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
- Database Connection Setup
- Database Creation
- Database Restore
- Transfer Settings from Database
- Connecting a Second Computer
- 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
- 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
- Chat with Support
- 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
Chat with Support
What is this?
Chat with Support is a chat panel inside Margin Master. You type a question in plain English and the Margin Master AI assistant answers first. It can:
- find the right documentation page and link you to it
- offer a Guided Lesson that walks you through the task on your own screen
- check how your store is set up, for example when your POS data last imported
- write up a problem as an issue for you to review and submit
When you would rather talk to a person, the assistant hands the conversation to the support team. A support rep joins you in a live chat in your browser with the whole conversation in front of them. If nobody is available, the conversation is emailed to support and they reply to you by email.
Chat with Support is experimental. It appears only where AI services are turned on (see AI Assistant). Before it is turned on, use Help > Live Support as usual.
Opening / Accessing
- Help > Chat with Support, or
- the green Chat pill in the title bar, which opens the panel or closes it when it is already open.
The panel docks on the right edge of the main window. Close it with the x on the Chat with Support caption. Closing the panel keeps your conversation, so you can reopen it and carry on.
Using the Chat
| Part of the panel | What it does |
|---|---|
| Suggested questions | Shown under the greeting until you send your first message. Click one to ask it. |
| Message box | Type a question and press Enter, or click Send. |
| Stop | Replaces Send while the assistant is working. Stops the answer. |
| Talk to a Person | Opens the hand-off card without asking the assistant first. |
| New Conversation | Starts over with an empty conversation. |
While the assistant works, a line under the messages tells you what it is doing, such as "Searching the documentation…".
Lessons
When a Guided Lesson matches your question, a Guided Lesson card appears with a Start lesson button. The lesson starts only when you click the button.
Issue drafts
When something looks like a problem that support needs to investigate, the assistant writes it up as an Issue draft card. Click Review & submit issue to open the Submit Issue window with the title and description filled in. Nothing is submitted until you finish that window.
Talking to a person
The assistant shows the Talk to a person card when you ask for a person, or when it cannot solve the problem. You can also open it yourself with Talk to a Person.
- Enter Your name and Your email. Margin Master remembers them for next time.
- Click Connect me. Click Not now to close the card without contacting anyone.
What happens next:
- A support rep is available: your browser opens a live chat and the panel shows "A support rep will join you in your browser." The rep can see your store details and the conversation so far.
- Nobody is available: the panel shows "Nobody is available right now, so I've sent this conversation to support. You'll get a reply at" your email address.
- Support cannot be reached (for example, no internet connection): the panel says so. Try again in a moment, or use Help > Live Support.
Tips
Ask one thing at a time and include the screen you are on, for example "On the Rounding Scheme screen, how do I copy a scheme?"
Answers are written by AI and can be wrong. Check the linked documentation page before you change prices.
The assistant only reads your data. It never changes prices, strategies or settings.
Common Questions
Q: I don't see Chat with Support in the Help menu. A: It appears only on computers where AI services are turned on. Help > Live Support is always available.
Q: Does support see my conversation? A: Yes. The conversation is saved for the support team so they can help you, whether or not you ask for a person.
Q: I closed the panel by accident. Did I lose the conversation? A: No. Open Help > Chat with Support again and the conversation is still there until you click New Conversation or close Margin Master.
