The ReVend OS Wiki.
Everything you need to know about running an ITAD operation on ReVend OS —
written with the same care we'd give a Blancco certificate, and considerably more humor than your current user manual.
Getting Started
New here? Signing up, the starter kit, the onboarding tour, the header compass and one language setting — the platform’s built-in way of teaching the platform.
Signing Up: You Get a Working Warehouse Brain, Not an Empty Shell
What happens in the seconds after a new tenant clicks Create account, and why the first screen is not a blank catalog waiting for you to type.
The Onboarding Tour and the Header Compass
How a new tenant goes from “where do I click first” to “I know what each module is for” without watching a Loom video — and why the compass icon stays in the header for the months after.
Universal Search & Keyboard Shortcuts: Find It Before You Mutter
How the command palette, record search, scanner bridge and shortcut help turn navigation into muscle memory.
One Language Setting: The App, Your E-mails and Your PDFs Finally Agree
Why the language hangs on the account rather than the screen, and everything that quietly follows it.
Lists: Search the Whole Warehouse, Not Just the Rows on Your Screen
The pagination contract behind every top-level list, and why an empty page is never allowed to lie about your inventory.
Dashboard
The widget grid every user lands on — 75 widgets, 9 role presets, drag-and-resize, save multiple layouts.
Dashboard: 75 Widgets, 9 Role Presets, One Grid You Drag Around
How the widget library works, what the role presets contain, and why the dashboard isn’t one fixed page anymore.
Saved Layouts: One Dashboard Per Job, All Yours
How named dashboard layouts work, how ReVend OS opens them, and how cloning, renaming, deleting, and shared visibility behave.
Companies
Your clients, your buyers, your recyclers, the contracts that decide the money and the moment they actually take effect — and the CRM that understands the difference.
Companies: The CRM That Knows What ITAD Is
Manage companies, contacts and contracts in the context of your ITAD work.
Addresses: Because “Somewhere in Rotterdam” Is Not a Shipping Instruction
How addresses work in ReVend OS, why a company can have five kinds of them, and which one ends up on the outbound order.
Contracts: Where the Money Gets Decided
Service contracts, five pricing models, SLAs, and why a contract without a tariff is a very quiet way to settle at zero.
Contract Lifecycle: Draft, Active, Expired, Superseded — and Who Gets to Push the Button
A contract steers prices, SLAs and evidence rules, so the moment it starts to count is a deliberate act with a name on it.
The Company Page: One Screen, the Whole Relationship
Orders, invoices, deals, contracts and the activity feed — on the company record, without opening a spreadsheet.
Contacts
The humans behind the VAT numbers. Managing the people who actually pick up the phone.
Contacts: The People Behind the Pallets
Managing contact persons in ReVend OS — because companies don’t send you emails, people do.
Notes, Calls, and the Art of Not Forgetting
Entity notes, communication logging, and why your memory is not a CRM feature.
Social Media Fields: Your Contacts Exist Outside Email
LinkedIn, WhatsApp, X, Xing, and the other places where ITAD deals actually happen.
Finding the Right Person at the Right Company
Search, filter, sort, and the subtle art of remembering which Jan works at which company.
Core Operations
Receiving sessions, testing and grading, bulk actions, direct sale, document numbers — the warehouse brain, with rooms.
Receiving Sessions: Schrödinger’s Pallet Is Not a Storage Strategy
Why receiving is a session with a number, a beginning and an end — instead of a vibe.
Auto-Grade: A Button, Not a Memo
How the engine turns test results and battery health into a suggested F- and B-grade — and what the tester still decides.
Demanufacturing: When the Whole Is Worth Less Than the Parts
Demanufacturing jobs, harvested parts with provenance, and the Components page where the parts live afterwards.
Inbound Orders: The Manifest That Doesn’t Lie
Five inbound order types, the manifest, the status ladder, and the photo report that ends “did this Dell have a dent when it arrived” arguments.
Testing & Defects: Codes, Zones and Severities Instead of Adjectives
How structured defect tracking replaces “minor cosmetic” with codes the buyer in Munich and the supplier in Copenhagen agree on.
Grading: Four Dimensions, One Letter
Functional, Cosmetic, Battery, Data — where a higher number is better, and the overall A–F letter is the tester’s call.
Inventory & Pipeline: Two Views of the Same Stock
The live asset register, the workflow view that shows where the bottleneck is, and the saved-views bar that remembers your filters.
Bulk Actions and the Scrap Button: Fifty Laptops, One Decision, Zero Accidents
What the Inventory selection bar can do to a batch at once, why the result is reported per asset, and the one button on the asset page that cannot be undone.
Warehouses → Zones → Racks → Positions
A four-level topology that means a pallet has an actual address, not “Building C, somewhere.”
Pallets: Move, Merge, Split — Without Losing the Audit Trail
Seven pallet formats, one rack slot per pallet, and why “the pallet I built yesterday is now two pallets” is a normal Tuesday.
Cycle Counts: Inventory Accuracy as a Cadence
Scope the count, walk the rack, resolve the discrepancies, approve the result — instead of an annual panic.
Outbound Orders: From Pick List to Bill of Lading
Five outbound types, the documents the platform generates, the gate that keeps unready stock off a sale, and the revert when an order needs to come back.
Direct Sale: Selling Off-Platform Without Losing the Paper Trail
Why a sale to your own account customer, a broker or a repair shop needs a dossier before the warehouse may ship — and what that dossier locks.
Collections: Schedule → Confirm → Drive → Deliver → Inbound
The pickup workflow that ends with an inbound order creating itself, with the client and contract already filled in.
Contracts & Pricing Models: Five Ways to Get Paid
Per unit, per kilo, revenue share, fixed fee, hybrid — and why lease return is a contract type, not a price.
Service Codes & ITAD Matching: When “Certified Erasure” Means One Thing
The tenant service catalog, the Coverage page that decides which pickup requests reach your inbox, and the one rule that does the matching.
Parent-Child Assets: When A Docking Station Belongs To The Laptop
The relationship model, the three relation types and the cycle-guard — for the day a docking station shipped with the laptop and you don’t want to lose track.
Testing Productivity: Throughput Without Guesswork
How the testing productivity view shows queue health, operator pace, bottlenecks and the difference between busy and effective.
Document Numbers: OUT-2026-00001 and the End of 00NaN
Why every order number now comes from one counter in the database, and why two colleagues can never be handed the same one.
Market Trading
Verified listings with photos, deal rooms, intent matching — and the trust profile that makes B2B trading less of a leap of faith.
Trust Profile: A Reputation You Can Actually Audit
The six-component trust score - and why “we vibe with this seller” stopped being a procurement strategy.
Listings & Market Inventory: From Verified to Visible
How a device goes from your sellable stock to a published listing — and why the row tracks a channel and an availability, not a mood.
Photos on Listings and Lots: Buyers Get Pictures, Sellers Pick the Cover
Why a listing of thirty laptops stopped being text without a picture, and who decides which picture goes first.
Batch Builder: Don’t Publish Half a Batch at 2AM
A four-step wizard that ends with a coherent batch on the market — instead of three pallets published and the fourth still in draft.
Deal Rooms: Where Negotiations Happen With Receipts
Structured offer-counter-offer flow with the original listing pinned, a fixed offer clock, and the realtime feed that updates without refreshing.
Intent Matching: Buy Intents That Actually Find Listings
How the platform scores active buy intents against published listings — without spamming everyone with everything.
Intent Governance: Scored per Intent, Throttled, Never Banned
A quality score on every intent signal, computed from its own match-to-conversation history, so the match feed stays worth reading.
Favorites & Watchlist: One Page, Four Kinds of Saved Things
Where the listings, batches, intents and sellers you are keeping an eye on live — and what the platform tells you when they move.
Market Analytics: The Widgets That Answer “Is the Market Working”
Dashboard widgets built from your own listings, offers and deals — no external BI tool, and no number the platform cannot show you the rows for.
Channel Exclusivity: A Device Is on Market, at Auction, or Sold Direct — Never Two at Once
The atomic guard that prevents double-publishing, and why it lives on the device rather than the batch.
The Sellable Layer: Not Every Asset Is Ready to Sell
One stock layer shared by Market and Auction, a seven-dimension quality score, and a hold that is not a delete.
Auction Platform
How auctions stay honest: anti-gaming detection, three-strikes auto-ban, channel-exclusivity guards.
Anti-Gaming and Three Strikes: How the Auction Fights Back
Rapid-bid bursts, retraction patterns, deposit timeouts — and the trigger that auto-blocklists serial offenders.
Auction Formats and Lots: How a Lot Becomes a Live Auction
English ascending auctions are live today; the other formats are product concepts, not buttons hiding behind a curtain.
Anti-Sniping: Why the Last Bid Never Gets the Last Word
How a bid in the final window pushes the end time out, where the rule is configured, and what bidders and operators see.
Bidding: Eligibility, Deposits, and Why a Bid Can Be Rejected
Verification tiers, pre-bid collateral that is not escrow, and the checks a bid has to pass before it lands.
Auction Settlement: What Happens at the Stroke of the Bell
How settlement records the winner, sale and shipment with the payment terms accepted before bidding.
No-Sale Relisting: Open Lots Can Move To Market
Public no-sale lots keep the automatic Market route; private lots retain their access restrictions.
Auction Watchlist & Alerts: Track Without Bidding
Watch a lot, choose your two pings, and let the reminder job do the counting down.
Escrow & Finance
Seven steps from deal agreed to money in the bank, with disputes that resolve on evidence instead of email volume.
Escrow: Seven Steps from “Deal Agreed” to “Money in the Bank”
How the escrow chain holds funds, gates shipping, accepts delivery, and resolves disputes — without anyone trusting anyone.
Escrow Disputes: File, Evidence Timeline, Resolve
How a buyer or seller files a dispute, how evidence stays separated by party, and how compliance records the decision and settlement impact.
Escrow Fees Engine: One Rule, Computed When the Money Moves
How seller payout, platform fee shares and buyer refund are computed and written on every release, refund or split — from a single platform-wide rule.
Settlements Page: Payout Rows, Fee Rows, and the CSV Finance Actually Wants
The finance view of every escrow money movement your tenant is party to — what the totals mean, what a row carries, and how a bank batch gets registered.
Escrow Evidence: The Event Log, the Acceptance Package, and the Signed Link
What an escrow leaves behind for the auditor — and why none of it can be edited afterwards.
Escrow Policies: The Two Windows Your Tenant Owns
Where the auto-release window and the dispute window are set, who may change them, and why everything else on the page is read-only.
Escrow Auto-Release: The Inspection Clock the Buyer Can See
How the window is set, when it starts, what pauses it — and why it exists alongside the four-eyes deposit step rather than instead of it.
Four-Eyes Escrow: Two Platform Owners for the Deposit Step
Why confirming a buyer’s wire as received needs a second pair of eyes, what the proposer/approver split looks like, and how the audit row reads after a confirmed deposit.
Trade-In
The customer-facing pickup-request portal, the bid round, and how an awarded bid becomes a tracked relationship in the operator’s CRM.
The Trade-In Module: How A Pickup Request Becomes A Pickup
The customer-facing portal, the bid round, the award flow, and the Core handoff - the lifecycle of a single trade-in pickup from publish to proof.
Rich Per-PC Intake: Why “340 Laptops” Is Not A Manifest
How the trade-in intake captures device-level detail at request time — category, manufacturer, model, specs, serials, data classification — and what that does for bid accuracy and operational predictability.
Disposition Preferences: Tell Us What You Want Done
How one small field on the pickup request - reuse preferred, recycle only, or either - tells the bidding ITAD upfront what the customer expects to happen to the hardware.
Awarded ITAD Identity Reveal & CRM Clone
Why bidder identity stays masked during the bid round, what the customer sees at award, and how the award itself plants the customer in the winning ITAD’s Core.
Sourcing Workspace
How ITAD teams find pickup demand, bid on it, win it, and hand the work to Core without retyping the whole planet.
Sourcing Inbox & Coverage: Only Bid on Work You Can Actually Do
How pickup requests reach eligible ITADs through geography, services, certifications and visibility rules.
Sourcing Bids, Defaults & Bid History: Quote Once, Reuse the Boring Bits
How structured bids, tenant defaults, validity windows and bid history keep pickup quoting fast without making it sloppy.
Won, Lost & Analytics: Sourcing Feedback Without Spying on Competitors
How won pickups, lost outcomes and a dashboard preset help bidders improve without leaking another ITAD’s playbook.
Pickup Calendar & Core Handoff: From Won Bid to Warehouse Work
How the sourcing calendar, collection link and inbound order keep the commercial promise attached to the physical pickup.
Compliance
Certifications, mass-balance and ESG reports, Carbontrace-verified carbon numbers, evidence packages — the paperwork that makes audits boring, and the vocabulary that lets bidders price for what the request actually requires.
The Certifications Catalog: Why R2v3 and B Corp Live in the Same List
How the certifications catalog works, why it covers the niche ones too, and what verified status actually does.
Mass-Balance Reports: R2v3's Favorite Spreadsheet, Generated
How a period snapshot turns received kilograms into accounted-for kilograms - resale, recycling, destruction, return to client and what is still on the shelf.
ESG Reports: Four Numbers Somebody Else Will Have to Defend
Where the emission factors come from, why snapshots are made by hand, and what the status badge on a period actually claims.
Carbontrace: account access and calculation sources
Check your saved key, understand corrections and distinguish a product footprint from the impact of a processing service.
Evidence Packages: When the Auditor Wants the Bundle, Not the Trail
The six scopes, what is actually inside the ZIP, how long the download link lives, and the two ways a package reaches the customer.
Audit Trail: Who Did What, When, and Why You Can Trust the Answer
How append-only events, a human-first review layer and a tamper-evident hash chain turn “I think” into evidence.
Compliance & Security Steps on Intake: Asking the Awkward Questions Up Front
The two request steps that pin down certifications, data treatment and handling constraints before the bid round opens.
Sourcing Requirements: Read Them Before You Price Them
Why the customer’s certifications, services and data-destruction picks sit on the request detail itself, and where the bid form actually lives.
Scanner & Mobile
Five modes for five jobs, camera scanning where the browser allows it, and a keyboard fallback for the days Safari has opinions.
The Scanner: Five Modes for Five Jobs
Receiving, Lookup, Warehouse, Testing, Outbound — and why the camera fallback exists for Safari.
Mobile Photo Capture: A QR Code, A Phone, A Set of Photos
How the phone camera becomes the warehouse camera, why the QR code is a shortcut and not a key, and where the photos actually end up.
Rack Position Labels: Print, Stick, Scan
The print template, the Code128 encoding, the position-resolution logic — and why an A4 printer is all the hardware you need.
Install To Home Screen: ReVend OS As A PWA
Why the warehouse tablet behaves better when the app installs to the home screen, what the manifest and icon configure, and the small win that adds up across a shift.
Documents & Evidence
Where the PDFs live, how the templates work per outbound type, and why "Certificates 2025 FINAL (2)" is no longer a folder name.
Documents: Where the PDFs Actually Live
The documents store, polymorphic linking, storage quotas, and why evidence belongs on records instead of in folder names.
Document Templates: What Changes in Your Output
Names, versions, fixed layouts and the paper settings supported by final service dossiers.
Erasure Certificates: Import, Review and Corrections
How original erasure reports reach the right device, how repeat imports work, and who can correct evidence without losing its history.
BOL, Pick List, Packing Slip, Loading Report: The Outbound Document Set
What each document is for, who reads it, and how the platform generates them all from the same outbound order.
Photos Library: A Tenant-Wide Album
How /general/photos surfaces every photo across the warehouse, and how one upload serves both the bench and the buyer.
External Recycling Certificates: Proof from the Downstream Partner
How recycler certificates attach to outbound work, assets and evidence packages without pretending the PDF is magic.
Workflows & Automation
How contracts wire to workflows wire to asset stages — eight presets, what the pipeline shows per stage, and the saved views that survive Monday morning.
The Workflow Engine: Contracts → Workflows → Asset Stages
How the platform wires a contract to a workflow to the asset’s stages, and why a workflow change never rewrites a running contract.
Stages, Actions, and What “Done” Means
How a stage is defined, what marks it complete, what a failed test does to an asset, and which artefacts survive.
The Pipeline View: Where the Work Is Stuck, Not Where Each Asset Lives
How the pipeline page shows every workflow and stage at once, why receiving gets its own block above them, and where retest actually happens.
Saved Views: Filters That Survive Monday Morning
How saved views keep inventory, inbound, outbound, collections, finance and other worklists from becoming filter-reset theatre.
Finance & Settlements
Settlements that calculate themselves from contract pricing, revenue share on what actually sold, credit notes and the period lock, multi-currency snapshots — the math that used to live in a spreadsheet. The Mollie bill is the SaaS subscription, not the pallet money.
Settlements: The Spreadsheet Retires, the Contract Does the Math
Five pricing models, a settlement generated once the goods are done, and why the invoice is made from the settlement screen rather than the other way round.
Revenue Share: Paying Out on What the Laptop Sold For, Not What It Looked Like
Where the value on a revenue-share settlement line comes from, what the amber Estimate badge is warning you about, and why Calculate is worth pressing twice.
Invoices: One VAT Rate, and No Quiet Edits to a Sent One
What an invoice carries, how far its status can still move, what may still be deleted, and where the printable version lives.
Finance Corrections: Credit the Invoice, Never Edit It
The linked credit note, the five downstream impacts, the accounting export, and the closed-through date that stops a tidy-up from rewriting last quarter.
Multi-Currency: Every Amount Says Which Currency It Is
What your tenant configures, why nothing is ever quietly added across currencies, and the rate that gets frozen when Market terms are accepted.
Exchange Rates: One API Call a Day, and a Fallback That Needs No Key
The daily refresh job, the two sources behind it, and the history that can still tell you which rate was live on a Tuesday in March.
Mollie Subscription Billing: The SaaS Bill, Not the Pallet Money
Where ReVend subscription billing will live, what /settings/billing already shows, and why pickup, Market, Auction and escrow money deliberately stay out of Mollie.
Margin Insight: Profit Is Not a Vibe
How actual, committed and estimated margin combine finance, sales, pickup, outbound and cost data into one uncomfortable but useful view.
Notifications & Realtime
The bell, the morning digest, the realtime feed in the deal room — and the preferences that prevent twelve pings about one deal.
The Notifications Bell and the Morning Digest
What the bell counts, what the notifications center lets you search, and what lands in an inbox at six in the morning.
Realtime in the Deal Room (and the Two Other Places)
Which three screens are subscribed to live database changes, why the auction lot also ticks on a timer, and why the inventory list is not on the list.
Notification Preferences: One Switch, One Cadence, a Row per Event
What Settings > Notifications actually controls, what it deliberately does not, and the two other preference pages that sit beside it.
Support & Reliability
Tickets, attachments, storage limits, health status, and the parts of the platform that keep quiet days quiet.
Support Tickets & Attachments: Give Support the Clues, Not a Novel
How tenant tickets, platform-created tickets, replies and attachments keep troubleshooting attached to the right organization.
Platform Health & Public Status: Green Means Something
How readiness checks, the admin health cockpit, job runs and public status keep incidents from becoming folklore.
Storage Quotas & Upload Limits: Evidence Needs a Meter
How tenant storage, warning notifications, upload blocking and the owner-only purge keep documents and photos from becoming a silent bill.
API & Integrations
API keys, scopes, webhooks, OpenAPI, imports, and the integration surfaces for teams whose ERP is not moving out tomorrow.
Public API & OpenAPI: A Contract, Not a Polite CSV Export
How the /v1 API exposes assets, orders, documents, listings, auctions, events and more for teams with real integration needs.
API Keys, Scopes & Quotas: Sharp Tools Need Labels
How scoped keys, rate limits, IP allowlists, monthly quota and rotation keep integrations useful without becoming skeleton keys.
Webhooks, Events & Retries: The Platform Knocks Again, Politely
How event subscriptions, signing secrets, delivery history, retry and replay make outbound integrations observable.
Import Center & API/ERP Bridge: Bring Data In Without Bringing Chaos
How CSV, API push, import jobs and ERP setup fit together for teams that already have systems.
Settings & Admin
Platform-only Admin, tenant Settings, role layers, configurable reference data, and the support toolbox platform staff can use when something goes sideways.
Roles & Permissions: Two Layers, Seven Org Roles
Platform roles, tenant roles, one shared matrix, and why module access is not decided by whoever last edited their profile name.
Platform Admin vs. Org Admin: Why the Distinction Matters
Admin is platform-only; tenant profile and team management live in Settings.
Service Catalog, Fault Codes, Grading Rules: Reference Data With a Starter Kit
Where the services you sell, the defects your testers pick and the bands that turn defects into a grade live — and why a new tenant does not start from an empty shelf.
Organization Settings: Profile, Billing, Storage, Integrations
The tenant-level settings that affect documents, packages, limits, billing context and the parts of setup that should not hide inside a module.
Master Items: A Reference List for Recurring Devices
Why a tenant-managed catalog beats free-text product names, and what a master item actually is.
Locations: Drawing the Warehouse Floor Plan
Where warehouses, zones, racks, zone types and pallet types are configured — and why the settings tree looks like the building.
Drivers & Fleet: The Catalogs Behind Collections
How drivers, license categories and vehicles live as their own records, and why “the truck” needs more metadata than a license plate.
Workflow Settings: Choose the Path, Don’t Redraw It
How /settings/core/workflows lets a tenant enable presets and pick a default — and why the workflow saved on a contract stays put.
Price Sheets: A Matrix, Not a Discount Field
How a tenant writes down what a grade-B laptop is worth this quarter, where that sheet is used, and why deleting one never erases a settlement.
Testing Templates & Grading Rules: What the Tester Sees
How test checklists, grade criteria and auto-grade rules work per tenant, and where the platform defaults live for new orgs.
Audit Tools: Where the Erasure-Tool Configurations Live
How tenants configure Blancco sync, keep other audit-tool configurations ready, and disconnect one without losing the evidence it already delivered.
Tags: One Catalog Across Contacts, Companies, Documents and Photos
How one tag catalog serves four record types without turning every list into a sticker collection.
The Admin Toolbox: Impersonation, Force Release, Stuck-Flow Fixes
Buttons with a required reason, a tight blast radius and an audit row for the tenant issues the regular UI cannot resolve.
Trade-In Account Impersonation: Investigating From The Customer’s Side
How impersonation scopes to the trade-in customer portal, why it starts from the trade-in account detail, and what scoping profile and notifications to the impersonated company prevents.
Packages, Entitlements & Add-ons: The Plan Is Not a Sticker
How packages, modules, features, limits, grace periods and temporary overrides fit together without hardcoding commercial logic into the app.