- 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
- Database Connection Setup
- Database Creation
- Database Restore
- Transfer Settings from Database
- Connecting a Second Computer
- 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
- 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
- Ace Hardware MAP & IMAP Pricing
- Ace Critical Retail Pricing
- True Value Price Levels
- True Value Store Assessment
- Importing from Excel
- Cost Break Analysis
- Cost Break Strategies
- Min/Max Strategies
- Strategy Backup & Restore
- Add Items from Catalog
- Store Grouping
On This Page
Documentation and the Help Buttons
What is this?
This handbook lives at marginmaster.com/documents and Margin Master links straight into it from two places: the Help menu, and the small blue ? button on most windows.
Help > Get Help
Opens a panel with every support path in one place. Choose Open Docs to open the documentation home in your browser, where the Handbook view reads pages in order, By Category groups them by topic, and the search box searches every page. Choose Connect Now for a live support session, Start Chat for the AI assistant (where enabled), or Open Form to submit a question.
The blue ? button
Many windows - Rounding Schemes, the Strategy Manager, Cost Breaks, Quick Find, Database Setup, the Options tabs and others - carry a blue circle with a ? in a corner. Hover it for a hint (Click for help or a more specific line such as Learn how to create and edit rounding schemes); click it and the browser opens the page for that window.
The button works whether or not Margin Master is signed in to anything: the pages are public.
Downloading a page
Every page has PDF and Word download buttons at the top, and a This Page / All Docs search toggle. Downloads contain the same content you see on screen.
Tips
Pressing the ? on the window you are stuck on is faster than searching - it lands on the exact page.
The handbook is updated continuously; if a screen looks different from its page, the page is probably older than your version - tell Margin Master support through Help > Support Issues.
Common Questions
Q: The ? button does nothing. A: The browser could not be started, or the computer has no browser set as default. Open marginmaster.com/documents by hand.
Q: Can I read the documentation offline? A: Download the pages you need as PDF while online; there is no offline copy inside Margin Master.
