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 III · Chapter 6 — Tools > OptionsUpdated 2026-08-28
POS / Connections Tabs
What is this?
The POS / Connections group in Tools > Options shows one tab, named for the point of sale chosen on Store Information, holding that system's connection settings. This page tells you which tab to expect and where its guide is; the guides themselves are in Chapter 7.
Walk through it in the app: guide 1015 — Reconnecting your data feeds on a new computer checks every connection after a move. Margin Master can walk you through these steps live: turn on Training / Guide Mode from the Help menu, then type 1015 into the Lessons & Guides box — or ask Margin Master support to run it with you.
Which tab you see
| POS System Type | Tab | Guide |
|---|---|---|
| Epicor | Epicor - FTP connection, or MySQL/Compass when Connect via MySQL / Compass is ticked | Epicor Eagle FTP Import · Epicor MySQL Compass Import |
| Mi9 Retail | MI9 | MI9 POS Import |
| SpruceWare.Net / RockSolid MAX | A tab named SpruceWare.Net or RockSolid MAX - one connection card per store | Spruce · RockSolid MAX |
| NCR Counterpoint | NCR Counterpoint | Supported Point-of-Sale Systems |
| BisTrack | Bistrack - direct connect or file import | Bistrack POS Import |
| Propello | Propello - portal URL, user and password | Propello POS Integration Guide |
| Every other system | no tab | File-based: set the Import Path on Miscellaneous and follow the system's guide |
Changing the POS System Type swaps the tab immediately. In Demo Mode the group is hidden.
What the tabs have in common
- Test & Save Connection / Test Connection - checks the connection and, when it works, saves it and backs it up to the Margin Master cloud keyed to your store.
- Restore from Cloud… - brings a saved connection back on a new or rebuilt computer.
- Open Store Manager… - closes Options and opens the Store Manager, where the point-of-sale stores are matched to vendor store numbers.
Tips
Set up in this order: Store Information (vendor and POS) → the POS tab (connection) → Store Manager (matchup) → Data > Get POS Data.
Common Questions
Q: My point of sale has no tab here. A: It is file-based. Point the Import Path at the export folder and use Data > Get POS Data.
Q: The tab shows the wrong point of sale. A: Change POS System Type on Store Information; the tab follows it.
