Starting An Invoice | inSitu Academy

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Apps For Reps, Pickers, & Drivers

Navigating This Module

Choosing Your App

1st App - Field Sales App For Reps

Introduction (2:15)

Understanding Field Sales Roles

What Is Pre-Sale?
What Is DSD?

Getting Started

Download The App
Assign A Sales Rep Role (0:27)
Login With Credentials

Customer Accounts

Customer Viewpoints (0:26)
Customer Info (0:52)
Taking Payments (0:24)

Pre-Sale

Starting An Order / Estimate (0:16)
Using Your Digital Product Catalog (1:52)
Using Price Lists (0:44)
Units Of Measurement (0:27)
Changing To Alternate Warehouses (0:14)
Applying Discounts (0:30)
Completing Checkout (0:51)

DSD

Starting An Invoice (0:08)
Using Your Digital Product Catalog (1:44)
Using Price Lists (0:34)
Units Of Measurement (0:30)
Insufficient Inventory (0:21)
Applying Discounts (0:25)
Completing Checkout (0:44)
Taking Payments (0:30)

2nd App - inSitu Inventory For Pickers

Introduction (0:32)

Getting Started

Download The App
Assign A Picker Role (0:26)

Interacting With Picklists

Choosing A Pick Task (0:10)
Adding Picked Inventory (0:19)
Partial & Full Competion (0:17)
Sending Your Picklist (0:12)

3rd App - inSitu Dispatch For Drivers

Introduction

Getting Started

Download The App
Assign A Driver Role (0:22)

Handling Deliveries

Reviewing Your Assigned Route & Stops (0:33)
Starting A Delivery (0:12)
Point Of Delivery Confirmation (0:09)
Completing A Delivery + Next Steps (0:23)

Additional Questions

Send Your Questions

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Starting An Invoice

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