Sales Order Management Software for Manufacturers
Rootstock Cloud ERP sales order management software integrates with Salesforce Sales Cloud to streamline, automate, and accelerate sales order processing.
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“With Rootstock, we can automatically convert a Salesforce opportunity to a sales order. We can take a CRM transaction and a forecast, and run it all the way through to sales order, revenue booked, inventory, cost of sales, all in Rootstock, allowing us to drive more revenue.”
Create Efficiencies in Your Workflow with Rootstock ERP Sales Order Management System
Seamless and highly customizable sales order management software helps your company streamline sales order management processes, improve sales order accuracy, and reduce quote-to-cash cycle times. Automate sales order management and reduce margin leakage with Rootstock.
- Automatically Turn Estimates into Sales Orders: Convert opportunities and quotes created in Salesforce into Rootstock sales orders to quickly create orders for stock items, kits, configured products, and non-physical items.
- Flexible Pricing Configuration Options: Set up flexible pricing models with quantity-tiered pricing and discount options, and tailor fields to include quantity breaks, specials, and customer- and product-specific pricing options.
- Create Accurate Estimates with Rootstock Configurator: Create accurate and immediate estimates for different product designs and customer needs with Rootstock Configurator, and then easily add it to a customer quote or sales order.
- Configure Flexible Product Types to Reduce Manual Errors: Create repeatable, error-free sales order management processes by defining products with a variety of key attributes, including commodity codes.
Improve ERP Sales Order Management with Rootstock
“The ability to use Configure-Price-Quote and convert a quote into a Sales Order / Work Order / related Purchase Orders is fantastic.”