the most user friendly solution for Distributors
Presales & DSD Software For QuickBooks
inSitu Sales lets wholesale distributors tap into the all of the features and systems needed to optimize presales and DSD operations for maximum profit, and all on one convenient platform.
The same functionality expected in the most expensive solutions, but fixed at an affordable price point for small-medium distributors looking to scale their sales operations.
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.
We Support QuickBooks Online As Well As QuickBooks Enterprise
DSD Software Features For QuickBooks
inSitu Sales supports your reps and drivers during every step of their DSD sales cycle, and beyond. With a multitude of interface customizations such as granular permissions, assigning to special lists for pricing, products, and customers, our app can truly be tailored to the unique needs of your team.
Print Mobile Invoices Or Share As PDF
Create mobile invoices that can be printed or emailed as a PDF. Use saved customer info with customized templates.
Take Mobile Orders
Take mobile orders with a user-friendly product catalog that allows barcode scanning and tracks purchase history by product, brand, and location.
Optimized Route Accounting
Use optimized routes assigned to reps emphasizing speed while minimizing total costs and manual human error.
Live Inventory Tracking
Track live inventory levels in realtime and avoid shortages, with available stock constantly updated through our two way sync with QuickBooks.
Process Mobile Payments
Collect payments electronically with credit, Stripe, or Authorize.net. Receipts can be printed or shared.
Barcode Scanning
Scan barcodes for faster product identification or bulk product entries.