Seamless integration with Salesforce® CRM and the Salesforce Sales Cloud® lets you take advantage of a single workflow to manage your sales front end.
Salesforce CRM Integration
Rootstock Cloud ERP blurs the lines between CRM and ERP by making back office information instantly visible to front office personnel. Front to back office processes traverse from CRM into ERP in a seamless fashion.
- Convert quotes automatically into sales orders, work orders and purchase orders.
- Create sales orders from Salesforce CPQ with a single click to initiate the fulfillment and billing process.
- Automatically integrates with Salesforce customer, product and pricing data.
Sales Order Management
Streamlined sales order entry and processing helps you reduce the operating cost of sales, increase productivity and improve customer service.
- Available-to-Promise feature includes allocations and time-phased requirements
- Accommodate kits and assemble to order items
- Make shipments directly from suppliers to customers with purchase orders tied to sales orders.
“Rootstock has all the functionality that a company needs with manufacturing and distribution. We were impressed by the comprehensive solution and the knowledge base that exists at Rootstock. ”
– Martin Poulsen, Deputy CEO, Josef Davidssons Eftr AB (JDE)
Flexible Pricing
Manage pricing and quotes efficiently and with complete visibility using Configure-Price-Quote (CPQ).
- Provide accurate and immediate estimates for various products and customer channels.
- Customize to your specific business requirements, including special pricing and discounts.
Providing the correct item for sale in the right quantity, place, time and price is key to success. Rootstock’s streamlined automation allows all of your information to flow naturally through your enterprise, providing complete visibility into your entire supply chain.
Real-Time Tracking of Every Item Detail
Our powerful point-and-click interface lets you design your own business processes and access critical information through extensive dashboards and reporting.
- Inventory Control lets you maintain inventory, track inventory costs and quantities, and control planning policies such lead time, MRP or replenishment planning.
- The seamless integration between Rootstock and Salesforce improves forecast accuracy and operational responsiveness.
Multi-Division, Multi-Site, Multi-Company
Warehouse management in Rootstock’s ERP distribution software supports the high-volume distribution of goods through different distribution networks to multiple warehouses. Multi-Company, Multi-Division, Multi-Site provides a sophisticated structure to support wholesale distributors using multiple plants or distribution centers in locations around the world.
Distribution Requirements Planning (DRP)
Distribution Requirements Planning (DRP)
- Minimize shortages and reduce ordering, transporting, and holding costs.
- Rootstock DRP automatically plans replenishments of products based upon supply, demand, forecast and reorder point.
- Convert requisitions into purchase orders, and then consolidate them across multiple distribution centers.
“Rootstock has all the functionality that a company needs with manufacturing and distribution. We were impressed by the comprehensive solution and the knowledge base that exists at Rootstock. ”
– Martin Poulsen, Deputy CEO, Josef Davidssons Eftr AB (JDE)
Replenishment Planning
Purchase Order Management gives you critical, centralized control over direct and indirect material, services, vendor performance and purchase order revisions.
Rootstock Cloud ERP lets you analyze the costs associated with sourcing and inventoried material to see where productivity can be increased while eliminating inefficiencies to reduce costs.
Audit Trails and Complete History Tracking
Complete audit trails are created for all inventory transactions, including all financial information integrated with accounting.
View historical data by product and by customer, and item usage history for every material movement to collect the critical data you need for business analytics and forecasting.
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 item 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 item cost control accounts.
- Compare budgets vs actuals in real-time dashboards and/or mobile devices.
“Rootstock has all the functionality that a company needs with manufacturing and distribution. We were impressed by the comprehensive solution and the knowledge base that exists at Rootstock. ”
– Martin Poulsen, Deputy CEO, Josef Davidssons Eftr AB (JDE)
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.
“Rootstock has all the functionality that a company needs with manufacturing and distribution. We were impressed by the comprehensive solution and the knowledge base that exists at Rootstock. ”
– Martin Poulsen, Deputy CEO, Josef Davidssons Eftr AB (JDE)
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.
Learn More About Cloud ERP for Wholesale Distributors
Our Industry Solutions
Rootstock Cloud ERP provides a flexible, modern and connected solution for manufacturing, distribution and supply chain in a variety of industries.
