FIELD SALES, DSD & VAN SALES SOFTWARE
Turn Every Sales Visit Into an Accurate, Connected Order
Give Pre-Sales, DSD, and van sales teams customer-specific pricing, purchase history, route context, mobile invoicing, and payments in one iOS and Android app—online or offline.
- Works offline and syncs automatically
- Pre-Sales, DSD, and van sales workflows
- Connects with QuickBooks and ERP systems
Mobile selling connected to the systems your operation already uses
WHAT FIELD SALES SOFTWARE SHOULD DO
Equip the rep. Connect the order. Keep the back office current.
Field sales software helps outside sales reps plan visits, access account-specific product and pricing information, take orders and payments, and synchronize field activity with the back office. inSitu Sales adds the wholesale distribution depth that generic mobile CRMs often leave out.
REMOVE FRICTION FROM EVERY VISIT
Your reps should sell—not reconcile disconnected tools.
Replace stale spreadsheets, re-keyed orders, and blind spots with one mobile workflow built around the customer visit.
Orders should not depend on signal
Reps can keep taking orders and updating accounts when cellular service or Wi-Fi drops.
Pricing should not live in spreadsheets
Put customer-specific products, pricing, order history, and inventory context in the rep’s hands.
Field work should not be re-entered
Sync orders, invoices, payments, and customer activity back to the admin site and connected business system.
FROM ROUTE PLAN TO BACK-OFFICE ACTION
One connected field sales workflow
Keep account, order, and visit data moving through the same process from the rep’s first stop to the manager’s dashboard.
Plan
Build territories, assign customers, schedule visits, and optimize routes before reps leave.
Sell
Review account history, use the right price list, take an order, invoice, collect payment, and print in the field.
Sync
Store activity on the device when offline and synchronize it automatically after connectivity returns.
Act
Give managers current order, visit, route, and rep activity from the web-based admin site.
A MOBILE SALES APP REPS CAN USE IN THE FIELD
Put the right account information in front of the rep before they ask for it.
Help reps walk into each visit with the customer’s products, price list, order history, balance, notes, and route context already available.
- Sell with the correct dataCustomer-specific products, units, pricing, taxes, promotions, and order history.
- Finish the transaction on siteCreate an order or invoice, collect a payment, capture a signature, and print through supported mobile hardware.
- Keep moving through low-connectivity areasContinue working offline and synchronize after the device reconnects.
DIRECT STORE DELIVERY IN THE FIELD
Print the right customer document before the truck leaves the stop.
DSD teams can complete the transaction in the field with mobile invoices, signatures, payment collection, and portable printing—without sending the customer back to the office for paperwork.
AI FOR FIELD SALES, DSD & VAN SALES
Turn purchase history into the next best order—and operational data into action.
AI-assisted sales recommendations can combine customer purchase history, reorder cadence, pricing, product availability, and your proprietary business rules—the operational “secret sauce” your team has developed—to suggest likely order or invoice lines for review.
Recommend orders and invoices
Give reps a practical starting point based on what each customer buys, when they typically reorder, and the rules that make your operation unique.
Query, report, and analyze
Use permissioned AI agents to ask questions about customers, sales, orders, invoices, inventory, routes, and rep performance in plain language.
Automate recurring work
Generate scheduled reports, monitor exceptions, surface opportunities, and coordinate approved workflows without rebuilding the same analysis every week.
Recommendations remain reviewable. Orders, invoices, and automations follow configured permissions and approval rules.
FIELD SALES MANAGEMENT SOFTWARE
Capabilities for reps, route teams, and sales managers
Organize the page around the outcomes each role needs, while keeping detailed DSD and Pre-Sales workflows on their dedicated solution pages.
Take accurate orders faster
- Customer-specific catalogs and price lists
- Order history and suggested quantities
- Mobile sales orders and invoices
- Returns, credits, and payment collection
Run a more productive territory
- Customer mapping and route planning
- Appointments, notes, and visit history
- GPS-based activity visibility
- Mobile forms and customer surveys
Support Pre-Sales, DSD, and van sales
- Pre-Sales orders for later fulfillment
- Truck inventory and van sales workflows
- Thermal printing with configurable templates
- Role-based workflows for each team
Manage from the back office
- Live rep and order activity
- Customer, item, and pricing administration
- Sales dashboards and performance reporting
- ERP and accounting synchronization
CHOOSE THE RIGHT SELLING MODEL
Pre-Sales or Direct Store Delivery?
Use this parent page to establish the field sales category, then move operational buyers into the workflow that matches their team.
WEB ADMIN FOR SALES MANAGERS
See what is happening in the field without chasing updates.
Manage customers, items, pricing, territories, routes, users, permissions, and forms from the web. Monitor sales, visits, and route activity as reps synchronize their work.
- Review orders, invoices, payments, and visits
- Track territory coverage and rep activity
- Configure users, roles, catalogs, price lists, and workflows
- Connect field transactions with accounting or ERP data
CUSTOMER SUCCESS
A connected sales workflow for a growing wholesaler
Asian Wholesale Grocers · California
Field ordering, B2B ecommerce, inventory visibility, and ERP workflows in one growth story.
Read the published case study- 40%reduction in order-processing time
- 25%drop in order errors
- 20%growth in customer order volume
Customer-reported results from the published case study. Review the full story for context.
FIELD SALES SOFTWARE FAQ
Answers for wholesale sales teams
Clear, quotable answers for buyers—and stronger context for search engines and AI assistants.
What is field sales software?+
Field sales software gives outside sales representatives mobile access to customer, product, pricing, inventory, order, route, and visit information. Reps can use it to plan their day, take orders and payments, document account activity, and synchronize results with the back office.
How is a field sales app different from a traditional CRM?+
A traditional CRM primarily records contacts, opportunities, and follow-ups. inSitu Sales adds the operational work wholesale distributors need in the field, including customer-specific pricing, mobile order taking, invoicing, payments, inventory context, offline work, and synchronization with accounting or ERP systems.
Can sales reps take orders without an internet connection?+
Yes. Reps can continue taking orders and updating customer information offline. Their work is stored on the device and synchronized when a reliable connection returns.
Does inSitu Sales connect with QuickBooks or an ERP?+
inSitu Sales supports integrations with QuickBooks, NetSuite, SAP Business One, Odoo, Xero, and other systems through available integrations and APIs. The right connection depends on the distributor’s current system and workflow.
Can the same app support Pre-Sales and DSD teams?+
Yes. Pre-Sales reps can capture orders for later warehouse fulfillment, while DSD teams can sell, invoice, collect payment, and work with truck inventory during the customer visit. Each workflow can be configured by role.
What is van sales software?+
Van sales software helps route representatives carry inventory, sell from the vehicle, create orders or invoices, collect payments, print customer documents, and update truck stock at each stop. The term is commonly used internationally for workflows also described as direct store delivery, route sales, or DSD.
Which mobile thermal printers work with inSitu Sales?+
inSitu Sales 2.0 supports mobile printer options from Zebra, Bixolon, and Woosim, along with AirPrint-compatible printers. The supported model and connection method should be confirmed for each team’s device and DSD workflow.
Can distributors customize invoice and receipt templates?+
Yes. Distributors can configure templates for invoices, receipts, and other customer documents used in the field. Reps can print through supported mobile printers or share eligible documents as PDFs from the app.
How can AI help field sales and van sales teams?+
AI can review customer purchase history, product cadence, pricing, inventory context, and distributor-defined business rules to recommend likely order or invoice lines for review. Permissioned agents can also query operational data, produce reports and analysis, and run approved recurring automations.
What devices support inSitu Sales 2.0?+
inSitu Sales 2.0 is available for iOS and Android devices through the Apple App Store and Google Play.
READY TO IMPROVE EVERY CUSTOMER VISIT?
See how inSitu Sales fits your field sales workflow.
Bring your routes, pricing rules, order process, and accounting or ERP setup. We’ll focus the demo on the way your team actually sells.