Reviewed by Pablo Gil, CEO of inSitu Sales. Pablo was involved in the project implementation and has reviewed this article. Lot traceability is the ability to identify where a specific product lot came from, where it moved, and which customers received it. An effective system connects receiving, warehouse inventory, order fulfillment, delivery, returns, and recalls …
If your sales reps have ever shown up to a customer with a confirmed order only to find out the product wasn’t actually available, you’ve already experienced the cost of the wrong answer to this question. Learn the difference between real-time inventory sync and batch sync. Discover how each impacts inventory accuracy, field sales, order …
If you run a wholesale distribution or direct store delivery (DSD) operation, you already know that inventory management isn’t just a back-office function. It happens in the warehouse, on the road, in the hands of your sales reps, and at the moment a driver makes a delivery. When any one of those links breaks down, …
Outside Sales Rep: The Complete Guide to Maximizing Field Sales Profitability The outside sales rep role is one of the highest-leverage positions in wholesale distribution, and it’s also one of the most under-optimized. Reps who carry territories worth millions of dollars are still manually writing orders, printing paper routes, and updating spreadsheets in parking lots. …
For wholesale distributors and direct store delivery (DSD) operations, the day doesn’t end when the last box is dropped off. There’s a second half to every route, one that happens back at the warehouse, and it doesn’t involve trucks or traffic or delivery windows. It involves numbers. Specifically, it involves making sure the numbers from …
Warehouse picking is the process of retrieving products from their storage locations to fulfill customer orders, and it’s the single most labor-intensive, error-prone operation in your distribution center. For wholesale distributors and manufacturers, picking accounts for up to 55% of total warehouse operating costs. Get it right, and you gain a measurable competitive edge. …
To succeed in the fast-moving consumer packaged goods (CPG) landscape, your distribution strategy needs to move even faster. Mobile route sales are no longer just about getting customer products from point A to point B; it’s about keeping up with industry expectations and beating any competitors’ edge. For wholesale distributors, the right sales rep software …
The CPG industry is defined by the fast-moving nature of consumer goods. To stay competitive, wholesale distributors need mobile route software that is not only faster, but also comprehensive enough to create a true competitive edge. All of this starts with ensuring efficiency for sales reps on the road. Whether you’re managing direct store delivery …
IMPLEMENTATION CHECKLIST · UPDATED SEPTEMBER 6, 2026 Test the QuickBooks workflow before choosing a sales app. Start with your edition and the accounting document you need. For inSitu Sales, eligible orders go to QuickBooks Online as Estimates when configured; the Desktop connector supports native Sales Orders. Confirm product, customer, pricing and inventory ownership separately. The …
Managing sales territories has always been a critical part of distribution. When sales reps spend too much time in the wrong places, cover territories inefficiently, or miss opportunities because of poor visibility, your revenue and customer satisfaction suffer. In 2026, mobile territory management apps are transforming the way distributors assign, track, and optimize their field …
