Settings — Reference data
Permission: Admin only.
The Reference data group in Settings holds the classifications everything else is described with: Order types, Vehicle types, Units and Skills. This page also covers the Locations group: Custom fields and Warehouse.
For an overview of all Settings sections, see Settings.
Groups of drivers, locations, vehicles, products and customers are managed in Registry → Groups, not in Settings.
How the list pages work
Order types, vehicle types, units, skills and custom fields each have their own page with a searchable table.
- Click the New … button above the table (for example New skill) to open a side panel for a new entry.
- Click a row to open it for editing.
- In the panel, click Save, or Cancel to close without saving. Where deleting is allowed, the panel also has a Delete button, and you’re asked to confirm.
Order types
Settings → Reference data → Order types
Order types are the operational categories an order is taken in as (for example “Standard delivery” or “Same-day”). The table shows Name, Priority, Pick up before and Deliver before. Click New order type to add one.
The order type panel has these cards:
- Order type details — Name and Priority (Low, Medium or High).
- Time windows — Pickup window length and Delivery window length, in minutes. The latest pickup (or delivery) time is the earliest time plus this length.
- Booking limits — Minimum lead time (Customer Web and imports) and Same-day cut-off (TMS order form), in minutes.
- Customer Web — Customer sets pickup and delivery time windows on Customer Web. When ticked, customers with access to this order type enter their own pickup and delivery windows when booking on Customer Web. Opening hours and book-ahead limits aren’t applied there, and the times go on the order exactly as entered.
- Opening hours — a Start and End time for each day.
Order types can’t be deleted.
Vehicle types
Settings → Reference data → Vehicle types
Vehicle types are the categories vehicles are grouped into (for example “Van” or “Refrigerated”). Each vehicle has a type.
Click New vehicle type and fill in Name, Description and Parking time seconds. The table shows Name, Description and Parking time.
Units
Settings → Reference data → Units
Units are your own measurement units (for example “pallet” or “EUR-pallet”). Click New unit and fill in Name and Description.
Skills
Settings → Reference data → Skills
The skills library is the list of skills you can give drivers and require on orders (for example “ADR”, “Refrigerated” or “Forklift”). ADR is the European standard for moving dangerous goods such as fuel or chemicals.
- Open Settings → Reference data → Skills.
- Click New skill.
- Enter a Name and, optionally, a Description.
- Click Save.
To learn how skills are used in planning, see Skills Management.
Custom fields
Settings → Locations → Custom fields
Custom fields are labelled badges that attach to locations and to an order’s stops (for example a “Key / Token / Card” badge to flag that a driver needs a key, token or card at the stop).
Custom fields list
| Column | What it means |
|---|---|
| Preview | The badge as it will appear. |
| Label | The short display label on the badge. |
| Title | The full title. |
| External ID | Optional ID used when the field is referenced from outside Zendera. |
| Display on | Which stops of an order show the badge. |
| Active | Whether the field is in use (Yes / No). |
Click New custom field to add one.
The custom field panel
Custom field card:
- External ID — optional. Lowercase letters, numbers and underscores only.
- Label (required) — short display label.
- Title (required) — full title.
- Description — optional.
- Sort Order Batch — Character, Load, Drive or Number.
- Display On — Current (the stop itself), Opposite (the other stop of the same order), Both, Pickup or Delivery.
- Active — turn the field on or off without deleting it.
Appearance card:
- An icon picker (Select icon) and a color scheme for the badge.
- Display Style — Badge, Card, Registration or Popup.
- Preview — the badge as it will look.
Deleting a custom field removes it from locations and stops.
Warehouse
Settings → Locations → Warehouse
Organise each depot into zones, then define the storage slots inside every zone. Slots can carry a scannable barcode used when goods are put away or picked.
- Pick a depot in the Depot field. Zones and slots are managed one depot at a time.
- Click New zone and give it a Zone name.
- With the zone selected, click New slot and enter a Slot name and, optionally, a Barcode (optional). A barcode can’t contain a forward slash (/).
Use Find a slot to search a zone’s slots, Edit zone to rename a zone, and Add barcode to add a barcode to an existing slot.
What’s next
- Settings → Pricing — price lists, zones and freight levels.
- Settings → Notifications — SMS and email notifications.
- Settings — overview.