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
Supported Point-of-Sale Systems
What is this?
Every point-of-sale system Margin Master can import from, with a link to its configuration and processing guide. The name in bold is the exact POS System Type you choose on Tools > Options > Store Information. If your system is not here, contact Margin Master support - most file-based systems can be added from a sample export.
Systems with a configuration and processing guide
These systems have stores importing today. Each guide covers connecting, the Options tab, the import itself and troubleshooting.
| POS System Type | Guide |
|---|---|
| Epicor | Epicor Eagle FTP Import, Epicor MySQL Compass Import |
| Eagle Vision | EagleVision POS Import |
| Paladin | Paladin POS Import |
| Falcon | Falcon POS Import |
| Spruce | Spruce POS Import |
| WestLake | Westlake POS Import |
| RockSolid | RockSolid POS Import |
| TransActPOS | Transact POS Import |
| Pacsoft | PacSoft POS Import |
| Sympac | Sympac POS Import |
| Prostix | ProStix POS Import |
| Dimension | Dimension POS Import |
| SpruceWare.Net | Spruce POS Import |
| BisTrack | Bistrack POS Import |
| ECS Pro | ECS POS Import |
| CounterWorks | CounterWorks POS Import |
| AS-400 | AS/400 POS Import |
| Prosperity | Prosperity POS Import |
| RockSolid MAX | RockSolid Max POS Import |
| Catalyst | Catalyst POS Import |
| Propello | Propello POS Integration Guide |
| Mi9 Retail | MI9 POS Import |
| Mi9x | MI9 POS Import |
Connection prerequisites that several systems share: Epicor Eagle: Enabling Margin Master Access, MySQL/Compass Connection, and the ECI VPN Requirement for Spruce and RockSolid MAX.
Other supported systems
Margin Master's import supports these systems, but none has a store actively importing at the moment, so each has a placeholder guide. Contact Margin Master support before your first import; the guide is completed from your setup.
| POS System Type | Guide |
|---|---|
| PACE | PACE |
| Advantage | Advantage |
| General Store | General Store |
| J-3 | J-3 |
| KeyStroke | KeyStroke |
| AutBusSystem | AutBusSystem |
| Tomax | Tomax |
| Enterprise | Enterprise |
| Computakey | Computakey |
| Redisell | Redisell |
| DART | DART |
| MIB | MIB |
| Substruct | Substruct |
| DMAS | DMAS |
| RODS | RODS |
| Procom | Procom |
| Agility | Agility |
| Acumen | Acumen |
| Cruise | Cruise |
| LSandE | LSandE |
| Retalix | Retalix |
| DIBCorp | DIBCorp |
| GMROI | GMROI |
| ECi Advantage | ECi Advantage |
| Sunray | Sunray |
| ActivantAutomotive | ActivantAutomotive |
| IBS | IBS |
| Versys | Versys |
| RMS | RMS |
| TAMS | TAMS |
| Integrasoft | Integrasoft |
| Dynamic | Dynamic |
| Microsoft ARS | Microsoft ARS |
| CDS | CDS |
| Spartan | Spartan |
| Nitterhouse | Nitterhouse |
| Jeds | Jeds |
| Theisens | Theisens |
| Emery Jensen | Emery Jensen |
| SMS Pro | SMS Pro |
| Burdens | Burdens |
| Intact | Intact |
| Bloom Retail | Bloom Retail |
| NCR Counterpoint | NCR Counterpoint |
| Horizon | Horizon |
Common Questions
Q: My point of sale is not listed. A: Contact Margin Master support with a sample export. Any system that can produce a per-SKU file with cost, price, on-hand and monthly sales can usually be mapped.
Q: We are changing point-of-sale systems. A: Change the POS System Type on Store Information, set up the new connection or export from its guide, then import. Your strategies and rounding schemes are unaffected; the Store Manager matchup is redone for the new system's store identifiers.
