Minimize errors and take larger orders
Order Taking App For Sales Reps
Streamline field sales operations for your reps with a mobile order taking app built for wholesale distributors.
Save time with a user-friendly product catalog that supports barcode scanning and product filters, while accessing real-time inventory stock and pricing data.
Testimonials
Ken Morris
PhysioTec
Insitu Sales checks all the boxes! Provides our sales reps with a mobile crm/ordering app, as well as an eCommerce site for self-service. Provides a pick/pack/ship solution for our warehouse to get orders out fast And the best part is that all of these are “linked” together so our team all have visibility on the same data!
Howard Lenox
Illusione Cigar
InSitu Sales enables me to focus on higher level priorities while knowing that the fulfillment side is receiving orders seamlessly. My field reps can enter their orders at any hour with confidence that the office will have that order ready for fulfillment within the next business day.
FAQ
What is an order taking app?
An order taking app is mobile software that helps sales reps create customer orders in the field.
It gives reps access to product catalogs, pricing, inventory, customer history, and order details so they can enter accurate orders during customer visits.
How does an order taking app help field sales reps?
An order taking app helps field sales reps save time, reduce order entry errors, access customer-specific pricing, view inventory availability, and submit orders from the field.
It also helps managers improve visibility into sales activity and daily route performance.
Can sales reps take orders without an internet connection?
Yes. inSitu Sales supports offline order taking so reps can create orders and update customer information without an internet connection. When service is restored, the data syncs back to the account.
Does the order taking app include a product catalog?
Yes. The inSitu Sales order taking app includes a mobile product catalog with product filters, barcode scanning, customer-specific pricing, inventory lists, promotions, and discounts to help reps take larger and more accurate orders.
Can sales reps view customer order history in the app?
Yes. Sales reps can access customer order history, favorites, reorders, invoices, payment activity, and backordered inventory from the app.
This helps reps provide better service and make more informed product recommendations during customer visits.
Does the order taking app show real-time inventory and pricing?
Yes. inSitu Sales gives reps access to real-time product availability, inventory data, and customer-specific price lists.
Pricing can be loaded automatically from accounting software or ERP systems.
Does the order taking app support route planning and GPS tracking?
Yes. The app supports planning and tracking features, including real-time GPS tracking of sales rep positions and sales route planning based on order workloads and scheduled field operations.
Who should use an order taking app?
An order taking app is ideal for wholesale distributors, field sales teams, B2B sales reps, route sales teams, and businesses that need reps to take orders from customers in person while accessing catalog, pricing, inventory, and customer data.
Take Mobile Orders Online Or Offline, No Connection Needed
Enable Sales Reps To Take Orders On Demand
Our field sales app features the most simple and efficient way to conveniently record orders in person, then sync them with the admin portal to create a completed sales order later. With offline functionality and an omnichannel product catalog, sales reps will always be ready to make a sale.
Customer-Centered Catalog
Prioritize sales by custom tailoring your catalog to fit different buyers’ interests. Create and assign custom pricing and inventory lists to target specific customers, or use lists to run promotions and discounts as incentives.
Accessible Customer CRM
View customer order histories (including favorites and reorders), invoices, payment activity, and lists of inventory on backorder that can’t be sold.
Offline Functionality
Reps can freely take orders and create updates to customer data without internet connection. When connections is restored, all data entered will save and sync to the account.
Planning & Tracking
Track sales rep positions in realtime with GPS, and plan sales routes with order workloads for insights on projections for daily scheduled operations
Fully Customizable Mobile Invoice Templates With Printing
Create templates for mobile printers, full letter size printers or PDF to be sent by email.
Supports 2in, 3in, 4in mobile printers and more.
Detailed product information
Access
price lists, inventory, and history data.
Drive better negotiations
Whether it’s your truck inventory or multiple inventory sites, inSitu Sales provides real-time access to product availability. Custom price lists for your customers are loaded automatically from your accounting software or ERP.
