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Cloud ERP Software for Project Manufacturers

Rootstock Cloud ERP helps Project Manufacturers by integrating engineering, sales, operations, procurement, materials, planning and production around a project, giving you a project-centric approach to ERP.

Rootstock Cloud ERP gives project manufacturers complete visibility of all aspects of their operation at a very granular level to enable complete project management and tracking.

Comprehensive Project Management

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

  • Plan a single project without disrupting the material plan for other projects.
  • Associate inventory items, sales and work orders, and purchase requisitions and orders with a project.

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

In addition, Rootstock’s ERP for manufacturing seamlessly integrates with Configuro and other project management software on the Salesforce Platform.

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Quoting and Sales Order Flexibility

One characteristic of project manufacturing is that non-standard orders are standard. Rootstock’s Configure, Price and Quote capabilities provide unrivaled flexibility and the downstream integration to create profitable projects.

  • See cost history of previous projects in ERP to generate profitable quotes.
  • Create quotes across different manufacturing modes including configure to order, make to stock and engineer to order environments.
  • For Salesforce CPQ users, Rootstock’s CPQ Manufacturing connector allows users to create quotes for configure to order and engineer to order environments.

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“Project Control lets us control and plan material purchases, manufacturing, and inventory as well as identify inventories and costs by project.”

– Trey Lackey, Director of IT and Logistics, 1st Light Energy

Powerful Engineering Management Tools

Production Engineering helps you manage components, sub-assemblies, bills of material (BOMs), routings and engineering changes no matter how complex they are.

  • Revision Control maintains status and effectivity dates, manages additional BOM and routing revisions, and generates work order demand by revision.
  • Engineering Change Control (ECO) manages ECOs and tracks component and operation changes through authorizations and approvals.

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Material Requirements Planning (MRP)

Rootstock’s cloud MRP software lets you buy common parts used across many projects, or purchase project-specific parts.

  • Run MRP by individual or project groups or by division.
  • Maintain full project traceability of purchased items from requisition to order, through receiving and into inventory and work in process.

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Rootstock maintains full project traceability of purchased goods, from requisition to purchase order to receiving and into inventory. Your program manager has complete visibility into project costs and project revenues.

Device History Records let you view complete product history from engineering and production, fulfillment and delivery, to service and finance. Learn More

Rootstock’s lot control software allows an item’s lot and/or serial number to be registered through purchasing receipts, inventory, shop floor control and sales order fulfillment functions. Learn More

Audit Trails

Rootstock creates audit trail records for:

  • Purchase order receipts
  • All inventory material movements and adjustments
  • Work order issues, reversals and work order receipts
  • Subcontract purchase issues and reversals
  • Labor and machine bookings
  • Sales order fulfillments
  • RMA receipts, advanced shipments and returns.
  • Site-to-site and division-to-division inventory transfers and reversals

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“Project Control lets us control and plan material purchases, manufacturing, and inventory as well as identify inventories and costs by project.”

– Trey Lackey, Director of IT and Logistics, 1st Light Energy

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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“Project Control lets us control and plan material purchases, manufacturing, and inventory as well as identify inventories and costs by project.”

– Trey Lackey, Director of IT and Logistics, 1st Light Energy

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.

Complete Service Lifecycle Tracking

Rootstock’s Warranty/Entitlement Management module lets you maintain data on warranty status and current customer locations, and provides flexible lot control software for tracking shipped, serialized and/or lot-controlled items.

  • View all transactions and actions for RMAs, service cases and sales orders.
  • Link cases, returns, service orders, and more for fast access to related information.

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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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“Project Control lets us control and plan material purchases, manufacturing, and inventory as well as identify inventories and costs by project.”

– Trey Lackey, Director of IT and Logistics, 1st Light Energy

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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Our Industry Solutions

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