{"id":14683,"date":"2025-03-13T00:08:35","date_gmt":"2025-03-13T00:08:35","guid":{"rendered":"https:\/\/www.insitusales.com\/?page_id=14683"},"modified":"2026-06-08T22:01:35","modified_gmt":"2026-06-08T22:01:35","slug":"new-features","status":"publish","type":"page","link":"https:\/\/www.insitusales.com\/en\/solutions\/new-features\/","title":{"rendered":"New Features"},"content":{"rendered":"\r\n\r\n\r\n\r\n\r\n
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New Feature Updates For All 3 Apps<\/h2>\r\n

Click on an app to skip directly to its new features.<\/p>\r\n<\/div>\r\n<\/div>\r\n

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6 New Features<\/h4>\r\n
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inSitu Sales 2.0<\/a><\/h4>\r\n<\/div>\r\n<\/div>\r\n
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5 New Features<\/h4>\r\n
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inSitu Inventory<\/a><\/h4>\r\n<\/div>\r\n<\/div>\r\n
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5 New Features<\/h4>\r\n
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inSitu Dispatch<\/a><\/h4>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n
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Updated: May 15, 2026<\/b><\/h4>\r\n

inSitu Sales Gains CRM Capabilities, AI Functionality, & Truck Loading<\/h2>\r\n<\/div>\r\n<\/div>\r\n
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Load Trucks For Sales Reps \/ Drivers<\/h4>\r\n

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.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Set Appointments For Reps<\/h4>\r\n

Let admins schedule specific timeslots for customers on a calendar, and then assign them to the desired reps.\u00a0

When synced, any scheduled appointments will appear under the Customer\u2019s account information.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Assign Tasks For Reps To Complete<\/h4>\r\n

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

Tasks can be categorized by \u2018high,\u2019 \u2018medium,\u2019 and \u2018low\u2019 priority.
Progress on individual tasks is tracked for each customer from start to completion.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Add Visit Notes During Customer Stops<\/h4>\r\n

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.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Smarter AI Orders<\/h4>\r\n

Built-in AI automatically learns your customers\u2019 purchasing patterns based on transaction history, producing recommendations for products and quantities.\u00a0

The AI keeps track of when customers will need to replenish stock, what products they\u2019re replacing, and how much they typically need.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Create Sales Goals Tracking For Reps<\/h4>\r\n

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\u2019s customers, categories, brands, etc.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Updated: May 15, 2026<\/b><\/h4>\r\n

inSitu Inventory Adds WMS Essentials<\/h2>\r\n<\/div>\r\n<\/div>\r\n
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Transfer Inventory Between Warehouses<\/h4>\r\n

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.\u00a0<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Manage Multiple Bin Locations, Lot Numbers, & Expiration Dates<\/h4>\r\n

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.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Create Packlists & Build Boxes w\/ Shipping Labels or Packaging Slip<\/h4>\r\n

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<\/b> & Zebra<\/b> printers only), or shared as a PDF on demand.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Receive New Products W\/ Purchase Receipts<\/h4>\r\n

Receive new products from vendors\u2019 purchase orders, instantly adding them to stock quantities.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Conduct Inventory Cycle Counts<\/h4>\r\n

Build and schedule inventory cycle counts for your order fulfillment team to complete on the app.\u00a0

Verify your data with successful audits free of any inaccuracies, and identify any prol<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Updated: May 15, 2026<\/b><\/h4>\r\n

inSitu Dispatch Creates \u2018Strict Mode\u2019 Route Settlement, & Bonus Features<\/h2>\r\n<\/div>\r\n<\/div>\r\n
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Driver Verification<\/h4>\r\n

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.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Review The Route & Load Your Truck<\/h4>\r\n

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.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Generate Daily Route Reports<\/h4>\r\n

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.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Collect Mobile Payments On Invoices<\/h4>\r\n

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.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Cancel Stops During Delivery Routes<\/h4>\r\n

Give drivers the ability to cancel a customer delivery to a stop when it cannot be completed.\u00a0

Select a customized reason from the category dropdown, and then leave a note with the details.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Updated: May 15, 2026 inSitu Sales Gains CRM Capabilities, AI Functionality, & Truck Loading 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 transactionsProduce lists of required inventory to restock from multiple digital warehouse …<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":8117,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"pro\/page-templates\/page-with-small-header.php","meta":{"footnotes":""},"class_list":["post-14683","page","type-page","status-publish","hentry"],"featured_image_src":null,"_links":{"self":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/14683","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/comments?post=14683"}],"version-history":[{"count":10,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/14683\/revisions"}],"predecessor-version":[{"id":15595,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/14683\/revisions\/15595"}],"up":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/8117"}],"wp:attachment":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/media?parent=14683"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}