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Real-Time Inventory Management with Rootstock ERP

Adrian Lopez6 min read

If your inventory management relies on spreadsheets, you're flying blind. You don't know what you have, where it is, or when you'll run out. Rootstock ERP changes that with real-time visibility across your entire operation.

Key Inventory Capabilities

Multi-Location Visibility

See inventory across all warehouses, plants, and locations in real time. No more calling around to find stock.

Accurate Costing

Track actual costs with average, standard, or FIFO costing methods. Know your true margins on every sale.

Automated Replenishment

Set reorder points and safety stock levels. Rootstock generates purchase orders automatically when inventory drops.

Lot & Serial Tracking

Full traceability for regulated industries. Track lots and serials from receipt through shipment.

The Spreadsheet Problem

We see this pattern constantly with manufacturers still using spreadsheets:

  • Inventory counts are updated once a week (or less)
  • Nobody trusts the numbers, so they do physical counts
  • Stockouts happen because nobody saw them coming
  • Overbuying ties up cash in excess inventory
  • Cycle counting is a nightmare

Rootstock solves these problems by maintaining a single source of truth that updates in real time as transactions occur.

Integration with Sales

Because Rootstock runs on Salesforce, your sales team can see real-time inventory without leaving their CRM. When a rep creates a quote, they know instantly:

  • What's available to promise
  • Which warehouse has stock
  • When backordered items will arrive
  • Accurate lead times for production

No more “let me check with the warehouse” delays. No more overselling.

Warehouse Operations

Rootstock supports mobile warehouse operations with barcode scanning for:

  • Receiving and put-away
  • Picking and packing
  • Transfers between locations
  • Cycle counting
  • Production consumption

Key Takeaways

  • Real-time visibility eliminates inventory guessing
  • Automated replenishment prevents stockouts
  • Sales can see availability without leaving Salesforce
  • Mobile operations improve warehouse efficiency
  • Lot/serial tracking ensures compliance

Ready for Real-Time Inventory?

See how Rootstock can transform your inventory management. Get a personalized demo.

Request Demo
AL

Adrian Lopez

Founder & Principal Consultant

Adrian has helped manufacturers transform their inventory management from spreadsheets to real-time ERP systems.