Extensive UX uplift, AI-powered features, and financial enhancements deliver greater speed, visibility, and control across the enterprise

San Ramon, CA - Rootstock Software, a recognized leader in the Manufacturing ERP space, today announced its Spring '25 Release, a major milestone that includes a sweeping user experience (UX) uplift and a host of financial and AI-driven enhancements. Together, these updates are designed to help manufacturers boost productivity and respond quickly in today's fast-paced market.

"Our customers aren't just looking for incremental improvements—they want an ERP that helps them lead during uncertain times and rapidly changing conditions," said Robert Rostamizadeh, Chief Technology Officer at Rootstock Software. "With this release, we're giving manufacturers the tools they need to operate with greater clarity, speed, and agility—all driven by a modern UI, powerful financial functionality, and AI-driven capabilities across their operations."

• UX UPLIFT: A Modern Design Built for Speed and Simplicity. The Spring '25 Release introduces the first wave of Rootstock's UX uplift initiative, rolling out across 200 Lightning record pages. The updated experience will be introduced in phases throughout the year and across various modules. The redesign focuses on four key areas: clarity, efficiency, consistency, and usability. These enhancements enable faster data entry, minimize clicks and screen transitions, and introduce smart layouts that adapt to the task at hand—resulting in measurable productivity gains across key business processes. By standardizing layouts and reducing visual clutter, the new experience also shortens user training time. Improvements include:
- Cleaner layouts with improved field grouping
- Tabbed navigation for faster access to related information
- Direct form editing to reduce context switching
- Smart KPIs and more relevant, actionable page content
- Context-appropriate buttons and simplified screen flows

• NEW 360-DEGREE PAGES: Complete Visibility in a Single View. With various redesigned master pages, users will be able to view everything from contacts and orders to pricing, credits, and invoices—all in one consolidated page. Tabbed layouts surface the most relevant information, while collapsible panels provide access to additional details without overwhelming the user. These 360-degree pages reduce the need for cross-navigation and provide a holistic view of the business, including key relationships. The result is enhanced visibility, faster decision-making, and improved data views that support intuitive workflow.

• REAL-TIME INVENTORY SYNC WITH FIELD SERVICE. Rootstock now provides real-time inventory visibility within field service workflows (https://www.rootstock.com/salesforce-field-service/) enabling technicians and dispatch teams to access the most up-to-date information. By closing a long-standing gap in inventory tracking from the field, this integration helps teams act with greater confidence and precision—streamlining service workflows, ensuring accurate fulfillment, and reducing delays.

• AI IN QUICK ENTRY AND QUICK ORDERS. Rootstock continues to leverage AI to increase automation and efficiency. In this release, Rootstock's AI engine AIRS™ (https://www.rootstock.com/press-releases/rootstock-debuts-airs-cutting-edge-ai-for-manufacturers/) is now embedded into Quick Entry and Quick Order screens. By analyzing customer history and common buying patterns, AIRS intelligently recommends products, enabling sales teams to anticipate a customer's needs and build orders faster and with greater accuracy.

• FINANCIAL ENHANCEMENTS: Greater Flexibility and Automation. The Spring '25 Release also includes a major set of updates for Rootstock Financial users (https://www.rootstock.com/cloud-erp/accounting-financial-management-software/), including:
- PO/AP Match Workbench 2.0: The centerpiece of the financial updates, this new workbench replaces the legacy purchase-order/accounts-payable (PO/AP) match interface with a redesigned experience.
- Save Filters in Rootstock Financial Analytics (RFA): This enhancement is in response to a customer suggestion submitted through the Rootstock Idea Factory (https://www.rootstock.com/cloud-erp-blog/the-rootstock-idea-factory/). Now, users can save custom report filters in RFA.
- Suppress Posting to Future Periods: Gives finance teams more control over the timing of transaction posting.
- Move to ICU Locale: Ensures better localization support and formatting consistency for international users.

• MANUFACTURING OPERATIONS ENHANCEMENTS. To support operational efficiency, Rootstock added new functionality across manufacturing modules:
- Distribution requirements planning (DRP) now supports alternate items, allowing manufacturers to adapt more easily to supply chain changes.
- Notes added to requisitions will automatically carry forward to purchase order lines, enhancing procurement traceability.

"The Spring '25 Release represents a foundational shift in the modern ERP experience," said Raj Badarinath, Chief Product & Marketing Officer at Rootstock. "It's the result of close collaboration with our customers—combined with our own vision for what's next. From embedded intelligence to a modern, flexible user interface, we're laying the groundwork for capabilities like AI agents (https://clouderp.rootstock.com/agentforce), atomic ERP, and touchless capabilities. This release moves us—and our customers—closer to that future."

The Spring '25 Release is now available to all Rootstock customers. Various components of the UX uplift will be deployed across Spring, Summer, and Fall 2025 releases.

To learn more, schedule a demo (https://www.rootstock.com/erp-software-demo/) or meet Rootstock at one of its upcoming events (https://www.rootstock.com/erp-events/).

ABOUT ROOTSTOCK
Rootstock Software (https://www.rootstock.com/) provides the leading ERP for product companies, empowering manufacturers, wholesalers, and distributors to turbocharge their operations. Natively built on the Salesforce Platform, Rootstock is a modern, future-proof ERP with a fresh user experience. Customers appreciate Rootstock's focus on their success—providing AI-ready decisioning capabilities but with a human-first approach. IT teams value Rootstock's platform as it minimizes the need to coordinate complex customizations and third-party integrations. All of this adds up to delighted customers. As Rootstock continues to grow, stay tuned to the company's latest LinkedIn posts (https://www.linkedin.com/company/2389168/admin/feed/posts/).