inSitu Sales

inSitu Sales is an all-in-one mobile solution for field sales, DSD (direct store delivery) route accounting, and order management. This includes vital tasks for sales reps such as invoicing and creating dynamic sales routes with mobile payment processing, live GPS tracking, and live inventory updates. Supported ERP integrations include QuickBooks Desktop, QuickBooks Online, Netsuite, Odoo, SAP B1, Xero, and more.

KEY FEATURES: -MOBILE INVOICING AND ORDERING With access to product inventory and pricing information, your sales team can quickly and efficiently create estimates, sales orders and invoices in the field. Connect a mobile device to a mobile printer for proof of delivery.

-ACCEPT CREDIT CARD PAYMENTS ON THE GO Credit and debit card payments can be securely recorded with the app. Our mobile payment system enables acceptance with manual entry, a card reader, barcode scanner or a bluetooth scanner.

• GPS TRACKING & ROUTE PLANNING Maximize productivity and decrease operational costs with the ability to create assigned territories for your sales teams, plan routes, and track field activity with GPS.

• DIGITAL CATALOG Increase upsell and cross-selling opportunities with the convenience of a digital product catalog with high resolution product images, inventory, pricing, UOM, minimum & case quantity data. Create custom price lists, transfer inventory between warehouses, and generate a PDF catalog for download. Works well at trade shows, warehouses, retail stores - wherever you need to make a sale!

-REAL TIME COMMUNICATION Create custom forms and questionnaires with text, photos and captured signatures. Email sales orders, estimates, and invoices to customers and colleagues quickly. Compatible with Bixolon, Zebra and Air Printers to provide customers with receipts and proof of delivery in the field.

• WORKS ONLINE and OFF Data entered into the app is stored in the mobile device and transferred once an Internet connection is made.