# Create and edit library items

> Add price items and text items to the library: codes, headings, descriptions, prices, tax, categories, customer options and recurring prices.

## Create an item

1. Go to [**Library**](https://app.quoterium.com/library) and pick **Price items** or **Text items**.
2. Choose **New price item** or **New text item**.
3. Fill in the fields (below) and choose **Create item**.

You can also save an item you have written in a quote: open its **⋯** menu and choose **Save to library**.

## Fields for every item

- **Code**: optional, for example a SKU. Codes are how CSV imports recognise existing items, so keep them unique.
- **Heading**: required. It names the item in the library and in templates, and is shown on the quote, unless you tick **Hide the heading on quotes** (text items only).
- **Description**: rich text with formatting, lists, links and images. **Insert smart tag** above it adds a blank to fill in on each quote; see [Smart tags and placeholders](https://quoterium.com/help/writing-quotes/smart-tags-and-placeholders).

## Price item fields

- **Unit price** or **% of items above**: a normal price, or a percentage of the price items above it in the quote (back to the previous subtotal), useful for something like project management at 10%.
- **Unit price** and **Cost price** are in your base currency. The cost price is optional and never shown to customers.
- **Default quantity** and **Unit** (hour, day, each…).
- **Discount %**, **Sales category** and **Tax rate**. New items start with your default tax rate and category. Choosing a category that has a default tax rate sets that rate for you.
- **Customer options**: **Optional** (the customer can tick it on or off), **Multiple choice** (one of a group of alternatives) and **Editable quantity** (the customer can change the quantity).
- **Subscription / recurring price**: tick it to set **Every**, **Interval** (weeks, months or years) and, optionally, **Term (periods)**. Leave the term empty for an ongoing subscription.

Text items have only a code, heading (with **Hide the heading on quotes**) and description.

## Edit, duplicate, archive or delete

- **Edit** opens the item; save with **Save changes**. If it is used in templates, saving updates those templates too. Quotes that already exist are never changed.
- **Duplicate** makes a copy with "(copy)" added to the heading and "-copy" added to the code, if it has one.
- **Archive** hides the item from the library and from searches in the quote editor. Tick **Show archived** and use **Restore** to bring it back.
- **Delete** removes it from the library. Quotes already using it are unaffected, and templates keep their own copy.

Source: https://quoterium.com/help/library-and-templates/create-library-items