PRODUCT OVERVIEW

The AI-native Cloud ERP for Manufacturing & Product Companies

One platform for operations. One data model for your business. AI built in, not bolted on.

From quote to cash, plan to produce, procure to pay, and service to renewal, Rootstock ERP runs every workflow on a single data model with AI embedded at the foundation.

WATCH A 2-MIN DEMO SPEAK TO OUR TEAM

TRUSTED BY MANUFACTURERS, DISTRIBUTORS, AND PRODUCT COMPANIES THAT MAKE, MOVE, AND SERVICE GOODS

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ONE PLATFORM. END TO END.

The Rootstock platform, at a glance.

Rootstock is a purpose-built ERP for manufacturing, distribution, and product-centric companies, built natively on the Salesforce Platform — the world’s #1 enterprise cloud platform. Any business that makes, moves, and services goods can run Rootstock standalone, with every customer inheriting enterprise-grade security, scalability, and continuous innovation from the platform underneath. For companies also invested in Salesforce, that value goes even deeper: your ERP, CRM, field service, and AI agents can all share one data model, one security layer, and one admin experience.

Existing Salesforce customer?

ROOTSTOCK AI

AI that earns its keep.

Rootstock AI extends the abilities and efficiency of every team member, with the depth, accuracy, and trust that a complex business demands. It proactively surfaces what needs attention before it becomes a problem, takes action on your real ERP data, and tracks the value it delivers in dollars, hours, and decisions. Another teammate in the tools your team already uses, never another destination.
What that looks like in practice

Surface supplier delays before they impact production
Compress cross-system lookups into single conversations
Generate executive-level dashboards on demand
Interact with quotes, orders, and fulfillment transactions in seconds
Collaborate and execute inside Rootstock and Salesforce from Slack, Microsoft Teams, Copilot, ChatGPT, Claude, and more

There is no way this is real life right now… Agentforce Coworker was able to pull together and navigate our complex sales and [Rootstock] ERP data to answer questions that just yesterday would have been 45–60 mins of swivel-chairing between screens and systems to even try to figure out.

Andrew Russo · VP of Business Systems, BACA Systems

Learn More about Agentforce Coworker

WHAT ROOTSTOCK DOES

One ERP for every process your business relies on.

Rootstock covers the operational flows that move your business from order to fulfillment to cash to service. Every module shares the same data model and the same AI layer, so handoffs disappear and every team works from one version of the truth.

Lead to Cash

From quote to revenue in one unified system. Sales sees live cost, capacity, and inventory before quoting.

Estimates, sales orders, mobile sales
From simple to complex sales pricing and product configuration
Returns and warranties
Revenue recognition tied to fulfillment

Explore Order Management →

Plan to Produce

Engineering, planning, and production on one platform. Rootstock supports make-to-stock, make-to-order, configure-to-order, engineer-to-order, and mixed mode operations.

BOMs, routings, engineering change control
MRP, capacity planning, work orders
Shop floor control and quality management
Lot and serial traceability
Built-as and maintained-as visibility

Explore Production Management →

Procure to Pay

Procurement that buys smarter with real-time demand signals from production and sales, through effective workflows that give sales and operations the same real-time visibility into supply, timing, and cost.

Requisitions, purchasing, receiving
Supplier collaboration, purchasing agreements, and RFQs
Subcontract procurement
Landed cost and three-way match
Supplier drop shipments

Explore Supply Chain Planning →

Inventory and Warehousing

Real-time inventory across every site, location, lot, serial, and project. Track product history from supplier to customer through one record.

Cycle counting and ABC analysis
Consignment, license plating, and allocations
Standard, weighted average, and FIFO costing
Automated or manual replenishment across locations
Streamlined pick, pack, ship and adjustment transactions

Explore Inventory Management →

Financials

Built-in financial suite supporting multi-entity, multi-currency, full audit trails, and ready for global growth.

Real-time general ledger, AR, AP, fixed assets
Budgeting, banking, currencies
Recurring billing and revenue recognition
Standard, weighted average, and FIFO costing
Intercompany transactions
Streamlined period and year end close processes

Explore Financials →

Service to Renewal

Customer service and field service leveraging the data in your ERP. Cases, assets, and aftermarket revenue tied to the original order, BOM, serial, and project.

Cases, contracts, recurring billing, and entitlements
Asset and installed base tracking
Field service dispatch and parts
Warranty and RMA management
Mobile inventory tracking (trunk stock)

Explore Field Service →

Rootstock offers a seamless, unified view across all business processes — from customer management to manufacturing and supply chain operations, and everything in between.

Abraham Satten

Sr. ERP Application Manager, Kiva Confections

AI-native manufacturing ERP — built for what’s next.

Rootstock provides an AI-native cloud ERP solution that grows with your business, is configurable to reflect your exact business processes, and runs natively on the world’s leading enterprise AI platform.

TALK TO OUR TEAM Get a Demo