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
Field Manager
What is this?
The Field Manager lets you customize the display names of fields (columns) throughout Margin Master. Each field has a system default name, and you can assign your own custom label that will appear in column headers, selection panels, and other places that reference the field.
How to Access
- Menu: View > Field Manager
Window Layout
- Hamburger menu — Clear All Name Mappings
- Show More Info checkbox — reveals additional columns with detailed field metadata
- Search box — filters the field list in real time
- Field grid — every field with its default name and your customization (type in User Text to rename)
- Cancel / Save — discard or persist your changes
Grid Columns
By default, the grid shows three columns:
| Column | Editable | Purpose |
|---|---|---|
| Field Name | No | The internal field identifier (e.g., StoreNumber, SKU, CurrentPrice) |
| Default Text | No | The system default display name (e.g., "Store Number", "SKU", "Current Price") |
| User Text | Yes | Your custom label -- type here to rename a field |
Show More Info
Check Show More Info to reveal additional columns:
| Column | Editable | Purpose |
|---|---|---|
| Short Default Text | No | Abbreviated version of the default name |
| User Short Text | Yes | Your custom abbreviated label |
| Visible | No | Whether this field applies to your vendor type |
| Default Width | No | Default column width in pixels |
| Display Format | No | Format string (e.g., C2 for currency with 2 decimal places) |
| SQL Data Type | No | The underlying data type (INT, VARCHAR, etc.) |
When Show More Info is unchecked, only fields applicable to your vendor type are shown. When checked, all fields are listed regardless of vendor visibility.
Customizing Field Names
- Find the field you want to rename (use the Search box to filter).
- Click the User Text cell for that field.
- Type your custom label.
- Click Save to apply your changes.
Your custom labels will appear everywhere the field is referenced: main grid column headers, selection panel boxes, sort dialogs, and column view editors.
To remove a single custom label, clear the User Text cell for that field and save.
Clearing All Custom Names
Click the hamburger menu (top left) and select Clear All Name Mappings to remove all custom labels at once, reverting every field to its default display name.
Tips
- Custom field names are useful if your store uses different terminology than the defaults. For example, rename "Department" to "Dept Code" or "SKU" to "Item Number."
- The Search box filters across all columns -- you can search by field name, default text, or even your custom text.
- Changes are saved per database, so different databases can have different custom labels.
Common Questions
Q: Will renaming a field affect my data or strategies? A: No. Custom labels are display-only. They do not change the underlying field names used in strategies, SQL queries, or data storage.
Q: I customized a field name but it still shows the old name in some places. Why? A: After saving, some views may need to be refreshed. Use View > Reset Columns to reload the column headers, or restart the application.
Q: Can I customize the short name separately from the long name? A: Yes. Check Show More Info to reveal the User Short Text column, which controls abbreviated labels used in compact views.
