Rootstock Software new AI agents designed to help streamline delivery promises, lot traceability, and purchasing operations in real time.
The release also introduces AccessGuard, Rootstock’s enterprise security solution designed for mid-market manufacturers and distributors.
“Manufacturers and distributors don’t have the IT bandwidth to stitch together a dozen point solutions to get AI working inside their operations,” says Rick Berger, CEO of Rootstock Software. “Because AI is architecturally embedded in the platform our pilot customers already run on, they were able to implement these agents without the complexity that comes with bolting AI onto existing systems. That’s what makes these agents simple yet powerful, setting a new standard for AI-driven ERP.”
Key takeaways:
- Customer Delivery Promise (ATP/CTP): This agent assesses product availability by checking open inventory levels and component requirements. When stock is insufficient, it analyzes incoming supply to help sales teams make reliable delivery commitments, giving customers an accurate picture of when their orders can be fulfilled.
- Lot Trace & Recall: This agent tracks items by lot number. If items from a defective or damaged lot have been shipped, it identifies affected orders and generates a recall or action list for the impacted customers.
- Purchase Order Expediting: The agent provides purchase order delay analysis and, when a due date slips, determines which sales orders and work orders will be impacted and identifies alternative supply sources, enabling proactive action to minimize downstream delays.
- Lot Trace & Recall: The same lot tracking capability applied within the purchasing context, ensuring full traceability across the supply chain.
- AccessGuard: Rootstock’s first native enterprise security solution delivers company-level and division-level access controls, ensuring users see only the records they’re authorized to access, cleanly segmented by company and division and embedded directly into Rootstock ERP, with no additional platform complexity required. AccessGuard is available as an add-on to Rootstock ERP.
- RootForms Word Export: Delivers Word format export for RootForms — an Idea Factory submission that was highly supported and voted on by users. Customers can now export RootForms documents to Word (.docx) format in addition to the existing PDF option, giving teams greater flexibility in how they distribute and collaborate with ERP-generated documents.
- Advancements in Rootstock Financials. Significant enhancements are designed to increase the productivity of financial users, including a completely reimagined Bank Statement Workbench and reconciliation experience with embedded bank connectivity, enhanced auto-reconciliation processing, expanded support for European and Canadian operations, and deeper integration with third-party accounting platforms. These updates mark Rootstock’s ongoing commitment to building a robust financial platform that also delivers a refined user experience.
