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inSitu Sales
What it is
inSitu Sales connects wholesale and DSD field sales, order management, warehouse, delivery, B2B ordering, and ERP data. Reps can enter orders and update customer information offline, with activity syncing when connectivity returns. The field sales app handles orders, invoices, field payments, customer-specific pricing, and route planning. Warehouse tools include dynamic picklists, barcode scanning, picking, packing, staging, inventory transfers, and cycle counts. Dispatch features cover route optimization, driver tracking, delivery photos and signatures, proof of delivery, returns, and delivery exceptions. A branded B2B portal provides assigned catalogs and price lists, self-service ordering and reordering, and online payment options. Integrations include accounting, ERP, inventory, and fulfillment tools; the product also offers a REST API, webhooks, and developer tools for approved custom projects. Plans start at $200 a month, with three users included and extra app users at $34.99/user/month. There is no free plan; a 14-day trial is listed.
For and against
For
- Reps can take orders offline and sync them later.
- Includes warehouse picking, barcode scanning, and inventory tools.
- Delivery tools cover tracking, signatures, and proof of delivery.
- Offers API, webhooks, and approved custom integration projects.
Against
- There is no free plan.
- A 14-day trial is listed.
- Extra app users cost $34.99/user/month.
- Card processing costs 3.9% + 30¢ per transaction.
The verdict
inSitu Sales connects order entry with warehouse, delivery, and B2B ordering workflows, including offline field sales. Buyers should account for user charges and separately billed card processing when reviewing plan costs.
Who it suits
inSitu Sales is positioned for wholesale distributors and DSD teams, including businesses in CPG, food, grocery, beverage, tobacco, cigar, and lubricant distribution. It suits teams coordinating field sales with warehouse and delivery operations.
Plans and prices
Starter App
3 users included · Additional app users: $34.99/user/month · Field Sales Rep App · Orders, invoices and field payments
Read 8 Oct 2026 · insitusales.com
Starter B2B Ecommerce
3 users included · Additional app users: $34.99/user/month · B2B eCommerce and customer portal · Unlimited admin and customer accounts
Read 8 Oct 2026 · insitusales.com
Pro
3 users included · Additional app users: $34.99/user/month · Everything in Starter App and Starter B2B Ecommerce · Connected sales and ordering workflow
Read 8 Oct 2026 · insitusales.com
Enterprise
3 users included · Additional app users: $34.99/user/month · Rep, Picker and Dispatch apps · White-label B2B app for iOS and Android
Read 8 Oct 2026 · insitusales.com
On the record
- Additional costs
- Credit-card processing is billed separately at 3.9% + 30¢ per transaction, and optional concierge setup starts at $500 one time.insitusales.com · read 8 Oct 2026
- AI connections
- The maker describes permissioned connections for ChatGPT and MCP-compatible agents including Claude, Grok, and Codex, with organization-controlled data access.insitusales.com · read 8 Oct 2026
- Audience
- The maker positions the product for wholesale distributors and DSD teams, with examples for CPG, food, grocery, beverage, tobacco, cigar, and lubricant distribution.insitusales.com · read 8 Oct 2026
- B2B portal
- The B2B portal offers assigned catalogs and price lists, self-service ordering and reordering, online payment options, and a branded web and mobile experience.insitusales.com · read 8 Oct 2026
- Custom connections
- The product offers a REST API, webhooks, and developer tools for approved custom integration projects.insitusales.com · read 8 Oct 2026
- Delivery
- Dispatch features include route optimization, driver tracking, delivery photos and signatures, proof of delivery, returns, and delivery exceptions.insitusales.com · read 8 Oct 2026
- Field sales
- The Field Sales Rep App supports orders, invoices, field payments, customer-specific pricing, and route planning.insitusales.com · read 8 Oct 2026
- Integrations
- Listed ERP and accounting integrations include QuickBooks Online and Desktop, NetSuite, Dynamics 365 Business Central, SAP Business One, Odoo, Xero, Epicor, and Siigo; inventory and fulfillment connections include Zoho Inventory, Fishbowl, and ShipStation.insitusales.com · read 8 Oct 2026
- Offline use
- Reps can take orders and update customers offline, then sync activity automatically when connectivity returns.insitusales.com · read 8 Oct 2026
- Purpose
- inSitu Sales connects wholesale and DSD field sales, order management, warehouse, delivery, B2B ordering, and ERP data.insitusales.com · read 8 Oct 2026
- Security and access
- The maker says field users can use a focused mobile workflow with approved business information instead of broad accounting or ERP access.insitusales.com · read 8 Oct 2026
- Support
- Every plan includes standard onboarding and unlimited support, and the maker lists English and Spanish support.insitusales.com · read 8 Oct 2026
- Warehouse
- Warehouse tools include dynamic picklists, barcode scanning, picking, packing, staging, inventory transfers, and cycle counts.insitusales.com · read 8 Oct 2026
