How to Track Renewals in Xvantage™

Overview:

This document provides the steps to track renewals in Xvantage and proactively monitor upcoming expiration dates and renewal statuses.

Process:

1. Log in to Xvantage.

2. Hover over the left navigation menu and click My Business.

3. Click Renewals.

4. The Renewals page displays a list of available renewals.

5. Review the renewal details to proactively track expiration dates and statuses. Use this information to coordinate with the Ingram Micro sales team to issue quotes for renewing renewable and subscription orders before their expiration dates.

   The following information is displayed:

   • Reseller PO #

   • Reference #

   • Vendor

   • End User

   • Expiration Date

   • Estimated Renewal Value

   • Status

6. To prioritize renewals, sort the list by hovering over a column heading and clicking the arrow button. This allows you to organize the renewals based on specific criteria, such as expiration date or status.

7. To save a copy of the renewal information, click Export Results.

8. An Export Results pop-up window is displayed.

9. Enter the required export details:

   • Enter the email address(es) where the export results should be sent. You can enter a maximum of 10 recipients.

   • Select the report(s) to include in the export, such as Renewables and Support Documents.

10. Click Export.

11. A notification confirms that the export request has been submitted.

12. The report is sent to the specified email address(es).