Approval Process

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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:...
  • 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...
  • 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.   ...
  • 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...
  • Insight Public Sector W-9 Form Download Insight Direct W-9 Form Download
  • Insight Direct USA, Inc Remittance Information Download Public Sector Remittance Information Download
  • Yes, you can edit a quote while reviewing the order quote details. From the Quote History menu, select the quote number you want to revise.  From the quote details, select Edit this quote in the upper right.  Need more...
  • You can email your account executive to get a quote. In Account Team under Support, you’ll find your account executive’s contact information.    Need more information? Talk to a specialist
  • Our dedicated Business-to-Business (B2B) implementation team will work with you to set up a punch-out catalog to myInsight through your procurement system. You can start the process by contacting your account representative or our B2B support team....
  • Yes, net terms are one of our accepted payment options. Our standard net payment term is within 30 days of the purchase.    Need more information? Talk to a specialist
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