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.
- 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 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 Change License Roles Between Rep, Picker, & Driver
- How To Download A Sales Order
- How To Modify Profiles
- Filtering Products & Categories
- How To Create Price Rules
- How to create an invoice/order/estimate in the web app
- How to create and assign price lists to customers
- How to convert an order into an invoice
- How to assign warehouse locations to sales reps
- How to change a sales route customer sequence in inSitu Sales website
- How to create Customers on the Web
- How to import customers using an Excel File
- How to assign products per customer
- How to Assign Products to your Field Reps
- How to create Product groups and assign them to customers
- How to import new or update products on the website (BULK)
- How to create/edit a sales order , invoice and estimates on the web
- How to configure your InSitu Mobile App. (settings)