inSitu Sales 4+
inSitu Mobile Software
Designed for iPad
-
- Free
Screenshots
Description
inSitu Sales is an all-in-one mobile solution for field sales, consumer products distribution and B2B e-commerce. The app and e-commerce portal offers mobile invoicing, estimate and sales order creation, secure mobile payment processing, digital product catalog, GPS sales route creation and tracking, territory management, and integration with QuickbooksⓇ, SAPⓇ, FreshbooksⓇ, MicroSoft ExcelⓇ, and XeroⓇ software.
KEY FEATURES:
-MOBILE INVOICING AND ORDERING
With access to product inventory and pricing information, your sales team can quickly and efficiently create estimates, sales orders and invoices in the field. Connect a mobile device to a mobile printer for proof of delivery.
-ACCEPT CREDIT CARD PAYMENTS ON THE GO
Credit and debit card payments can be securely recorded with the app. Our mobile payment system enables acceptance with manual entry, a card reader, barcode scanner or a bluetooth scanner.
- GPS TRACKING & ROUTE PLANNING
Maximize productivity and decrease operational costs with the ability to create assigned territories for your sales teams, plan routes, and track field activity with GPS.
- DIGITAL CATALOG
Increase upsell and cross-selling opportunities with the convenience of a digital product catalog with high resolution product images, inventory, pricing, UOM, minimum & case quantity data. Create custom price lists, transfer inventory between warehouses, and generate a PDF catalog for download. Works well at trade shows, warehouses, retail stores - wherever you need to make a sale!
- SEAMLESS INTEGRATION WITH QuickBooks®
Two-way QuickBooks® desktop and online data sync: Customers, Items, Inventory sites, price levels, sales orders, estimates, invoices, payments, credit memos, and more. Also syncs seamlessly with SAPⓇ, FreshbooksⓇ, MicroSoft ExcelⓇ, and XeroⓇ software.
-REAL TIME COMMUNICATION
Create custom forms and questionnaires with text, photos and captured signatures. Email sales orders, estimates, and invoices to customers and colleagues quickly. Compatible with Bixolon, Zebra and Air Printers to provide customers with receipts and proof of delivery in the field.
- WORKS ONLINE and OFF
Data entered into the app is stored in the mobile device and transferred once an Internet connection is made.
-ANALYTICS
Analyze sales, marketing, inventory and delivery route data by sales rep or customer. Dozens of pre-loaded reports available as well as the ability to create custom reports, surveys and forms.
What’s New
Version 3.0.44
Bug fix with duplicated consecutives
Ratings and Reviews
Best one so far but…
After trying several different ways to integrate Quickbooks Enterprise to a cloud-based solution, this one has been the easier one to set-up. We have experienced stability and connection issues, but were able to get support within the hour. The only downside in my case is the lack of basic features like invoice history for previous years, no credit memo option for the reps on the field and no open balance report. These are things you can do with a single click on the desktop that do not require additional programming. More features will surely mean more money in the future… lets hope they can continue to deliver. Thanks AH.
Waaaay to many problems
The system has a heart attack constantly and the error screen appears like it is having a sever seizure all day long and you press ok then the error comes immediately back and the flickering of the error begins all over again. It is almost impossible to sync from the office because where the main connection is from because it always says can’t sync. The system on some invoices will not allow us to follow through with the completion of sale by collecting monies because it says something like the balance is greater or for the most part the balance doesn’t match the invoice. I forget exactly but it is on that guideline of just being screwed up. Customer service sometimes has difficulty figuring out what is going on and can’t help us..over all this is a very buggy, glitch bombed program and is very difficult to conduct business with. We are very upset that things are not fixed and this is an on going problem since day 1 and the tech do not seem to know how to fix anything. Very very very disappointed and disgusted with the service, program and that we have constantly fight with the program throughout the day to work somewhat close to the manor of what we need it to. On a grade school grading system where A is perfect....this program that we have to pay a monthly fee for gets a F- or actually it gets and Incomplete because it fails on every level. The program can be great to use if these problem can be addressed immediately.
Developer Response ,
Hi,
We did fix the balance issue. It was happening in some situations due to a rounding issue.
Regarding the problem syncing we would have to look into it, however is very likely you used two devices with the same username which might have caused the iPhone/iPad to assign the same invoice number. Please sign out, update to the latest version and sign back in. I hope we can get this resolved. Thanks.
Lack of customer service
The app over all looks good. But no One answer the phone, email. And respond time take several days. They need to try to solve customer problems very fast. Since it’s a service that is needed to be use everyday all day. I can’t have my drivers waiting for them to pick up to phone or days to give an answer to the problem.
App Privacy
The developer, inSitu Mobile Software, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Location
- Contact Info
- Identifiers
Data Linked to You
The following data may be collected and linked to your identity:
- Location
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Financial Info
- Contact Info
- User Content
- Search History
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- inSitu Mobile Software, LLC
- Size
- 101 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English, Spanish
- Age Rating
- 4+
- Location
- This app may use your location even when it isn’t open, which can decrease battery life.
- Copyright
- © 2020 inSitu Sales
- Price
- Free