How To Guides
- How to set your scanner to HID mode
- How To Use Smart AI For Orders & Invoices
- How To Load Trucks With Inventory On The Field Sales App
- How To Receive Payment With Credit Cards - Connecting Stripe & Authorize.net
- How To Add Notes As A Rep
- How To Set Sales Goals For Reps
- Using Mobile Forms On The App
- How To Modify Orders In The App
- Build Custom Forms For Reps
- Add Products By Scanning Barcodes
- Create & Assign Tasks For Reps
- Setting Calendar Appointments
- How to create an order on inSitu Sales 2.0 (Field Sales App)
- How to create an invoice (mobile app)
- How to add new customers (mobile app)