Phone Support
(989) 896-8000
Email Support
support@retailersoft.com
Company Website
http://www.retailersoft.com
  Knowledgebase Search:      Show Home Page  
 Welcome
 Installation
    System Requirements
    Downloading Margin Master
    OCX Errors
    Upgrading Margin Master
 Vendor Specific
    Ace Hardware
       Processing Ace Data
    Do it Best
       Processing Do It Best Data
    True Value
    Mitre 10
    TransActPOS
    Handy Hardware
    Benjamin Moore
    Orgill
    Resurg Group
    RivalWatch
       Processing RivalWatch Data
    Hillman
 Using the Program
    Implementation
    What is a Pricing Strategy
    Developing a Price Strategy
    Custom Group Screen
    Short Cut Tips
    Exporting Sku Level Exceptions
    Importing Sku Level Exceptions
    Backing up the Database File
    Backing up the Price Strategy File
    View Options Screen
    SKU Sequence Screen
    SKU Pricing Strategy Screen
    Sku Detail Screen
    Restore Back Up Data
    Rounding Options Screen
    Registration Wizard Page
    Quick Find Page
    Profit Analyzer
    Print Screen
    Price Strategy Management Screen
    Options Screen
    Margin Master Screen
    FTP Transfer Utility Screen
    One Click Statistics
    Custom Import
    Adding Steps To A Strategy
    Transfering A Strategy
    Moving Margin Master 
    Targeted Backdoor Margin Worksheet
    Changing Steps In A Strategy
 POS System Specific
    Activant
       Errors
          Reasons SKU's Do Not Import
          Cannot Connect to FTP
          I Can't Download Margin Master Updates
       Tutorials
          Activant Step By Step
          Exporting Price Changes
          Importing  Exporting Automated Queue
          Recovering Archived Exports
          Setting Up Hotsheets
          Importing Date of Last Price Change
       Installation
       FAQ
          Getting Started
          FTP Access
          Creating the Queue
          Processing Data Reports
          Department and Class Names
          Creating the Import Macro
          Exporting Pricing BACK to E4W
    Paladin
       Importing Data to MM
       Exporting MM Data
    Substruct Systems
    RockSolid
       Displaying Margin Master Option
       Exporting to MM/Server PC
       Importing From MM/Server PC
       Printing Labels
       Exporting to MM/NonServer PC
       Importing from MM/NonServer PC
       Importing in to Margin Master
    TransActPOS
       Importing and Exporting
    SpruceWare
       Importing Price Changes
    SpruceWare.net
       Import/Export
    Cruise
       Cruise and Margin Master
    Advantage
       Exporting to Margin Master
    J3 Point of Sale
    Falcon
       CyberQuery
 FAQ
    Sales FAQ
    Installation FAQ
 Specifications
    POS Data Integration
       Store Data Layout
       Vendor Data Layout
       Integrated Data Mapping
Home > Using the Program > Options Screen

Options Screen 

Options Screen
The Options screen has a number of tabs available to set options for various parts of the program. Most options tabs are accessible directly from the affected area of the program. However, once in the Options Screen, it is easy to review and edit all of the options for all of the different areas of the Margin Master Program.

Import Options Tab



  • Current Import Folder.  This is the current windows folder that Margin Master will look in for files to be imported into Margin Master. This can be changed, but it is rarely necessary as it may affect other parts of program operation.
  • Current Export Folder.  This is the current windows folder that Margin Master export all text/report files to. This can be changed as needed. Some users or POS systems want the data exported from Margin Master to go someplace special, but the default works fine for most users.
  • Always Delete Non-Updated Store Sku's.  When processing store data, items that were previously imported, but were not included in the current import, are considered non-updated Sku's. This usually happens when Sku's have been removed from your POS system. By selecting this option, these Sku's will automatically be assumed deleted, and will also be removed from your Margin Master database.
  • Automatically perform Compaction after Each Stores Reports.  When processing store data, if this option is selected, the database will automatically compact/optimize itself after each store is imported. This can be useful if the are a number of stores and we want to maximize database performance.
  • Automatically perform Compaction after ALL Reports.  After all data has been imported, if this option is selected, the database will automatically compact/optimize itself. Otherwise, the compaction will take place when returning to the Main Menu.
  • Automatically Process Files After FTP Download.  The true goal of this, and most of these other options, was to automate the entire import data process. With this option selected, the user can initiate the transfer of the files - and leave.  The computer will automatically download the selected files, process them, apply the above options and complete. When the user returns, everything will be completed, and there will be no delay in getting started with Margin Master and no user intervention will be required through the import process.
  • Always do Full Ace Data Update.  When importing vendor data, it is possible to do an incremental update, or a full update. An incremental update will only update the items that changed and add new items. The full update will completely re-load all of the vendor data. This takes longer but ensures a higher level of accuracy.
  • Automatically Rebuild Selection Lists.  Every time data is imported, Margin Master must rebuild the selection list data so the selection lists can accurately display any changes made in your data. With this set to automatically rebuild, no user intervention will be required. Otherwise, the Selection List will be rebuilt when returning to the Main Menu.

MM Screen option Tab


  • Quick Key Direction.  After pressing a Quick Key - this determines the direction the selected line will go.
  • Sort Method.  PACE and Activant use different sorting rules. Depending what POS system you are using, you can specify which sorting rules you want to use.
  • Multi Store Options.  Generate Multi Store C - Multi Store C is called the Consolidated Store. Store C is simply a combination/subtotal of all of the Sku's from all of the stores. Information like sales history, and quantity on hand are totaled, while other information like location code is ignored. The use of multi store C can be effective for stores that keep all stores priced the same, and want to minimize the number of Sku's in their database.
  • Remove Individual Store Data.  Taking the Multi Store C to the next level - this option will automatically remove the underlying details for each individual store from the Margin Master Database. Use this option with caution - because once the individual store data is gone, the only way it can be brought back is by re-importing all of the data.

Pricing Strategy Tab

  • Enforce Pricing Strategy at Margin Master Start up.  With this option selected, every time Margin Master loads, it will apply the Sku level Pricing Strategy Rules. Doing this effectively sets the Future Price for all items with a Sku level pricing strategy, and locks the Sku with a Pricing Strategy Lock that is visible while you are working.
  • Default Status for Newly Created Strategy Rules.  When a Pricing Strategy Step is saved, this option determines if the newly created step will be Active or inactive.
  • Automatically Reset Data Before applying Strategy.  This will automatically remove any future prices that have been set prior to executing the first step of your pricing strategy. This is almost always a good idea - otherwise - if you make some random changes to your data - then apply your Pricing Strategy, you may end up with some unintended price changes. I suggest you leave this option enabled at all times.
  • Automatically Remove Items with a net zero changes.  After your pricing strategy has executed, this option will automatically remove any future prices have a net zero change from your Current Price. If this is not done, items will have a Future Price - perhaps equal to your Current Price - and be exported as a price change. I suggest you leave this option enabled at all times.
  • Display Items with a Future Price after Processing Strategy.  Enabling this step does nothing other than display the resulting changes from the execution of your Pricing Strategy. This same thing can be triggered by clicking the button.

Miscellaneous



  • Store Price List.  When Exporting your Stores Price List to a file, this determines what will be exported to the file.
  • Restore Default Settings.  One click - and all Margin Master Options are set back to their default settings.

System Colors Tab
This tab has options to modify many of the visible items on your screens. Play with a different color scheme until you find one you like. If you mess it up - no problem - click Restore Defaults and all will return to default colors.

  • Selection List Label Color
  • Selection List Color
  • Form Background Color
  • Sku List Background Color
  • Summary List Background Color
  • Primary Tab Front Color
  • Primary Tab Back Color
  • Secondary Tab Front Color
  • Secondary Tab Back Color
  • Button Color
  • Restore Defaults

Store Information Tab
This information is used to identify your store and contact information. This information is required. If your contact name or e-mail change, changing it on this screen will submit notification to us - so we can be sure to send communications to the correct person.


  • Primary Ace Store Number
  • Contact Name
  • Contact E-mail Address
  • POS System Type

System Options Tab



  • Internet Update
  • Use Ace Order Multiple.  With this item checked, after importing Store Data, the Order Multiple will be set to whatever the Ace Order Multiple is for the item. This is generally only used by stores exporting information from Margin Master to another program - like a Bin Label printing program.
  • Generate OM-SKU.  With this item checked, after importing Store Data, the OM-SKU will be recalculated for each item. For stores that print Order Enabling Bin Tags, the OM-SKU is the field used to generate the UPC code printed on the Bin Tag. This is generally only used by stores exporting information from Margin Master to another program - like a Bin Label printing program.

Database Options Tab



  • Database to use.  Choose Store Database when you are ready to load your own data. Otherwise the demo database provides just enough information to show you how the program works.
  • Current Database Name.  Some users may want to have multiple databases, or change their database name.
  • Current Database Folder.  The database folder is the windows folder that has your Margin Master databases in it.
  • Automatic Backup.  With this option enabled, every time you exit the Margin Master screen, a backup of your database will be created. If you have created a Pricing Strategy, there is not really any reason to backup the database. The file we want to protect is our pricing strategy file. Typically this file has the same name as your database - followed by -PS.INI. It would be a good idea to occasionally copy



      

 
Article Details
Created:6/4/2009 2:24:37 PM
Modified:6/4/2009 3:02:37 PM
Author:smayhew
Views:276

Options
 Print Article
 Bookmark Article
 Link to this Article

Related Articles
  
To add links, place the cursor in the box above and then click 'Link Page' on the toolbar.

File Attachments
  
To upload and insert attachments, place the cursor in the box above and then click 'Document Manager' on the toolbar.

 Copyright © 2003 - 2009 RetailerSoft, Inc.  | All rights reserved |