The ultimate field sales app for your reps
Order Entry Software For Wholesale Distributors
Fast and reliable order entry software built specifically for wholesale distributors. Take mobile sales orders, track live inventory, utilize pricing levels and promotions, and enable activity monitoring and reporting in realtime.
inSitu Sales offers an all-in-one mobile solution for DSD & presales, designed to help your sales reps take orders on the go, manage pricing, check inventory, and close deals—online or offline.
Join 1,000 wholesale distributors who have transformed their sales process with inSitu Sales. Our easy-to-use mobile app helps reps sell smarter, faster, and with greater confidence.
Upgrading Presales Processes With inSitu Sales Order Entry
Orders entered on the app or through the online portal software (B2B Ecommerce) enter into an efficiently streamlined sales cycle, fully supported by our software every step of the way. Read about even more of our order entry app’s strongest features below.
1
Take A Mobile Order Or B2B Ecommerce Order
With our mobile app, a sales rep can take a customized digital product catalog complete with product lists, promotions, and pricing levels, straight to a customer’s storefront. The same can be done through an online portal without any need for assistance.
2
Inventory Picklist Sent For Order Fulfillment
After taking the order, it will generate a required picklist in Order Fulfillment, to be assigned to an inventory picker in your warehouse.
3
Invoice Automatically Generated
When the inventory is marked as picked, an invoice is automatically generated for the customer. The invoice can be viewed online or by app, and is accessible for bluetooth printing or PDF sharing.
4
Optimized Delivery Dispatch Route & Fast Payment Options
Invoices are assigned to your delivery drivers and form optimized routes with inventory lists for each stop. When completing deliveries, drivers can also collect full or partial payments through the app with Stripe or Authorize.net.
Order Entry Features Enabling Stronger Van Sales
Live GPS Tracking For Reps In The Field
Use live GPS tracking to follow sales reps in the field in realtime. Monitor activity between stops to ensure route compliance, with timestamps marking predicted time slots.
Real-Time Inventory Tracking & Visibility
Keep your team equipped for sales with up-to-date inventory levels, eliminating errors in insufficient stock, and tracking stock changes between each order.
Customer-Specific Pricing & Discounts
Easily manage multiple price lists, unique price rules, and promotions. Reps can access the right pricing in real time, every time.
Collect Electronic Payments With Stripe or Authorize.net
Sales reps in the field can use their mobile app to collect an electronic payment. Credit cards can be accepted once Stripe or Authorize.net is connected. Full, or partial amounts can be collected and recorded for each invoice, with reminders for due dates.
ERP Integrations – QuickBooks, Netsuite, Odoo, & More!
New orders are entered into our order management system, with a two-way sync sending transaction data back through your ERP integration. Accuracy for customer orders between platforms is guaranteed.
List Of ERP IntegrationsWorks Online & Offline
Can function in the field without WiFi. Reps can sync data at any time when connected to the internet to update information.
Automated Order Management Using Self-Service B2B eCommerce
B2B eCommerce For Optimal Order Management
Our B2B Ecommerce portal provides an omnichannel online ordering solution for your customers, on the same platform as your field sales.
Your sales reps will be able to streamline their online sales and reach a wider network of interested buyers. As a fully self-serve B2B eCommerce portal, our order entry software allows for any number of customers to purchase without the assistance of a dedicated rep.
Allow 24/7 Access To Self-Service Customer Orders
Customers can independently submit orders at any time of day or night, resulting in orders filled out with necessary info according to your template, and awaiting admin approval.
Digital Product Catalogs & Flyers
Create visually impressive digital product catalogs that can compete with major B2C platforms. Also, design your own flyers for special offer promotions or seasonal discounts.
Custom User Segment Lists And Category Filters
Individualize shopping experiences by assigning customer lists, product lists, and price lists that guarantee a unique interface designed to incentivize faster, and larger transactions.
Optional Whitelabel App
For an additional $100/mo, receive your own whitelabel eCommerce app linked with your B2B eCommerce portal, and branded for your company. Your app will be listed on the App Store and Google Play, available for download by your customers.
FAQ
What is inSitu Sales order entry software?
inSitu Sales order entry software helps wholesale distributors take mobile sales orders, manage product catalogs, apply customer-specific pricing, check inventory, generate invoices, and sync order data with ERP systems from one connected platform.
Who is inSitu Sales order entry software built for?
inSitu Sales order entry software is built for wholesale distributors, field sales teams, presales reps, van sales teams, DSD operations, route sales teams, and companies that need faster order processing between the field, warehouse, and back office.
How does order entry software help wholesale distributors?
Order entry software helps wholesale distributors reduce manual data entry, improve order accuracy, speed up fulfillment, give reps better inventory visibility, automate invoicing, and connect sales activity with warehouse and ERP workflows.
Does inSitu Sales order entry software work offline?
Yes. inSitu Sales can work in the field without WiFi or an active internet connection. Sales reps can continue taking orders offline and sync updated data once they reconnect to the internet.
Does the order entry software support real-time inventory visibility?
Yes. inSitu Sales provides real-time inventory tracking and visibility so sales reps can see current stock levels, reduce order errors, and avoid selling products with insufficient inventory.
Can inSitu Sales handle customer-specific pricing and discounts?
Yes. inSitu Sales supports customer-specific pricing, multiple price lists, unique price rules, discounts, and promotions so reps can apply the right pricing for each customer in real time.
What happens after an order is entered in inSitu Sales?
After an order is entered, inSitu Sales can generate a warehouse picklist, support order fulfillment, automatically create an invoice, assign deliveries to drivers, and sync transaction data back through connected ERP integrations.
Can customers place orders without a sales rep?
Yes. inSitu Sales includes a B2B Ecommerce portal that allows omnichannel sales. Customers can place self-service orders online at any time, using assigned product lists, price lists, catalogs, and ordering templates.