CPG & FMCG DISTRIBUTION OPERATIONS

Consumer Packaged Goods (CPG) Distribution Software

Built for food, grocery, coffee, snacks, confectionery, bakery, dairy, frozen, and other fast-moving products—connecting DSD, pre-sales, promotions, warehouse and truck inventory, route delivery, and B2B ordering in one system, online or offline.

Purpose-built for high-velocity CPG sales, fulfillment, delivery, and customer ordering.
Food and grocery distributor reviewing a delivery at a store receiving area
Customer-specific ordersAssigned products, pricing & terms
Proof of deliverySignatures, photos & exceptions
Inventory visibility Available across locations

FOOD DISTRIBUTION, ROUTE ACCOUNTING & RETAIL EXECUTION

What is food distribution software?

Food distribution software connects DSD and pre-sales, route accounting, customer pricing, trade promotions, warehouse and truck inventory, lots and expiration dates, picking, delivery, returns, B2B ordering, analytics, and ERP data.

inSitu Sales gives food wholesalers, grocery distributors, coffee roasters and wholesale coffee suppliers, snack and confectionery distributors, CPG and consumer-goods teams, and FMCG distributors one operational layer for mobile selling, retail execution, fulfillment, route delivery, customer reordering, and back-office synchronization. Field teams can keep working offline and sync when connectivity returns.

BUILT AROUND YOUR OPERATION

Built for food, coffee, snack, and confectionery distribution

Keep high-velocity categories moving

Manage customer-specific assortments, pricing, promotions, and order rules for food, grocery, coffee, snack, confectionery, convenience, and foodservice accounts.

Keep fulfillment moving

Connect field demand with warehouse, route, and delivery execution so teams act from the same order and inventory data.

ONE CONNECTED ORDER FLOW

From field demand to the next customer reorder

Keep sales, warehouse, delivery, and customer ordering aligned without forcing every team into the same workflow.

Food distributor field representative reviewing a store order with the customer
01 · SELL

Capture the right order at every account

Give DSD and pre-sales reps customer-specific catalogs, pricing, promotions, inventory visibility, and payment tools—online or offline.

Food distribution warehouse picker scanning a case for fulfillment
02 · FULFILL

Pick, stage, and transfer with confidence

Move orders into barcode-guided warehouse workflows with live inventory, lot and expiration visibility, picking, staging, and transfers.

Food delivery driver completing proof of delivery with a grocery store receiver
03 · DELIVER

Keep routes and delivery outcomes visible

Optimize routes, capture signatures, photos, returns, and delivery exceptions, and keep the back office informed as work happens.

Independent grocery manager reordering products through a B2B customer portal
04 · CUSTOMER PORTAL

Make reordering easy for every customer

Offer a branded portal with assigned assortments, account-specific pricing, order history, approvals, and online payment options.

CONTROL ACROSS THE OPERATION

Move faster without losing order accuracy.

Give every team the context it needs while keeping customer, product, inventory, and delivery activity connected to your ERP.

EXPLORE INTEGRATIONS

Online and offline field sales

Reps can keep working when coverage drops, then sync orders and customer activity when service returns.

Inventory by warehouse and vehicle

See inventory where the work happens and coordinate transfers, returns, and replenishment across locations.

Traceable order execution

Connect the customer visit, pick status, delivery proof, exceptions, and ERP record in one operational flow.

A consistent mobile workflow

Equip field reps, warehouse teams, and drivers with focused tools for the work each role performs.

HIGH-VELOCITY FOOD, COFFEE, SNACKS, CONFECTIONERY, CPG & FMCG

Control the details that protect margin and service levels

Handle the operational realities behind frequent orders, short product life cycles, customer-specific terms, and multi-stop delivery.

LOT

Lot, batch, and expiration visibility

Keep configured lot, batch, and expiration data connected across receiving, fulfillment, delivery, returns, and adjustments.

FEFO

Shelf-life and rotation workflows

Use expiration visibility to support configured FIFO or FEFO picking decisions and investigate short-dated or out-of-code product.

UOM

Case, pack, display, and unit handling

Sell, pick, transfer, deliver, and return products using configured cases, packs, displays, retail bags, portion packs, single-serve pods, and units.

PRICE

Customer-specific pricing

Apply assigned catalogs, price lists, payment terms, credit controls, and product availability for every grocery, convenience, or foodservice account.

PROMO

Trade and volume promotions

Put configured discounts, quantity breaks, promotions, and sales guidance in the same workflow reps use to build each order.

STOCK

Warehouse and truck inventory

Coordinate inventory by warehouse, bin, and vehicle while keeping transfers, replenishment, picking, and delivery connected.

DSD

Route accounting and settlement

Connect truck loads, invoices, payments, returns, credits, and route closeout so route activity is easier to reconcile.

POD

Proof of delivery

Capture signatures, photos, delivered quantities, shortages, substitutions, and exceptions at the customer stop.

RTN

Returns and damaged goods

Document refused, damaged, expired, or unsold product with the customer, route, item, quantity, and reason behind it.

MERCH

Retail execution and merchandising

Run configured store visits, surveys, photos, display checks, tasks, and promotion follow-up alongside order taking.

B2B

Self-service buyer reordering

Give retailers and foodservice customers a branded portal with assigned assortments, account pricing, order history, approvals, and payments.

DATA

ERP-connected analytics

Bring sales, customer, inventory, delivery, return, and promotion activity together for dashboards and back-office synchronization.

ONE PLATFORM, DIFFERENT GO-TO-MARKET MODELS

Fit the workflow to what you distribute

Use the same connected platform across wholesale, CPG, FMCG, DSD, coffee, grocery, convenience, and foodservice operations while configuring the rules each team needs.

01

Food wholesalers and specialty distributors

Connect customer-specific catalogs, frequent repeat orders, warehouse fulfillment, delivery routes, returns, and ERP activity.

02

CPG and consumer-goods distributors

Give reps and merchandisers one workflow for orders, store visits, promotions, photos, product availability, and account history.

03

Snack, confectionery, bakery, and impulse DSD

Coordinate cases, packs, displays, truck inventory, pre-sales or van sales, promotions, delivery proof, credits, returns, collections, and route settlement.

04

Coffee roasters and wholesale coffee suppliers

Manage whole-bean and ground coffee, portion packs, single-serve pods and K-Cup formats, retail bags, and foodservice or office coffee programs across B2B sales, inventory, delivery, and reordering.

05

Grocery, convenience, and foodservice supply

Serve independent grocers, convenience stores, restaurants, hospitality, and other B2B accounts through reps and self-service ordering.

PURPOSE-BUILT FOOD & CPG OPERATIONS

Why generic ordering apps fall short for food distributors

A basic app can capture an order. inSitu connects the product, customer, promotion, lot, warehouse, route, delivery, return, payment, and ERP activity behind it.

Swipe horizontally to compare the full table.
Operational requirementGeneric ordering appinSitu food distribution workflow
Selling workflowsCaptures an order in one channel.Connects offline DSD, pre-sales, mobile order entry, promotions, and private B2B reordering.
Food inventoryTreats products as standard SKUs with basic stock counts.Supports configured cases, packs, units, lots, batches, expiration dates, warehouses, bins, and truck inventory.
Retail executionKeeps store notes and photos separate from the order.Connects configured visits, tasks, surveys, displays, photos, promotions, and orders to each account.
Delivery and route accountingStops after order submission or basic status tracking.Connects routes, delivery proof, payments, returns, credits, truck inventory, and route settlement.
Customer termsShows one public catalog or broad pricing tier.Uses assigned assortments, account pricing, credit rules, payment terms, order history, and approvals.
Back-office continuityCreates another isolated data source.Keeps customer, item, price, inventory, invoice, payment, return, and delivery activity connected with ERP and accounting integrations.

KEEP THE ERP AS YOUR SYSTEM OF RECORD

Extend your ERP with food distribution execution tools

Connect mobile sales, warehouse activity, delivery, returns, and B2B ordering with the accounting or ERP platform your back office already uses through available integrations and APIs.

View integrations
QuickBooks
Oracle NetSuite
SAP Business One
Odoo
Xero

CUSTOMER PROOF

Asian Wholesale Grocers connected field sales, B2B ordering, and inventory

A California CPG distributor replaced paperwork and manual order entry with the inSitu Field Sales App, B2B customer portal, and Inventory App.

“The B2B portal made it easy for customers to place orders on their own, while our reps used the Field Sales App to close more deals in person.”
Read the customer story
40%reduction in order processing time
25%drop in order errors
20%growth in customer order volume
15%reduction in operational costs
Customer-reported results within the first six months.

FOOD & FMCG DISTRIBUTION FAQ

Questions distributors ask before choosing a platform

Answers for teams evaluating field sales, inventory, delivery, and customer-ordering software.

What is food distribution software?+

Food distribution software connects customer orders, DSD and pre-sales, warehouse and truck inventory, lots and expiration dates, picking, route delivery, returns, payments, customer reordering, analytics, and ERP data for wholesale food operations.

What is CPG distribution software?+

CPG distribution software helps consumer packaged goods brands and distributors manage account-specific orders, retail execution, merchandising, trade promotions, inventory, delivery, customer history, analytics, and back-office data across retail channels.

What is FMCG distribution software?+

FMCG distribution software supports the frequent sale, fulfillment, delivery, replenishment, and retailer servicing of fast-moving consumer goods. inSitu connects field sales, inventory, route delivery, B2B ordering, and ERP data in one operational workflow.

Is inSitu Sales a fit for snack and confectionery distributors?+

Yes. Snack and confectionery distributors can connect configured cases, packs, displays, units, account-specific assortments, promotions, pre-sales or DSD routes, truck inventory, delivery proof, returns, collections, customer reordering, and ERP synchronization.

Is inSitu Sales a fit for coffee roasters and wholesale coffee suppliers?+

Yes. Coffee roasters and wholesale suppliers can manage whole-bean and ground coffee, portion packs, single-serve pods and K-Cup formats, retail bags, customer-specific assortments and pricing, foodservice or office coffee accounts, warehouse inventory, recurring orders, route delivery, B2B reordering, and ERP synchronization.

What is DSD route accounting software for food distributors?+

DSD route accounting software connects route plans, truck inventory, orders, invoices, payments, deliveries, returns, credits, and end-of-day settlement. inSitu extends those workflows with offline mobile selling, warehouse fulfillment, proof of delivery, customer ordering, and ERP synchronization.

Does inSitu Sales work offline for DSD and pre-sales?+

Yes. Field representatives can take orders and update customer activity without an internet connection. Their work is stored on the mobile device and synchronized when connectivity returns.

Can food distributors track lots, batches, and expiration dates?+

Yes. Configured lot, batch, and expiration information can stay connected across receiving, warehouse inventory, picking, delivery, returns, and adjustments so teams can trace product movement and support stock rotation.

Can inSitu manage both warehouse and truck inventory?+

Yes. Teams can coordinate configured inventory by warehouse, bin, and vehicle, including receiving, picking, transfers, replenishment, delivery, returns, and adjustments.

Does inSitu support CPG retail execution and merchandising?+

Yes. Teams can use configured store visits, tasks, surveys, photos, display and placement checks, promotions, sales history, and order workflows to connect retail execution with account activity.

Can inSitu handle customer-specific pricing and trade promotions?+

Yes. Food and CPG distributors can use configured catalogs, price lists, payment terms, credit rules, quantity breaks, discounts, promotions, and account-specific product availability.

Can retailers and foodservice customers place repeat orders?+

Yes. The B2B customer portal gives approved buyers access to assigned catalogs, customer-specific pricing, order history, approvals, payment options, and a branded ordering 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 WORKFLOW IN INSITU

Connect every food, coffee, snack, and confectionery order from first visit to final delivery.

We’ll map inSitu Sales to your field sales, promotions, fulfillment, route delivery, returns, customer portal, and ERP processes.

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