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  1. inSitu Sales
  2. How to Articles InSitu Sales

How to Articles InSitu Sales

E-commerce Web Portal

  • How to set up Category Bundles in your B2B Portal
  • How to bring your own domain in the B2B e-commerce inSitu Sales
  • How to Set up your B2B Portal
  • How to invite customers to the B2B e-commerce portal

inSitu Sales Web app

  • 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.
See all 58 articles

inSitu Sales Mobile app

  • How to pair Socket Mobile scanner to be ready to be used with inSitu Inventory
  • How to set your scanner to HID mode
  • How to filter frequently sold items to a customer
  • How to enter Returns and Expired Returns.
  • How to receive payments to an invoice in the mobile app
  • How to add attachments to Invoices, Orders and Estimates using Google Drive
See all 25 articles
inSitu Sales