Rootstock’s Cloud ERP software for Job Shops & Machine Shops enables the Engineering, Sales, Purchasing, and Production departments to efficiently manage their dynamic environments. Rootstock can create quotes, allowing estimated job costs as budgets which can later be compared to actual costs during the life of the job. Also, when loading the job into production, the impact of that job can be easily viewed by the scheduling capacity work bench. Both the machine capacity and a labor capacity of a work center can be seen. Rootstock’s scheduling engine sets dates for Work Order Operational routing steps (which can be sequential or concurrent) and processes them against a comprehensive set of prioritization rules. Production control managers can easily reprioritize work orders visually with Rootstock’s drag-and-drop capacity planning screens. Users can quickly identify overloaded work centers or late work orders by color.

Rootstock’s Production Engineering module manages Items, Bills-of-Material, and Routings. For those jobs that have a deep bill of material, fully indented Bills-of-materials with cost rollups are supported. Bills-of-material, Work Orders, and Routings for Job Shops & Machine Shops change often – Rootstock makes it easy to manage these BOMs with Mass Add, Copy, and Mass Replace functionality. Work Orders and Routings are changeable on the fly. Rootstock work orders automatically receive a copy of the standard routing for the parent item. Routings can then be modified on the work order as feedback from the shop floor indicates that changes are needed in the production process.

Rootstock will plan, track, and cost inventory items by customer, customer/project or contract – a capability especially important to Job Shops & Machine Shops. Once a project budget is set, actual labor, material, and other charges are tracked and visible in real-time. Up-to-date project actual vs. project budget numbers are just a click away via the Rootstock project workbench. Rootstock supports average cost accounting which is typically used in a job shop and machine shop environment.

Customer information can originate either in Salesforce CRM or in Rootstock because customer account master data is seamlessly integrated across all core applications touched by Rootstock ERP. Once a Salesforce CRM lead is converted into an opportunity (or upon creation of a quote for an opportunity), a Rootstock sales order is automatically created at the push of a button. Rootstock sales orders support allocations, pick-pack-ship, invoicing, and RMA processes. Rootstock Sales Orders can be specifically pegged to a job. Each sales order line can have a unique job code for tracking revenue on multiple projects.