Name: rootstock
Rating: 9 (2 reviews)
Author: Rootstock Software

Help Desk

Web and Video Conferencing

Customer Support

Java Technologies

Service Mesh

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Enhanced 911 (E911)

Interactive Voice Response (IVR)

Risk Management

VoIP

Enterprise

Accounting

Crypto Asset Management

Invoicing

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Infrastructure

Cloud Storage

Data Masking

Email Verification

File Sync and Share

Fraud Detection

HTML Editors

IT Asset Management

Integration Platform as a Service (iPaaS)

License Management

Log Management

Machine Learning

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Remote Support

Secret Managers

Software Distribution

Tape Storage

Threat Hunting

Threat Intelligence

Vector Databases

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Content Management

Email Marketing

Graphics

IP Geolocation

Marketing Automation

Social Login

Social Media Management

Survey & Forms Building

Swag Management

URL Shorteners

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Video Surveillance

Security

Auto Repair

Building Information Modeling (BIM)

Emergency Notification

HIPAA Compliance

Laboratory Information Management

Legal Billing

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

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Users frequently recommend the following for Rootstock:
- Fully review the financial capabilities of Rootstock before implementing it.
- Invest in a partner or have someone dedicated to customizing Rootstock to maximize its benefits.
- Ensure clean data and prepare for MRP prior to launching Rootstock.

Other suggestions include attending Rootstock events for extensive knowledge, considering learning Salesforce first if not already a customer, and joining the Rootstock Users Group if currently using Salesforce. Additionally, users advise having clear correspondence structures set up between the business, IT, and usage partner, with the business taking ownership and responsibility of the project. Engaging a partner early in the process is also advised for maximum benefits.

While some users believe that Rootstock is great for managing operational needs and heading in the right direction based on customer needs, others feel that it can decrease worker productivity and increase employee frustration. It is also important to note that some users recommend considering other ERP options if wanting to avoid technical issues or clunky applications, as well as looking into MobileFrame for integrating Intermec scanners with Rootstock.

Overall, users consider Rootstock to be a suitable platform for Salesforce users in manufacturing, pharmaceutical, and retail businesses. However, they emphasize the importance of thoroughly reviewing its capabilities, preparing clean data, and investing in customization for a smooth implementation experience.

Rootstock Cloud ERP Software provides comprehensive control of the end-to-end manufacturing system for manufacturing, distribution, and supply chain organizations. It is suitable for businesses of all sizes, including small, medium, and large companies. Professionals and industries in manufacturing, distribution, supply chain, discrete manufacturing, as well as high-tech and electronics sectors can benefit from this software.

## Key Features

**Inventory Management**: Track and manage inventory levels, locations, and movements in real-time. Optimize stock levels and minimize stockouts with efficient inventory planning, forecasting, and replenishment. Set up automated alerts and notifications for low stock levels or inventory discrepancies.

**Sales CRM**: Manage customer relationships and sales processes with a centralized platform. Track leads, opportunities, quotes, and orders. Capture and manage customer information, interactions, and preferences. Enable sales forecasting, pipeline management, and performance tracking.

**Order Management**: Streamline the order-to-cash process with robust order management capabilities. Create and manage sales orders, purchase orders, and work orders. Support order customization, pricing, discounts, and promotions. Provide real-time visibility into order status, inventory availability, and delivery schedules.

**Engineering**: Support product design and development processes with engineering functionality. Create and manage bills of materials (BOMs), routings, and engineering change orders (ECOs). Enable version control, revision tracking, and collaboration among engineering teams. Integrate with CAD/CAM systems for seamless design-to-production workflows.

**Supply Chain Planning**: Optimize demand and supply balancing with supply chain planning capabilities. Forecast demand, plan production schedules, and manage supplier relationships. Support materials requirement planning (MRP), capacity planning, and production scheduling. Provide visibility into supply chain performance, inventory levels, and lead times.

**Production Planning**: Optimize manufacturing operations with production planning functionality. Create and manage work orders, production schedules, and shop floor activities. Support capacity planning, resource allocation, and production tracking. Enable real-time monitoring of production progress, quality control, and efficiency metrics.

**Financials**: Manage comprehensive financial management capabilities for manufacturing organizations. Handle general ledger, accounts payable, accounts receivable, and cash management. Support financial reporting, budgeting, and cost accounting. Integrate with external financial systems for seamless financial data exchange.

**Analytics & Insights**: Make data-driven decisions with powerful analytics and reporting capabilities. Create custom reports, dashboards, and data visualizations. Gain real-time insights into key performance indicators (KPIs), trends, and anomalies. Support advanced analytics techniques, such as predictive modeling and machine learning.

**Customer Service**: Manage post-sales support and service with customer service functionality. Track and resolve customer issues, service requests, and warranty claims. Enable case management, service level agreements (SLAs), and knowledge base management. Integrate with communication channels, such as email and phone, for efficient customer service operations.

Rootstock is a crucial tool for connecting an organization's CRM and ERP systems. Users report that this functionality results in streamlined processes, allowing them to process orders more quickly and deliver products faster. Additionally, Rootstock enables users to manage raw materials better, providing visibility into inventory levels and ensuring that the necessary resources are available when needed. This capability has resulted in significant business growth for many companies over time.

Another key benefit of Rootstock is its flexibility and customizability. Users can easily create custom reports, automate processes, and make other customizations as needed to meet their specific business requirements. This feature allows businesses to tailor the system to their unique needs and keep up with rapidly changing market demands.

Rootstock also provides real-time inventory control, ensuring that users have accurate visibility into stock levels across all geographically diverse regional operations centers. This capability helps improve inventory controls, visibility, and reporting - providing the system of record for installed portfolios of systems down to the serial numbers on all panels and inverters. Overall, Rootstock offers an end-to-end enterprise-class solution at an attractive price point while eliminating hardware and ongoing upgrade headaches of traditional on-premise ERP solutions.

Flexible Customization: Users appreciate the flexibility to customize Rootstock (mentioned by multiple reviewers) to their companies' needs, and note that the ability to do so is only growing. This has enabled them to tailor the software according to their specific requirements, which has resulted in increased efficiency and productivity.

Extensive Functionality: Reviewers commend Rootstock's extensive functionality and configuration options, which allow for comprehensive and powerful inventory management and manufacturing modules. The wide range of features offered by Rootstock has allowed users to streamline their operations, resulting in faster turnaround times and reduced costs.

Real-time Visibility: Many users value Rootstock's real-time visibility into inventory, pricing, and costs (mentioned by multiple reviewers), which eliminates the need to integrate back-office data with CRM. This feature allows businesses to make informed decisions based on current data rather than relying on outdated information or estimates.

Slow and non-intuitive interface: Several users have reported that the Rootstock interface can be slow and difficult to navigate. Some users find it confusing, requiring too many clicks to complete tasks. The dashboards need improvement.

Customization is expensive: Many reviewers feel that Rootstock requires significant customization, which can add up quickly in costs and delays projects significantly. Users are frustrated that they cannot modify or customize forms or invoices without being an apex wizard, and each customization comes with a high price tag.

Limited functionality outside of manufacturing: Some users criticize the fact that Rootstock seems to be built solely for manufacturing organizations, lacking native support for services. Additionally, many functionalities are not available through APIs, making it challenging to connect other systems to Rootstock.

Rootstock is an on-demand cloud-based ERP platform designed specifically for manufacturing companies, with built-in tools such as sales order management, inventory control, and project lifecycle management integration.

Microsoft Dynamics 365 Business Central (formerly Dynamics NAV) is one of the ERP products in the Dynamics family. 

The technology is based on the Navision product acquired by Microsoft in 2002. This product is the best-selling Microsoft ERP platform, and is often used by companies in the manufacturing and distribution verticals.

Dynamics 365 Business Central Essentials

Dynamics 365 Business Central Premium

Dynamics 365 Business Central Team Members

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

rootstock

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

Leo Diniz e Robertinha Demo Rootstock 2018

Manufacturing Production Planning Software - Rootstock Webinette

AB  ANP 0534 Cordon Flat D6 rootstock Open Tatura 1m spacing Demo 2015 2020

Cloud Mobile ERP - Rootstock Webinette

Field Service Lightning Salesforce - Rootstock Webinette

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Junglescapes Demo Video - Cut Rootstock Method of Lantana removal -MediumSizedBushes

Demo video of Cut Rootstock Method of Lantana camara removal for Small bushes

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Dwarf mango demo farm  ..double rootstock grafted. Chokonan ma,Nam doc mai ,Giant mango...part 2

AB. ANP-0534 Cordon Flat Open Tatura D6 rootstock demo

Rootstock Manufacturing ERP Quality Management Software - Rootstock Webinette

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AA.  ANP-0534 Cordon U Open Tatura D6 rootstock Demo

Rootstock Software

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

rootstock

Overview

What is rootstock?