E-commerce guides

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  • When a status is showing as "pending" next to an approver's name for a requisition, the requisition is waiting on action from the approver. The approver needs to take action on the requisition by either approving or denying it.   Open:...
  • Approvers and requestors now have a drag-and-drop widget on their dashboard that displays outstanding requests waiting for approval or needing to be approved. This widget allows each user type to view request details and make specific actions based on...
  • We’ve updated this article to reflect the client preview to the Company Standards feature updates, which we released March 2021. The original article is below the headline “Using the legacy Company Standards procurement feature.” Click here to quickly...
  • myInsight supports user roles and permissions that allow administrators to customize the procurement experience for individual users. When setting user roles, administrators can choose from a list of preset options or from more than 100...
  • You can easily change your myInsight account login information at any time. Once you’re logged in, select the Account Tools menu on the left side of your screen. Then select Personalization and User Profile.  The User Profile settings...
  • Based on your organization and its home state, a tax-exempt certificate will need to be submitted to Insight’s tax department. Your account representative can facilitate this process. Call 1.800.INSIGHT to connect with your account rep.   ...
  • When it comes to myInsight, you have many reporting options. The e-commerce platform has the ability to automate reports so that you receive recurring updates at pre-selected times. Setting the schedule and delivery method of your reporting cadence...
  • Electronic Data Interchange (EDI) is a standardized method for exchanging data via any electronic means. By adhering to the same standard, two different companies or organizations — even in two different countries — can electronically exchange...
  • Insight Public Sector W-9 Form Download Insight Direct W-9 Form Download
  • Yes. This information is visible in the Return Policy link in the footer area of the website.
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