inSitu Sales
by inSitu Sales · Wholesale Distribution
Mobile field sales, DSD route accounting and B2B e-commerce platform for wholesale distributors.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
- QuickBooks
NetSuite
SAPXero - Deployment
- Cloud
- Company size
- SMB
- Pricing
- Subscription
- Founded
- 2017
- Headquarters
- Los Angeles, United States
Overview
inSitu Sales is a mobile-first field sales and route accounting platform built for small-to-medium wholesale distributors, covering direct store delivery (DSD), pre-sales, warehouse picking and last-mile dispatch. It started as a small development team focused on simplifying the sales process for wholesale distributors and has since expanded into a suite of connected apps.
The platform is organised around four mobile apps: a Field Sales rep app for order-taking and invoicing with real-time inventory and custom pricing, a Route Accounting/DSD app with mobile invoice printing, GPS rep tracking and proof-of-delivery signature capture, an Inventory/warehouse picking app for order fulfillment, and a Dispatch app for route optimisation. A white-label B2B e-commerce portal sits alongside these for customer self-service ordering.
inSitu Sales syncs two-way with accounting and ERP systems (QuickBooks, NetSuite, SAP Business One, Odoo, Epicor and others) so sales orders, invoices, pricing and inventory stay current between the field and the back office, and it supports integrated payment processing through Authorize.net and Stripe. Customers span food & beverage, tobacco and automotive parts distribution.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from inSitu Sales.
Features & capabilities
Field Sales & Pre-Sales
Mobile order-taking for reps in the field.
- Real-time inventory and custom pricing on the rep app
- Mobile order and estimate creation
- Product catalogs with categories, subcategories and brand filtering
- Customer-specific price lists and coupon codes
DSD & Route Accounting
Direct store delivery workflows for van/truck sales.
- Mobile invoice printing at point of delivery
- GPS rep and route tracking
- Proof of delivery with electronic signature capture
- Consignment sales support
- Cash, check and card payment collection in the field
Warehouse & Dispatch
Fulfillment and last-mile delivery management.
- Order picking and packing via the Inventory app
- Inventory transfers between locations
- Route optimisation via the Dispatch app
- Delivery scheduling and driver assignment
B2B eCommerce & Payments
Customer self-service ordering and payment collection.
- White-label B2B ordering portal and app
- Customizable product catalogs and price lists
- Coupon and promotion codes
- Integrated payment gateways (Authorize.net, Stripe)
- Credit card, cash and check payment support
Common use cases
- Wholesale distributor reps taking orders and printing invoices at the point of delivery
- DSD/route sales for food, beverage and tobacco distributors with GPS-tracked delivery routes
- Warehouse teams picking and fulfilling orders created in the field via a connected app
- Distributors standing up a branded B2B ordering portal for repeat wholesale customers
- Automotive parts and lubricant distributors managing customer-specific pricing
- Consignment sales tracking for route-based delivery
Strengths & considerations
Strengths
- Covers the full field-to-warehouse-to-dispatch workflow across four connected mobile apps rather than sales-only
- Native two-way sync with QuickBooks Online and NetSuite built specifically for wholesale distributor workflows
- White-label B2B e-commerce portal bundled with the field sales and route accounting apps
ERP integrations
Native two-way sync of customers, pricing, invoices and inventory
Pricing
Starter B2B eCommerce and Starter App plans from $200/mo each; Pro $329/mo combines both; Enterprise $429/mo adds Rep, Picker and Dispatch apps plus NetSuite and SAP B1 integrations. 3 app users included, additional users $34.99/mo each. 14-day free trial, annual billing saves 10%. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
- Mobile app
- Yes
About the vendor
- Founded
- 2017
- Headquarters
- Los Angeles, United States
Alternatives to inSitu Sales in Wholesale Distribution
inSitu Sales — frequently asked questions
What ERP and accounting systems does inSitu Sales integrate with?
inSitu Sales offers two-way integrations with QuickBooks Online and Enterprise, Oracle NetSuite, SAP Business One, Odoo, Xero and Epicor, plus links to Fishbowl, Zoho Inventory and ShipStation.
What apps make up the inSitu Sales platform?
The suite includes a Field Sales rep app, a Route Accounting/DSD app, an Inventory/warehouse picking app, a Dispatch app for delivery routing, and a white-label B2B eCommerce portal.
Who is inSitu Sales built for?
It targets small-to-medium wholesale distributors, particularly in food & beverage, tobacco and automotive parts, that need field order-taking, route accounting and delivery management in one platform.
How is inSitu Sales priced?
Plans start at $200/month for either the B2B eCommerce or Field Sales app alone, up to $429/month for the Enterprise plan with all three field apps plus NetSuite and SAP B1 integration; a 14-day free trial is available.
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