## Documentation Index Access the complete documentation index at: https://www.zoho.com/za/books/kb/llms.txt Use this file to discover all available documentation pages before proceeding. [Back](./) # How do I group items based on categories while creating a quote? ![](/books/images/ue-resources/llm-utility-menu/sparkle-ai.svg) Explore With AI ![](/books/images/ue-resources/llm-utility-menu/dd-arrow.svg) * [Open in ChatGPT (opens in new tab)](https://chatgpt.com/?prompt=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fza%2Fbooks%2Fkb%2Fquotes%2Fcategorize-items-in-quotes.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.) * [Open in Claude (opens in new tab)](https://claude.ai/new?q=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fza%2Fbooks%2Fkb%2Fquotes%2Fcategorize-items-in-quotes.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.) * ![Copy for LLM](/books/images/ue-resources/llm-utility-menu/copy.svg) Copy for LLM * [![View as Markdown](/books/images/ue-resources/llm-utility-menu/md.svg) View as Markdown (opens in new tab)](/za/books/kb/quotes/categorize-items-in-quotes.md) You can categorize items in your quotes using item headers. Here’s how: 1. Click **Quotes** under _Sales_ in the left sidebar. 2. [Create a new quote](/books/help/quote/#create-quote) or [edit an existing quote](/books/help/quote/other-actions.html#edit). 3. Click the dropdown next to _Add New Row_ or the _More_ icon at the end of the line item and select **Add New Header**. ![Add New Header for Items in Quotes in Zoho Books](/books/kb/images/quotes/zb/add-new-header-quotes.png) Now, a header will be added in which you can enter an appropriate heading and categorize items. ![Header in Quotes Item Table in Zoho Books](/books/kb/images/quotes/zb/header-in-quotes-item-table.png)