inSitu Sales 2.0 0.62.11

inSitu Sales is a comprehensive mobile solution designed for field sales, consumer product distribution, and B2B e-commerce. The application and e-commerce platform offer a range of features including mobile invoicing, estimate and sales order creation, secure mobile payment processing, digital product catalog access, GPS sales route planning and tracking, territory management, and seamless integration with QuickBooks®, SAP®, Freshbooks®, Microsoft Excel®, and Xero® software.

Key Features:

1. Mobile Invoicing and Ordering: Empower your sales team with real-time access to product inventory and pricing details, enabling them to efficiently create estimates, sales orders, and invoices directly in the field. The capability to connect a mobile device to a mobile printer for proof of delivery enhances transaction efficiency.
2. Accept Credit Card Payments on the Go: Securely record credit and debit card payments through the app. The mobile payment system facilitates payment acceptance through manual entry, a card reader, barcode scanner, or Bluetooth scanner.
3. GPS Tracking & Route Planning: Enhance productivity and reduce operational expenses by establishing assigned territories for your sales teams, planning optimal routes, and monitoring field activities with GPS tracking.
4. Digital Catalog: Elevate upsell and cross-selling opportunities with the convenience of a digital product catalog featuring high-resolution product images, inventory details, pricing information, unit of measure (UOM) data, as well as minimum and case quantity specifications. Custom price lists, inventory transfers between warehouses, and the capability to generate downloadable PDF catalogs make it versatile for various selling environments.
5. Seamless Integration with QuickBooks®: Achieve two-way data synchronization with QuickBooks® desktop and online editions covering customers, items, inventory sites, price levels, sales orders, estimates, invoices, payments, credit memos, and more. The system seamlessly integrates with SAP®, Freshbooks®, Microsoft Excel®, and Xero® software for enhanced operational compatibility.
6. Real-time Communication: Customize forms and questionnaires by incorporating text, photos, and captured signatures. Efficiently email sales orders, estimates, and invoices to customers and colleagues. Compatibility with Bixolon, Zebra, and Air Printers enables the provision of receipts and proof of delivery instantly in the field.
7. Works Online and Offline: Data entered into the app is stored on the mobile device until an internet connection is established for automatic transfer.
8. Analytics: Analyze sales performance, marketing insights, inventory information, and delivery route data categorized by sales representatives or customers. Benefit from a variety of pre-loaded reports or create custom reports, surveys, and forms according to specific business requirements.