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Field Sales, DSD, & B2B eCommerce Built For Distributors
inSitu Sales provides distributors with the potential to scale their sales operations on every level from a single platform.
From tracking sales reps, optimizing routes, building and printing mobile invoices, collecting digital payments, to even expanding into omnichannel with an online B2B eCommerce portal. inSitu Sales walks you through it all, while keeping granular control as user-friendly as possible.
Use Code: QBO2024
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Starter Apps (all 3 apps)
$200/mo
- Admin Portal Included In All Plans
- Mobile Invoicing & Printing With Signature Collecting
- DSD Route Accounting
- Mobile Order Taking
- Digital Payment Processing
- Real-Time GPS Tracking Per Rep
- inSitu Inventory
- inSitu Dispatch
Starter B2B eCommerce
$200/mo
- Unlimited Number Of Customer Accounts Allowed
- Automatically Sync Product & Pricing Info From QB
- Assign Customers Customized Product & Pricing Lists
- Filter Product Catalogs With Groups Such As Categories, Sub-Categories, Brands, Type, & More
Pro
$329/mo
- Starter Apps
- Starter B2B Ecommerce
Field Sales App (for reps)
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Mobile Invoicing & Printing
Create mobile invoices that can be printed or emailed as PDF. Use customer info to automatically create a custom template in seconds. Collect signatures at point of sale.
Mobile Order Taking
Take mobile orders with a user-friendly product catalog that allows barcode scanning and tracks purchase history by product, brand, and location.
DSD Route Accounting
Optimize delivery routes to either maximize speed, or minimize driving costs. Boost transparency with real-time GPS tracking and proof of delivery.
Digital Payment Processing
Accept payments electronically with credit, Stripe, or Authorize.net, and review previous payment history (including open or outstanding balances). Receipts can be printed or shared.
Admin Portal (for managers)
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Route Management
Assign optimized routes on a calendar to reps according to whether you want one-way, round trip, or to avoid highways and toll roads.
Manage Inventory
Upload inventory lists from Excel, or from ERP sync. Products can then be assigned to customer lists, or specific customers. Enter barcode numbers for quick scanning.
Set Pricing Rules & Promotions
Incentivize purchases with pricing rules and promotions depending on volume, cost, etc.
Easy Integration Sync
Easily integrate your ERP to sync over relevant data, and have our software return data back to the platform.
B2B eCommerce
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Custom Digital Storefront
Use engaging designs to highlight your brand and add emphasis to your product offerings.
Dynamic Digital Product Catalogs For Buyer Experiences
Manage a digital product catalog that changes to fit your customers’ needs. Assign variations to customers to gain an edge on market sales trends and industry niches with specific needs.
Approve Customers & Create Coupons
Oversee which customers are invited to access your eCommerce portal, and optionally set orders to require approval. Additionally, create promotional or seasonal coupons to drive sales activity.
Whitelabel eCommerce App
For $100/mo extra, acquire your own branded whitelabel eCommerce app. Your company’s app will be hosted on Google Play & the App Store, allowing customers to download and begin conveniently ordering from their mobile device.
inSitu Inventory
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Send Order Lists For Fulfillment
Sales orders will appear under your ‘Order Fulfillment’ tab, where you can view the inventory included in the order, and select which picker you would like to complete it.
Instant Sync To Pick New Orders And View Past Ones
Orders sent to pickers for fulfillment show up on their app immediately so both sides can stay proactive with completing orders.
Connect With Barcode Scanner Or Add Products Manually
Connect a wireless barcode scanner, such as SocketMobile to quickly add the correct number of products. Quantity can also be controlled by pressing the + or – signs below inventory.
Receive Updates On Partially Picked And Fully Picked Lists
Thanks to the instant sync, orders still being completed or encountering difficulties will be represented as partially picked, allowing admins to know which products are still missing. Once the required quantity is reached, the order is marked as fully picked.