Rootstock Software


Rootstock Software is a cloud-based ERP solution designed for manufacturers and distributors of all sizes and across industry verticals. The software controls different aspects of the business - from sales and purchase order management, to material requirements planning and inventory management.

The software is broken up by integrated operations modules. The MRP module relies on information from sales orders to anticipate demand levels over certain periods of time. This flows into the scheduling and capacity planning module to ensure that work order operations are executed according to schedule. Also included are purchasing, inventory, shop floor control, and sales order management. 

Rootstock has full lot and serial control firms with compliance requirements along with multi-company and multi-division functionality.

Rootstock Software is built on the platform and can support all types of Discrete Manufacturers.


Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

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Karen from Balcones Dermatology
Specialty: Other goods

September 2016

September 2016

Room for improvement



Product Quality

Customer Support

Value for Money

Likes Best

I like that StockMD is easy for staff to use when selling product. It is much faster and much more efficient than writing paper receipts. Inventory is not off by as much as it was when writing sales receipts.
There is a report for top selling products along with sales reports with date range capability and inventory report the day of.
There is a report usable for paying commission - it reports sales by the sales person if they are set up in the system.
You can put in a % or amount to discount and it figures that for you.

Likes Least

Reports are not adequate. Some reporting must still be done manually. If you do inventory a few days after the end of the calendar month, you cannot get an inventory balance as of the end of that month. Inventory balance reports are for the day you run the report.
If you purchase product through your vendor and don't purchase your inventory product through StockMD, you will not be able to track what product you purchased for the calendar month. You have to "adjust" inventory count manually and cannot use the PO feature, which means no report, so keep your receipts to manually add up product purchased at the end of your reporting period. No option for Products Purchased.
There is no report that gives total sold on individual products for a given period. You can report on Product Sold Detail for a given time period and then sort by product so the products fall together and manually add them up.
Any product that is not on the list must be approved by StockMD and you cannot add it unless it is approved.
I couldn't find a way to export the reports to Excel so I could sort and use them more efficiently.
No monthly report that provides Beginning Inventory plus Purchased Products Less Products Sold equals Product On-Hand along with the total cost of product on hand (Total Inventory) and Total Sales Less Total Cost of Product Sold equals Profit.
There is no report available on discounts for a given period (calendar month) so you figure that manually from daily reports.


It needs the ability to add Product Purchased and report on added inventory even if you don't purchase through StockMD.
Reports need much attention. We report to the accountant on a monthly basis. The accountant needs to know what the beginning balance of inventory was for the month, how much product was purchased, how much was sold, the balance of product on hand, the amount of discounts given and the amount of sales tax collected. Management needs to know all of the above plus how many of each product was sold (tracking what sells), what that product cost and how much profit was made on individual products.
Bottom line, any time a company turns to an Inventory Management System it is because inventory has grown beyond managing it manually. One shouldn't have to do this much manual work with an Inventory Management System.
We have less than 75 products and I spent 2-3 hours combining reports and going back to using the report (Excel Spreadsheet) that I had hoped I would no longer need.

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