Rootstock Software

Rootstock Software Rootstock is a robust end-to-end Manufacturing Cloud ERP system 100% native to Salesforce.

Rootstock is a robust end-to-end Cloud ERP system 100% native to Salesforce. Rootstock's enterprise resource planning solution elevates operational performance and controls costs for mid-market to large manufacturers, distributors and supply chains.

Attention, Rootstock users! The Root Group, Rootstock’s official customer-driven user community, is hosting an online de...
09/01/2026

Attention, Rootstock users! The Root Group, Rootstock’s official customer-driven user community, is hosting an online deep dive into MRP.

Join us for a session on Boston Dynamics’ MRP Journey: Lessons, Challenges & Results to hear how this team built a sustainable approach around Rootstock’s out-of-the-box MRP capabilities.

• Learn where Boston Dynamics started from and where it is today
• Discover the key factors that contributed to their success
• See custom reports the company uses to turn MRP recommendations into action

Speakers:
• Chad Wright, CIO, Boston Dynamics
• Heather Shute, Manager, Operations Applications, Boston Dynamics
• Mark Butterworth, Solution Architect, Rootstock

Date & Time: Thursday, Sept. 24, 12:00–1:30 p.m. PT

👇 Rootstock users, register using the link in the comments. Sign up today to learn from Boston Dynamics’ experience and better understand what your organization should consider when adopting MRP.

Are you putting off valuable ERP improvements until later? Custom views, quoting logic, workflows, and reports can help ...
08/31/2026

Are you putting off valuable ERP improvements until later? Custom views, quoting logic, workflows, and reports can help an ERP better fit the way your business operates. But these improvements are often pushed back because of the time, cost, and resources required.

AI is changing this equation.

With the right ERP and platform foundation, enhancements that once took weeks or months may be built in days or even hours. This means companies can introduce more of what teams need, helping drive faster adoption, time to value, and ROI.

The old question: What will customization cost us?

A better question in the age of AI: What will it cost to use an ERP that can’t adapt to our business?

👇 Read our blog to explore how AI is redefining ERP customization and what to look for in an agile foundation.

A nice way to wrap up the week: seeing one of our customers in the spotlight.MetalForming Magazine highlights how James ...
08/28/2026

A nice way to wrap up the week: seeing one of our customers in the spotlight.
MetalForming Magazine highlights how James Steel & Tube, a subsidiary of Avis Industrial Corporation, is modernizing its operations.

This structural steel tubing manufacturer has gone live with a full-scope solution that brings Rootstock ERP, Agentforce Sales, and ComplianceQuest together on the Salesforce Platform—connecting sales, manufacturing, and quality in one environment.

“With Rootstock ERP now live, the commercial process flows naturally into manufacturing—from sales and quoting through MRP, purchase orders, work orders, and ultimately shipping—all in one connected environment,” said Dan Barton, Chief Transformation Officer at Avis Industrial Corporation.

👇 Read the MetalForming Magazine coverage—link in the comments.

Some of the best Dreamforce conversations happen outside the conference halls. On Sept. 15, join Rootstock, BiznusSoft, ...
08/27/2026

Some of the best Dreamforce conversations happen outside the conference halls. On Sept. 15, join Rootstock, BiznusSoft, and Redtag to connect with customers, partners, Salesforce representatives, and industry professionals.

Talk shop about building a connected enterprise across ERP, HR, field service, and more. Share ideas with others tackling many of the same business challenges.

Enjoy the beautiful setting of Scoma’s Restaurant, along with cocktails, appetizers, and waterfront views of San Francisco Bay.

🗓️ Tuesday, Sept. 15 | 4:00 p.m.
📍 Scoma’s Restaurant | Fisherman’s Wharf

👇 Space is limited. Reserve your spot using the registration link in the comments.

📣 Rootstock users, last chance to sign up for The Root Group’s Ask Me Anything session happening tomorrow! Bring your Ro...
08/26/2026

📣 Rootstock users, last chance to sign up for The Root Group’s Ask Me Anything session happening tomorrow!

Bring your Rootstock ERP questions and get real-time insights from fellow users, partners, and a Rootstock representative. Any topic is welcome, and the open format also provides an opportunity to connect with others in the Rootstock community.

The session will be facilitated by Jennifer Beauregard, Business System Engineer at BACA Systems and a member of The Root Group Board of Advisors. Dan D’Agostino, Technical Account Manager at Rootstock, will join as an additional resource.

🗓️ Thursday, Aug. 27 | 10:00–11:00 a.m. Pacific Time
⬇️ Add it to your calendar—link in the comments below.

📰 Manufacturing Tomorrow spotlights Rootstock’s Summer ’26 Release, highlighting how our AI agents are architecturally e...
08/25/2026

📰 Manufacturing Tomorrow spotlights Rootstock’s Summer ’26 Release, highlighting how our AI agents are architecturally embedded in the ERP platform manufacturers already run on—not bolted on after the fact.

The story features our new AI agents now in active pilot with select customers: one tackling delivery promises and lot traceability, the other focused on purchasing and order expediting. As Rootstock CEO Rick Berger notes, native integration allows pilot customers to put the agents to work without the usual complexity of layering AI onto existing systems.

The coverage also touches on AccessGuard, our new enterprise-grade security solution for midmarket manufacturers and distributors, and our enhancements to Rootstock Financials—including the completely reimagined Bank Statement Workbench and reconciliation experience.

👇 Read the full Manufacturing Tomorrow coverage in the comments.

Even a well-built ERP and CRM stack can have one persistent gap: printing.Pick lists in the warehouse. Labels on outboun...
08/24/2026

Even a well-built ERP and CRM stack can have one persistent gap: printing.

Pick lists in the warehouse. Labels on outbound shipments. Work orders on the shop floor. When printing sits outside your core systems, teams can end up manually exporting documents, managing disconnected printer setups, and adding yet another tool for IT to support.

In our latest blog, we look at how Mavtron Print brings printing directly into Rootstock ERP and Salesforce workflows, with support for PDFs, labels, receipts, Zebra Printer Language (ZPL), fleet-wide visibility, and mobile printing for teams in the field.

For manufacturers and distributors, that means fewer manual steps and a more connected printing process from warehouse to field.

👇 Read the blog to learn more. Link in the comments.

📣 It’s happening next week: The Root Group’s August AMA — this is an open-format meeting where Rootstock users can bring...
08/21/2026

📣 It’s happening next week: The Root Group’s August AMA — this is an open-format meeting where Rootstock users can bring questions and get real-time insights from peers, partners, and a Rootstock representative.

New to The Root Group? It's Rootstock's customer-led community — built by users, for users — focused on supporting innovation and success across the Rootstock ERP ecosystem.

This month's session will be facilitated by Jennifer Beauregard, Business System Engineer at BACA Systems and a member of The Root Group Board of Advisors. Dan D'Agostino, Technical Account Manager at Rootstock, will join as an additional resource.

✅ Any topic is welcome — bring your Rootstock questions!
✅ A chance to connect with the community

🗓️ Thursday, Aug. 27 | 10:00 – 11:00 a.m. Pacific Time
⬇️ Add it to your calendar — link in the comments below!

The best ERP customization tool for the past 40 years was the spreadsheet. That's finally changing. AI now lets the peop...
08/20/2026

The best ERP customization tool for the past 40 years was the spreadsheet. That's finally changing. AI now lets the people who run a business process — not developers — describe what they need, watch it get built, and refine it in plain language.

What once took a business analyst and three months of development now takes an afternoon.

For manufacturers, that looks like:
- An inspection workbench built around the exact quality process on the plant floor
- A planner workspace that surfaces only the orders and items needing attention today
- A consignment tracker that finally retires the spreadsheet

The catch: AI-enabled extensibility is only as strong as the foundation underneath it. Because Rootstock ERP is built natively on the Salesforce Platform, everything customers build shares the same data, security, permissions, and governance as the ERP itself — not a bolt-on with its own logins and its own risk.

That's the new model: start with the foundation manufacturers need, then use AI to build the twenty percent that makes your business uniquely yours.
What's the first workaround you'd hand off to AI to fix?

Full piece linked in the comments 👇

Some Dreamforce moments are worth taking home with you. Reserve a spot at our Dreamforce networking reception on Sept. 1...
08/19/2026

Some Dreamforce moments are worth taking home with you. Reserve a spot at our Dreamforce networking reception on Sept. 15 at Scoma’s Restaurant. Then stop by our Polaroid Keepsake Station to snap a fun photo to remember the evening.

Join Rootstock, BiznusSoft, and Redtag for cocktails, appetizers, waterfront views, and conversation on Fisherman’s Wharf.

🗓️ Tuesday, Sept. 15 | 4:00 p.m.
📍 Scoma’s Restaurant | Fisherman’s Wharf

👇 Space is limited. Register at the link in the comments.

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