inSitu Sales
inSitu Sales connects wholesale and DSD field sales with order management, warehouse, delivery, B2B ordering, and ERP data.
What inSitu Sales is
inSitu Sales connects wholesale and DSD field sales with order management, warehouse, delivery, B2B ordering, and ERP data. Reps can enter orders and update customer records offline, then sync activity when connectivity returns. The Field Sales Rep App supports orders, invoices, field payments, customer-specific pricing, and route planning. Warehouse tools cover picklists, barcode scanning, picking, packing, staging, inventory transfers, and cycle counts. Dispatch features include route optimization, driver tracking, delivery photos and signatures, proof of delivery, returns, and delivery exceptions. Its B2B portal supports assigned catalogs and price lists, self-service orders and reorders, online payment options, and branded web and mobile experiences. Integrations include QuickBooks, NetSuite, Dynamics 365 Business Central, SAP Business One, Odoo, Xero, Epicor, Siigo, Zoho Inventory, Fishbowl, and ShipStation. A REST API, webhooks, and developer tools support approved custom connections. Plans start with Starter App or Starter B2B Ecommerce at $200 a month; Pro is $329 a month and Enterprise is $429 a month. There is no free plan; a 14-day trial is listed.
Good
- Offline orders sync when connectivity returns
- Includes warehouse and delivery workflows
- B2B portal supports self-service reordering
- Offers API, webhooks, and listed integrations
- Plans include onboarding and unlimited support
Watch out
- No free plan is available
- Additional app users cost $34.99/user/month
- Card processing adds 3.9% + 30¢ per transaction
Who it suits
inSitu Sales is for wholesale distributors and DSD teams, including businesses in CPG, food, grocery, beverage, tobacco, cigar, and lubricant distribution. It fits teams coordinating field orders with warehouse, delivery, and B2B portal workflows.
Verdict
inSitu Sales spans field sales, ordering, warehouse, and delivery operations, with offline entry and many listed integrations. The paid plans start at $200 a month, and transaction processing is billed separately.
Plans and prices
From inSitu Sales's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter App | $200 a month | 3 users included · Additional app users: $34.99/user/month · Field Sales Rep App · Orders, invoices and field payments · Analytics and unlimited web users · $200/ month |
| Starter B2B Ecommerce | $200 a month | 3 users included · Additional app users: $34.99/user/month · B2B eCommerce and customer portal · Unlimited admin and customer accounts · Analytics and back-office integrations · $200/ month |
| Pro | $329 a month | 3 users included · Additional app users: $34.99/user/month · Everything in Starter App and Starter B2B Ecommerce · Connected sales and ordering workflow · $329/ month |
| Enterprise | $429 a month | 3 users included · Additional app users: $34.99/user/month · Rep, Picker and Dispatch apps · White-label B2B app for iOS and Android · NetSuite and SAP Business One integrations (each has $500 one-time setup) · $429/ month |
The facts
Each one read from inSitu Sales's own pages, with the date it was checked.
Money
- Additional costs
- Credit-card processing is billed separately at 3.9% + 30¢ per transaction, and optional concierge setup starts at $500 one time.checked 8 Oct 2026
What it does
- AI connections
- The maker describes permissioned connections for ChatGPT and MCP-compatible agents including Claude, Grok, and Codex, with organization-controlled data access.checked 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.checked 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.checked 8 Oct 2026
- Custom connections
- The product offers a REST API, webhooks, and developer tools for approved custom integration projects.checked 8 Oct 2026
- Delivery
- Dispatch features include route optimization, driver tracking, delivery photos and signatures, proof of delivery, returns, and delivery exceptions.checked 8 Oct 2026
- Field sales
- The Field Sales Rep App supports orders, invoices, field payments, customer-specific pricing, and route planning.checked 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.checked 8 Oct 2026
- Offline use
- Reps can take orders and update customers offline, then sync activity automatically when connectivity returns.checked 8 Oct 2026
- Purpose
- inSitu Sales connects wholesale and DSD field sales, order management, warehouse, delivery, B2B ordering, and ERP data.checked 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.checked 8 Oct 2026
- Support
- Every plan includes standard onboarding and unlimited support, and the maker lists English and Spanish support.checked 8 Oct 2026
- Warehouse
- Warehouse tools include dynamic picklists, barcode scanning, picking, packing, staging, inventory transfers, and cycle counts.checked 8 Oct 2026
The company
- Founded
- 2017checked 28 Sep 2026
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