Rootstock | Sales Order Management

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 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 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,, and other 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,, and other 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 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.