> For the complete documentation index, see [llms.txt](https://charlie-solutions.gitbook.io/guide-charlie-solutions/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://charlie-solutions.gitbook.io/guide-charlie-solutions/en/storage-zone-management/zone-types.md).

# Zone types

A **zone type** refers to a category that groups together multiple zones sharing common characteristics, such as model, brand, dimensions, inspection frequency, or operating cost. Each zone can be assigned to a fully customizable type.

In the **“Types”** section of the **“Storage zones”** module, you can view, edit, or delete these zone types.

Using zone types enables you to:

* Categorize zones based on their purpose (e.g., Truck XXX, Depot X, etc.).
* Standardize zone management by applying shared parameters across multiple locations.
* Automate specific rules, such as control periodicity.

<div data-with-frame="true"><figure><img src="https://610225865-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXGOc01SlXkWj62sepZX%2Fuploads%2FzWraQ26Q8X58fShZH9Eo%2Fimage.png?alt=media&amp;token=f7d372c3-6fbb-42bc-9db1-fa01afb68489" alt=""><figcaption></figcaption></figure></div>

***

### **Add a zone type**

{% stepper %}
{% step %}
Click **“Add a type”** at the top of the page.
{% endstep %}

{% step %}
Complete the required fields:

* **Type photo :** optional
* **Zone type name** (e.g., vehicle, workshop, etc.).
* Brand, Model, Supplier, Purchase, Daily cost : optional fields

<div data-with-frame="true"><figure><img src="https://610225865-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXGOc01SlXkWj62sepZX%2Fuploads%2Fvkgi6HsHl8HBmeEKf8lX%2Fimage.png?alt=media&amp;token=878f558e-1121-46c4-8d22-8afa70d197d3" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
**Add documents** :&#x20;

You can attach documents (PDF, PNG, JPG) to a zone type.

These documents will be visible by default in the record of each zone assigned to this type.

When uploading a file, you will see an option that can be enabled or disabled:

* **Apply the document to all zones of this type**
* **Do not apply** → the document will remain linked to the type only and will not be added to the associated zones

<div data-with-frame="true"><figure><img src="https://610225865-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXGOc01SlXkWj62sepZX%2Fuploads%2F4U5Qo2tNzZqeKyVzA3bE%2Fdocuments%20in%20zones%20types.png?alt=media&amp;token=63e042c7-4c82-4d4f-abbf-4355260e2351" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Click on **“Validate”** to save the new zone type.
{% endstep %}
{% endstepper %}

***

### Edit or delete a zone type

**Edit**

* Click the **edit icon**  <img src="https://content.gitbook.com/content/ZXGOc01SlXkWj62sepZX/blobs/1g7J7N9hcAhRvj7AjNDY/image.png" alt="" data-size="line"> located to the right of the relevant zone type.
* Update the necessary information (name, control periodicity, description, etc.).
* Save the changes to apply the update.

**Delete**

* Select the checkbox to the left of the zone type you wish to delete, and click on the **delete button**.
* A confirmation popup will appear before the deletion is permanently executed.

<div><figure><img src="https://610225865-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXGOc01SlXkWj62sepZX%2Fuploads%2FDFaPLn9c3l8FdaRIUlnd%2Fdelete%20row%20zone%20type.png?alt=media&amp;token=58612f98-a20c-400d-9812-c9f3feb3c0f4" alt=""><figcaption></figcaption></figure> <figure><img src="https://610225865-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXGOc01SlXkWj62sepZX%2Fuploads%2FWnaehyKim5ivjufWRj9V%2Fimage.png?alt=media&amp;token=ef36aabb-519a-40b7-a68f-43d5949daa57" alt=""><figcaption></figcaption></figure></div>

***

### **Search for a zone type**

If you manage a large number of zone types, use the search bar at the top of the page to quickly locate a specific one.

{% stepper %}
{% step %}
Enter the full name or part of the name in the search bar.
{% endstep %}

{% step %}
Filtered results will be displayed instantly.
{% endstep %}

{% step %}
Click on the desired type to view its details.

<div data-with-frame="true"><figure><img src="https://610225865-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXGOc01SlXkWj62sepZX%2Fuploads%2FB8VU0tXJUIbAVKvpWvLE%2Fzones%20types%20search%20.png?alt=media&amp;token=13449934-22e7-4a37-a5cd-cf0dacf9d03f" alt=""><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

***

### Export data <a href="#exporter-les-donnees" id="exporter-les-donnees"></a>

The export feature allows you to download all or part of the information displayed in the table in order to use it outside the platform (for example in Excel, Power BI, or an internal tool).

#### **How to proceed?**

{% stepper %}
{% step %}
Apply the necessary filters (period, type, state, site, etc.) or select the desired rows.
{% endstep %}

{% step %}
Click on the three-dot menu located at the top right of the table, then select **“Export Data.”**
{% endstep %}

{% step %}
Choose the file format you want and enter the file name:

* **CSV** (compatible with Excel, Google Sheets, and BI tools)
* **XLSX** (native Excel format, formatting preserved)

<div align="left" data-with-frame="true"><figure><img src="https://610225865-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXGOc01SlXkWj62sepZX%2Fuploads%2Fx4GoNNY8UJkzPQ9nau1S%2Fimage.png?alt=media&amp;token=98e2b74f-0d6b-406a-a7f3-180097ff9bd2" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Click on *"**Export"***
{% endstep %}

{% step %}
You will receive an email with the exported file attached.
{% endstep %}
{% endstepper %}

***

### Manage columns <a href="#gerer-les-colonnes" id="gerer-les-colonnes"></a>

Column management allows you to customize the table view according to each user’s needs.You can tailor the display to highlight the most relevant information.

#### **How to proceed?**

{% stepper %}
{% step %}
Click on the **three-dot menu** located at the top right of the table, and then **"Manage columns"**
{% endstep %}

{% step %}
Check or uncheck the columns you wish to display / not display

**Example:** display **“Supplier”** or hide **“Model.”**

<div align="left" data-with-frame="true"><figure><img src="https://610225865-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXGOc01SlXkWj62sepZX%2Fuploads%2FnCwc64U0FWVfXf9GMyyS%2Fimage.png?alt=media&amp;token=f7d98d10-8edc-4f55-ade8-9cb0190a655e" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
Save your view: it will be preserved for future sessions.
{% endstep %}
{% endstepper %}
