Masters

Masters are the foundational data records used across LogixFlow. They reduce repetitive data entry and ensure your operational and finance teams work from the same source of truth. Once a Master is created, it can be reused in shipments, documents, automation rules, and invoices.

Why Masters Matter

  • Faster operations: Select pre-defined records instead of typing the same details repeatedly.
  • Clean invoicing: Charges, services, and parties stay consistent across invoices and currencies.
  • Better automation: Rules can trigger based on specific customers, services, airlines, or vendors.
  • Reliable reporting: Dashboards and reports remain accurate when Master data is standardized.

Masters Directory

Select a Master below to learn how to create, update, and manage it in FreightNX.

Airline Master

Create details of airlines used for air freight shipments. Master will be used in the FreightNX product. 

Charge Master

Define charge codes, name, UOM, and product; they will be visible.

Customer Master

Create customer profiles, contacts, credit terms, and communication preferences.

Service Master

Define the services offered (freight, customs, local delivery, packaging) by you. Services can be used for defining customer contract and quotations.

Vendor Master

Manage transporters, agents, and other service partners used in operations and cost tracking.

Vehicle Master

Maintain vehicles used for pickup, delivery, and fleet operations, including capacity details.

Driver Master

Maintain driver records, licenses, contact details.

Common Actions Across All Masters

  • Create: Add a new record with required identifiers, contacts, and operational details.
  • Edit: Update details when changes occur (contacts, addresses, rates, compliance details).
  • Activate / Deactivate: Disable old or unused records without deleting historical references.
  • Search & Filter: Quickly find records using codes, names, categories, or status.

Tips for Maintaining Clean Masters

  • Use consistent naming conventions (codes, abbreviations, branch prefixes) to avoid duplicates.
  • Deactivate records instead of deleting them to preserve shipment and invoice history.
  • Review Charge and Service Masters periodically to ensure rates and billing rules remain correct.
Artigos Filhos (7)
  • The Charge module allows users to create and manage charge definitions used across different products in LogixFlow. Charges are essential for cost and pricing setup — they are used in FreightNX for...

  • The Customer module in LogixFlow allows organizations to manage and maintain customer master records centrally. It helps users create, view, and update customer information that is used across...

  • The Service module in LogixFlow enables administrators to define and manage the types of logistics and transportation services offered by your organization. These service records are used across...

  • The Vendor Master in LogixFlow allows you to define and manage all third-party service providers, such as carriers, suppliers, forwarding agents, or fleet owners. Vendors created here can be...

  • The Vehicle master in LogixFlow allows you to record and manage all company-owned or vendor-owned vehicles used for logistics operations. It is an essential part of transport and yard modules,...

  • The Driver Master in LogixFlow allows you to maintain complete records of all drivers assigned to vehicles or transport operations. It stores personal, license, employment, and performance details...

  • The Airline Master in LogixFlow allows you to define and manage airline records used in air freight operations. These records are used within FreightNX to accurately capture airline details for...