BEVERAGE, WINE & BEER DISTRIBUTION
Beverage, Wine & Beer Distribution Software
Connect DSD and pre-sales, warehouse and truck inventory, route delivery, bottle deposits, CRV, returnables, and B2B reordering in one operational system—even when field teams are offline.
BEVERAGE ROUTE ACCOUNTING, SALES & DELIVERY
What is beverage distribution software?
Beverage distribution software connects DSD and pre-sales, route accounting, customer pricing, trade promotions, warehouse and truck inventory, delivery, deposits, returnables, retail execution, B2B ordering, analytics, and ERP data.
inSitu Sales gives beer, wine, spirits, soft drink, water, coffee, and craft beverage distributors one operational layer for mobile selling, picking, route inventory, proof of delivery, credits, customer reordering, and configured supplier reporting. Field teams can keep working offline and synchronize when connectivity returns.
BUILT AROUND YOUR OPERATION
Built for the realities of beverage distribution
Sell the right mix at every account
Control customer assortments, price lists, promotions, pack sizes, and availability across retail, bar, restaurant, and hospitality accounts.
Track product and containers in both directions
Keep full goods, empties, kegs, shells, crates, deposits, and credits connected from warehouse loading through route settlement.
ONE CONNECTED BEVERAGE FLOW
From customer demand to route settlement and reorder
Connect each order to the inventory, container, delivery, return, payment, and customer history behind it.
Build the right order at every account
Give DSD and pre-sales reps assigned assortments, pack sizes, customer pricing, promotions, inventory, and payment tools—online or offline.
Pick, stage, load, and transfer inventory
Move cases, packs, units, kegs, and returnables through barcode-guided warehouse workflows with accurate stock by warehouse and vehicle.
Close the route with every item accounted for
Capture delivery proof, shortages, damaged goods, payments, empty containers, keg returns, and customer credits at the stop.
Make repeat beverage orders effortless
Give retailers and hospitality customers a branded portal with approved products, account pricing, order history, payment options, and fast reordering.
CONTROL ACROSS EVERY ROUTE
Move more volume without losing inventory or margin.
Keep product, reusable containers, customer terms, field activity, and delivery outcomes connected to the systems your back office already uses.
EXPLORE INTEGRATIONSOnline and offline DSD and pre-sales
Let reps and drivers keep selling and servicing accounts when coverage drops, then synchronize activity when connectivity returns.
Warehouse, truck, and route inventory
See what is available by location and vehicle while coordinating loads, transfers, returns, and replenishment.
Deposits, returnables, and delivery proof
Record container movements, customer credits, signatures, photos, shortages, and delivery exceptions at the stop.
Mobile execution with ERP continuity
Give every role a focused workflow while maintaining consistent customer, product, inventory, and accounting data.
BEVERAGE-SPECIFIC DEPTH
Control the details generic sales apps miss
Support the product, packaging, pricing, container, and route complexity behind beverage distribution without separating field and back-office execution.
CRV and market-specific container fees
Apply configured California Redemption Value and other container charges by product so field and back-office teams use consistent values.
Bottle and can deposits
Add, collect, credit, and report configured deposit amounts alongside the products and customers that generated them.
Kegs, shells, crates, and empties
Track reusable assets and empty-container returns by customer, route, vehicle, and warehouse to improve accountability.
Case, pack, unit, and pallet conversions
Sell and fulfill the same item in the units each customer and team uses without losing inventory accuracy.
Account pricing and trade promotions
Use customer-specific price lists, terms, assortments, date-sensitive offers, and quantity rules in the field and portal.
Lot, batch, and code-date visibility
Keep traceability information connected to receiving, picking, delivery, returns, and inventory adjustments.
Route loads, transfers, and settlement
Coordinate warehouse-to-truck inventory, route replenishment, sales, returns, and end-of-day reconciliation.
Retailer self-service ordering
Offer assigned catalogs, account pricing, order history, approvals, payments, and repeat ordering from a branded portal.
Retail execution and merchandising
Capture configured surveys, photos, display checks, placement activity, shelf conditions, and follow-up tasks during account visits.
Depletion and supplier reporting
Organize configured sales, return, inventory, customer, brand, package, and territory data for internal analytics and supplier reporting workflows.
Allocations and controlled assortments
Assign products, vintages, packs, catalogs, quantities, and availability rules by account, rep, channel, territory, or price list.
Receivables and route reconciliation
Give authorized field teams visibility into configured balances and terms while connecting invoices, collections, credits, and settlement activity to the back office.
ONE PLATFORM, MULTIPLE BEVERAGE MODELS
Fit the workflow to what you distribute
Build the operation around your product mix, customer types, service model, and returnable-container requirements.
BEER DISTRIBUTION
Control kegs, cases, empties, code dates, promotions, placements, truck inventory, DSD orders, delivery returns, and supplier data across every route.
WINE & SPIRITS
Support case-to-bottle units, vintages, lots, allocations, pre-sales, account pricing, delivery, depletions, and reorder workflows.
SOFT DRINK & NON-ALCOHOLIC
Handle high-volume routes, mixed packs, CRV and deposits, truck loading, store execution, and frequent replenishment.
WATER, COFFEE & CRAFT BEVERAGE
Coordinate recurring orders, route service, returnable containers, customer pricing, and B2B self-service.
Best fit: beer, wine, spirits, soft drink, water, coffee, and craft beverage wholesalers using DSD, pre-sales, route delivery, retail execution, returnable containers, or private B2B ordering.
PURPOSE-BUILT BEVERAGE OPERATIONS
Why generic ordering apps fall short for beverage distributors
Generic apps can capture an order. inSitu connects the route, product units, deposits, returnables, inventory, retail execution, settlement, supplier data, and ERP activity behind it.
Swipe horizontally to compare the full table.
| Operational requirement | Generic ordering app | inSitu beverage workflow |
|---|---|---|
| Selling workflows | Captures a basic order in one channel. | Connects offline DSD, pre-sales, mobile order entry, promotions, and private B2B reordering. |
| Beverage units and inventory | Treats products as standard SKUs with limited packaging context. | Supports configured case, pack, bottle, can, unit, pallet, keg, lot, vintage, warehouse, and truck inventory workflows. |
| Deposits and returnables | Records a return without the complete route or customer context. | Connects configured CRV, deposits, kegs, shells, crates, empties, credits, delivery exceptions, and route settlement. |
| Retail execution | Stores notes separately from the order and account history. | Connects configured surveys, photos, placements, displays, promotions, tasks, and orders to each account visit. |
| Supplier and depletion data | Requires manual spreadsheet assembly from disconnected systems. | Organizes configured sales, returns, inventory, brand, package, customer, territory, and route data for analytics and reporting workflows. |
| Back-office continuity | Creates another isolated data source. | Keeps customer, price, inventory, invoice, payment, return, and delivery activity connected with ERP and accounting integrations. |
CONNECT THE FIELD TO THE BACK OFFICE
Extend your ERP with beverage execution tools
Use inSitu Sales for field sales, inventory, delivery, returns, and B2B ordering while keeping your ERP or accounting platform central to the operation.
View integrations
BEVERAGE DISTRIBUTION FAQ
Questions beverage distributors ask before choosing a platform
Answers for teams evaluating DSD, pre-sales, inventory, route delivery, deposits, returnables, and customer-ordering software.
What is beverage distribution software?+
Beverage distribution software connects DSD and pre-sales, customer pricing, trade promotions, warehouse and truck inventory, route delivery, deposits, returnables, retail execution, B2B ordering, analytics, and ERP data for beverage wholesalers and distributors.
What is route accounting software for beverage distributors?+
Route accounting software connects each route's planned stops, truck inventory, orders, invoices, payments, deliveries, returns, credits, and end-of-day settlement. inSitu extends those workflows with offline mobile DSD and pre-sales, warehouse fulfillment, proof of delivery, customer ordering, and ERP synchronization.
Can inSitu Sales handle bottle deposits and CRV?+
inSitu Sales can apply configured bottle-deposit, container-fee, and CRV values to products and orders so sales, delivery, returns, and back-office teams work from consistent item-level charges. Your team remains responsible for configuring rules that match each market and accounting process.
Can drivers track kegs, empties, and returnable containers?+
Yes. Beverage workflows can record returnable assets and empty-container movements at the customer stop, including quantities, customer credits, exceptions, and the route or vehicle involved.
Can beer distributors track lots, code dates, and product freshness?+
Yes. Configured lot, batch, and code-date fields can stay connected to receiving, inventory, picking, delivery, returns, and adjustments so beer distributors can improve rotation and investigate out-of-code product.
Can wine and spirits distributors manage bottles, cases, vintages, and allocations?+
Yes. inSitu can support configured units of measure, vintages, lots, account-specific catalogs, price lists, allocations, quantity rules, pre-sales, delivery, and reorder workflows for wine and spirits distribution.
Does inSitu support beverage retail execution and merchandising?+
Yes. Teams can use configured account visits, surveys, photos, display and placement checks, tasks, promotions, sales history, and order workflows to connect retail execution with customer and sales activity.
Can inSitu prepare depletion and supplier reporting data?+
inSitu can organize configured sales, returns, inventory, customer, item, brand, package, territory, and route data for internal analytics and supplier reporting workflows. Each distributor remains responsible for confirming the required format, mappings, accuracy, and submission process.
Does the field sales app work offline?+
Yes. DSD and pre-sales teams can capture orders and customer activity without an internet connection, then synchronize their work when connectivity returns.
Can retailers and hospitality customers place their own orders?+
Yes. The B2B customer portal can present assigned catalogs, account pricing, order history, approvals, payments, and repeat-order tools in a branded experience.
Which ERP and accounting systems can inSitu Sales connect to?+
inSitu Sales integrates with platforms including QuickBooks, Oracle NetSuite, SAP Business One, Odoo, Xero, and other systems through available integrations and APIs.
SEE YOUR BEVERAGE WORKFLOW IN INSITU
Connect every beverage order from first visit to route settlement.
We’ll map inSitu Sales to your DSD, pre-sales, warehouse, delivery, returnables, customer portal, and ERP processes.