inSitu Sales 2.0: DSD & Orders4.1.21 - App Store

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(R)
Two-way QuickBooks(R) 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.

Version History Performance improvements 4.1.21 4d ago Performance improvements 4.1.15 Sep 24 Performance improvements
WOOSIM Printing improvements 4.1.13 Sep 23 Performance improvements 4.1.9 Sep 15 New feature for sales receipts 4.1.6 Sep 3 Price Lists with Unit of Measure 4.1.4 Aug 26 Stability improvements
ACH support
Improvements on prices rules 4.1.1 Aug 11 Stability improvements
UI improvements 4.0.19 Jul 29 Stability improvements 4.0.11 Jul 14 Stability improvements 4.0.10 Jul 2 Stability improvements 4.0.8 Jun 24 Stability improvements 4.0.7 Jun 12 Stability improvements 4.0.6 Jun 4 Improvements on customer creation/edition
Improvements on appointment administration
Stability improvements 4.0.5 May 15 Stability improvements 4.0.2 May 8 Supports product names with apostrophes
Improvements in price rules
Stability improvements 4.0.0 Apr 29 Improvements in Price Rules 0.64.69 Apr 23 New setting to enable inventory refresh on Catalog
New feature to select previous prices of an item to a customer
Order recommendations 0.64.67 Apr 6 When return reasons are not mandatory the user will be able to input returns on the Catalog.
Support for code-39 type barcodes 0.64.65 Mar 31 Supports printing with vendor logo
Supports reading Code 39 barcodes 0.64.64 Mar 26 Improvements on return notes.
New feature to check invoice balance online before payments.
Improvements on clock-in/out. 0.64.63 Mar 19 Improved visit error handling and reliability.
Added support for new sorting tags.
New option to filter by inventory levels.
Dynamic transaction numbers for improved document handling.
Gifts are now saved with warehouse and unit of measure details. 0.64.62 Mar 11 Improved visit error handling and reliability.
Added support for new sorting tags.
New option to filter by inventory levels.
Dynamic transaction numbers for improved document handling.
Gifts are now saved with warehouse and unit of measure details. 0.64.61 Mar 3 1. Interaction improvements on Returns.
2. Order suggestions based by configuration.
3. When the End-of-day is triggered from the website the app will close the day as well.
4. Improvements on error controls for sending transactions.
5. The customer's available credit is displayed when selecting the payment term.
6. Stability improvements. Fixed errors with departments and invoice date changes. 0.64.60 Feb 21 Improvements on Products filtering
Support for brother printers 0.64.57 Feb 7