Enterprise DNA

Instead of inSitu Sales

Grow past inSitu Sales. Own your wholesale ordering system.

Enterprise DNA builds your version around how your reps sell, take orders and handle returns, brings your inSitu Sales customers, products and order history across, and runs it for you, with no per-rep seat.

inSitu Sales lists Starter App at US$200 a month, Pro at US$329 and Enterprise at US$429, each with three users, then US$34.99 a month for every extra rep.

  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

Where the money goes

An inSitu Sales invoice grows with every rep and every plan step

Your customer list, products, price levels and orders are the same records whichever plan you are on. What changes from plan to plan is which apps and connections you are allowed to use with them.

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Three users, then a charge per rep

Every plan includes three app users. The fourth rep and every one after is US$34.99 a month, or US$399 a year on annual billing, on top of the plan.

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Rep app and ordering portal sold apart

Starter App covers the field team and Starter B2B Ecommerce covers customer self-ordering. Pro at US$329 a month covers both.

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Picking and delivery held for the top plan

The picker and dispatch apps, and a white-label ordering app for your customers, come only with Enterprise at US$429 a month.

hub

Bigger accounting systems cost extra to connect

NetSuite and SAP Business One sit on Enterprise and carry a US$500 one-time setup. Other connections depend on your plan and setup.

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Assistants charged as an add-on

The AI Agents add-on is a flat US$159 a month on top of whichever plan you are on.

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Priced in US dollars, one currency per account

Every figure is in US dollars, so a New Zealand or Australian distributor pays the exchange rate each month, and the account runs in a single currency.

What you get instead

Your accounts, calls and orders as records you can ask anything

Accounts

Who is due a call, and who has gone quiet

Each customer has its own visit rhythm. One question shows who is overdue, who has stopped ordering, and how much each one bought in the last ninety days.

  • check Days overdue for every account, with its ninety day spend alongside
  • check The share of your customer base visited on time, as one number
  • check Accounts that used to order every fortnight and have not ordered for six weeks
  • check Swap a handful of accounts between two reps and compare both workloads before you decide

Orders

Orders at the right price, returns signed off

Orders land at each customer's own price list with the current promotion applied, and a return cannot become a credit until someone approves it.

  • check Orders in cases at the customer's price level, promotions picked up on the line
  • check All submitted orders written out for your accounting system in one step
  • check Returns and credits that wait for approval, with batch codes on tracked lines
  • check Every credited batch with customers and dates, ready the morning a recall lands

Out on the road

Store checks your reps already do, counted

Shelf counts, prices on the shelf and promotion checks become rows you can add up, compare and chase.

  • check Facings, shelf price, empty shelves and off planogram lines, per store and per product
  • check Promotion checks for display, ticket and price, plus the stores nobody has checked
  • check Your shelf price next to every other store's, so outliers stand out
  • check Which promotions moved more cases only where they were ticketed correctly

Ownership

No seat count, no plan step, no add-on fee

Add a rep, a report or a rule without changing plan. Every record sits in a database your business owns.

  • check Ten reps or forty, the free version has no per-user charge
  • check Any report described in plain English, with no top tier to reach first
  • check Visit summaries, weekly rep reports and order confirmations under your own name and logo
  • check A compliance check on pricing and batch traceability, each rule citing its source

Make it yours

Design your own inSitu Sales replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from inSitu Sales. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your inSitu Sales replacement Your version
YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your inSitu Sales data across and run it for you.

Switching

How to switch from inSitu Sales

The move involves exporting the records you need, mapping them into Field Sales, checking the import, and running both systems side by side before you switch.

  1. 1

    Export your records

    Ask inSitu Sales which exports your account allows. Start with customers, products, price levels and orders. Also ask for contacts, visits, credits or other history you want to keep, if those records are available. If you sync to QuickBooks, some records may already be in your accounting file. Confirm what each export includes before deciding which history to bring across.

  2. 2

    Load a test run

    Use the import to bring the exported records into Field Sales. The free version can import another system’s format, but its columns may need mapping. Start with the import’s test run, if offered, before writing records to the database. If you are unsure how to map a field, ask Claude Code to help, or have Enterprise DNA handle the mapping as part of the switch.

  3. 3

    Check the import results

    Review the import report and anything it flags before using the new records. Check that customers, products, price levels and orders have landed in the right places, and look for missing or mismatched fields. Pay particular attention to records that matter to your team’s day-to-day work. Fix the mapping and test again if the results do not match what you expect.

  4. 4

    Run both systems side by side

    Keep inSitu Sales running while your team uses Field Sales for a short period. Compare customer and order records, and check that the new system has the information your reps and office staff need. Use this time to spot gaps in the history or rules you brought across. Do not switch off inSitu Sales until you are satisfied that the new setup is ready.

  5. 5

    Switch off inSitu Sales

    Once you have checked the records and your team is ready to work in Field Sales, agree a final cutover point. Make sure any last records you need from inSitu Sales have been exported and brought across, then stop using the old system. Keep any exports or accounting records you need for reference, and confirm who will look after Field Sales going forward.

construction

Where the real effort goes

The real work is usually mapping your own fields and business rules, then deciding how much history to bring across. The more your records differ from the import’s expected format, the more checking and adjustment they may need. If you have Enterprise DNA install and run Field Sales, they handle this mapping and migration work as part of the switch.

Not ready for a call?

Get your inSitu Sales switch plan by email

We will send you the step-by-step plan for moving your business off inSitu Sales, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Two ways to start

Run the free version, or let Enterprise DNA build and run yours

Open source

Run it yourself

Free

  1. 1 Download the free version from GitHub
  2. 2 Load the sample customers and open it in Claude Code
  3. 3 Ask which accounts are overdue for a call
  4. 4 Bring your inSitu Sales customers and products across and map the columns
Get it on GitHub

Omni by Enterprise DNA

Have Enterprise DNA build and run it

One setup fee, then a monthly retainer

  • check We bring your inSitu Sales customers, products, price levels and order history across and check the counts
  • check A phone screen for order taking, with offline use, if your reps need one
  • check We connect QuickBooks, Xero, MYOB or your ERP so orders go out and prices come back
  • check It runs inside Omni, our managed Command Center, with the rest of your business
Book a discovery call

Questions

Instead of inSitu Sales, answered

inSitu Sales works offline on a phone. Does this? expand_more

The free version does not have a phone app, so out of the box it suits managers, the office and reps writing up orders from a laptop. If your reps take orders in a back room with no signal, Enterprise DNA builds a phone screen that works offline into your version, and every order still lands in your own database.

We use the picker and dispatch apps. What happens to those? expand_more

The free version covers the selling side: accounts, visits, orders, credits and store checks. Warehouse picking and delivery runs are not in it. If you need them, we scope them into your version, or you keep running them where they are today while the sales side moves first.

How do we get our customers and order history out? expand_more

Ask inSitu Sales which exports your account allows for customers, products, price levels and orders. If you sync to QuickBooks, some of those records may already be in your accounting file too. The free version imports a different system's format, so the columns need mapping: Enterprise DNA does that as part of the switch, or you ask Claude Code to map the files and do a test run before anything is written.

Our team is only a few reps. Is it worth switching? expand_more

Maybe not on price alone. With three reps on Starter App you pay US$200 a month. The case gets stronger as you add reps at US$34.99 each, need the rep app and the ordering portal together, or reach for the Enterprise plan. The bigger reason is owning the records and asking any question of them without a plan change.

Who looks after it once it is running? expand_more

On the installed version, Enterprise DNA does, from New Zealand, alongside anything else we run for your business. On the free version, your own team or developer looks after it, and the code is open for anyone to read.

See what your next rep would really cost you

30 minutes with Sam. Bring your inSitu Sales plan and your rep count. We go through what your team uses every week, which apps and add-ons you are paying for, and what your own version would look like. If it fits, we build it and move your history across. If not, take the free version and run it yourself.

Field Sales for Claude Code is free and open source, published by Enterprise DNA.

Done paying for inSitu Sales?

Get your version built