inSitu Sales Web app
- 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