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Cloud ERP Software for Job Shops and Machine Shops

Rootstock Cloud ERP helps job shops and machine shops manage their dynamic manufacturing environments in order to meet the challenge of delivering more products in less time.

The economics of producing small batches of customized products requires accurate costing and the flexibility to efficiently build different types of products.  Rootstock Cloud ERP provides the cost precision and agility you need to make good margins, but also gives you the ability to compete effectively on customer service.

Powerful Engineering Management Tools

Job shops and machine shops need flexibility to quickly change BOMs, work orders and routings based on the unique requirements of each order.

Rootstock Production Engineering helps you manage even the most complex and unique items, BOMs and routings.

  • Easily add unique requirements on the fly to control costing, scheduling, inventory and labor.
  • Modify routings on the work order in response to shop floor feedback.

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Integrated Scheduling, Planning, Inventory and Shop Floor Control

Scheduling and capacity planning in Rootstock lets you balance production with material supply using a simple drag-and-drop scheduler.

  • Create and manage schedules for all firmed, released and in-process work orders.
  • Level loads by dragging work order operations from one day to another.

Use Inventory Control to maintain inventory, track inventory locations, costs and quantities, and plan and set policies such as lead time, MRP parameters and RP (Replenishment Planning). Learn More

Rootstock’s shop floor control software helps you manage the production and material flow with your suppliers and in your factories. Establish routings based on defined labor grades, departments, work centers, machine master files and processes.

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“I just think this is a gorgeous product that will make everyone forget about the early days of MRP, MRP2 and ABAP.”

– Bruce Richardson, Chief Enterprise Strategist, Salesforce.com

Complete Project Lifecycle Tracking and Control

Plan, track and cost by project using Project Control, which connects Sales, Inventory Control, Shop Floor Control, MRP, Purchasing and Manufacturing Cost Control.

  • Allocate materials to projects using standard or average costs, and associate inventory items, sales, work orders, purchase requisitions and purchase orders with a project.
  • Run Material Requirements Planning (MRP) by one or multiple projects, by division.

Project Workbench gives you real-time access to all project data, including a snapshot cost comparison of actual to budget, project inventory, PO requisitions and orders, manufacturing work orders, forecasts, sales orders, and all transactions associated with the project.

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The ability to manage costing throughout the manufacturing process is critical to your business and managing margins. Rootstock Cloud ERP gives you complete visibility and control of costing, helping you identify and manage cost elements while eliminating inefficiencies.

  • Define cost elements for purchased material, subcontract material, labor, machine and machine and material burden.
  • Track costs in real time against an estimate to determine overall project profitability throughout the life of the estimate and determine estimates for future projects.

Manufacturing Cost Control lets you closely monitor and control costs, maintaining and tracking up to eight cost elements for an item.

Cost Analysis and General Ledger Drill Down

Rootstock Cloud ERP has the ability to accurately track costs at very detailed levels in operations while rolling up and posting automatically into the General Ledger, making sure cost accounting and operations tie out seamlessly with Finance. Users can monitor costs at both levels or drill down from the General Ledger into the manufacturing cost detail.

  • Define up to eight different cost components for an item in addition to General ledger accounts.
  • Cost transactions flow automatically to the general ledger for faster period closes.
  • Drill down from the General Ledger to cost details maintained in manufacturing cost control accounts.
  • Compare budgets vs actuals in real-time dashboards and/or mobile devices.

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“I just think this is a gorgeous product that will make everyone forget about the early days of MRP, MRP2 and ABAP.”

– Bruce Richardson, Chief Enterprise Strategist, Salesforce.com

Today’s sophisticated customers demand more personalization, both for products and customer service. Rootstock helps you know everything you can about your customers and helps you provide continuous, top-notch service.

Real-time Collaboration

Collaboration plays a key role in enhancing the customer experience. With Rootstock Cloud ERP, you automatically receive the collaboration features of the Salesforce Platform:

Salesforce Chatter® provides an easy-to-use, intuitive social network that connects customers, employees and product teams with each other and with information in your enterprise.

Salesforce Communities™ let you create Customer and Supplier online communities that bring both customers and suppliers closer to your company.

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Configure-Price-Quote: CPQ

Configure-Price-Quote (CPQ) is a robust set of fully customizable tools that help you manage pricing and quotes efficiently and with complete visibility.

Use CPQ to provide quick and accurate estimates for various product designs and customer needs.

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“I just think this is a gorgeous product that will make everyone forget about the early days of MRP, MRP2 and ABAP.”

– Bruce Richardson, Chief Enterprise Strategist, Salesforce.com

Returns Management

Returns Management lets you control the return of products and installed components from a customer. You can create RMAs from sales order shippers, invoices or Salesforce cases, and provide replacements before the items are received

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Salesforce Service Cloud® + ERP

Combine the Salesforce Service Cloud with Rootstock Cloud ERP to a get a complete view of all transactions and interactions with a customer and deliver smarter, more personalized service.

  • Improve first call resolution with a 360º view of the customer using the Sales Cloud service console.
  • Get visibility into customer cases, sales orders, invoices, shipments, returns and credits from a single location.
  • Appear as one company to your customer, not separate departments.
  • Use the Salesforce Field Service Lightning Connector to connect your field service teams to inventory, RMA, refurbishing and depot repair processes, and let Rootstock ERP manage invoicing, parts and inventory replenishment.

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Learn More About Cloud ERP for Job Shops and Machine Shops

Our Industry Solutions

Rootstock Cloud ERP provides a flexible, modern and connected solution for manufacturing, distribution and supply chain in a variety of industries.