--- title: How Do I Create and Manage Sections Within a Setvi Quote? description: Create sections within a Setvi quote to organize products by category, add new items, and move existing quote products into sections. --- [Skip to content](https://train.singerequipment.com/knowledge-base/how-do-i-create-and-manage-sections-within-a-setvi-quote#main-content) English Show submenu for translations [![SINGER](https://train.singerequipment.com/hubfs/images/logos/singer-logo.svg)](https://train.singerequipment.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Singer Equipment Knowledge Base](https://train.singerequipment.com/knowledge-base?hsLang=en) 2. [Setvi](https://train.singerequipment.com/knowledge-base/setvi?hsLang=en) 3. [Quoting](https://train.singerequipment.com/knowledge-base/setvi?hsLang=en#quoting) October 22, 2026 # How Do I Create and Manage Sections Within a Setvi Quote? ## Organize products within a Setvi quote by creating sections for different product categories and adding new or existing items to each section. ### Overview Setvi allows you to create sections within a quote to organize products by category. Sections are especially useful when a quote includes multiple product categories, such as: - Disposables - Tabletop - Jan-San Each section can have its own title and description, allowing you to group related products within the same quote. ### How to Create a Section Step 1 — Open the quote. Open the Setvi quote where you want to create a section. Step 2 — Select Add New Section. Hover above or below any item within the quote, click Add, and select Add New Section. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-32-55-6483-AM.png?width=1907&height=873&name=image-png-Oct-22-2026-01-32-55-6483-AM.png) Step 3 — Enter the section details. Enter a title for the section based on the product category, such as Disposables. You can also enter a description for the section. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-33-30-5151-AM.png?width=557&height=380&name=image-png-Oct-22-2026-01-33-30-5151-AM.png) Step 4 — Create the section. Click Create Section. The new section will appear within your quote. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-33-57-5600-AM.png?width=1900&height=855&name=image-png-Oct-22-2026-01-33-57-5600-AM.png) ### How to Add Products to a Section Once a section has been created, you can add products using any of the following options: - Catalog: Add products from the Setvi catalog. - SKU: Add products by SKU number. - SPO: Add special purchase order products. - Move Existing Items: Move products already included in the quote into the section. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-35-15-7193-AM.png?width=503&height=151&name=image-png-Oct-22-2026-01-35-15-7193-AM.png) ### How to Move Existing Items Into a Section Step 5 — Select Move Existing Items. Within the section, click Move Existing Items. Setvi will display all items currently included in the quote. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-37-18-5860-AM.png?width=603&height=478&name=image-png-Oct-22-2026-01-37-18-5860-AM.png) Step 6 — Select the products. Click the checkbox next to each item you want to move into the section. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-34-15-7826-AM.png?width=618&height=460&name=image-png-Oct-22-2026-01-34-15-7826-AM.png) Step 7 — Move the selected items. Click Move to Section to move the selected products into the section. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-35-50-4771-AM.png?width=670&height=308&name=image-png-Oct-22-2026-01-35-50-4771-AM.png) Step 8 — To remove a section, click on the three dots to the right of the section and select Remove Section. ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-32-14-6330-AM.png?width=1897&height=874&name=image-png-Oct-22-2026-01-32-14-6330-AM.png) You can also edit section title/note, add items and move existing items into the section by clicking the same three dots.  ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-38-42-0415-AM.png?width=263&height=229&name=image-png-Oct-22-2026-01-38-42-0415-AM.png) - [Hubspot](https://train.singerequipment.com/knowledge-base/hubspot?hsLang=en#main-content) - [Getting Started and Profile](https://train.singerequipment.com/knowledge-base/hubspot?hsLang=en#getting-started-and-profile) - 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