Netsuite Sales Solution

Oracle® Netsuite Integration For Distributors

iinSitu Sales streamlines your operations by connecting field sales, warehouse management, and delivery drivers with a NetSuite ERP integration built for wholesale distributors.

Experience a smoother sales process, faster order to payment processing, and a more organized team across multiple channels.

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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.

Sucess Story From A Netsuite User

Poppi logo

Using inSitu Sales B2B e-commerce portal has significantly improved our wholesale process, making omnichannel sales more efficient, transparent, and data-driven.

During our first 4 months of use, we utilized the features for customization and automation to conduct $15 million in sales, while advanced analytics easily translated orders into actionable data. Now, we trust this software to handle the sales activities responsible for 80% of our revenue.


Poppi

Roger Frost

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.

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Field Sales 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.

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inventory warehouse app for pickers

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.

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dispatch delivery app for drivers

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.

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Automatic Sync Updates Data In Realtime

Two Way Sync For Netsuite

Easily sync your ERP data by logging into our admin portal and inputting your information into the Integrations section of our connector. Most data will auto-import from Netsuite to inSitu Sales, ensuring you only need to make changes in one place.

How To Sync Your Data 

Full Walkthrough On Zendesk

1

Sign Up For Free Trial

Create your free account, or log in to your existing account.  

2

Select Oracle® NetSuite

From the menu on the left, go to Integrations, and then choose Oracle® Netsuite from the dropdown options.

3

Enter Your Account Information

Begin filling out your credentials for Account ID, Company URL, Consumer Key & Secret, and Token ID & Secret

NetSuite Documentation

4

Confirm Your Sync

Click Sync Now, then watch your Netsuite data values change from ‘Syncing’ to ‘Successful’. 

Netsuite Field Sales Integration For Reps

Our convenient Netsuite integration sync 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 Page
xero sales rep integration
Mobile Order Taking

Conveniently take mobile orders in the field using product and price lists, plus live inventory data synced from Xero.

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 Netsuite 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.

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Integrate Your B2B eCommerce With Netsuite 

Sync information from Netsuite to create a unique and fully customizable B2B eCommerce portal designed for fast and easy transactions through integrated payment gateways.

B2B eCommerce Page
Interactive & Dynamic Digital Product Catalog

Manage a digital product catalog that changes to fit your customers as needed. Assign different versions of your catalog to customers to gain an edge on market sales trends and industry niches with specific needs, or better match product focuses to geographic purchasing interests.

Segment Discounts, Pricing, & Products

Use Price List rules to offer unique purchase incentives only visible to customers selected. Set up automation to offer discount promos to reward a customer when sales reach a set threshold, or create distinct customer tiers with set discounts.

Take Digital Payments Or Sell With Credit

Integrated payment gateways allow secure and convenient transactions with Stripe and Authorize.net. Users can also allow customers to shop on credit for future invoicing.

Build A Whitelabel App For Customers

Allow customers to download your B2B eCommerce portal directly as a custom app from the Google Play Store, or the App Store. Enable SMS Notifications and barcode scanning to drive recurring sales.