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Sales & Order Management for Rootstock

Sales & Order Management Module


Rootstock’s CPQ (Configure-Price-Quote) module offers a robust selection of tools to help manage pricing and quotes efficiently and with complete visibility. Rootstock offers seamless integrations between Salesforce Opportunities/Quotes and Rootstock Quotes/Sales Order objects.


The Rootstock Configurator provides accurate and immediate estimates for various product designs and customer needs. It is fully customizable making it easy to tailor the configuration process around specific business requirements. The Configurator guides the user thru process via user-defined, modular Selection Groups. Each selection can spawn sub-selections, and the user can eliminate certain options and require others based on prior selections. Each selection can also have an associated set of Components (Inventory Items, Labor Steps, Service Items, Entitlements, etc.) that function underneath the selections and factor into the total price of the configuration. At the end of the process the user can direct the resulting Configuration Set to a variety of destinations, the most common being a Sales Order or Quote Line.

Pricing Engine

Rootstock’s Pricing Engine provides companies with a multitude of options for an accurate, flexible, pricing system. Pricing models are Specific-to-General, all containing quantity tiered pricing and discounting options. Models include: Products, Customer Products, and Agreements (date effective and based on dollar and product qty volumes). Combinations of Customer Class and Product Group can also be used for additional discounting. Service Contracts and Contract Entitlements can be employed for the pricing of supplies and services of installed products. The Pricing Engine can also be accessed from Salesforce Quotes/Opportunities and can be made exposed via an API for external access to Web Stores etc.


Rootstock’s Quotes share all features and capabilities of Sales Orders including all product types (Stock, Kit, Configured, Service, and Entitlement). Using Rootstock’s intuitive Capacity Planning Workbench, users can view the impact the quote would have on the Shop Floor

Sales Order Management

Rootstock Sales Order Management allows for the entry and processing of customer sales orders for products and services from order entry to customer invoice. All required sales order information including customer and product data is maintained within the Rootstock application.

As a native application built on the Force​.com platform, Sales Order Management offers automatic integration/synchronization with Salesforce customer and product databases and allows for the automatic transfer of Accounts Receivable data into Finan​cial​Force​.com Accounting and other accounting systems as needed. With Rootstock, manufacturers and distributors can streamline Sales Order Management resulting in reduced operating cost of sales, improved productivity, and improved customer service.

Order Entry

Sales orders can be created within the Rootstock application in a variety of ways. Using APIs, orders can be seamlessly transferred from existing web stores, EDI transaction sets or any other order entry system. Quotes created in Salesforce can be easily converted to Rootstock Sales Orders. Of course, sales orders can be entered directly by a Rootstock user. Product configuration is also supported with demand for all configured components being provided to the Material Requirements Planning (MRP) or Replenishment Planning (RP) systems.

Customer Data

Rootstock leverages a shared customer account data model with Salesforce, Finan​cial​Force​.com, and other Force​.com applications. This enables multiple addresses, (billing and shipping), multiple currencies, user-defined codes (terms, carriers, etc.), and commission tracking/processing across all systems. Customer agreements can be created in Rootstock Sales Order Management that support date-effective, customer-specific pricing and discounting.

Product Data

Product data is also common between Salesforce, Rootstock, Finan​cial​Force​.com, and other Force​.com applications. Rootstock enables multiple product types for inventory items including stock, kitted and configured. Service and other non-inventory products processing, as well as reoccurring order processing for items and services are also supported.

Rootstock delivers multiple pricing options including quantity breaks, date-effective specials, and customer-specific pricing capabilities as well as multiple discount options including by customer, customer class, and product class.

Order Processing

Robust order entry and maintenance capabilities support the sales order throughout the order fulfillment process. Rootstock enables material allocation and issue, product packaging and shipping, and customer invoice with integration to Finan​cial​Force​.com or other Accounts Receivable applications. Multi-site (multi-distribution center) order entry creates a centralized order that spans across all divisions, warehouses, and sites and transactions are linked back to the originating order as appropriate.

With Rootstock Sales Order Management, associated financial transactions and controls can be easily managed from order entry to customer invoice. Packaging, handling, and freight charges can be independently tracked and invoiced. Prepayments as well as payment schedules can be processed. Credit checking and other order processing controls can be leveraged throughout the order cycle. Rootstock also supports Return Material Authorization (RMA) processing including advanced replacements, material receipt, rework and shipment.

Sales Order Invoice Process

The Rootstock Sales Order Invoice Process creates an Invoice in Rootstock when a Sales Order shipment is completed. When using FinancialForce Accounting, a Sales Order Invoice can be approved and Transferred to AR, which creates a Sales Invoice within FinancialForce.


Rootstock Sales Order Management delivers a wide variety of reports, forms, and analytics to enable manufacturers and distributors to better run their business.

Available forms include sales order acknowledgements, packing slips, invoices, RMAs, and Bills of Lading. Internal reports include bookings, sales history, shipments, gross margin, and order backlog. Online, real-time analytics include sales commissions data, orders in process, customer account inquiries, and product warranty information. This provides the information needed by the sales and manufacturing and warehouse operations organizations to communicate effectively with customers and make better business decisions regarding product offering, pricing, quality, customer discounting, and sales team effectiveness.

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