Rootstock ERP

Modules & Feature List

Sales Order Management

The Sales Order Management module processes customer sales orders in a more streamlined, accelerated, and automated manner along with the Salesforce cloud. It converts Salesforce quotes into Rootstock sales orders for physical and non-physical items. In short, the Sales Order Management module presents engineering and shop floor journals in a single place. 

• The capacity planning workbench presents the impact of each quote on the shop floor.
• Creation of complicated sales orders for different product groups.
• Automated and accurate data conversion from Salesforce quotes without manual data re-entry.
• Rootstock configurator or Salesforce configure-price-quote(CPQ) feature to come up with accurate estimates.
• Automatic creation of sales orders from Estimates.
• Flexible Pricing Books
• Ability to define unique product types that reduce manual errors.

Change Management System for Engineering

Rootstock’s cloud-based change management module for engineering offers flexible control over bills of materials, routings, drawings, costs, etc. 

• Engineering BOMs can be easily created and maintained.
• Ability to manage and control engineering changes seamlessly.
• Extensive cost control features

Supply Chain Management

Managing the visibility, control, and collaboration in the supply process is very important and the Rootstock's supply chain module provides those with the following features.

• Enhanced planning of supply chain processes.
• Real-time collaboration with suppliers.
• Ability to visualize End-To-End demand & supply.

Production Planning Management

With the help of the Production planning module, Rootstock consumers can automate the production process while mitigating human errors and increasing productivity along with lower downtime.

• Advanced analytics and reporting lead the path to better guide production.
• Quality control & maintain compliance
• Improve Customer & supplier collaboration
• Gain a competitive edge with a customizable production ERP

Inventory Management System

Rootstock offers a feature-rich inventory module that gives consumers the insights to maintain a smooth production flow, reduce inventory costs, and timely customer order processing. The inventory module is designed by vastly experienced manufacturers that help users to make decisions by mitigating mistakes.

• Dependable inventory accuracy
• Reduce inventory investments
• Traceability from supplier to customer
• Real-time inventory management

Accounting

In any organization, Accounting and Finance should be centralized and rely on connected systems. Rootstock Accounting module caters to this by providing accounts receivable, payable, and general ledger in one central place to provide extremely useful real-time financial information. 

• Ent-to-End(E2E) accounting management capability
• Intuitive and powerful financial reporting
• Seamless integration with operations
• Flexibility to integrate with existing accounting systems

Reporting System with 360 Business Intelligence(BI)

Rootstock’s reporting system leverages the extensive power of Salesforce to implement ERP dashboards, and monitor KPIs. It brings a real-time ERP reporting system with the following features.

• Easy-to-Build, Powerful ERP dashboards
• Streamlined ERP reporting, custom notification, and workflows using visual report builder, drag and drop workflow builder, etc.
• Data-driven business intelligence with Salesforce Einstein analytics
• Provides chatter and social collaboration tools

Customer Management

Rootstock customer management module enables 360-degree insights into sales, product details, shipping information, and customer interactions on a single efficient platform.

• Automated returns and warranty management
• Easily create service contracts for increased customer satisfaction
• 360-degree view of every customer interaction
• Integration capabilities with Salesforce field service lightning.