inSitu Sales

What is inSitu Sales?

inSitu Sales is a comprehensive cloud-based mobile order management system that offers seamless integration with leading ERP platforms such as QuickBooks, Xero, SAP, and Excel. This all-in-one solution empowers sales representatives and drivers with the flexibility to create mobile invoices or take orders on the go, streamlining the sales and distribution process for small to medium-sized businesses One of the key features of inSitu Sales is its territory management and route accounting capabilities. The system provides pre-planned delivery routes with GPS tracking, time-stamped activity, and invoice submission locations, along with optional signature capture functionality. This ensures that field sales representatives have all the necessary information and tools to efficiently manage their territories and deliveries, while also providing real-time visibility into the sales activities The platform's reporting functionalities offer valuable insights, enabling sales teams and managers to stay informed on key metrics, such as total sales, completed transactions, and remaining inventory levels. This data synchronizes seamlessly with integrated ERP systems, ensuring accurate projections and eliminating manual data entry errors, which can lead to wasted time, misplaced inventory, or missed revenue opportunities

Highlights

• Seamless ERP integration with leading platforms like QuickBooks, Xero, SAP, and Excel
• Mobile invoicing and order management capabilities for sales representatives and drivers
• Territory management and route accounting with GPS tracking, time-stamped activity, and signature capture
• Comprehensive reporting and data synchronization with integrated ERP systems