Industrial Equipment & Machinery Manufacturers

Rootstock’s Cloud ERP software for Industrial Equipment & Machinery manufacturers enables the Engineering, Sales, Operations, Procurement, Planning, and Production departments to efficiently manage all aspects of the Supply Chain. Rootstock’s native integration with Salesforce Chatter provides real-time collaboration across all departments and with customers and partners.  Automatic event and workflow driven emails, messages, and feeds make it easy to capture and contain critical information to enable faster and smarter decisions.

Production Engineering

Rootstock’s Production Engineering module manages items, bill-of-materials, and routings. Fully indented bill-of-materials with cost rollups is supported. Bill-of-materials components can be phased in or out based on effectivity dates to enable real-time costing visibility for comprehensive engineering change control programs.

Bill-of-materials for Industrial Equipment & Machinery manufacturers are often several layers deep and comprise thousands of components. Rootstock makes it easy to manage engineering bill-of-materials with Mass Add, Copy, and Mass Replace functionality.

Engineering Change Control

Rootstock’s Engineering Change Control capabilities enable easier integration with industry standard PLM systems. Industrial Equipment & Machinery manufacturers often use several engineering and CAD related packages to handle electrical, electronic, mechanical, and thermal designs. Rootstock cloud ERP on the Salesforce platform helps protect your investment in current PLM systems used for managing revisions and document control connected to these packages.

Control of change orders, items, and bill-of-materials revisions can be centralized or decentralized for organizations with multiple plants.  Since workflow and approval functionality are features of the platform, users can configure elaborate engineering change approval workflows tailored to meet their specific requirements.

Manage Item Attributes with Rootstock Commodity Codes

While item numbers are typically defined in engineering, control of item numbers requires the participation of the entire organization. Industrial Equipment & Machinery manufacturers often need to manage thousands of item attributes quickly and easily because of the inherent complexity of their products.

Use Rootstock Commodity codes to assign several different attributes that are held in common by a group of items. Create new items with default attributes for engineering, inventory, purchasing, and cost accounting functions with the push of a button. Commodity codes also make it easy to ‘mass update’ or change attributes on several existing item records at once.

Engineering attributes include responsible engineer, lot and serial tracking designation, part status, and part type. Inventory attributes include planning policies, lead times, default receiving and shipping locations, and backflush designation. Purchasing attributes include vendor lead times and purchasing unit of measure. Costing defaults include several manufacturing sub ledger account settings.


Industrial Equipment & Machinery manufacturers often need to control the issuance of components at specific routing steps in their production process. Routings can be configured in a Rootstock bill-of-material to ensure that components are issued to the proper work center as the production work order is released to the shop floor.

Components issued to a work order can be set to backflush at the point of work order receipt or at specific routing operation steps when work centers are set as component issue locations.

Rootstock work orders automatically receive a copy of the standard routing for the parent item. Routings can be modified on the work order without disrupting the standard routing to make special ‘as built’ versions of an item easy to recreate.

Work Orders

Work Orders carry the effective item revision level and date to insure that the correct standard bill of material and standard routing operations are copied to the work order. Users also can modify the revision level to build ‘down rev’ or ‘advanced’ revision levels of the assembly without affecting the standard bill of material.

Industrial Equipment & Machinery manufacturers products are often produced in multiple configurations with many optional features. Rootstock ‘As Designed’ versus ‘As Built’ work order inquiry capabilities make it easy for engineering and manufacturing to collaborate around pending engineering changes that can impact production.

Inventory and Real-Time Project Visibility

Rootstock will plan, track, and cost inventory items by customer, customer/project or contract – a capability especially important to Industrial Equipment & Machinery manufacturers.

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.

For real-time analytics, Rootstock uses the built-in KPI, dashboard, and reporting engine of the Salesforce cloud platform. Multiple views of planning, costing and inventory data can be accessed from mobile phones and tablets on demand.

Inventory tracking is supported by ‘user-defined’ inventory location ids and location numbers. Inventory items are trackable by project and their inventory locations use several attributes like nettable vs non-nettable (visible or invisible to MRP); available for picking, consigned, backflushed, and kanban-enabled. Inventory locations also can be assignable within a division, site or vendor facility. Lot and/or serial controlled items include both lot and serial identification within a location.

Item serial number and/or lot number assignment and history are maintained for receiving, inventory, work-in-process and sales order fulfillment (shipping) transactions. Rootstock also tracks the number of times a serialized item passes through an RMA, rework, inspection, or scrap process.

Item serial number revisions and condition codes can be used to track field replacements. This data is especially useful for field upgrades, warranty replacements, and product recalls.


The entire Rootstock cloud ERP suite is seamlessly integrated with the Accounts Receivable, Accounts Payable, General Ledger, and Cash Management modules of Accounting.

Rootstock ERP and Accounting share the same look and feel of Salesforce CRM applications because all are ‘native’ Apps developed with the tools built in to the Salesforce cloud platform.

Multi-dimensional profitability reporting in Accounting includes Rootstock manufacturing dimensions for projects, divisions, and departments. Clickable KPI dashboards and live drill-down reports that span all accounting, manufacturing, and CRM applications share the built-in analytics framework of Salesforce.

Job Costing and Cost Accounting

Rootstock supports true standard cost accounting or average cost accounting (with FIFO if desired for purchased parts). Track several cost elements including:

  • Direct labor
  • Direct material
  • Direct labor overhead
  • Fringe overhead
  • Material burden
  • Machine overhead
  • Subcontract material
  • Outside operations

Assign indirect charges (travel, indirect material, service and other costs) to projects for easy tracking.

Sales Orders and seamless integration with CRM

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.

Each sales order line can have a unique project code for tracking revenue on multiple projects within a single sales order. Products can be physically shipped at the sales order line level without triggering revenue recognition if desired.

Sales operations can be centralized to control sales order fulfillment from multiple plants or divisions. Decentralized sales allows sales order fulfillment from the main plant (or from an ‘off site’).

Customer service or field service personnel can create Salesforce cases to automatically create Rootstock RMAs for returns, advance replacements, and warranty items. Rootstock also features tree views of a product ‘As Built’ and ‘As Maintained’ history to help track field replacements, RMAs, and associated Salesforce cases.

Material Requirements Planning (MRP) 

Industrial Equipment & Machinery manufacturers need a fast and robust MRP engine to plan and execute a wide range of purchase orders for many different part numbers and vendors. MRP also plans work orders with associated components and routings to help shepherd items through the manufacturing process.

Rootstock uses sales orders and forecasts to drive detailed material plans for purchasing and complex production work orders for manufacturing. Industrial Equipment & Machinery manufacturers that tailor their products to meet unique customer requirements use Rootstock to track inventory and manufacturing costs by project.

Use Rootstock subcontract purchase orders to maintain visibility of inventory shipped directly to or drop-shipped to vendors for further processing. As new items from the subcontract vendor are received, inventory levels for parts shipped to and consumed by the subcontractor are updated.

Multiple MRP planning policies like lot-for-lot, days cover, and re-order point provide Industrial Equipment & Machinery manufacturers the flexibility needed to optimally manage procurement and inventory processes.

Rootstock MRP also can plan purchases for common materials to a ‘home’ project for volume buys. Portions of these materials and associated costs can later be transferred from the home project to specific projects. The Rootstock project workbench makes project profitability visible in real-time.

Scheduling and Capacity Planning

Rootstock’s scheduling engine dates work order operation 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. Quickly locate overloaded work centers or late work orders by color.

Procurement Automation

Rootstock automatically creates purchase orders from requisitions planned by MRP. Purchase requisition items link to Approved Vendor Lists (AVL) and Approved Manufacturer Lists (AML) during automatic or manual approval and conversion to purchase orders.

All purchasing activity is traceable by project starting with requisitions and on through purchasing, receiving, and inventory workflows. Each purchase order line on a purchase order can reference a different item and a different project.

Requisitions for multiple different items for a vendor can be automatically converted to a single purchase order. All requisitions for all items and vendors in a project are visible and managed in the Rootstock purchase requisition workbench.

Purchase order revisions are common for Industrial Equipment & Machinery manufacturers. Rootstock provides complete purchase order revision histories and audit trails. Salesforce Chatter enabled collaboration captures commitments between buyers and vendors at the item level. Vendor commit and promise dates along with the buyer’s requested receipt dates are maintained on the purchase order line.

Strategic purchasing functions can be centralized if desired while accommodating more tactical purchasing at the plant or division level.

Multiple Currency Support

Purchase orders, sales invoices, and agreements can have multiple ‘document’ currencies that are the same or different from company ‘home’ currencies. Multi-currency is supported across all core applications touched by Rootstock cloud ERP.

Traceability and Audit Trails

Full Lot and Serial traceability is supported throughout purchasing, receiving, inventory, work-in-process, shipment, and field installation workflows. Rootstock creates complete audit trails of more than one hundred data fields per record.

Cost audit trails with live links to and from the General Ledger are created for the following transactions:

  • Purchase order receipts
  • All inventory and material movements (and adjustments)
  • Components issued to work orders and work order receipts
  • Issues of components to subcontract purchase orders
  • Labor and machine bookings
  • Sales order fulfillments
  • RMA receipts and advance shipments
  • Site-to-site inventory transfers
  • Division-to-division transfers
  • Reversals

Rootstock provides transaction visibility and cost audit trails for the most demanding audit environments.

Rootstock gives all departments of Industrial Equipment & Machinery manufacturers visibility into the most granular details of their operation with ease.

And finally, enterprise class database features like record locking and roll back are standard across all ‘best of breed’ applications comprising Rootstock cloud ERP on the Salesforce platform. Your data is secure and always available.