Margin Master Handbook
- Prerequisites
- Firewall and Network Requirements
- Microsoft Edge Download Block
- SQL Server Authentication Setup for IT Administrators
- Antivirus and Endpoint Security Exclusions
- SQL Server Tools
- Install or Upgrade SQL Server Express
- Install or Upgrade SQL Server Management Studio
- A Tour of the Main Window
- The Menus
- The Button Row
- The Main Data Grid
- The Summary Section
- Banners and Badges
- The Options Window
- Store Configuration
- Miscellaneous
- Export Options
- Vendor Settings
- POS / Connections Tabs
- Background Service
- AI Assistant (Experimental)
- How POS Import Works
- Supported Point-of-Sale Systems
- Data Import Workflows
- RockSolid POS Import
- Epicor Eagle FTP Import
- Epicor MySQL Compass Import
- Transact POS Import
- Paladin POS Import
- Falcon POS Import
- Spruce POS Import
- Bistrack POS Import
- RockSolid Max POS Import
- ECS POS Import
- Prosperity POS Import
- Catalyst POS Import
- Westlake POS Import
- MI9 POS Import
- AS/400 POS Import
- CounterWorks POS Import
- Dimension POS Import
- PacSoft POS Import
- ProStix POS Import
- Sympac POS Import
- Propello POS Import
- EagleVision POS Import
- MySQL/Compass Connection Configuration
- ECI VPN Requirement (Spruce, RockSolid MAX)
- Propello POS Integration Guide
- MI9 Data Pipeline — Import to Main Table
- Troubleshooting: Epicor Import Brought In 0 SKUs
- PACE POS Import
- Advantage POS Import
- General Store POS Import
- J-3 POS Import
- KeyStroke POS Import
- AutBusSystem POS Import
- Tomax POS Import
- Enterprise POS Import
- Computakey POS Import
- Redisell POS Import
- DART POS Import
- MIB POS Import
- Substruct POS Import
- DMAS POS Import
- RODS POS Import
- Procom POS Import
- Agility POS Import
- Acumen POS Import
- Cruise POS Import
- LSandE POS Import
- Retalix POS Import
- DIBCorp POS Import
- GMROI POS Import
- ECi Advantage POS Import
- Sunray POS Import
- ActivantAutomotive POS Import
- IBS POS Import
- Versys POS Import
- RMS POS Import
- TAMS POS Import
- Integrasoft POS Import
- Dynamic POS Import
- Microsoft ARS POS Import
- CDS POS Import
- Spartan POS Import
- Nitterhouse POS Import
- Jeds POS Import
- Theisens POS Import
- Emery Jensen POS Import
- SMS Pro POS Import
- Burdens POS Import
- Intact POS Import
- Bloom Retail POS Import
- NCR Counterpoint POS Import
- Horizon POS Import
- Cloud Vendor Data Sync
- Data Aging and Freshness Warnings
- Resetting Vendor and POS Data
- Rebuild Data and Rebuild Selection Lists
- Troubleshooting Vendor Sync
- Understanding the Strategy Hierarchy
- Pricing Strategies
- Creating a Strategy Step
- Updating and Deleting Steps
- Reviewing a Strategy and Running It
- Shared (Premade) Strategies
- SKU-Level Exceptions
- Manage Custom Groups
- Strategy Execution Cloud Tracking
- Importing from Excel
- Cost Break Analysis
- Cost Break Strategies
- Min/Max Strategies
- Strategy Backup & Restore
- Add Items from Catalog
- Store Grouping
- Data Diagnostics and Missing Index Recommendations
- System Diagnostics
- Margin Master Cannot Save Settings
- SQL Server 2025 Express vs. Full License
- Support Issue Management
- Catalog Lookup
- What's New After an Update
- Version History
- Documentation and the Help Buttons
- CTLD — Do It Best Catalog File
- MARGIN_MASTER — Ace Catalog File
- PCDITEMXREF — Do It Best SKU Classification File
- SAP_ZONE_PRICE_MARGIN_MASTER — Ace Zone Pricing File
- PCDPRODCLASS — Do It Best Product Classification Hierarchy File
- SAP_STORE_DEPT_ZONE_MARGIN_MASTER — Ace Store Zone Assignment File
- Taxonomy — Ace Product Classification File
- Mapp_Pricing — Ace MAP & IMAP Pricing File
- margin_mstr_plano — Ace Planogram File
On This Page
The Button Row
What is this?
The button row sits between the selection panel and the grid. It holds the actions you use most while pricing - refreshing the grid, choosing which SKUs to look at, and the one-click analysis, column, sort and print tools. The buttons on the right show only an icon; hover one for its name.
Walk through it in the app: lesson 1006 — Button bar. Margin Master can walk you through these steps live: turn on Training / Guide Mode from the Help menu, then type 1006 into the Lessons & Guides box — or ask Margin Master support to run it with you.

1. Refresh Data
Reloads the grid from the database using the current selections. Use it after anything that changes data outside the grid - a strategy run, an import, a vendor sync, or a change made in a dialog - and whenever the numbers on screen look stale. It is the same action as pressing the refresh command in other windows; nothing is lost by refreshing.
2. Records found
The italic count next to Refresh shows how many rows the current selections produced: No Data, 1 Record Found, or for example 12,481 Records Found. Watch this number as you add selections - it is the quickest way to see whether a selection did what you meant.
3. Which SKUs to show
The drop-down chooses the type of SKU in the grid. Its wording follows your vendor - for an Ace Hardware store it reads:
| Choice | Shows |
|---|---|
| Show Ace Skus | Only items that matched your vendor's catalog |
| Show Non-Ace Skus | Only items that did not match the catalog - your own products, other suppliers, discontinued items |
| Show ALL Skus | Everything |
What "vendor SKU" means. When your point-of-sale data is imported, every SKU is looked up in the vendor catalog for your store (and, for Ace, your RSC). A SKU that is found is a vendor SKU; one that is not is a non-vendor SKU. The result is stored with the row, so the choice is instant.
The choice changes what the record count, the summary and the strategy run can see, so the usual working position is Show ALL Skus. Margin Master switches to ALL by itself while a strategy executes, and a saved selection remembers the choice you made.
When you use Find Sku, the choice is ignored so the SKU is found wherever it is.
4. Cost Break Model for Selection
Opens the cost break model for the displayed items - see Cost Break Analysis.
5. Profit Analyzer
One click opens the Profit Analyzer for the current selections: current and future margin, the dollar impact and the twelve-month history, with export to Excel.
6. Statistics for Current Selections
A quick statistical view of the displayed rows - counts and distributions of price, cost and margin.
7. Future Price greater than $0.00
Narrows the grid to rows that have a future price. After a strategy run this is the fastest way to look only at what will change.
8. Edit Columns in View
Opens Edit Columns - the same as View > Edit Columns Displayed.
9. Edit Sort Order
Opens Edit Sort Sequence - the same as View > Edit Sort Order.
10. Print/Export
Opens the Print/Export dialog for the displayed rows - see Printing and Exporting.
Tips
The button row and the selection panel work together: set your selections, check the record count, then use the analysis buttons on what is displayed.
If a button seems to do nothing, look at the record count first - an empty selection gives the tools nothing to work on.
Common Questions
Q: My drop-down says "Show DIB Skus" / "Show Non-DIB Skus". A: The wording follows your primary vendor. The meaning is the same.
Q: I switched to Show Non-Ace Skus and the summary changed. A: The summary, the record count and the analysis tools all work on what is displayed. Switch back to Show ALL Skus to see the whole store.
Q: There is no status bar - where do messages appear? A: Margin Master has no status bar. Progress appears in a Please Wait panel over the window, and warnings appear as banners and title-bar badges - see Banners and Badges.
