Sync Invoices, Order Taking, Sales Routes, Payments, & More!
Zoho Inventory Integration For Wholesale Distribution
Connect Zoho Inventory with inSitu Sales to sync orders, invoices, inventory, and customer data in real time for field sales, warehouse management, and delivery.
Built for wholesale distributors, sales reps, warehouses, and B2B teams.
Who Uses Our Software
Our software is used by wholesalers, distributors, and manufacturors seeking to optimize their field sales or B2B Ecommerce operations. Its built to equip small to medium sized businesses with full functionality at an accessible price.
What It Does
inSitu Sales connects every process in the sales cycle on an interactive dashboard to enhance capabilities, share live data, & maximize performance for sales reps, inventory pickers, dispatch drivers, and B2B customers.
The Benefits
– Create faster, more accurate orders.
– Eliminate manual errors and reduce costs of sales activities.
– Track & collect invoices with more flexibility.
– Keep information up to date between our dashboard and your ERP.
– Expand the reach of your sales channels.
What Is Zoho Inventory?
Zoho Inventory is a cloud-based inventory management system built for small and mid-sized businesses. It helps companies track stock levels across multiple warehouses, manage purchase and sales orders, automate replenishment, and integrate with platforms like Zoho Books, Zoho CRM, Shopify, Amazon, and more.
For wholesale distributors and CPG brands, Zoho Inventory provides the back-office foundation, but it wasn’t built to run optimized (or even basic-level) field operations. That’s where inSitu Sales comes in.
Why Integrate Zoho Inventory With Your Field Sales & Warehouse?
Zoho Inventory excels at managing data customers need to see, as well as what’s in your warehouse. But the second your team begins operations, taking presales orders, running DSD routes, processing payments on-site, or dispatching deliveries, a gap opens between your back-office data and events in the field.
Connecting Zoho Inventory to inSitu Sales closes every one of these gaps. Your reps sell with confidence using live stock data. Orders flow directly into Zoho without manual re-entry. Warehouse teams get auto-generated digital picklists. Drivers get optimized delivery routes with proof-of-delivery confirmation.
Without a field sales integration, distributors typically face:
Lack Of Inventory Visibility
Reps taking orders without visibility into live inventory levels, potentially overselling, ignoring shortages, or causing delays.
Data Entry Errors
Manual data re-entry between field orders and the ERP, creating errors and delays
No Streamlined Invoice & Payment Cycle
No way to generate custom branded invoices with sales terms, or process payments for partial or full collection at the point of sale.
Missed Opportunities For Customer Targeting
Limited abilities to utilize customer segmentation, or establish targeted customer tiers through promotions or discounts, in addition to product or price lists.
Outdated Delivery Info
Dispatchers managing delivery routes for their drivers with outdated order or invoice information
Manual/Static Picklists
Warehouse pickers working from paper lists instead of live digital picklists
Keep data updated in realtime
Two Way Sync For Live Data
Easily sync data for your ERP through the connector in our admin portal. Most data will auto-import from Zoho Inventory to inSitu Sales, ensuring you only need to make changes in one place.
Data that originates in Zoho Inventory such as your product catalog, inventory stock quantities, and sales reps, remains the source of truth and flows into inSitu Sales automatically. Data created in the field, however, such as customer records, orders, and invoices, flows back into Zoho, so your back-office team always has an accurate, up-to-date view without manual reconciliation.
Our Mobile App Solutions
When your company chooses inSitu Sales, you get the flexibility to apply your licenses to any of our 3 mobile apps interchangeably, customizing your software suite to best fit your teams needs.
Field App For Reps
Plan optimized DSD routes, build custom mobile invoices with signatures, take orders & estimates, and process electronic payments in the field. Comes with live GPS tracking.
App StoreGoogle Play
inSitu Inventory For Pickers
Automatically generates interactive picklists from orders to simplify the order fulfillment process for your warehouse. Ensure accurate quantities, and track progress on orders being picked in realtime.
App StoreGoogle Play
inSitu Dispatch For Drivers
Create an optimized list of dispatch delivery stops using your assigned invoices. Comes with an itemized list of what’s being delivered to each stop, GPS tracking with timestamps, and proof of delivery confirmation.
App StoreGoogle PlayZoho Inventory Integration For Sales Reps
Syncing with Zoho Inventory means you can manage your field sales operations on a single intuitive dashboard. Set granular level controls for reps, products, pricing, and more to custom tailor your sales interactions.
Field Sales App
Mobile Order Taking
Conveniently take mobile orders in the field using product and price lists, plus live inventory data synced from Zoho.
DSD Route Accounting
Remove manual error from logistics and build or schedule optimized sales routes for reps with live GPS tracking.
Mobile Invoicing
Use data from Zoho Inventory to create branded mobile invoices that can be printed or emailed as a PDF. Supported printers include Bixolon and Zebra.
Mobile Payment Processing
With a Stripe or Authorize.Net account, enable your outside sales reps to take credit card payments anywhere. Outstanding invoices can be paid on the spot at any time.
How To Sync With Zoho Inventory
1
Create An inSitu Sales Account
Either sign up for a free trial, or log in to your existing account.
2
Go To The Integrations Tab
In the inSitu Sales admin portal, navigate to ‘Integrations’ and select ‘Zoho Inventory’ from the dropdown bar.
3
Connect To Zoho
Click “Connect to Zoho” and enter your Zoho account credentials to authorize the connection.
4
Sync Your Data
Click “Sync Now” to automatically import your products, inventory, customers, and sales rep data from Zoho into inSitu Sales.
FAQ
Is there a long-term contract required to use inSitu Sales with Zoho Inventory?
No. inSitu Sales offers monthly subscriptions with no annual commitment required.
An annual plan is available at a 10% discount, but you are not locked in.
Is the Zoho Inventory integration a two-way sync?
Yes, it is a two-way sync. Product catalogs, inventory quantities, and field rep data flow from Zoho into inSitu Sales.
Orders, invoices, and customer data created by field reps in inSitu Sales flow back into Zoho Inventory automatically, keeping both systems up to date without manual re-entry.
Does the integration work offline?
Yes. inSitu Sales supports offline mode, meaning field reps can continue taking orders and creating invoices even without an internet or cellular connection.
All data syncs automatically to Zoho Inventory once connectivity is restored.
How long does it take to set up the Zoho Inventory integration?
For most businesses, the initial setup takes less than 15 minutes. You connect your Zoho account, authorize the integration, and click “Sync Now” to import your data.
Businesses with large or complex catalogs can use our concierge onboarding service for a hands-on setup experience.
What Zoho Inventory data is available to field reps in the inSitu Sales app?
Field reps can access their full product catalog, real-time inventory levels, customer records, and assigned price lists, all pulled live from Zoho Inventory. This ensures reps always have accurate stock information before committing to an order.
What happens to orders taken in inSitu Sales, and do they appear in Zoho Inventory?
Yes. Orders and invoices created by field reps in inSitu Sales automatically sync back to Zoho Inventory, keeping your back-office records current without any manual data entry from your team.
Does inSitu Sales support custom pricing from Zoho Inventory?
Yes. Price lists defined in Zoho Inventory are synced into inSitu Sales, and managers can set granular pricing controls per rep, per customer, or per product category directly within the inSitu Sales admin portal.
Can inSitu Sales work with multiple Zoho warehouses?
Yes. If your sales reps manage inventory across multiple warehouse locations in Zoho Inventory, inSitu Sales can reflect those stock levels, so reps and pickers are always working from the correct warehouse’s data.