New Feature Updates For All 3 Apps

Click on an app to skip directly to its new features.

insitu sales 2.0

6 New Features

inSitu Sales 2.0

insitu inventory

5 New Features

inSitu Inventory

insitu dispatch 1

5 New Features

inSitu Dispatch


Updated: May 15, 2026

inSitu Sales Gains CRM Capabilities, AI Functionality, & Truck Loading

load trucks with inventory 1

Load Trucks For Sales Reps / Drivers

Designed specifically to help sales reps and DSD drivers quickly generate a list of inventory needed to replenish stock, loaded from previous sales transactions

Produce lists of required inventory to restock from multiple digital warehouse locations, allowing efficient management of stock quantity from the field.

create rep appointments

Set Appointments For Reps

Let admins schedule specific timeslots for customers on a calendar, and then assign them to the desired reps. 

When synced, any scheduled appointments will appear under the Customer’s account information.

create mobile tasks

Assign Tasks For Reps To Complete

Allows admins to create lists of requests for reps added onto selected customer accounts.

Tasks can be categorized by ‘high,’ ‘medium,’ and ‘low’ priority.
Progress on individual tasks is tracked for each customer from start to completion.

leave visit notes 2

Add Visit Notes During Customer Stops

Provides reps with a way to record notes after concluding a visit.

Recorded notes are timestamped and can be viewed by admins in the same tab as their reminders.

AI orders 1

Smarter AI Orders

Built-in AI automatically learns your customers’ purchasing patterns based on transaction history, producing recommendations for products and quantities. 

The AI keeps track of when customers will need to replenish stock, what products they’re replacing, and how much they typically need.

Sales Goals

Create Sales Goals Tracking For Reps

Create sales goals to track for your reps, making it easier than ever to target specific metrics over periods of time.

Goals can be for invoices, orders, payments, or estimates, and can be assigned to almost anything your team wants to focus on, whether that’s customers, categories, brands, etc.


Updated: May 15, 2026

inSitu Inventory Adds WMS Essentials

transfer inventory 1

Transfer Inventory Between Warehouses

Pickers can easily process transfers between multiple saved warehouses and bin locations.

Stock changes are updated instantly, along with a record detailing where all products were moved between. 

bin locations 1

Manage Multiple Bin Locations, Lot Numbers, & Expiration Dates

Add and manage multiple bin locations throughout warehouses. Every individual bin comes with live inventory tracking to simplify checking available stock and identifying shortages.

At any time, pickers can review how the total inventory for a product is divided between each bin in their warehouse.

pack boxes 1

Create Packlists & Build Boxes w/ Shipping Labels or Packaging Slip

Turn any fully or partially completed picklist into a new packing task with a dynamic packlist.

Pack inventory into the appropriate boxes with the necessary shipping label or packaging slip ready to be printed (Brother & Zebra printers only), or shared as a PDF on demand.

purchase items with receipt

Receive New Products W/ Purchase Receipts

Receive new products from vendors’ purchase orders, instantly adding them to stock quantities.

cycle count 2

Conduct Inventory Cycle Counts

Build and schedule inventory cycle counts for your order fulfillment team to complete on the app. 

Verify your data with successful audits free of any inaccuracies, and identify any prol


Updated: May 15, 2026

inSitu Dispatch Creates ‘Strict Mode’ Route Settlement, & Bonus Features

route settlement verification

Driver Verification

With route settlement enabled, the routes are no longer automatically updated on the inSitu Dispatch app until the admin specifically selects to send it to the driver.

route settlement loading truck

Review The Route & Load Your Truck

When beginning a new route, drivers are required to review the route and manually verify that each product and its required units are loaded onto the truck.

route review

Generate Daily Route Reports

During routes, drivers can view the Reports tab to see a summary detailing completed deliveries, any payments collected, returns processed from cancellations, and a product table accounting for the movement of each product throughout the day.

Reports are sent to admins for approval. Each metric is accounted for, and can be built into future reports.

route payments

Collect Mobile Payments On Invoices

Allow drivers to take payments on an invoice during their delivery to a customer stop.

Credit cards, cash, and checks are all accepted, with transactions recorded in both Payments, and in the inSitu Dispatch tab.

cancel delivery stops

Cancel Stops During Delivery Routes

Give drivers the ability to cancel a customer delivery to a stop when it cannot be completed. 

Select a customized reason from the category dropdown, and then leave a note with the details.

InSitu Sales

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