ITAM / Vendors

Vendor List & Filters

Find any vendor quickly, filter by team, type, or status so Maya can pull Notion and other renewals before the quarterly spend review.

Real-world scenario

Maya Chen · IT Manager at Bluewave Labs

Finance asked for all SaaS vendors renewing in Q1. Maya filters by type SaaS and status Active, sorts by end date, and exports the list, including Notion, without digging through spreadsheets.

Before you begin

  • Access to ITAM → Vendor Management
  • At least one vendor created in WorkVerge

Overview

The vendor list is your starting point for spend reviews, renewal planning, and day-to-day lookups. Search, filters, sorting, and pagination help you work through large vendor inventories without leaving WorkVerge.

Table columns

The vendor table typically shows:

  • Name. Vendor identifier (e.g. Notion, Slack)
  • Type. SaaS, Hardware, Cloud, or custom types
  • Status. Active, Inactive, or Archived
  • Teams. Assigned teams for visibility and ownership
  • MRR. Monthly recurring cost rolled up from subscriptions
  • Health score. Renewal and data completeness indicator
  • Actions. View, edit, or delete depending on your role

Search and filter

  1. 1

    Open ITAM → Vendor Management

    The vendor table loads with every vendor your org tracks, newest or highest-spend first depending on sort.

  2. 2

    Search by name or type

    Type "Notion" or "SaaS" in the search bar. Results update as you type across name, type, and related fields.

  3. 3

    Apply filters

    Narrow by status (Active), type (SaaS), or team (Engineering) to focus on vendors Maya is reviewing this quarter.

  4. 4

    Sort by column

    Click MRR or health score headers to surface top-spend vendors like Notion before renewal season.

  5. 5

    Open a vendor or select for bulk actions

    Click a row for the detail view, or use checkboxes for bulk status updates.

Example filter

Q1 SaaS renewal review

  • Search: (empty. using filters)
  • Status: Active
  • Type: SaaS
  • Team: Engineering
  • Sort: MRR descending
  • Expected result: Notion, Figma, GitHub among top rows

Pagination on long lists

WorkVerge tracks 40+ vendors. Use pagination at the bottom of the table, or tighten filters by team, so you are not scrolling past inactive records Maya archived last year.

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