This menu option allows you to interface Margin Master within TransActPOS. The Margin Master Interface screen is self explanatory. Follow the steps on the left (in order) and use the buttons on the right when necessary.

 

Margin Master should be setup on a local machine, not the server. If you are running RDP, the local resource will need to be selected so that the drive is available. This will need to be setup by our support staff.

 

 

Create a file for Margin Master. Clicking on the Create Export File button on the right will complete this step. When you click on it, it brings up the Margin Master Listing screen. This screen is very similar to the Item Listing report. In this report, there are a number of options you can change to make your file fit what you need. You can change the order of the report by item, description, class, or location. You can also choose to include certain items with multiple on-hand values. By default, it will include all items. You can choose to have the report include only items with on-hand values:

On-Hand > 0 (on-hand values greater than 0)

On-Hand < 0 (on-hand values less than 0)

On-Hand = 0 (on-hand values equal to 0)

On-Hand <= 0 (on-hand values less than or equal to 0)

 

After you have chose which items to include, you can select the type of items to include (stock, non-stock, or both). You can have the report show past sales, cost, and/or quantity. In the bottom left corner, you can exclude, include, or only show certain items. These options are not resellable items, special order items, and not available items. You may also choose to utilize the right side of the screen to filter the listing down even more. You can filter it down to a specific or portion of item ID, class, code, fine, sub-fine, fineline, manufacturer, season, and/or location.

 

When you have completed your specifications, click the Generate button, like you would with any report. The option will come up to either Generate and Export or Generate Only.

Selecting Generate & Export will bring up a prompt asking for the MarginMaaster Directory

Make sure to select Margin Master under C on and not local disk C: if you are using RDP. Otherwise select C:\MarginMaster

Once that is selected it will export the file and give a confirmation that it was exported successfully.

 

You can then preview the listing to make sure it is what you want by clicking Preview. If you are unhappy with the information in the listing, you can click Reenter to change the settings for the list. Click OK and proceed to Step 2.

 

Make changes within Margin Master and create a file for TransActPOS. This step involves using Margin Master to open the exported file and making the desired changes to it within the Margin Master program. Note, you must do this Margin Master process on the PC that has Margin Master loaded onto it. Do not attempt to export a file on one workstation and open the file on another using Margin Master. Use the same PC for this entire process. Once the changes have been made to your file, create a file for TransActPOS.

 

Return to this menu and import the price file created in Step 2. This step is completed by clicking on the Import Price File button on the right side of the Margin Master Interface screen. After clicking on this button, the import file prompt will appear based on the directory you previously linked to.

Select Yes and Save the XML file that is created.

 

Print and Update Prices from Imported File. Click on the Print/Update Prices button on the right side to finish this step. Locate the XML file you created in Step 3. Once you have located it, the system will import the file. You will then be able to print new labels from here.