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inSitu Sales

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inSitu Sales is a mobile field sales app designed to help wholesale distributors modernize and optimize their Direct Store Delivery (DSD) and order management processes during outside sales. Built for sales reps in the field visiting their retail customers, the app replaces manual workflows and paper-based orders with a streamlined solution that connects live inventory data and payment processing. Operate faster, more accurately, and more profitably, all while delivering an optimized experience to both sales teams and customers. Reps can access customer profiles, product catalogs, and pricing directly from their mobile devices, allowing them to create accurate orders on the spot. The app supports customer-specific price lists, promotions, and order rules, ensuring that each transaction aligns with distributor policies while eliminating any pricing errors. Offline functionality allows reps to continue selling even in low-connectivity environments, with automatic syncing once internet access is restored. For Direct Store Delivery (DSD) operations, inSitu Sales provides a powerful framework for managing route accounting and invoicing. Sales reps can manage daily optimized routes, track live van inventory, generate mobile invoices from templates, and accept payments during deliveries. Real-time inventory visibility helps prevent overselling and ensures that products delivered to stores match available stock. By digitizing these processes, distributors can significantly reduce paperwork, shorten the order-to-cash cycle, and improve delivery accuracy. For pre-sales, inSitu Sales serves as an order management system for capturing and processing orders from the field. Orders created by sales reps use the ERP integration to sync with assigned warehouses to update the available quantity of stock while creating a streamlined order fulfillment cycle. Beyond individual transactions, inSitu Sales gives managers real-time insight into sales activity, route performance, and rep productivity. GPS tracking, visit history, and reporting tools enable better territory planning and performance optimization. Distributors gain a clearer view of how their DSD and field sales operations perform day to day, allowing them to make informed decisions that drive growth.

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