Start the revision

1. From the Not Purchased tab of your Orders worklist, click the quote you want to revise. The quote panel opens on the right.
2. In the panel, click the three-dot menu and choose Revise Quote.

Stella Source creates a new quote with a new ID. A banner at the top of the new quote reads:

This quote originated from Quote [number]. Any changes will not affect the original quote.

That is your cue that you are working on the revision, not the original. Anything you edit here stays here until you send it.

Edit the revision

Update the quote the way you would any other quote. Change line items, adjust lead times, add or remove materials, tweak pricing. See Building a Quote for the item-by-item options.

When the revision looks right, click Continue to Quote Summary.

Send the revision and choose what happens to the original

1. On the Quote Summary page, click Send Revision.

1. A dialog appears explaining the two options:
2. • Keep Original & Send Revision. Your customer can order from either quote.
   • Withdraw Original & Send Revision. The original is removed. Your customer can only order from the revision and will no longer be able to view the original.

Click the option that fits.

1. If you chose Withdraw Original & Send Revision, Stella Source asks you to confirm. Click Confirm & Send Revision to finish.

Your customer gets an email letting them know a revised quote is ready, either way. Whether they can still see the original depends on which button you clicked.

When to keep the original

Choose Keep Original & Send Revision when your customer benefits from seeing both versions. Common cases:

• Your customer asked for a second option to compare against the first (different material, different quantity, different lead time).
• You want your customer to pick between the two.
• The original is still a valid offer if the revision falls through.

Both quotes stay visible on your dashboard and on your customer's side. Your customer can order from either one.

When to withdraw the original

Withdrawing is permanent. Once you confirm, you cannot reverse it. Only choose this option when you are sure the original should no longer be an offer.

Common cases:

• The original has a mistake (wrong lead time, wrong material, pricing error).
• You no longer offer what was on the original quote.
• You want to prevent your customer from acting on the old version by accident.

When you withdraw a quote:

• It disappears from your dashboard.
• It disappears from your customer's dashboard.
• If your customer clicks an old email link back to the original, the action buttons are hidden. They cannot order from it.
• Your customer is not notified about the withdraw. They will see the revision arrive by email, but no separate message says the original was pulled.
• Stella Source still keeps the record on our side. The status is updated, we just do not surface it to you or your customer.

Only the revision remains active.

Troubleshooting

I withdrew the wrong quote. Can I bring it back? Withdrawing is permanent and you cannot reverse it yourself. To send those terms again, build a new quote. If you need details from the withdrawn record, contact your Stella Source Customer Support Rep.

I do not see Revise Quote in the three-dot menu. Revise Quote is available on quotes you have already sent. If the quote is still a draft, finish and send it first, or edit it in place instead of revising.

I want to change the revision before sending it. As long as you have not clicked Send Revision, edits to the revision only affect the revision. Your customer sees nothing until you send. Use Save for Later on the Quote Summary page if you want to come back to it.