inSitu Sales

inSitu Sales is an all-in-one mobile solution for field sales, consumer products distribution and B2B e-commerce. The app and e-commerce portal offers mobile invoicing, estimate and sales order creation, secure mobile payment processing, digital product catalog, GPS sales route creation and tracking, territory management, and integration with QuickbooksⓇ, SAPⓇ, FreshbooksⓇ, MicroSoft ExcelⓇ, and XeroⓇ software.

KEY FEATURES:

-MOBILE INVOICING AND ORDERING

With access to product inventory and pricing information, your sales team can quickly and efficiently create estimates, sales orders and invoices in the field. Connect a mobile device to a mobile printer for proof of delivery.

-ACCEPT CREDIT CARD PAYMENTS ON THE GO

Credit and debit card payments can be securely recorded with the app. Our mobile payment system enables acceptance with manual entry, a card reader, barcode scanner or a bluetooth scanner.

- GPS TRACKING & ROUTE PLANNING

Maximize productivity and decrease operational costs with the ability to create assigned territories for your sales teams, plan routes, and track field activity with GPS.

- DIGITAL CATALOG

Increase upsell and cross-selling opportunities with the convenience of a digital product catalog with high resolution product images, inventory, pricing, UOM, minimum & case quantity data. Create custom price lists, transfer inventory between warehouses, and generate a PDF catalog for download. Works well at trade shows, warehouses, retail stores - wherever you need to make a sale!

- SEAMLESS INTEGRATION WITH QuickBooks®

Two-way QuickBooks® desktop and online data sync: Customers, Items, Inventory sites, price levels, sales orders, estimates, invoices, payments, credit memos, and more. Also syncs seamlessly with SAPⓇ, FreshbooksⓇ, MicroSoft ExcelⓇ, and XeroⓇ software.

-REAL TIME COMMUNICATION

Create custom forms and questionnaires with text, photos and captured signatures. Email sales orders, estimates, and invoices to customers and colleagues quickly. Compatible with Bixolon, Zebra and Air Printers to provide customers with receipts and proof of delivery in the field.

- WORKS ONLINE and OFF

Data entered into the app is stored in the mobile device and transferred once an Internet connection is made.

-ANALYTICS

Analyze sales, marketing, inventory and delivery route data by sales rep or customer. Dozens of pre-loaded reports available as well as the ability to create custom reports, surveys and forms.