ITAM / Vendors
Vendor Management
Keep every SaaS contract, renewal date, and invoice in one place so Maya can answer finance before Notion auto-renews again.
Real-world scenario
Maya Chen · IT Manager at Bluewave Labs
Bluewave Labs runs Notion, Slack, Figma, and a dozen other SaaS tools across Engineering and Design. Maya needs renewal dates, MRR totals, and team ownership visible before the Notion subscription renews next month.
Before you begin
- ITAM license enabled for your organization
- Admin or vendor manager role with access to Vendor Management
Overview
Vendor Management lives under ITAM → Vendor Management. Each vendor record tracks type, team assignment, billing contacts, and one or more subscriptions with dates, pricing, and invoices. The overview dashboard surfaces MRR, health scores, upcoming renewals, and spend by team, exactly what Maya needs before quarterly budget reviews.
For example
What you can do
Renewals at a glance
Getting started
If you are setting up Vendor Management for the first time at Bluewave Labs, start here:
- Add your first vendor (e.g. Notion) with type, team, and billing contact
- Add a subscription with start/end dates, price, and billing cycle
- Upload the latest invoice from the subscription detail view for audit trail
- Confirm upcoming renewals appear on the vendor overview dashboard before renewal season
How-to guides
- How to Add a Vendor. Multi-step flow: Basic Info, Team Assignment, Management & Billing, Review
- Vendor List & Filters. Search, sort, and filter the vendor table
- Vendor Detail View. App Info and Billing Info tabs
- Edit Vendor. Update contacts, teams, and pricing
- Subscriptions. Manage recurring and one-time costs
- Add Subscription. Record renewal dates and billing cycles
- Edit Subscription & Invoices. Update pricing and attach PDFs
- Bulk Actions. Update status or delete vendors in batch
- Employee Portal. Read-only vendor view for team members
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