Balanced Force brings Gantt to Rootstock

Martin UwlandTuesday February 9th, 2021Rootstock add-onsComments are off for this post

From a customer perspective

Align production capacity with customer milestone

We love doing projects, we engineer, we manufacture, we build, we find solutions and we strive to exceed customer expectations. Rule number one for customer satisfaction in our business is on time delivery. We supply industrial solutions that are an essential part of our customers core business process. If we do not supply within the agreed timeframe, our customers business process stands still.

Our challenges always occurred towards the end of production. Common bottlenecks for us were components not arriving in time and workorders exceeding expected production time. That is why we implemented this Gantt planning tool on top of our ERP system. The visualization of (possible) clashes now enables us to intervene before we reach our customers deadline and helps us to ensure we deliver on time, as promised.

Project control

Our projects are commitments to our customer, this already starts in the pre-sales phase. We plan our purchases, the manufacturing, transport and on-site installation in detail, based on the customer deadlines. As soon as the customers signature is on the sales order the project starts. We check our inventory, create purchase orders and work orders and get the project done. During the entire project dashboards and reports help us to keep track of actuals versus budgets to ensure we do not exceed the forecasted project budget.

No Pressure

Today, the planned activities for the project are linked to purchase orders and work orders so in the Gantt chart you can see exactly which activities are at risk of becoming overdue based on real time production data. We also use the tool to track progress and visualize our sales order so we can see exactly when we can send out our installments to the customer.

Gantt on Rootstock

Our project Gantt chart visualizes the actual progress of the project based on Rootstock data. The visualization of the execution of our order enables us to take mitigating actions on time, ensuring we fulfill our commitment to our customers.

Martin Uwland

Digital warehouse & Manufacturing with Salesforce & Rootstock ERP

Looking for faster, easier and efficient inventory management and workorder processing? You no longer need a warehouse management system to control all of your warehouse’s activities, improved order fulfilment and inventory accuracy. Your shopfloor and office on a single platform Salesforce & Rootstock ERP offers real time warehouse management in one cloud solution for your shopfloor and office. In this series we showcase how we create flexible, easy, creative, smart and dynamic warehouse processes for our customers. Scan, take a picture and print on the spot On the shopfloor the stickers are printed directly from the platform to a cloud printer and you can upload a picture of documents and damage directly from your scanner or any other device. The pick lists, for production and for shipping, are optimized to reduce picking time and to create sensible packaging, e.g. heavy products first and breakable items go on top. We optimize improve and adapt your warehouse and production processes by using the edge technology Salesforce & Rootstock ERP provide to create more customer value. In this series we will discover; Flexible location transfer Space is a big challenge in many warehouses, especially when a big shipment comes in. So inventory items (SKU’s) are moved around and the challenge is to keep track of the current location of each item. Easy goods receipt Processing goods receipt can be a lot of work, finding the order, checking quantities and quality, processing documents, printing labels and stickering the items (SKU’s). Creative work order Never run out of components for your workorder, print your finished product barcode / QR code and documents from your handheld and complete your workorder by scanning your employee pass. Smart Sales order & shipment Your digital sales order picklist is created in a sensible packaging order, e.g. heavy products first and breakable items go on top. Enter weight and dimensions on your handheld and directly print the transport documents for your carrier. Dynamic Cycle count Making sure your inventory holds exactly what your system claims made as easy as ABC with mobile cycle count. Wall to wall, per location, per ABC class, per whatever you decide in simultaneous batches without closing down the warehouse. Coming soon Can’t wait to see? Contact us for a demo.
Processing of scanned invoices in Rootstock ERP

Many of our customers use invoice scanning software to convert a paper invoice into a PDF + attributes that were recognized in the text. This metadata e.g. vendor, amount, bank account number, VAT, etc. can be converted into transactions in Rootstock ERP. Scanned invoice processing cockpit Balanced force built a solution for uploading the scanned invoices (PDF + Metadata) onto the Salesforce platform. The standard Salesforce KanBan view is used as scanned invoice processing cockpit. Here you can manage your workload, execute the automated matching and monitor progress. Automated 3 Way Match Assuming your purchase order was already approved and the goods receipt value matches the invoice value this transaction can be fully automated, resulting in a direct posting of the invoice. For variances and invoices that are to be posted directly on general ledger accounts extra business rules and approval steps (in accordance with your approval matrix) can be added easily. With a business rule internal invoices or subscription invoices and invoices with very small variances can be excluded from the approval process. from the approval process. FAQ Does it work with foreign currencies? Invoices in foreign currencies are processed in exactly the same way, posting of the transaction registers both the home and the transaction currency. Does it handle VAT? VAT that is recognized on the invoice is used for posting, before posting the invoice and VAT amounts can be adjusted. Can you post multiple receipts on invoice? One invoice can match multiple purchase order receipts and post on extra lines in the general ledger. Can you process invoices for multiple companies? In the invoice processing cockpit invoices for different companies can be processed. Etc.. Optimize after go live We optimize, improve and adapt solutions after go-live, based on our knowledge of, and experience with ERP implementations and systems, as well as business process improvements. We help our customers to reduce handling costs and maximize the usability of systems to enable them to create more customer value.
Balanced Force develops Integrations from Rootstock to 3d party finance solutions

Implementing ERP on the Salesforce platform is a leap forward for any organization, that is one of the reasons why some of our customers choose to do ERP first and Finance later. For these customers we build integrations. A look behind the scenes;
Balanced Force brings Gantt to Rootstock

Align production capacity with customer milestone We love doing projects, we engineer, we manufacture, we build, we find solutions and we strive to exceed customer expectations. Rule number one for customer satisfaction in our business is on time delivery. We supply industrial solutions that are an essential part of our customers core business process. If we do not supply within the agreed timeframe, our customers business process stands still.
Balanced Force develops Remittance Advice on Rootstock

With salesforce and Rootstock you can create tailor made functionality and processes with standard software. A good example of this is the Remittance Advice that we recently developed for one of our international customers. Show me the money! Balanced Force developed an overview of outgoing payments that you can (automatically) email to you suppliers when you have processed your payments in Rootstock. This Remittance Advice is a salesforce report that clarifies which invoices and credit-notes the amount paid exactly represents for this supplier. The standard Salesforce automation tools can be used to automatically send this report to each supplier in PDF format. Optimize after go live. Balanced Force strives to reduce handling cost and maximize user experience for Salesforce and Rootstock customers. We use our expertise in the capabilities of these solutions and our long experience in ERP implementations and continuous business process improvement to create more customer value.

From a customer perspective

Align production capacity with customer milestone

Project control

No Pressure

Gantt on Rootstock

Martin Uwland

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