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Settings — Master data

Permission: Admin only.

The master-data sections of Settings let you define the lookup values used everywhere else in Zendera: Skills, Units, Groups, and Custom Fields.

For an overview of all Settings tabs, see Settings.

Skills

The Skills library is the source list of skills you can tag drivers and orders with (e.g. “ADR”, “Refrigerated”, “Forklift”). ADR is the European standard for moving dangerous goods such as fuel or chemicals.

  1. Settings → Skills.
  2. Add skill with a name.
  3. Save.
  4. Use it on the Driver page (skills the driver has) and on the order (skills the order requires).

Units

Units are user-defined measurement units (e.g. “pallet”, “EUR-pallet”), with conversions to weight (kg) and volume (m³). They power capacity calculations.

  1. Settings → Units.
  2. Add unit: name, weight (kg), volume (m³).
  3. Save.

Groups

Groups let you cluster records for filtering and bulk operations (e.g. “Oslo - North”, “Long-haul”). You can create groups and assign any of the following to them:

  • Drivers
  • Locations
  • Vehicles
  • Products
  • Customers

How to create a group:

  1. Settings → Groups.
  2. Click New group in the section you need (drivers, locations, vehicles, products, or customers).
  3. Name it, add members, save.

Use groups to filter the Tune routes board, bulk-act on similar records, or restrict alerts to a region or team.

Custom Fields

Settings → Custom Fields

Custom Fields let you create your own labelled badges that display on records (e.g. a “Key / Token / Card” badge to flag that a driver needs a key, token, or card at the stop).

Custom Field Definitions list

ColumnWhat it means
PreviewA live preview of the badge as it will appear on records.
External IDOptional ID used when the field is referenced from outside Zendera (e.g. via integrations or import).
LabelThe full text shown on the badge.
TitleA short title used where space is tight.
Display OnWhere the badge is shown (e.g. Current).
ActiveWhether the field is currently in use.

Use the Filter bar to search the list. Pagination is at the bottom. Click + New custom field to add one.

The Create Custom Field dialog

When you create or edit a custom field, you’ll see these fields:

  • External ID — optional external identifier.
  • Label (required) — the full text on the badge (e.g. Key / Token / Card).
  • Title (required) — short title used in compact views.
  • Description — internal notes about what this field is for.
  • Select icon — choose an icon to display on the badge.
  • Background color (required) — hex color of the badge background (e.g. #3B82F6).
  • Text color (required) — hex color of the text/icon on the badge (e.g. #FFFFFF).
  • Preview button — renders a preview based on your current choices.
  • Sort Order Batch (required) — controls how this field is grouped when sorted (e.g. Character).
  • Display On (required) — where the badge appears (e.g. Current).
  • Display Style (required) — visual style of the field (e.g. Badge).
  • Active — toggle the field on or off without deleting it.
  • Preview card — a live preview of the rendered badge at the bottom of the form.

Click Save to apply, or Cancel to discard.

What’s next

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