Software Services and Enhancements

A software solution is the foundation of any business – smooth management of your accounting, manufacturing, distribution, and inventory control are crucial – and should be customizable, easy to use, and able to evolve with your needs. CMS helps you find the right solutions for your organization; we specialize in business consulting, implementation, training, and support services. CMS is your all-in-one business partner resource.

For the benefit of:


With a combination of our business consulting and the right software solutions, CMS gives you the visibility you need to run your business. As a Sage 100 and QuickBooks partner, we provide the knowledge to automate your financial processes, manage budgeting and planning, and compile your business data to improve decision-making.

IT Manager

As the IT manager, you want your company to have robust solutions that will target your needs. CMS can help determine your requirements, from financial reporting to inventory management, developing schedules, and tracking the costs associated with your processes. As a Sage 100 and QuickBooks partner, CMS is in sync with your need to make your company flourish.


Running business operations has challenges. CMS can hone in on those challenges and guide you with the expertise you need to excel. Our software solutions range from business process management to manufacturing automation to warehouse automation – and everything in between. With Sage 100 or QuickBooks, we can streamline your operation with barcoding, real-time mobile data capture, and automated warehouse procedures, all of which reduce errors and improve your sales process.


Sage 100cloud (formerly Sage 100c)

Sage 100cloud is an easy, affordable, and customizable business management solution that helps growing manufacturers and distributors with accounting, manufacturing, distribution, inventory management, and more. Sage 100cloud is for small and midsized companies that have outgrown their current accounting software or manual processes and need a business management solution that collects, stores, manages, and interprets data across their operation.


QuickBooks software is designed to help you manage your business finances and operational needs efficiently and effortlessly. It comes with the functionality to handle accounting, payroll, payments, inventory, and much more. If you are a distributor, manufacturer, or service company you need to see what QuickBooks can do for your organization. QuickBooks is great for both new businesses as well as seasoned businesses looking to easily run your company from end to end.

Get QuickBooks Online

Intelligence Reporting

Improve visibility to make faster, more informed decisions. Extract data from your software and have it delivered to Microsoft Excel®, which is easy to understand and manipulate and puts you in control of the design of your reports.

Fixed Assets

Get fast, dependable, and customizable fixed asset management that maximizes your bottom line by combining acknowledged depreciation expertise and user-friendliness with the power, data security, and functionality that your business demands.

Document Management Solutions

Security is critical, as is the ability to move quickly through many levels of authorization and approvals. Our solutions effectively manage and track your digital documents throughout their entire lifecycle.


Multi-currency allows you to set up a different price and cost for each item per currency.

Tax Automation

Reduce your audit risk by automating sales and using tax calculation; CMS provides end-to-end compliance and accuracy for your transactional tax needs. Calculate the right tax rate for every sale.

Certificate Management

Eliminate the guesswork from exemption certificate completion and drastically simplify the process of selecting and submitting correct exemption certificates. Limit your non-taxed transaction audit liability and ensure that valid certificates are immediately accessible through the electronic collection, storage, and management.


Simplify your payroll process while increasing employee satisfaction, staying compliant with government regulations, and improving productivity. CMS will help you handle payroll effectively.

Crystal Reports

With this powerful report writer, you can create meaningful reports, forms, graphs, or labels quickly and easily. You can use sample reports straight out of the box or modify reports to suit your needs. Save and run them anytime.


Automate your supply chain operations, collect data more quickly and accurately, and process multiple types of ERP transactions for sales order, inventory management, and bill of materials.

Credit Card Processing

Reduce risk, decrease fees, and grow revenue by integrating your credit card processing. You’ll reduce processing fees and improve cash flow while providing your customers with superior service by accepting payment via all types of credit cards.

Inventory Management & Automation

Perform your warehouse processes with rugged, mobile barcode scanners that communicate over your wireless network. Automate your warehouse and inventory to improve customer service and increase productivity.

CMS has the tools to automate your warehouse, including integrating multi-bin and label-printing functions into your current process to streamline your workflow. Work smarter by utilizing the data already in your system to reduce stock-outs, excess inventory, and working capital. Our enhancement analyzes inventory data to identify where the biggest improvements can be made, produce quality forecasts, and suggest optimal replenishment recommendations.


CMS works with large retailers like Amazon, Walmart, and CMS offers an enhancement that integrates with your software solutions and double checks the details for you, making sure your i’s are dotted and t’s crossed. From setup to growth and beyond – we’re here for you.

eCommerce Solutions

Increase your sales, exposure, and offer a better customer experience. At CMS, we offer an enhancement that focuses on the design, hosting, and support of B2B and B2C eCommerce websites that integrate with your software solution. We also offer a sync tool that can integrate your current online business with other software solutions.

Shipping Software

Integrating a shipping system makes your company more competitive while also reducing shipping and shipping-related expenses. Automating your shipping process lets you ‘rate shop’ between carriers and offers the convenience of printing shipping labels and COD tags at your warehouse workstation. It also integrates with EDI/warehouse automation.

Sales Order

You need visibility of your available inventory, including item details down to the lot and serial numbers, pricing information with options for quantity pricing, discounts if combined with other items, and unique pricing for specific customers.

Purchase Order

CMS business consulting and software solutions optimize your processes by automating and specifying the key indicators for appropriate actions. You can specify shipping methods, required dates, contacts, reorder points, and more. Track the details of every transaction so you can confirm and validate it with confidence.

Inventory Management

Rely on timely and accurate inventory information from location to location, including movement to valuation. Access precise and meaningful information the way you want to see it on receipt of goods, movement of goods within or between locations, and the sale, removal, or other disposition of goods. Utilize kitting capabilities, lot and serial tracking, and the precise valuation and status of goods in inventory anytime.

Return Merchandise Authorization

Use our solution to process customer returns and replacements in a way that improves your level of service, meets customer demands, and tracks and resolves returns and replacements with ease.

Made-to-Order Job Management

Automate job management functions for manufacturing, installation, and field service organizations with our job management add-on – it offers an integrated solution that provides both operations and financial information from a single source.

Bill of Materials

Easily create and maintain a detailed bill of the components and miscellaneous charges that make up your finished items and subassembly components. Produce accurate and informative reports detailing bill structures, component requirements, and production history.

Material Requirements Planning (MRP)

Eliminate purchasing and scheduling problems by simplifying and speeding up the work processes of purchasing and inventory and enabling production managers to plan more effectively.

Work Order

If you handle make-to-stock, engineer-to-order, or make-to-order processing, our solution offers support in issuing work orders, developing schedules, and tracking costs associated with the manufacturing process. Get complete control of the manufacturing process and see up-to-the-minute, work-in-process information.

Customer Relationship Management

Ramp up your sales and marketing effectiveness with our CRM solution – if you want to enhance marketing programs and improve your customer experience, this solution is for you. CRMs increase productivity, foster collaboration, and standardize your sales process.

Project Management

Do you track projects and time? Is your help desk disconnected from the rest of your operations? Do you need to see everything about a customer or service work? With CMS’s service management system, you can manage all client- and project-related information, expenses, and budgeting within a single CRM-based system. This approach takes advantage of your CRM information and eliminates the costs associated with maintaining multiple applications, spreadsheets, and databases.

Workforce Solutions

Are inefficiencies in your time and attendance tracking causing a ripple effect? CMS offers an integrated time and attendance solution that synchronizes employee and payroll data between your software solution and time/attendance. Time and attendance data includes time punches, pay codes, job codes, absence codes, disbursements, shift codes, and more; the system also eliminates redundant data entry, reduces errors, and drastically improves payroll processing time.

Mobile Sales

Going mobile offers unlimited potential: increased revenue and profitability, improved customer service, new revenue streams, and more. On-the-road sales can integrate with your software solution, speeding up your supply chain, reducing administrative burdens, and allowing you to serve customers better.

Hosting Services

Get flexibility and security by moving to “The Cloud.” CMS can help you get your favorite applications hosted in a secure and cost-effective environment that provides anywhere, anytime access to your data. As your trusted business partner, let us give you the peace of mind you require for your organization.

Marrinan & Associates Case Study

Learn how Marrinan & Associates saved nearly $300,000
thanks to CMS consulting technique and the automation benefits featured in Sage 100.

Download Case Study