Margin Master Handbook
Introduction
Part I · Installing
- 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
Part II · Introducing the Main Window
- A Tour of the Main Window
- The Menus
- The Button Row
- The Main Data Grid
- The Summary Section
- Banners and Badges
Part III · Initial Configuration
- 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
Part IV · Customizing the Workspace
Part V · Basic Application Functionality
Part VI · Learning Margin Master
- 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
Part VII · Advanced Topics
- Importing from Excel
- Cost Break Analysis
- Cost Break Strategies
- Min/Max Strategies
- Strategy Backup & Restore
- Add Items from Catalog
- Store Grouping
Part VIII · Updates, Troubleshooting & Help
- 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
Appendix
- 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
Part IV · Chapter 10 — Selection Boxes, Columns and Field NamesUpdated 2026-08-27
Edit Selection Boxes
What is this?
Edit Selection Boxes lets you customize the selection panel on the left side of the main window. The selection panel contains tabs (like "Basic Selections" and "Price Selections"), and each tab contains filter fields. This dialog lets you choose which tabs appear, which fields are on each tab, and in what order.
How to Access
- Menu: View > Edit Selection Boxes
Window Layout
The dialog has a three-column design:
- Current Selection View dropdown · 2. Copy · 3. Delete
- Selection Tabs · 5. Fields on Tab · 6. Available Fields
- Add / Remove Selection Tabs · 8. Add / Remove Fields on Tab · 9. Cancel / Save
Top Bar
| Element | Purpose |
|---|---|
| Current Selection View dropdown | Switch between different selection box configurations |
| Copy button | Create a new view by copying the current one |
| Delete button | Delete the current custom view |
| Lock icon | Shown for default views (which cannot be edited) |
Three Panels
| Panel | Purpose |
|---|---|
| Selection Tabs (left) | Lists all tabs in the current view |
| Fields on Tab (center) | Lists the fields assigned to the selected tab |
| Available Fields (right) | Lists all fields not assigned to any tab |
Buttons
| Button | Purpose |
|---|---|
| Add Tab (green plus) | Create a new tab with a custom name |
| Remove Tab (red X) | Delete the selected tab (must be empty first) |
| Add Field (left arrow) | Move the selected available field onto the current tab |
| Remove Field (right arrow) | Remove the selected field from the current tab |
| Sequence arrows | Reorder tabs (left panel) or fields within a tab (center panel) |
Working with Selection Views
Default Views
Each vendor type comes with a pre-configured default view. Default views are read-only -- you cannot modify their tabs or fields. A lock icon appears next to the view name when a default view is selected.
Creating a Custom View
- Select any view from the Current Selection View dropdown.
- Click Copy.
- Enter a name for your new view.
- The new view is created as an editable copy of the original.
Editing a Custom View
Select your custom view from the dropdown, then:
- Add a tab: Click the green Add Tab button and enter a name.
- Remove a tab: Remove all fields from the tab first, then click the red Remove Tab button.
- Add a field to a tab: Select the tab on the left, select the field on the right, then click the left-arrow Add Field button.
- Remove a field from a tab: Select the field in the center panel, then click the right-arrow Remove Field button.
- Reorder tabs: Select a tab and use the Sequence up/down arrows under the left panel.
- Reorder fields: Select a field and use the Sequence up/down arrows under the center panel.
Click Save when finished, or Cancel to discard changes.
Deleting a Custom View
Select the custom view and click Delete. If the deleted view was active, the application switches to the first remaining view. Default views cannot be deleted.
Tips
- Each field can only appear on one tab at a time. Moving a field to a tab removes it from the Available Fields list.
- The Available Fields list shows all fields not currently assigned to any tab in the view.
- To quickly find a field, scan the Available Fields list alphabetically.
- Custom selection views are saved per database.
Common Questions
Q: Why can't I edit the tabs or fields? A: You likely have a default view selected (indicated by the lock icon). Copy the view first to create an editable version.
Q: Why can't I delete a tab? A: All fields must be removed from a tab before it can be deleted. Use the Remove Field button to move fields back to Available Fields first.
Q: I deleted a view by mistake. Can I get it back? A: Default views cannot be deleted. If you deleted a custom view, you will need to recreate it by copying a default view and re-customizing it.
