Rootstock Reviews & Pricing

Key Features

• Core Financials: Control all financial operations with fully supported out-of-the-box features like bank account reconciliation, general ledger management, invoicing, budget creation, project accounting and financial audit management.
• Procurement Management: Rely on a vendor master record for quick access to vendor details and track billing with three-way matching. Create and submit purchase requests and RFQs, and track them with filters like user requests, due dates, status and more. View discrepancies and choose to override, write off and process approvals using standard approval flows.
• Manufacturing: Manage vital functions like creating and revising single and multi-level bills of materials (BOM). Create and route jobs manually or automatically with the required information. Create, store and retrieve dispatch lists detailing each job, priority, location, order number and job status.
• Inventory Management: Access a master inventory list for all inventory-related settings. Review and adjust transactions to either increase or decrease the existing inventory of an item in a specific stock location ID/number. Manage stock reservation and replenishment with ease. Build and disassemble kits for sale and work orders.
• Warehouse Management: Enable multi-warehouse, multi-location planning and fulfillment with the distribution requirements planning (DRP) module. Receive advanced shipping notices (ASN) for outbound EDI 856 transactions. Enable labor planning and scheduling based on labor standards, work center resources and calendars. Determine resource availability and identify overload conditions.
• Order Management: Create purchase orders for dropshipping by including and adjusting the ship-to addresses. Get automatic estimates and convert quotes from Salesforce into the system to create orders for stock items, kits, configured products and non-physical items. Access sales order history and allow users to split order invoices into two batches.
• Project Management: Define various projects with the project workbench tool. Capture active projects as revenues or costs, and get real-time snapshots of project data. Use project charge codes to label various ad hoc activities and job codes for pre-defined actions.
• Analytics and Reporting: Leverage the Salesforce Data Loader to export data into CSV files. Create standard reports on account payables and receivables, cycle counts and more with multiple reporting formats. Access dashboards to review financial and operational metrics.

Approach to Common Challenges

• Adapting to Multiple Manufacturing Modes: Avoid production disruptions with inventory strategies designed for various manufacturing modes. 
• Managing Complex Projects: Ensure timely deliveries with better supplier collaborations and order management capabilities for personalized or highly customized products.
• Estimating Profitability: Collect accurate financial data and apply business intelligence across various manufacturing operations for consistent and predictable profitability calculations.
• Eliminating Data Silos: Rely on a single data model built on Salesforce for all manufacturing, production and supply chain information. Provide better customer service, identify upsell and cross-sell opportunities, and align manufacturing processes with customer demand.

Cost of Ownership

Limitations

• Doesn’t offer joint venture management capabilities.
• Isn’t available for on-premise or hybrid deployment.

Demo Resources

• Recorded Demos: Rely on presentations or explainer videos about the core functionalities and features.
• Documentation: Refer to user manuals, white papers and knowledge base articles while working with the system.
• Live Online: Connect with sales representatives for an interactive learning experience and real-time query resolution.

FAQs

• Accessibility: Access data from anywhere with an internet connection.
• Scalability: Scale or extend system capabilities as business needs evolve.
• Reduced IT Costs: No need to invest in expensive hardware or software maintenance.
• Automatic Updates: Benefit from the latest features and security patches.

• Synchronized Data: Ensure customer and product information is consistent across both systems.
• Improved Collaboration: Let sales, manufacturing and customer service teams collaborate more effectively.
• Enhanced Customer Experience: Deliver a more personalized experience by analyzing customer needs.