Insight Software - FAQs

How do I get a login for Insight Software?

• Contact your Insight account representative or email web_support_emea@insight.com

Can I set other users in my organization up with a login to the site?

• Yes, specific admin rights can be assigned to you if you wish to set up further users yourself.

Can I run purchase activity reports online?

• Yes, there are 17 standard reports available to you in the online reporting tool. You can also save report settings and schedule reports to be sent to you at regular intervals. All reports are real-time as the data shown comes directly from Insight’s back office system.

I want a complete report of all purchases made under my account since I became a customer of Software Spectrum/Insight. Is this possible?

• Reports can be run back as far as 1997 – however only in 3 year periods due to possible timeout issues with reporting over very long periods.

Can I be sure I am getting my organization’s agreed pricing when I search for products online?

• Yes. When you log in, you are accessing your own account and the pricing displayed comes directly from our backend system where all your agreements are held. It is the same pricing that your account manager has access to should you call or email.

Can I view my contracts online?

• Yes, your agreements can be viewed - information such as agreement level and the effective and expiry dates of each agreement is displayed.

Can I track my recently-placed orders online?

• Yes, there is an order status tool on the site. You can track the status of your orders as well as get PoDs for orders which have already closed.

Can I get invoice copies online?

• You can request a copy of a particular invoice online. Official invoice copies will be available online in the future.

Can I access my license keys/serial numbers online?

• This information is not available on the Insight Software site for security reasons. Please contact your account representative who will be able to provide the keys.

Can I change currency on the website?

• No. Pricing will be displayed in the currency your account is set up in.

Can my billing and shipping addresses be modified on the website?

• Changes to addresses must be made in Insight’s backend system and the changes will display on the web the following day.
• Contact your account manager to request these changes.
• Shipping addresses can be entered ‘on-the-fly’ on the checkout page.

My company would like to implement a B2B solution with Insight. What do I need to do?

• Contact your account manager. S/he will gather some basic information about the project and set up a call involving the Insight eServices dept. Here are the basic questions to s/he will ask:

- Will you use an e-marketplace e.g. Ariba, Oracle SN?
- If not, what is the procurement system being used? e.g. SAP
- Will you use punchout to shop, or use a static price file e.g. Excel, CIF?

How can I control which products are available in my online/punchout catalogue?

• Through specially assigned administration rights, you can have the ability to build/modify lists of standard products for your users to purchase from. You can also include/exclude products, manufacturers or product groups from your catalogue entirely e.g. boxed products or open licensing where you have an agreement in place.

Mainly we are purchasing the same software licenses from Insight repeatedly – is there a way to set these up in a pricelist?

• A ‘Favourites List’ can be set up which contains your company’s standard purchases so your users don’t have to search for the products each time. You can also select to use this list as your landing page.

Can we set up routing of orders for approval within our organization?

• Yes, Insight Software has a workflow feature which allows routing of orders to assigned approvers based on criteria such as order value or content.