Resetting Vendor and POS Data

What is this?

Margin Master provides two reset utilities under File > Utilities that allow you to clear different categories of data and start fresh. These are useful when data has become corrupted, when switching configurations, or when support asks you to perform a clean re-sync or re-import.

Walk through it in the app: guide 5001 — Clearing stale or orphaned data. Margin Master can walk you through these steps live: turn on Training / Guide Mode from the Help menu, then type 5001 into the Lessons & Guides box — or ask Margin Master support to run it with you.

Important: Both reset options will clear the main pricing table. After a reset, no data will be displayed in the main grid until you re-sync vendor data or re-import POS data.

Accessing the Reset Options

From the main menu: File > Utilities

The menu text is dynamic — it shows your configured vendor name (e.g., "Reset Ace Hardware Data") and POS system name (e.g., "Reset Rocksolid Data").

Reset Vendor Data

What it does

Clears all vendor catalog and pricing data that was downloaded from the Margin Master cloud, including:

• Ace Hardware / Emery Jensen tables — AceCatalogRecords, AceZoneRecords, AcePlanogramRecords, AceStoreDepartmentZoneRecords, AceTaxonomyRecords, AceMappPricingRecords
• Do it Best tables — DIBCatalogRecords, DIBPriceLevelRoundingDetails, DIBSkuProductClassificationRecords, DIBProductClassificationRecords
• Legacy sync tables — MMVendorData, VendorGTIN (if they exist from older versions)
• Sync tracking metadata — Forces a full re-sync on the next update instead of an incremental sync
• Main table and selection lists — Cleared so no stale data is displayed

What it does NOT affect

• Your POS/store data (imported from your Point of Sale system)
• SKU-level exceptions, rounding schemes, and pricing strategies
• Reports, competitor data, and other user-created configuration
• Application settings and store configuration

How to use

1. Click File > Utilities > Reset Data
2. A confirmation dialog explains what will be deleted — click Yes to proceed
3. A progress screen appears while data is being cleared
4. After completion, you are asked: "Would you like to sync vendor data now?"
   • Click Yes to immediately download fresh vendor data from the cloud
   • Click No if you want to sync later (use Data > Get Vendor Data when ready)

When to use

• Support asks you to perform a "clean sync" to resolve data issues
• Vendor data appears corrupted or incomplete
• You are switching vendor configurations
• After a database restore from backup where sync metadata may be out of date

Reset Point of Sale Data

What it does

Clears all POS inventory data that was imported from your Point of Sale system, including:

• Store table — Your imported store inventory (SKUs, descriptions, costs, retail prices)
• StoresToProcess — Queue of stores pending processing
• POS-specific tables — Tables named after your POS system (e.g., Rocksolid*, Transact*, Epicor*, Compass*)
• Derived tables — Any *mainTable, *current, or *mergeresults tables built from your POS data
• Main table and selection lists — Cleared so no stale data is displayed

What it does NOT affect

• Vendor catalog and pricing data (synced from the cloud)
• SKU-level exceptions, rounding schemes, and pricing strategies
• Reports, competitor data, and other user-created configuration
• Application settings and store configuration

How to use

1. Click File > Utilities > Reset Data
2. A confirmation dialog explains what will be deleted — click Yes to proceed
3. A progress screen appears while data is being cleared
4. After completion, a message confirms the reset and reminds you to re-import

After resetting POS data

• For most POS systems (Rocksolid, Transact, Epicor, etc.): Re-run your normal POS data import (FTP Import, file import, or MySQL import depending on your setup)
• For Do it Best stores without a POS system: See the special note below

Do it Best Mailbox Stores (No POS System)

Extra caution required. If your store uses Do it Best mailbox data instead of a traditional Point of Sale system, resetting POS data will delete store data that was built from DIB mailbox downloads. Re-creating this data requires re-downloading and re-importing from the Do it Best mailbox, which involves multiple steps:

1. Use Manage Mailbox Data to connect to the Do it Best FTP server
2. Re-download your POSLoad file
3. Re-import and rebuild the main table

The confirmation dialog includes an extra warning for Do it Best mailbox stores.

Tips

• Always back up first. Before performing any reset, consider using File > Database > Backup Database to create a safety net.
• Reset vendor data does NOT require re-importing POS data — only a cloud re-sync is needed. Your store inventory data is preserved.
• Reset POS data does NOT require re-syncing vendor data — only a POS re-import is needed. Your vendor catalog data is preserved.
• If you need to reset everything, perform both resets: first reset vendor data and re-sync, then reset POS data and re-import. Or use the Reset Database utility under File > Database > Utilities (requires support authorization).

Common Questions

Q: Why is the main table empty after a reset? A: Both reset options clear the main table because it is built by joining vendor data with POS data. Once you re-sync or re-import the cleared data, the main table will be rebuilt automatically.

Q: Will I lose my pricing strategies and rounding schemes? A: No. Neither reset option touches user-created configuration like pricing strategies, rounding schemes, SKU exceptions, or min/max strategies.

Q: How long does re-syncing vendor data take after a reset? A: A full re-sync (rather than the usual incremental sync) will run after a vendor data reset. This typically takes several minutes depending on your vendor and internet speed, as all records must be downloaded fresh.

Q: I accidentally reset my data. Can I undo it? A: If you have a recent database backup, you can restore it using File > Database > Restore Database. Otherwise, you will need to re-sync vendor data and/or re-import POS data.