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Sales Order Processing Software

Streamline order processing and get the flexibility you need to meet customer requirements.

Order processing in Rootstock Cloud ERP takes advantages of the Salesforce Sales Cloud to give you an easy to use, seamlessly integrated experience.

  • Automatically turn estimates and quotes into sales orders
  • Create orders for stock items, kits, configured products and non-product items such as labor and warranties.
  • Create complex orders including different product types on the same order.
  • Extremely flexible pricing lets you configure list pricing, pricing by customer, discounts based on customer/sales amounts/dates, and much more.

Estimates and Quotes

Rootstock improves the speed and accuracy of your estimates and quotes:

  • Automatically transfer estimates and quotes created in Salesforce to Rootstock, where you can view all shop floor and engineering records.
  • Rootstock quotes share all the features of sales orders, including all product types.
  • Quickly view the impact of a quote on the shop floor in our Capacity Planning Workbench.

Configuration Management

Customize the configuration process to meet your specific business requirements:

  • The Rootstock Configurator guides you through the process of creating accurate and immediate estimates for different product designs and customer needs.
  • Add inventory items, labor steps, service items, entitlements and other items that factor into the total configuration price.
  • Quickly add a configuration to a quote line or sales order.

“The ability to use Configure-Price-Quote and convert a quote into a Sales Order / Work Order / related Purchase Orders is fantastic.”

– Doug L., current Rootstock Customer

Sales Orders

Streamline the order to invoice process across a wide variety of product types and services.

  • Enter sales orders directly or convert Salesforce opportunities and quotes.
  • Create centralized orders for multiple divisions, warehouses and sites.
  • Use APIs to transfer orders from a web store, EDI transaction set or any other order entry system.
  • Use integrated Return Material Authorization (RMA) processing for advanced replacements, material receipt, rework and shipment.

Pricing Books

Offer your customers a wide variety of pricing options:

  • Flexible pricing models contain quantity-tiered pricing and discount options.
  • Include quantity breaks, date-effective specials, customer-specific pricing, and multiple discount options for different customers and products.
  • Use service contracts and contract entitlements for supplies and services of installed products.

Flexible Product Types

Satisfy changing customer demands and shorter product life cycles:

  • Choose from among multiple product types for inventory items, including stock, kitted and configured.
  • Process service and other non-inventory products, as well as recurring orders.
  • Define and set up products with a variety of key attributes, including Product Commodity Code attributes to reduce manual entry errors.
  • Transfer and synchronize your Product Lifecycle Management (PLM) product configuration data with Rootstock

Our Products

Our fully integrated system gives you the tools you need to manage your entire enterprise
from the front office to the back office.