inSitu Sales Invoicing, order taking and payments
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inSitu Sales Invoicing, order taking and payments AI Redakteursbewertung
inSitu Sales is a mobile CRM and sales automation app for field sales teams. Streamline order taking, invoicing, payments, and customer management on the go. Note: This is the legacy version; consider upgrading to version 2.0 for the latest features and improvements.
Umfassende Analyse
inSitu Sales offers a mobile solution for field sales teams to manage customers, take orders, generate invoices, and process payments remotely. The app aims to streamline sales operations and improve efficiency for businesses with mobile sales forces. While functional, users should be aware that this is the legacy version. Consider upgrading to version 2.0 to access the newest features, performance enhancements, and bug fixes. Performance may vary depending on device and operating system.
Hauptvorteile
- Efficient order taking and invoicing process.
- Mobile CRM functionality for customer management.
- Facilitates on-the-go payment processing.
Verbesserungsbereiche
- This is a legacy version, lacking the latest updates.
- May have compatibility issues with newer devices or operating systems.
Die Beschreibung von inSitu Sales Invoicing, order taking and payments
Site Editorial Commentary:All-in-one mobile solution for field sales and distribution.
Please note: This is the Legacy version. For the latest features and improvements, please install inSitu Sales version 2.0 (link: https://play.google.com/store/apps/details?id=com.insitusales.flutter).inSitu Sales is a comprehensive mobile solution designed to empower field sales teams, streamline consumer products distribution, and facilitate B2B e-commerce. This app and its accompanying e-commerce portal offer a robust suite of tools, including mobile invoicing, sales order creation, secure mobile payment processing, and comprehensive sales management features.
Key features include:
* **Mobile Invoicing and Ordering:** Empower your sales team to create estimates, sales orders, and invoices quickly and efficiently in the field, with real-time access to product inventory and pricing. Easily connect to a mobile printer for immediate proof of delivery.
* **Accept Credit card Payments on the Go:** Securely process credit and debit card payments directly within the app. Our flexible mobile payment system supports manual entry, card readers, barcode scanners, and Bluetooth scanners for seamless transactions.
* **gps Tracking & Route Planning:** Optimize sales team productivity and reduce operational costs. Utilize GPS tracking to create and manage assigned territories, plan efficient sales routes, and monitor field activity effectively.
* **Digital Catalog:** Increase sales opportunities with a dynamic digital product catalog. Showcase high-resolution product images, inventory levels, pricing, units of measure (UOM), and minimum/case quantity data. Create custom price lists, transfer inventory between warehouses, and generate downloadable PDF catalogs ideal for trade shows, warehouses, and retail environments.
* **Seamless Integration:** Integrate effortlessly with popular accounting and ERP software, including QuickBooks®, SAP®, Freshbooks®, MicroSoft Excel®, and Xero®. Enjoy two-way data synchronization for customers, items, inventory sites, price levels, sales orders, estimates, invoices, payments, credit memos, and more.
* **Real-Time Communication:** Facilitate efficient communication with custom forms and questionnaires, incorporating text, photos, and captured signatures. Quickly email sales orders, estimates, and invoices to customers and colleagues. Compatible with Bixolon, Zebra, and Air Printers for on-the-spot receipts and proof of delivery.
* **Works Online and Offline:** The app functions seamlessly both online and offline. Data entered is stored locally on the mobile device and synchronized when an internet connection is available.
* **Analytics:** Gain valuable insights with comprehensive sales, marketing, inventory, and delivery route analytics, customizable reports, surveys, and forms. Analyze data by sales representative or customer to drive informed decision-making.
inSitu Sales is your all-in-one solution for managing and growing your sales operations, improving efficiency, and providing a superior customer experience.
Was ist neu
New feature to print barcodes
Improvements on Expired Returns