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INSITU ACADEMY

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Pre-sales & sales orders

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How to Create Microzones In InSitu Sales How to request your data to be deleted from inSitu Sales How to sync Sales Reps from QuickBooks Online to InSitu Sales and how to create custom fields in QuickBooks Online. How to create custom fields on InSitu Sales Web App How to create routes using an Excel File. How to set Notifications email and email settings. How to filter frequently sold items to a customer How to enter Returns and Expired Returns. How to assign customers to your field reps on the web. How to create products on the Web. How to modify a product's default price or add price lists How to receive payments to an invoice in the mobile app How to assign a license to a field rep How to set up Global Discount for the Mobile App How to generate your PDF Catalog How to add attachments to Invoices, Orders and Estimates using Google Drive How to accept payment with credit card in the mobile app How to set your scanner to HID mode How to pair Socket Mobile scanner to be ready to be used with inSitu Inventory How To Begin Your Route With Route Settlement How to set up Category Bundles in your B2B Portal How to use COUPONS in your B2B Portal Why To Upgrade From inSitu Sales 1.0 to 2.0 Supported Devices (Printers, Scanners, & Dex EDI)