DIRECT STORE DELIVERY (DSD) SOFTWARE For Distributors 

Optimized DSD Software For Sales Reps

inSitu Sales offers a powerful DSD software solution tailored for wholesale distributors, beverage and snack companies, and other fast-moving consumer goods (FMCG) brands that rely on route-based sales.

Our all-in-one platform combines real-time inventory management, route accounting, order entry, and mobile invoicing—giving your sales reps and delivery drivers the tools they need to perform at their best.

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How inSitu Sales Ensures Efficient DSD

inSitu Sales’ DSD solution guides sales reps and drivers through every stage of the distribution sales cycle, while using our two way sync to keep their ERP (such as QuickBooks or Netsuite) up to date with live data. Starting with optimized route accounting, to creating a mobile invoice at the customer’s location, even collecting a mobile payment through Stripe or Authorize.net, and finally using the data from their sales to form a list of replacement inventory to load onto their truck. 

1

Optimized Sales Route

Admins build an optimized sales route for reps to efficiently visit customer locations.

2

Create A Mobile Invoice

Invoices with signatures are created at the customer location based on available inventory in the truck.

3

Confirm Delivery & Collect Payment

Reps unload the products needed for the invoice, and use mobile payment processing to collect partial, or full amounts owed.

4

Load Truck With Inventory

After sales, reps can input any time frame of transactions and generate a list of inventory from a chosen warehouse to replenish stock and load onto their truck.

Key Features In Direct Store Delivery

Learn how our direct store delivery (DSD) software can automate every step of the sales process for your wholesale B2B, removing the potential for human error or lost revenue. 

Mobile Invoice Management

 Our custom template creates convenient invoice profiles for each customer you’re working with, including their order history, and past sales data. Once payment is required, due dates with reminders will be set for both you and the client, allowing precise tracking with automated receipts. 

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Mobile Payment Processing Technology

Increase sales flexibility, create upselling opportunities, and lower your operational costs. Give drivers or sales reps the option to verify and collect payment for goods on the spot, without following up with an invoice. Paying digitally also saves drivers from having to transport large amounts of cash from deliveries. 

Pricing Control

24/7 open access to your pricing structure is essential. We offer immediate control over your prices for changes at an individual level, or across the inventory. Set adjusted price levels according to routes, negotiated deals, or incentivized promotions. 

Route Delivery Compliance

Guarantee drivers stick to efficient, pre-planned delivery routes with GPS sales rep tracking, invoice submission locations, and time stamped activity. Our app will track deliveries between each stop to check for fluctuations in inventory, giving you a final count at the end of the day, maintaining efficiency. Look over your entire fleet in real time, with exact projections.

More On Route Accounting

Inventory Management

Keep warehouses manageable from your phone. The lengthy inventory check-in process between warehouse and driver can add up for your business quickly. Our DSD software tracks real-time inventory changes throughout the day, eliminating clumsy logistics and human error from the equation.  Each warehouse will be audited and counted for at any point in the day, allowing peace of mind regarding products. 

Proof Of Delivery (POD)

Optional signature capture for client records, and GPS coordinates for yours. Field sales reps can easily print a receipt and email the signed invoice once completed, instantly creating a permanent paper trail. 

Regardless of the activity or task, humans make 3-6 errors per hour

Warehouses are one of your biggest investment expenses, and deliveries are responsible for your profits. Statistically, even smaller day-to-day errors, or running at anything under 100% efficiency eats away at your revenue stream.

Don’t leave profit up to chance. Make sure you’re getting the best ROI with reliable automation from DSD software. 

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How Does DSD Software Support Sales Growth?

The more a business relies on manual data, the greater the openings are for human error: increased overhead, misplaced product, and loss of revenue due to time management. As a wholesale distributor, you’re throwing money away by not implementing DSD software to set longterm goals you can build on across your sales routes.

Without organized tracking and data supporting your distribution process, you have no way of knowing how to scale goals, or where the benchmark is for efficiency. We want to help you create a streamlined process your clients can rely on, building trust and legitimacy through route optimization and real-time GPS delivery tracking.

You’ll feel secure in your supply chain knowing auotmation has eliminated wasted costs, and you have an overhead view of your operations available at any time. 

Read more about our Field Sales App

 Maximize DSD Distribution Potential For Your Routes

Let our custom DSD software automate the hundreds of delivery routes your drivers and warehouses will be expecting, saving on time, money, and manpower. Our direct store delivery solutions can be scaled as small, or as large as needed, tailoring it to your company’s present sales, while having the width to adjust to future growth.

The app is simple and intuitive enough for any driver to be able to access its data and reporting without instruction, but if complications arise, feel free to contact our support at any time! One of the things inSitu Sales is best known for is our thorough customer srvice, and our constant updates on a monthly basis to add improvements, further customizations, fix bugs, or even input suggestions we’ve received.