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
Strategy Execution Cloud Tracking
What is this?
Every time you execute a pricing strategy in Margin Master (Strategy > Execute Strategy), the application automatically sends a detailed record of the execution to the cloud. This includes a snapshot of each step's configuration and its results -- how many SKUs were affected, what price changes were made, and whether any errors occurred.
This cloud tracking gives your support team full visibility into your strategy history. They can see exactly what ran, when it ran, and what it did -- without needing to be on your machine. It also lays the groundwork for future features like restoring a strategy from a cloud snapshot.
Key behaviors:
- Runs in the background -- Cloud tracking never slows down or delays your strategy execution. It happens after the strategy finishes, in a separate background task.
- Silent on failure -- If the cloud is unreachable (no internet, server down), the strategy still completes normally. A warning is logged locally but nothing interrupts your workflow. Cloud tracking failure never causes a strategy to fail.
- Automatic retention -- Only the last 5 executions per store are kept in the cloud. Older executions are automatically removed.
- Per-step detail -- Each step's full configuration (pricing rule, rounding scheme, Min/Max settings) is captured as a snapshot so support can reconstruct exactly what happened.
- Local logs -- In addition to cloud tracking, each execution writes local log files for offline review (see below).
Local Execution Logs
Each strategy execution also writes two local log files to disk, independent of cloud tracking:
| File | Content |
|---|---|
{StoreName}_Detail_{timestamp}.log |
Per-step detail: rule text, SKUs affected, timing, Min/Max impact, and any errors. Also includes Query Store analysis appended automatically after execution — shows which SQL queries ran, their execution counts, and performance metrics. |
{StoreName}_Summary_{timestamp}.log |
High-level summary: strategy name, total steps, total SKUs affected, duration, and completion status. |
Location: C:\ProgramData\RetailerSoft\MarginMaster\Logs\StrategyExecution\
These files are useful when you need to review a specific execution offline, share results with support, or analyze performance of individual pricing steps. The Query Store analysis section in the detail log is especially useful for diagnosing slow strategy executions.
Who is this for?
- Users -- No action required. Execution tracking is automatic and invisible. You benefit indirectly because support staff can diagnose strategy issues remotely without asking you to reproduce problems.
- Support staff -- Use the Blazor organization dashboard (Events > Strategies tab) to review execution history, diagnose pricing issues, and verify that strategies are running as expected.
How It Works (User Perspective)
- Execute a strategy normally via Strategy > Execute Strategy
- After all steps complete, the execution record is sent to the cloud automatically
- If the upload succeeds, a confirmation message appears in the local log: "Strategy execution tracked to cloud"
- If the upload fails (no internet, etc.), you will see a warning in the local log but nothing else changes -- your strategy results are unaffected
You do not need to enable, configure, or manage this feature. It is always active.
Blazor Dashboard (Support Perspective)
The organization dashboard has a "Strategies" tab in the Events section.
Master Grid
Shows all executions for the organization with these columns:
| Column | Description |
|---|---|
| Date | When the strategy was executed (UTC) |
| Store | Store number |
| Strategy Name | Name of the strategy that was executed |
| Steps | Summary of step counts (total, successful, failed, skipped) |
| SKUs | Total SKUs affected across all steps |
| Duration | How long the execution took |
| Status | Whether the execution completed successfully |
Detail Popup
Click any row in the master grid to see the full step-by-step breakdown:
- Rule text -- The human-readable pricing rule that was applied
- SKUs affected -- How many SKUs matched this step and had their future price changed
- Rounding -- Whether rounding was applied and which scheme was used
- No Decreases -- Whether price decrease prevention was enabled
- Min/Max -- Whether Min/Max constraints were active, and impact details (SKUs increased, decreased, unchanged, average adjustment)
- Timing -- How long each step took to execute
- Status -- Success, failure, or skipped
Testing and Verification
User-Side Steps
- Execute a strategy in Margin Master with at least 2-3 steps
- Check local logs for the "Strategy execution tracked to cloud" confirmation message
- Test offline behavior -- Disconnect from the internet before executing a strategy. Verify the strategy executes normally and a warning (not an error) appears in the log
Support-Side Steps
- Open the Blazor dashboard and navigate to the organization
- Go to the Events section and select the "Strategies" tab
- Verify the execution appears in the grid with the correct store, strategy name, and step count
- Click the execution to open the detail popup -- confirm all steps, configurations, and results are present
- Execute 6+ times for the same store to verify that the 6th execution triggers trimming (the oldest execution should be removed)
Troubleshooting
| Issue | Resolution |
|---|---|
| No data in Strategies tab | Check WPF logs for tracking warnings. Verify the store exists in the cloud database. |
| "STORE_NOT_FOUND" in logs | Store number or vendor ID mismatch. Verify ApplicationSettingsService values match the cloud record. |
| Steps missing from detail view | Check that the StrategyProcessingStepResult list is populated before the finally block runs. |
| Old executions not trimming | Check Blazor app logs for trim exceptions. Verify cascade delete is configured in EF Core. |
| Execution appears but no steps | Verify MapStepResult is mapping correctly. Check for serialization errors in the log. |
