inSitu Sales

What inSitu Sales is

inSitu Sales is a sales and operations platform for wholesale distributors and direct-store-delivery (DSD) teams. It links field sales, order management, warehouse work, delivery, B2B ordering, and ERP data across Android, iOS, web, and API access. Field reps can create orders and invoices, take payments, use customer-specific prices, and plan routes. They can continue taking orders and updating customer records without connectivity, then sync when service returns. Warehouse tools cover picklists, barcode scanning, picking, packing, staging, inventory transfers, and cycle counts. Dispatch includes route optimization, driver tracking, delivery photos and signatures, proof of delivery, returns, and delivery exceptions.

Customers can use a branded web and mobile B2B portal with assigned catalogs and price lists, self-service ordering and reordering, and online payment options. Listed integrations include QuickBooks, NetSuite, Dynamics 365 Business Central, SAP Business One, Odoo, Xero, Epicor, Siigo, Zoho Inventory, Fishbowl, and ShipStation. The service also offers a REST API, webhooks, and developer tools for approved custom connections. Its maker describes permissioned links for ChatGPT and MCP-compatible agents, with organization-controlled data access. Plans start at $200 per month, include three users, onboarding, and unlimited support. A 14-day trial is available; card processing is billed separately at 3.9% + 30¢ per transaction.

Who it suits

inSitu Sales suits wholesale distributors and DSD teams that coordinate field reps with warehouse, dispatch, and customer ordering. It may fit businesses in CPG, food, grocery, beverage, tobacco, cigar, or lubricant distribution that want sales and fulfillment connected to their accounting or inventory systems.

Limits

There is no free plan; the listed trial lasts 14 days. Each plan includes three users, and additional app users cost $34.99/user/month. NetSuite and SAP Business One integrations on Enterprise each have a $500 one-time setup charge.

Getting started

1. Open the inSitu Sales website.
2. Choose a 14-day trial or select a plan: Starter App, Starter B2B Ecommerce, Pro, or Enterprise.
3. Use the available Android, iOS, or web platform for your workflow.
4. Connect listed ERP, accounting, inventory, or fulfillment systems as needed.
5. Contact the maker for optional concierge setup or an approved custom integration.

Verdict

Choose inSitu Sales if your wholesale or DSD operation needs field ordering, warehouse tasks, delivery, and B2B customer ordering linked in one workflow. Its plans start at $200 per month and include three users, onboarding, and support. Look elsewhere if you need a free plan or want to avoid separate card-processing charges.