Rootstock ERP is a cloud-based enterprise system built on the Salesforce platform, designed for organisations operating in manufacturing, distribution and supply chain environments. Because it operates natively within Salesforce, it enables operational, inventory and financial processes to be managed within a single, unified environment.

Role of Rootstock in the Enterprise Architecture

Rootstock provides an operational ERP environment designed primarily for manufacturing and supply chain management.

While Salesforce manages customer engagement and commercial activity, Rootstock extends the platform to support production planning, materials management and supply chain coordination. This allows organisations to connect customer demand directly with manufacturing operations.

Typical functional capabilities include:

  • Manufacturing and production management: Supporting production planning, work orders and shop floor operations.

  • Supply chain and procurement management: Managing supplier relationships, purchasing processes and materials availability.

  • Inventory and warehouse management: Maintaining structured control over inventory movements and stock positions.

  • Order management: Coordinating customer orders with production and fulfilment processes.

  • Financial management: Providing accounting capabilities to support financial transactions and reporting.

These capabilities allow manufacturing organisations to coordinate customer demand, production activities and supply chain operations within a unified operational system.

How Exceleris Uses Rootstock

Exceleris works with Rootstock as a manufacturing operations platform within a broader enterprise architecture.

Our work typically focuses on:

  • Aligning customer demand with production planning: Ensuring sales activity and customer commitments translate reliably into production schedules and supply chain requirements.

  • Improving visibility across manufacturing operations: Integrating production activity, inventory movements and procurement commitments to provide clearer operational insight.

  • Coordinating manufacturing and financial information: Connecting operational data with financial reporting frameworks to support visibility of production costs and operational performance.

  • Integrating Rootstock with other enterprise systems: Connecting manufacturing operations with CRM platforms, planning environments and reporting frameworks.

  • Supporting planning and performance management: Ensuring production and supply chain activity can feed planning, forecasting and operational reporting frameworks.

Advantages of a Manufacturing Platform within Salesforce

Operating manufacturing systems within the Salesforce ecosystem provides several advantages.

  • Integration with customer and commercial systems: Customer demand and sales commitments can be directly connected to manufacturing operations.

  • Shared operational data environment: Sales, production and operational teams can work within a coordinated platform environment.

  • Extensibility within the Salesforce platform: Organisations can extend manufacturing capabilities using the Salesforce development framework.

  • Improved coordination across business processes: Manufacturing activity can be aligned with procurement, logistics and financial processes.

Rootstock within the Exceleris Approach

Exceleris views ERP platforms as foundational systems for managing operational execution. Manufacturing organisations require systems that connect customer demand, engineering requirements, supply chains and production activity.

Rootstock provides a structured environment for managing manufacturing operations within the Salesforce ecosystem. When combined with broader operational systems, planning frameworks and integration architectures, it enables organisations to strengthen coordination between commercial activity, production planning and operational delivery.