inSitu Sales helps manufacturers, wholesalers, and distributors find customers and products; review pricing, inventory, visits, orders, estimates, and invoices; generate customer statements; predict order recommendations; and create or update sales records through ChatGPT. It connects with ERP and accounting systems—including QuickBooks Enterprise, QuickBooks Online, Odoo, NetSuite, SAP Business One, Xero, Microsoft Dynamics 365 Business Central, and more—bringing sales and operational data together in one connected workflow.
How to use
- 1Add it in ChatGPT
Open inSitu Sales in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick inSitu Sales, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Give me a summary of today’s invoices, including total sales, top customers, and top-selling products”
- “Predict what a customer is likely to order next and recommend quantities.”
- “Give me a customer statement”