Sync Invoices, Order Taking, Sales Routes, Payments, & More!
Zoho Inventory Integration For Wholesale Distribution
Sync Zoho Inventory with inSitu Sales to maximize efficiency for your team’s operations in field sales (DSD & pre-sale), warehouse management, and delivery dispatch.
Start 14 Day Free TrialBook Free Demo
Who Uses Our Software
Our software is used by wholesalers, distributors, and manufacturors seeking to optimize their field sales or B2B Ecommerce operations. Its built to equip small to medium sized businesses with full functionality at an accessible price.
What It Does
inSitu Sales connects every process in the sales cycle on an interactive dashboard to enhance capabilities, share live data, & maximize performance for sales reps, inventory pickers, dispatch drivers, and B2B customers.
The Benefits
– Create faster, more accurate orders.
– Eliminate manual errors and reduce costs of sales activities.
– Track & collect invoices with more flexibility.
– Keep information up to date between our dashboard and your ERP.
– Expand the reach of your sales channels.
How To Sync With Zoho Inventory
1
Create An Account
Either sign up for a free trial, or log in to your existing account.
2
Select Zoho Inventory
Go to the Integrations tab and select Zoho Inventory from the dropdown options.
3
Connect To Zoho
Click on the top button labeled ‘Connect To Zoho,’ and proceed to fill out your Zoho account’s login information.
4
Confirm Your Sync
Now simply swap back to your inSitu Sales tab, and select ‘Sync Now’ to automatically carry over all of your essential sales data!
Our Mobile App Solutions
When your company chooses inSitu Sales, you get the flexibility to apply your licenses to any of our 3 mobile apps interchangeably, customizing your software suite to best fit your teams needs.
Field App For Reps
Plan optimized DSD routes, build custom mobile invoices with signatures, take orders & estimates, and process electronic payments in the field. Comes with live GPS tracking.
App StoreGoogle Play
inSitu Inventory For Pickers
Automatically generates interactive picklists from orders to simplify the order fulfillment process for your warehouse. Ensure accurate quantities, and track progress on orders being picked in realtime.
App StoreGoogle Play
inSitu Dispatch For Drivers
Create an optimized list of dispatch delivery stops using your assigned invoices. Comes with an itemized list of what’s being delivered to each stop, GPS tracking with timestamps, and proof of delivery confirmation.
App StoreGoogle Play
Easily keep data up to date
Two Way Sync For Live Data
Easily sync data for your ERP through the connector in our admin portal. Most data will auto-import from Zoho Inventory to inSitu Sales, ensuring you only need to make changes in one place.
Information such as Products, Inventory, and Field Reps can only be sent from Zoho and remain static, while data for Orders/Invoices and Customers can be sent from inSitu Sales to update back over on the Zoho side.
Zoho Inventory Integration For Sales Reps
Syncing with Zoho Inventory means you can manage your field sales operations on a single intuitive dashboard. Set granular level controls for reps, products, pricing, and more to custom tailor your sales interactions.
Field Sales App
Mobile Order Taking
Conveniently take mobile orders in the field using product and price lists, plus live inventory data synced from Zoho.
DSD Route Accounting
Remove manual error from logistics and build or schedule optimized sales routes for reps with live GPS tracking.
Mobile Invoicing
Use data from Zoho Inventory to create branded mobile invoices that can be printed or emailed as a PDF. Supported printers include Bixolon and Zebra.
Mobile Payment Processing
With a Stripe or Authorize.Net account, enable your outside sales reps to take credit card payments anywhere. Outstanding invoices can be paid on the spot at any time.