subscription plan, service type, and waste collection schedule, is transferred automatically to the subscription order. This seamless integration reduces manual effort, improves data accuracy, and enables faster management of recurring waste collection services.
Navigation : CRM → Pipeline
20.)Subscription Order
A Subscription Order is automatically generated with all required information populated from the CRM lead and waste collection request. Customer details, subscription plan, service type, collection schedule, billing information, and other relevant fields are filled in automatically. The subscription order is created in Draft status, allowing users to review and modify the details before confirming the recurring service.
Navigation : Waste Management → Subscription
21.)Waste Detail
The Waste Details section displays complete information about the waste to be collected. Users can review the selected waste category, waste type, estimated quantity, measurement unit, and danger level in a single place. Keeping these details organized helps ensure proper waste handling, accurate service planning, and efficient collection operations.
Navigation : Waste Management → Subscription
22.)Pickup Detail
The Pickup Details section contains all essential scheduling information for waste collection activities. Users can manage pickup details such as pickup date and time, selected time slot, and service type from a single section. This information helps organize collection schedules, assign resources efficiently, and ensure timely pickup services for customers.
Navigation : Waste Management → Subscription
23.)Invoice Schedule
Invoice schedules are automatically generated based on the subscription start date and selected subscription plan. The system creates billing schedules according to the configured plan details, reducing manual invoice management and ensuring timely recurring payments. Related records such as CRM Lead and Quotation references are available in the Subscription Order form view for easy tracking and seamless workflow management.
Navigation : Waste Management → Subscription
24.)Create Invoice
Generate invoices directly from the subscription order with automatic invoice line creation based on the selected subscription plan and service details. Users can open and review the created invoices from the subscription record, while invoice details include payment status and billing information for better tracking. This integrated invoice management helps monitor outstanding payments, completed payments, and recurring billing activities efficiently.
Navigation : Waste Management → Subscription
25.)Subscription Invoice
View all generated invoices related to the subscription order in a dedicated invoice section. Users can easily access created invoices, review invoice details, and track billing information from the subscription record. This provides better visibility of recurring charges, payment progress, and overall subscription financial activities.
Navigation : Invoicing → Invoices
26.)Create Booking Order
Once the subscription order details are verified, users can approve the subscription to activate the recurring waste collection service. After approval, the system allows users to generate booking orders automatically for scheduled pickups. This workflow ensures smooth coordination between subscription management and collection operations while reducing manual processing.
Navigation : Waste Management → Subscription
27.)Booking Order
Booking orders are generated automatically from the approved subscription order with all related information filled in by the system. Customer details, collection schedule, subscription plan, service type, and pickup information are transferred automatically to the booking order. Related records such as Waste Collection Request, Subscription Order, and Quotation are available in the booking order line for easy tracking and reference.
Navigation : Waste Management → Booking Order
28.)Address
Manage pickup addresses by using the customer address as the default waste collection location. If the waste collection location is different from the customer's registered address, users can enable the Pickup Address checkbox to enter and use an alternate pickup location. This flexible address management ensures accurate waste pickup details and supports collections from multiple locations.
Navigation : Waste Management → Booking Order
29.)Create Pickup Order
After verifying all pickup details, the waste collection request can be moved to the Confirmed state. Once confirmed, users can generate a pickup order to manage the actual waste collection process. This workflow helps ensure that only approved requests proceed for vehicle assignment, driver allocation, and scheduled pickup activities.
Navigation : Waste Management → Booking Order
30.)Pickup Order
Pickup orders are generated automatically from the confirmed booking order with all related details transferred by the system. Information such as customer details, pickup address, waste details, service type, scheduled time slot, and collection date is filled automatically in the pickup order. This seamless process reduces manual data entry and helps users manage waste collection activities efficiently.
Navigation : Waste Management → Pickup Order
31.)State Move To Schedule
Manage pickup order progress by moving the status to Scheduled or In Process based on the collection workflow. Users can schedule upcoming pickups or start active collection activities through dedicated buttons. This status management helps teams track pickup progress, coordinate operations, and maintain real-time visibility of waste collection activities.
Navigation : Waste Management → Pickup Order
32.)State Move To In Process
Update the pickup order status by moving it to In Process when the waste collection activity starts. After completing the pickup operation, users can mark the order as Completed using the available action button. This workflow helps track collection progress, manage daily operations, and maintain accurate pickup records.
Navigation : Waste Management → Pickup Order
33.)Completed Status
The pickup order is marked as completed after the waste collection activity has been successfully finished. Users can review the completed pickup details, track collection history, and maintain accurate records of all completed waste collection operations. This helps ensure proper workflow tracking and efficient waste management processes.
Navigation : Waste Management → Pickup Order
34.)Subscription order Running
Subscription orders provide an option to generate booking orders for scheduled waste collection activities. Users can click the Running button to activate the subscription, and the status will be updated to Running automatically. This helps track active subscription services and ensures smooth management of recurring waste collection operations.
Navigation : Waste Management → Subscription
35.)Hold & Expire
Subscription orders can be moved to the Running status when the service becomes active. The system also provides options to Hold or Expire the subscription plan based on service requirements and subscription duration. This status management helps users monitor active plans, temporarily pause services, and track completed subscription periods efficiently.
Navigation : Waste Management → Subscription
36.)Subscription Expired Or Schedule Renew
When a subscription order reaches its expiry date, the system marks the subscription as expired automatically. Users can also use the scheduled renewal feature to renew subscription plans based on business requirements. This helps maintain continuous waste collection services, manage recurring subscriptions, and reduce manual renewal efforts.
Navigation : Waste Management → Subscription
37.)schedule Renew
View scheduled subscription renewals with the renewal date and related subscription details. When a renewal schedule is processed, the system automatically sets the new subscription start date as the current date. This helps maintain accurate subscription periods and ensures uninterrupted waste collection services for customers.
Navigation : Waste Management → Subscription
38.)Booking Order Confirm
After confirming the booking order, users can use the Out for Collection button to start the pickup process. The related Pickup Order ID is available in the booking order for easy tracking and reference. This connection helps users monitor collection progress and maintain a complete workflow between booking and pickup operations.
Navigation : Waste Management → Booking Order
39.)Booking Order Out For Collection
The booking order status can be moved to Out for Collection when the waste pickup process is ready to begin. Users can access the Pickup button to proceed with the collection activity and manage the related pickup order. This workflow provides clear status tracking and helps teams coordinate waste collection operations efficiently.
Navigation : Waste Management → Booking Order
40.)Picked Up
The booking order status is updated to Picked Up after the waste collection has been successfully completed from the customer location. Users can track the pickup progress, review related pickup details, and maintain accurate records of completed collection activities. This helps ensure smooth coordination between booking orders and pickup operations.
Navigation : Waste Management → Booking Order
41.)Waste Collection Linked Record
Related records are available automatically in the Waste Collection form view after generating them through different workflows. Users can access linked records such as Booking Order, CRM Lead, Quotation, and Subscription Order directly from the waste collection record. This integration provides complete visibility of the collection process and helps users track all connected operations from a single place.
Navigation : Waste Management → Waste Collection
42.)Waste Collection Report
Generate a PDF report for waste collection requests directly from the Waste Collection form using the available report action button. The report includes all important collection details, customer information, waste details, pickup schedule, and related service information. This feature helps users maintain proper documentation and easily share collection records when required.
Navigation : Waste Management → Waste Collection
43.)PDF REPORT
View the generated waste collection report containing complete details of the collection request. The report includes customer information, pickup address, waste category, waste type, estimated quantity, service details, subscription plan, schedule information, and other related records. This provides a complete overview of the waste collection process for better tracking and documentation.
44.)Subscription Order Report
Generate a PDF report for subscription orders directly from the Subscription form using the available report action button. The report contains complete subscription details, including customer information, subscription plan, service details, billing schedule, invoice information, and related records. This feature helps users maintain proper subscription documentation and easily review recurring waste collection service details.
Navigation : Waste Management → Subscription
45.)PDF report
View the generated subscription report containing complete details of the subscription order. The report includes customer information, subscription plan details, service type, start and end dates, billing schedule, invoice details, and related waste collection information. This provides a clear overview of recurring services and helps users manage subscription records efficiently.
46.)Booking Order Report
Generate a PDF report for booking orders directly from the Booking Order form using the available report action button. The report includes complete booking information such as customer details, pickup address, waste details, subscription plan, service type, schedule information, and related records. This feature helps users maintain accurate booking documentation and easily track waste collection activities.
Navigation : Waste Management → Booking Order
47.)PDF Rport
View the generated booking order report containing complete details of the waste collection booking. The report includes customer information, pickup address, waste category, waste type, collection schedule, service details, subscription plan, and related order information. This provides a complete summary of booking activities and helps users manage and track collection operations efficiently.
48.)Pickup Order Report
Generate a PDF report for pickup orders directly from the Pickup Order form using the available report action button. The report includes complete pickup information such as customer details, pickup address, waste details, assigned vehicle, driver information, collection schedule, and related booking details. This feature helps users maintain accurate pickup documentation and manage waste collection activities effectively.
Navigation : Waste Management → Pickup Order
49.)PDF Report
View the generated pickup order report containing complete details of the waste collection activity. The report includes customer information, pickup location, waste details, service type, scheduled pickup time, assigned vehicle, driver details, and related booking information. This provides a complete overview of pickup operations and helps users track and manage collection activities efficiently.
User Guide
