Rootstock ERP: one connected functional solution.
A connected ERP solution for Lead-to-Cash, Procure-to-Pay, Inventory, Manufacturing, Fulfilment, Logistics and Finance — built around Salesforce.
One connected ERP operating model, from demand to delivery.
Rootstock connects customer and sales activity with ERP execution. Quotes and sales orders can progress into purchasing, inventory allocation, manufacturing, shipping and financial processing without rebuilding the transaction.
One customer view
Sales and ERP activity share the same underlying record.
Inventory visibility
Stock, allocation, and availability are visible in real time.
Controlled execution
Purchasing, manufacturing, and fulfilment follow governed workflows.
Traceable transactions
Every order carries its history from quote to cash.
Automation first
Manual re-entry between stages is designed out of the process.
How Rootstock works.
One connected lifecycle from customer demand through ERP execution, fulfilment and financial settlement.
Customer & sales demand
A quote or sales inquiry enters the pipeline.
Quote, product & pricing
Products and pricing are configured against the customer record.
Sales order
The quote converts into a confirmed sales order.
Inventory & supply check
Stock availability determines the next step automatically.
Purchase or manufacture
Short stock routes to procurement or a work order.
Pick, pack & ship
Fulfilment executes against the confirmed order.
Invoice, receivables & payment
Financial settlement closes the transaction.
Rootstock ERP capabilities.
The core functionality required to support connected commercial and operational execution.
Sales orders & order management
End-to-end order lifecycle tracking.
Inventory management
Real-time stock visibility across locations.
Procurement
Purchase requisitions through to receipt.
Manufacturing & work orders
Shop-floor execution tied to demand.
BOM & configured products
Bill of materials and product configuration management.
MRP/DRP & planning
Material and distribution requirements planning.
Shipping & logistics
Fulfilment execution and carrier coordination.
Financial management
Invoicing, receivables, and financial close.
Scenario-led ERP: from commercial request to operational result.
The functionality above is what makes each of these business scenarios possible, end to end.
Quote to sales order
A configured quote converts directly into a confirmed order.
Inventory availability
Real-time stock checks inform order promising.
Procure to pay
Purchasing through to vendor payment on one connected flow.
Make to order
Work orders generated directly from confirmed demand.
Planned location transfer
Inventory moves between locations on a governed plan.
POS/retail order
Point-of-sale transactions post directly into ERP.
E-commerce order
Online orders flow straight into fulfilment.
Shipping & delivery
Carrier coordination and delivery confirmation.
Bring us the problem you cannot hand off.
We start every engagement with an architectural deep dive, not a generic pilot. Tell us where your enterprise systems stand, and we will map clear, high-ROI AI deployment paths.