THE RELEASE JOURNAL
What’s new
Release notes by solution.
2026 product updates2026 product updatesMore delivery context in Business Central
Carry more delivery context with connected Business Central transactions.
- Send the shipping address's delivery route area.
- Map order comments or notes to the dispatch comment field.
Edit product photos before saving
Edit a newly captured product photo before accepting it in the app.
- Remove the background or enhance brightness, and preview the result.
- Apply the edits or keep the original picture.
Create routes from a geographic area
Choose customers for automated routing by selecting a geofence.
- Review customers whose saved locations fall inside the selected area before generating the route.
A clearer end-of-route settlement report
Bring the end-of-route inventory, delivery and collection information together for reconciliation.
- Print the settlement report from the Delivery app and open the existing DSD settlement report from the Sales menu.
- Review amount effectiveness and include undelivered quantities in the returns PDF.
Review the picking workload before you start
Review order count and total value for the orders selected in Order Fulfillment.
- Use the selection totals to understand how much merchandise the team is preparing.
Show product codes on B2B product cards
Give buyers another way to recognize the product they need.
- Enable the product-code option on the B2B Ecommerce product card.
Handle returns from the delivered product's details
Add a return directly from the product detail view in Dispatch.
- Use the product's original order price when adding the return.
- Find products from the order first in the return-product list.
Review and restore earlier document templates
Keep a version history for PDF and thermal transaction templates.
- Open a saved version and compare it with the current template.
- Restore an earlier version after confirmation while keeping the saved history.
Update one price list without replacing the others
Import prices into the specific list you are editing.
- Use a full replacement or an incremental update within the selected price list.
- Keep other price lists intact while processing the chosen list.
Combine product quantities across selected picklists
Group the quantities to pick when working with multiple picklists in the Inventory app.
- Review a combined product requirement instead of treating every selected picklist separately.
Connect Square as a payment gateway
Configure Square for supported inSitu Sales payment workflows.
- Use the connection setup to select the appropriate Square location.
- Record the Square transaction reference and payment result with the inSitu Sales payment.
Share a statement and give customers a payment path
Email a customer statement PDF with a link to view the statement and work with outstanding balances.
- Let the customer select eligible invoices and apply eligible credits on the customer payment page.
- Access customer statements from the mobile app as well.
Connect forms more closely to field work
Control form assignments and move between customer activity, forms and transactions more easily.
- Restrict form downloads to explicitly assigned mobile users when that assignment mode is configured.
- Use message questions, review form activity from customer history and begin a transaction from a form.
More connected customer and product data in Business Central
Synchronize additional shipping, barcode and promotion information with Business Central.
- Support multiple customer shipping addresses and two-way synchronization of shipping addresses, barcodes and free-item promotions.
- Resolve price-list prices using the selected product unit of measure.
A clearer picture of delivery route execution
Review what happened on a route and compare planned orders with invoiced results.
- Inspect stops, timing, notes and delivery evidence in the route execution view.
- Use route compliance exports and a daily route PDF to review delivery results, open routes and closed routes.
Prepare bank deposits from the web
Group eligible collections into a bank deposit and attach the deposit proof.
- Select pending collections, the destination bank and accounting details, and add a reference.
- Use manual deposit amounts only for profiles where that option is enabled.
Apply one customer payment across multiple invoices
Use the web Receive Payment workflow to work with open invoices and available customer credits together.
- Apply a receipt to one or several invoices and select the deposit bank.
- Cross credit notes against invoice balances and review itemized credit information.
Calculate a discount from the agreed final price
Enter the price negotiated with a customer and let the Sales app calculate the corresponding discount.
- Choose whether the target price is before or after tax.
- Apply the calculation to the selected unit of measure and copy the result to the discount field.
Collect card and ACH payments from the mobile app
Use configured Stripe payment methods to collect an invoice payment while working with a customer.
- Choose an eligible saved bank account for an ACH payment.
- ACH processing completes asynchronously, so follow the payment status rather than treating submission as settlement.
Choose the right product variant in Sales app 2.0
Select the product configuration you need before adding it to an order.
- Carry the selected variant through the cart, checkout and submitted order.
- Use the variant's configured price and availability.
Require barcode scanning in supported inventory workflows
Enable strict mode when products and quantities must be captured through barcode scanning.
- Use the configured scanning requirement for product selection and quantity entry.
Keep your favorite reports close
Star frequently used Analytics reports to bring them to the top of the list.
- Use favorites alongside report search.
- Favorites are saved for the user in the browser being used.
AI order recommendations for B2B buyers
Help returning buyers build an order with product and quantity suggestions for their account.
- Review and use recommendations within the B2B ordering flow.
- Manual ordering remains available when there are no recommendations.
Offer each B2B customer the right shipping options
Assign the shipping methods a customer can choose at checkout.
- Manage customer-specific shipping-method assignments from the web.
- Set a default shipping method; customers without specific assignments keep the existing checkout options.
Coordinate visits in a shared team calendar
See selected reps' appointments together and assign each new event to the right person.
- Switch between My calendar and Team calendar, with a searchable rep selector.
- Identify reps by color and labels, and choose the assigned rep explicitly when creating an event.
Personalize automated transaction emails
Configure email subjects and message bodies to match the transaction being shared.
- Use supported dynamic tags, including the invoice number, in both the subject and body.
- Keep the existing email behavior when no custom template is configured.
Re-optimize a route from where the driver is now
Update the remaining stop order using the driver's current location as the starting point.
- Start re-optimization from the Dispatch app while working a route.
- In Dispatch Admin, choose road travel time or a faster straight-line estimate; the latter does not account for roads or barriers.
Plan deliveries by date and warehouse distance
Control which stops enter a route and use warehouse distance when assigning deliveries.
- Opt in to previous not-delivered stops within the selected date range.
- Retain visit order when regenerating an automatic route.
Explore more of your business in custom pivot reports
Add warehouse detail and payment information to the reports you build.
- Use Vendor, Bin Location and Lot Number as reporting variables.
- Include payment information in the pivot reporting area.
Send EDI files with your transaction emails
Include the configured EDI file when sharing transaction documents by email.
- Choose the supported default or Restaurant365 EDI format in company settings.
- Enable EDI email attachments and configure the EDI notification address.
Scan products and capture more precise picking details
Use the device camera to scan products and work with clearer bin, lot and weight controls.
- Select the bin separately from the lot and expiration date in the Inventory app.
- Capture individual case weights in picking workflows where weight entry is enabled.
See which transactions have synchronized
The Integration Tracking report gives administrators a focused view of integration activity.
- Review synchronized, pending and error counts for estimates, orders, invoices and payments over a selected period.
- Open the transactions behind each count to follow up on items needing attention.
Assign products to customers in bulk
Upload a CSV of product and customer codes to maintain product-customer associations together.
- Download the current configuration as a template, then choose additive updates or replacement.
- Review processing progress, the final summary and a downloadable row-error report.
NetSuite SuiteTax support for connected transactions
Keep NetSuite tax-code and transaction-tax information aligned with your inSitu Sales records.
- Support SuiteTax tax codes while retaining the existing flow for accounts using legacy NetSuite sales tax.
- Read NetSuite-calculated taxes and totals back after supported transaction uploads.
Synchronize payments in both directions with QuickBooks Online
Keep payment information aligned between inSitu Sales and QuickBooks Online.
- Support bidirectional payment synchronization through the configured integration.
Update customer details while preparing a transaction
Keep a transaction moving when customer information needs to change.
- Edit the customer during the transaction.
- Update the main customer contact from checkout.
Plan future delivery routes and choose the trip type
Prepare routes ahead of the delivery day and choose how route optimization should finish.
- Generate automated routes for future dates.
- Choose a round trip or a one-way route when optimizing.
Follow an order from creation to delivery
Bring ordering, picking, invoicing and delivery information together in the traceability report.
- Export the order lifecycle for review in Excel.
- Include credit amounts, the responsible mobile user, invoice and route dates, and invoice cancellation status.
Export available inventory by warehouse
Download a view of available product inventory broken down by warehouse.
- Review all products in one export using the inventory information shown in the portal.
Sign in with Microsoft Entra ID
Use your organization's Microsoft sign-in for supported web and Sales app access.
- Connect the company domain through the configured Entra ID integration.
- Use the organization's sign-in flow in Sales app 2.0.
Give returns the right inventory treatment
Use return reasons to control whether returned products go back into warehouse stock.
- Associate the return reason with the appropriate warehouse treatment.
- Record a return in a different unit of measure from the original order, such as each instead of a case.
Start a customer order with AI recommendations
Use customer-specific product and quantity suggestions as a starting point for the next order.
- Access recommendations from the web or during a customer visit in the Sales app.
- Review higher-confidence suggestions first and use a suggested order to begin the transaction.
Choose how a customer or product import updates your data
Use an add/update mode when you want to change selected records without replacing your existing list.
- Choose between replacing the list and adding or updating the records in the uploaded file.
- In add/update mode, records outside the file remain active.
Build promotions for the customers and reps you choose
Configure more targeted price rules and support combo and free-item promotions in the sales workflow.
- Use sales-rep, channel and subchannel conditions when defining price rules.
- Set up combo and gift promotions and choose the applicable promotion at checkout.
See what is still waiting to be invoiced
A new open-sales-orders report helps teams review outstanding ordered products.
- Filter by date and group the remaining order quantities by item.
Turn backorders into the next sales order
Review outstanding demand alongside available stock before creating a follow-up order.
- Filter backorders by vendor and see an available-inventory column.
- Create an order from the backorders workflow.
Prepare inventory transfers with clearer location choices
Select the source bin, lot and expiration information separately from the destination bin.
- Review each transfer location independently in the Inventory app.
- Newly added products appear at the top of the transfer list.
Connect inSitu Sales with Dynamics 365 Business Central
Business Central joins the inSitu Sales integration options.
- Configure the connection through the web integration settings.
- Coordinate account setup and data mappings with the inSitu team.
Manage vendor records from the web
Create and maintain vendor information from a dedicated web screen.
- Keep vendor records and logos together.
- Make vendor information available to mobile synchronization.
A dedicated place for credit memos in web sales
Review credit memos separately from regular invoices in the sales administration workspace.
- Open the credit-memo module without mixing those records into the invoice list.
Build routes around the right customer group
Narrow the customer list before planning delivery routes.
- Filter by customer attributes such as class, zone, group, channel and address.
- Use custom customer fields in the route planner.
Capture both sides of a check payment
Keep front and back check photos with the payment record.
- The photo controls appear when the selected payment method is a check.
Set clearer ordering rules for your B2B customers
Help buyers order in the quantities and units your business supports.
- Validate a product's minimum order quantity and optionally require whole-number quantities.
- Choose which units of measure buyers can select, with a default unit when applicable.
More control over picking and packing lists
Manage lists that need to be removed before the next fulfillment step, with clearer safeguards.
- Delete a picked list while its invoice has not yet been created, or remove a packing list that is still pending.
- Review a clearer confirmation before deleting multiple picklists in the Inventory app; batch deletion is limited to five lists.
A clearer cycle-count workflow for warehouse teams
Count inventory with a redesigned web and mobile workflow, including bin and lot selection.
- Count by bin location and lot in the Inventory app.
- Connect cycle-count activity with the QuickBooks Online integration where configured.
Sell by the unit or case with clearer pricing
Choose the unit of measure while creating a web transaction and keep unit and case prices connected.
- Select the appropriate unit of measure for each product.
- Edit the unit price and calculate the corresponding case price automatically.
More flexible QuickBooks Online sales settings
Align payment terms with QuickBooks Online and choose whether orders should sync as estimates.
- Support sales terms based on a specific due day and the following month's due-date rules.
- Enable order-to-estimate synchronization as an optional setting.
Keep useful reports and review connected companies together
Save custom pivot views and review sales information across configured related companies.
- Include driver and picker information and use document-number links to open transactions.
- Use related-company reporting where that company structure is configured.
Bring more customer contact details in with Excel
Keep customer contact information together when importing and exporting your customer list.
- Import customer contacts with names, email addresses and phone numbers.
- Include fax information in customer downloads and imports.
Customer balances and payment history in Dispatch
Give drivers more account context when they collect payments at a stop.
- View a customer's open invoices and payment history in Dispatch.
- Record invoice payments even when the customer's credit limit has been exceeded.
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