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 7 — Point of Sale: Connect, Configure, Import, TroubleshootUpdated 2026-08-28
CounterWorks POS Import
What is this?
CounterWorks is a point-of-sale system for hardware and building supply retailers. Margin Master imports CounterWorks CSV exports to build pricing analysis tables. CounterWorks is unique in that it provides monthly margin percentages instead of standard unit sales history.
Import File Format
| Property | Value |
|---|---|
| Delimiter | Comma (,) |
| File pattern | *.csv |
| Header row | Yes (1 row) |
| Total fields | 17 |
How Import Works
The export file is read from the Import Path set under Tools > Options > Miscellaneous:
- Export your data from CounterWorks as a
.csvfile. - Place the file in the configured import folder.
- Margin Master reads the file, validates the fields, and stages the data using BCP (Bulk Copy Program).
- The staged data is finalized and inserted into the
[Store]table. - Margin Master joins the store data with vendor catalog data to build your main pricing analysis table.
Field Mapping
| CounterWorks Field | Margin Master Field | Notes |
|---|---|---|
| STORE | Store | Store identifier |
| SKU | SKU | Product identifier |
| LINCODE | Dept | Line code maps to Department |
| SUBLINE | Class | Subline maps to Class |
| DESCR | Description | Product description |
| COST | Cost | Product cost |
| PRCB | CurrentPrice | Base price maps to current retail price |
| QOH | OnHand | Quantity on hand |
| MULT | OrderMultipleSKU | SKU-level order multiple |
| ORDQTY | OrderMultiple | Order quantity multiple |
| DM00 | History1 | Month 1 margin percentage |
| DM01 | History2 | Month 2 margin percentage |
| DM02 | History3 | Month 3 margin percentage |
| DM03 | History4 | Month 4 margin percentage |
| DM04 | History5 | Month 5 margin percentage |
| DM05–DM11 | History6–History12 | Months 6–12 margin percentages |
Troubleshooting
| Symptom | Likely cause | What to do |
|---|---|---|
| No Files Found when you choose Get POS Data | The export is not in the Import Path (Tools > Options > Miscellaneous), or its name does not match the pattern above | Check the path and the file name; Margin Master reads only the current folder, not sub-folders |
| The same file is imported again and again | The previous import's file was not renamed | After a successful import the file is renamed to NAME[ext].BAK; a file that keeps its name did not import - read the error dialog |
| 0 records or far fewer than expected | The export covers the wrong store, or the store is not matched in the Store Manager | Open Store Manager and check the store's row; re-export from the point of sale |
| Columns land in the wrong fields | The export layout changed | Compare the file's header row with Field Mapping above; contact Margin Master support with the file |
| Import finishes but the grid does not change | The rebuild was postponed (the Click to update data badge is showing) | Click the badge, or Data > Rebuild Data |
Every import failure shows one error dialog; the log under File > Utilities > Show Log Files has the detail to send to support.
Tips
- Margin columns, not sales units: Unlike most POS systems that export unit sales counts for history, CounterWorks exports margin percentages (DM00 through DM11). These are mapped to the History1 through History12 fields in Margin Master.
- LINCODE and SUBLINE: CounterWorks uses
LINCODEfor department andSUBLINEfor class. These are standard CounterWorks field names that map directly to Margin Master'sDeptandClassfields. - Two order multiple fields:
MULTmaps to the SKU-level order multiple, whileORDQTYmaps to the standard order multiple.
Common Questions
Q: Why does my history data look different from other POS systems? A: CounterWorks exports margin percentages rather than unit sales counts. The values in your History columns represent monthly margin percentages, not the number of items sold.
Q: What is the difference between MULT and ORDQTY?
A: MULT is the SKU-level order multiple (how the product is packaged), while ORDQTY is the standard order quantity multiple used for reordering.
