Manage Vendors

Overview

Use this guide to add vendors, link apps and contracts, and prepare vendor spend reviews.

Goal

Create vendor profiles that show ownership, linked apps, contracts, spend, and renewal context.

Before You Begin

• Sign in to Liceo.
• Gather vendor name, website, contacts, owner, linked apps, and contract details.

Step 1 - Open Vendors

1. 1
   Open Assets in the left sidebar.
2. 2
   Select Vendors.
3. 3
   Search for the vendor before creating a new one.

Step 2 - Add a vendor

1. 1
   Select Add Vendor.
2. 2
   Enter the vendor name.
3. 3
   Add the vendor website.
4. 4
   Add primary contact or account manager details.
5. 5
   Assign an internal owner.
6. 6
   Save the vendor profile.

Step 3 - Link apps to the vendor

1. 1
   Open the vendor profile.
2. 2
   Find the linked apps or related records section.
3. 3
   Add each app purchased from the vendor.
4. 4
   Save the changes.
5. 5
   Open each linked license and confirm the vendor appears correctly.

Step 4 - Link contracts to the vendor

1. 1
   Open the vendor profile.
2. 2
   Add linked contracts.
3. 3
   Confirm renewal dates and contract values.
4. 4
   Upload or link contract documents if needed.
5. 5
   Save the vendor profile.

Step 5 - Review vendor spend

1. 1
   Open the vendor profile before renewal or budget planning.
2. 2
   Review linked apps.
3. 3
   Review linked contracts.
4. 4
   Check total spend.
5. 5
   Check unused seats on linked apps.
6. 6
   Add notes for negotiation, support, or compliance context.

Troubleshooting

Vendor appears more than once

Search Vendors for similar names and correct duplicate profiles according to your internal process.

Spend is missing

Confirm linked licenses have cost data and linked contracts have values.

App is linked to the wrong vendor

Open the license record, edit the vendor, and save.