Increase inventory precision, accuracy, efficiency, and flexibility with Rootstock Cloud ERP software on the Salesforce platform.

Salesforce Inventory Management System

While Salesforce provides critical functions for sales and service, it does not provide the inventory management capabilities of an Enterprise Resource Management (ERP) system for manufacturing & distribution companies.

In the past, organizations were forced to develop complex system interfaces to connect Salesforce CRM with legacy ERP to synchronize data and pass transactions. Rootstock solves this issue by running ERP alongside CRM natively on the same cloud platform. Rootstock ERP and Salesforce share the same data model, user interface, system administration, security profiles, reporting tools, collaboration tools, workflow engine, AI, and more.

Rootstock Cloud ERP on Salesforce helps manufacturers and distributors increase inventory precision, accuracy, efficiency, and flexibility. For manufacturers who want to take their customer service to the next level, Salesforce Field Service offers inventory management designed for field service representatives.

Inventory Management and Costing


Salesforce inventory management with Rootstock Cloud ERP software helps manufacturers accurately manage inventory and costing in real-time across multiple locations from anywhere:

  • 在庫取引、カスタマイズ可能な循環棚卸、ABCカテゴリ分析などの要約と詳細情報を表示します。
  • Analyze supply and demand, and update inventory by location, lot number, serial number, or project.
  • Choose standard cost, actual cost, or FIFO costing, and manage costs at the project level.

Flexible Inventory Tracking and Traceability

As a Salesforce Inventory Management Software, Rootstock Cloud ERP provides manufacturers with the features they need to efficiently track and manage inventory:

  • Track lot & serial numbers all the way to sales order fulfillment with complete traceability trees and device history records.
  • Assign a wide range of attributes to inventory items, pre-assign inventory types in any location or assign them on the fly by division or site.
  • 循環棚卸を記録するには、ABCカテゴリ分析とレポートを使用します。
  • ユーザーのロケーションで保有されている顧客所有の在庫ロケーション情報を作成します。
Serialized Inventory Item Tracking System Component

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SalesforceのAvailable to Promise機能で利用可能

Salesforceの在庫管理機能におけるRootstockのAvailable to Promise機能は、メーカーが適切な納品を設定して顧客満足度を高めるために役立ちます。

  • CRM内にてリアルタイムで提供可能な情報を表示します。
  • Use Rootstock Configurator or Salesforce CPQ inventory management to guide the process of creating accurate estimates with configured pricing or for different product designs and customer needs.
  • 最近の注文履歴にアクセスして、マージンおよびコストを理解し、正確で収益性の高い見積もりを作成します。


ATP in Salesforce

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Asset Inventory Management


Rootstockクラウド ERPを使用したSalesforceの在庫管理機能には、購入、買掛金、総勘定元帳が1つのシステムとして統合する統合固定資産ソリューションが含まれています。

  • さまざまなソースから資産を取得し、アップグレード、改修、アドオンを追加し、資産価値を調整します。
  • Transfer assets between departments, physical locations, projects, and divisions.
  • 複数の減価償却方法から選択できます。

Salesforce Field Service 在庫管理

Salesforce Field Service connects sales to service by letting customer service track and manage inventory to make sure that field service representatives always have the right tools and parts for each job.

  • ロケーションを作成して、そこに保存されているアイテムを追跡し、必要に応じて補充できるようにします。
  • 製品アイテムを作成して、フィールドサービスの在庫がどこに保管されているかを追跡することができます。
  • ロケーション間でフィールドサービス在庫を転送できます。
  • Track inventory consumption, shipments, and returns.


Field Service Inventory management

Watch how to strike that perfect balance between inventory planning 
and customer demand

Explore Rootstock Cloud ERP Software Products

From sales to customer service, engineering to production, supply chain to inventory, Rootstock’s Cloud ERP has all the modules needed for industrial equipment & machinery manufacturers to manage shop operations efficiently and drive business growth.