Table of Contents

Insight Order Process

Milan Ingram Updated by Milan Ingram

Insight Order Process

Logging into Insight

Orders that need to go through configuration lab

For all orders that need an asset tag, autopilot, or kitting kit, you have to add them by bundles through Insight. Bundles are through the company standards.

1. You can click on Company Standards in the homepage of insight (first screenshot). Another way to find it is by Clicking Account tools > Tools > Company Standards (second screenshot).

2. You have an option to search the company standards, or you can select one of the drop downs and choose which bundle category you need to pull equipment from.

3. Select the equipment you need and the correct Insight SKU. For example, a computer will need an auto pilot SKU and asset tag

Windows Autopilot SKU descriptions:

Asset tag only: Used for Atlanta for Stock (no pre-provisioning is done) - Device gets registered in Windows Autopilot only.
Windows Autopilot Provisioning + Asset Tag: Windows Autopilot Pre-provisioning will install all apps in system context prior to get resealed and shutdown. Kaseya is installed and the user can be assigned in Intune once it ships. This is used for all laptops that are being issued to a customer or site.
Windows Autopilot Provisioning + QC + Asset Tag: Windows Autopilot Pre-provisioning will be ran and the devices is powered back on after reseal. Insight creates a ticket for the Avita Service Desk to QC the device. This is used for desktops being shipped to a pharmacy location that need to be QC'd prior to shipping.
Laptop Autopilot Preprovisioning + Asset Tag + Kitting: Windows Autopilot Pre-provisioning will install all apps in system context prior to get resealed and shutdown. Kaseya is installed and the user can be assigned in Intune once it ships. Laptop and all peripherals get boxed together (excluding monitors). A welcome letter is included inside the laptop with a QR code linked to a HelpDoc for signing into theur device for the first time. This is used for all new hires that are being issued company equipment.

4. Go to your cart to confirm the bundle was added and the correct items are showing of what needs to be ordered.

5. Stop here and go back to the procurement request to create a PO. Now you can create the PO and use the prices you will need in the How to Create a PO section in the Procurement Requests article. Once you get a PO approval continue to the next steps below.

6. Click Checkout

Checkout Process

Windows Autopilot Orders
Used for all Windows desktop and laptops

1. If the order has a Windows desktop or laptop, select Yes from the AUTOPILOT_AUTOMATION dropdown

2. Select the AUTOPILOT_GROUPTAG needed for the computer(s). If different group tags are needed, then separate orders will need to be created.

Group Tag Meanings

3a. Identify if the Employee is Hybrid or Cloud/Entra Only by going to Users in Azure or Entra and checking the On-premise synced column (Yes is Hybrid or No is Cloud/Entra).

3b. Identify the necessary Autopilot Group Tag from the list below

  • Avita_HybridJoin - For hybrid employees whose accounts are in on-premises Active Directory
  • Avita_HybridJoinVPN - For remote hybrid employees whose accounts are in on-premises Active Directory
  • QCP_EntraJoin - QCarePlus Employee with a QCarePlus Email
  • ACS_EntraJoin - Corporate QCarePlus and Avita Care Solutions with an Avita Care Solutions Email
If you are still unsure if the Employee is Cloud/Entra Only then you can check them also under Active Users in the Microsoft 365 Admin Center which shows a Cloud icon for Entra/Cloud Only and a Building icon for Hybrid

3c. Select the Department Code, Cost Center, and enter the Avita ticket number. Then click continue

Orders that don't require config lab

For equipment that doesn't require asset tag, autopilot or kitting SKUs

1. Enter the SKU number in the search bar (check company standards for correct skus)

2. Click add to Cart

3. Click checkout

4. Select no for AutoPilot and don't select anything for grouptag

5. Select Department Code, Cost Center, and enter ticket number then click continue

Shipping Information

1. For Avita locations, click stored addresses and search for the location and select. For work from home orders, select add new and enter the address manually.

2. Once you have the correct ship to address added, click continue

3. Make sure no carrier preference is selected and ground shipping for all orders, unless approved otherwise by management

4. Make sure your email is added for notifications on order. You can add the customers email as well so they get notified about the order. Then click continue

5. Leave billing information as is and click continue

6. Make sure Terms is selected for the payment method. Enter the PO number and P.O. release number is the Avita ticket number

7. Scroll down to review your order and click place order when everything looks good

8. You will see order confirmation with an order and reference number. Save it as PDF and add the confirmation to the Avita ticket.

Check status of Order

This is to check for tracking information and what the current status of the order is

1. To check status of an order, go to Account Tools- Orders- Order Tracking/History

2. You have different options you can select to search for your order, or you can scroll down and find your order. Click on the order number to view all information about your order.

3. You will see order status. Order details will provide you with tracking number and serial numbers

4. Make sure to add tracking and serial numbers to the Avita ticket when you have it.

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