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inSitu Sales Web app

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  • 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 price and 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 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 configure your InSitu Mobile App. (settings)
  • Turning off/on Custom Transaction Numbers on QuickBooks Online
  • How to add a new sales rep/modify existing subscription
  • How to add sales terms
  • How to void a transaction
  • (Admin) How to set a new password for a mobile app or web user.
  • How to create and send forms (web app)
  • How to track sales reps on map (web app)
  • How to locate customers on the map (web app)
  • How to add new Web Users (web app)
  • How to generate reports (web app)
  • How to upload product images (web app)
  • How to create and manage warehouses (web app)
  • How to add a new subscription after trial expires. (web app)
  • How to assign invoice numbers (web app)
  • How to customize your PDF and Thermal Printer Template
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inSitu Sales