Cloud ERP Training Videos

Rootstock ERP 101 Video Series

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IMPORTANT: The software shown in the videos below has changed since we first created them. However, because the concepts and basic processes are still the same, these videos are ideal for someone learning ERP for the first time. For the most updated training and a wealth of additional resources, go to the Rootstock Community.

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Enterprise Resource Planning (ERP) impacts almost everyone who works in manufacturing. While you might have heard the term “ERP” before, you may still not understand what it means and how it works.

Our twelve-part video series, ERP 101, is designed to help you acquire a basic understanding of the complexities of ERP, presented in simple business English.

Select a video below to learn about a specific aspect of ERP. You can watch the videos in any order, but we recommend that you start with Lesson 1 and then watch the rest of the videos in order.

Contents

Lesson 1: Introduction to ERP for Manufacturing and Distribution

Lesson 2: Engineering Basics – The Importance of Part Master Records and Bills of Material

Lesson 3: Engineering Basics – Maintain Accuracy Through Revisions and Change Order Control

Lesson 4: Shop Floor – Create and Maintain Work Centers, Routings and Procedures

Lesson 5: Shop Floor – Control Labor and Machines Through Shop Floor Scheduling

Lesson 6: Procurement – Link Your Vendors and Purchased Parts via ERP

Lesson 7: MRP – ERP’s Material Planning Tool

Lesson 8: Work Orders – The Starting Point of Manufacturing

Lesson 9: Inventory – Maintain Accurate and Reliable Data

Lesson 10: Sales – Link Your Customers and Products with ERP

Lesson 11: Project Control – A Vital ERP Tool for Many Manufacturers

Lesson 12: Track Costs Using ERP

Lesson 2: Engineering Basics – The Importance of Part Master Records and Bills of Material

Learn the basics of engineering management in ERP, including:

• Why part number structure is so important.
• Components and assemblies.
• BOM structure.

Lesson 4: Shop Floor – Create and Maintain Work Centers, Routings and Procedures

Learn about the requirements needed to build a customer’s order, including:

• The need to think bigger than just parts.
• The requirements needed to build a customer’s order.
• How ERP helps plan material, then applies the same principles to planning other resources.
• The parts used in manufacturing (departments, work centers, processes, people, and machines).

Lesson 6: Procurement – Link Your Vendors and Purchased Parts via ERP

Understand how procurement and vendor control support the material side of manufacturing, including:

• The three types of procurement.
• Managing vendors in ERP.
• Building the component database.
• Purchase orders and purchase order receipts.

Lesson 8: Work Orders – The Starting Point of Manufacturing

Learn about ERP work orders, including:

• How MRP suggests work order quantities and dates.
• What does the planner do with those suggested work orders?
• How does the planner manufacture items that are normally purchased?

Lesson 10: Sales – Link Your Customers and Products with ERP

Learn how ERP sales orders help connect your customers and products, including:

• The three major components of the ERP Sales Order system: Customers, Products and Sales Order Tracking.
• An overview of pricing, discounts and terms.
• Important sales order documents.

Lesson 12: Track Costs Using ERP

Learn how ERP helps to track costs, including:

• The basics of cost tracking.
• Costing methods.
• The difference between actual and standard cost.
• When to use each one.