Automatic Member Number Issuance Settings
ReceiptRoller automatically issues a member number to each customer, per business account. The member number is used for the barcode on the membership card, and you can use it to find a customer in your customer list. This article covers the number format, how to set the prefix and digit count, when numbers are issued, and what happens when you change the format.
Member number format
Member numbers are issued in the format "PREFIX-sequence". For example:
SHIBUY-00000123(prefix SHIBUY, 8-digit sequence)RR26-00045821(prefix RR26, 8-digit sequence)CAFE-0001(prefix CAFE, 4-digit sequence)
The sequence counts up from 1 within your business account. The hyphen between the prefix and the sequence is added automatically.
Starting settings
The prefix and digit count are set automatically at first.
- Prefix: the first 6 letters and digits of your business account name, in upper case. If the name has no letters or digits (for example, a name written only in Japanese), the prefix is
STORE - Digits in the sequence: 8
You can see your current settings in the "Member numbers" section described below. The defaults work fine, but you can change the prefix to something that matches your store.
Viewing and changing the settings
- Open Store App → "Membership card". The "Member numbers" section is at the top of the page
- Enter the prefix under "Prefix (up to 6 letters or digits)". Use 1 to 6 letters or digits; lower case becomes upper case
- Choose "Digits in the sequence", from 4 to 12
- "Next member number" shows the number the next new customer will get
- Click "Save" to apply
The section also shows how many member numbers have been issued so far. Owners and operations managers can use this page.
Choosing a prefix
A prefix that customers and staff recognize as "this is the card for our store" works best. Since it is limited to 6 characters, a short name or abbreviation is a good choice.
- Store or brand name:
SHIBUY,CAFE - Store abbreviation:
SBX,UNIQ - A code you already use internally:
RR26,WDCB
When you change the format
- Numbers already issued keep working. The number on a customer's membership card and customer record does not change, and numbers in the earlier format are still accepted at the register
- New customers get the new format
- The sequence continues, so numbers never repeat. Example: after issuing up to
CAFE-00123, if you change the prefix to SHIBUY and the digits to 8, the next number isSHIBUY-00000124 - Formats you used before are listed in the section under "Earlier formats"
- You cannot choose fewer digits than the numbers already issued need. For example, if the sequence has already reached 5 digits, saving with 4 digits shows an error
When numbers are issued
A member number is issued when a customer record is created without one.
- When a customer saves their profile on the My Page of your store app and becomes a member
- When staff add a customer in the customer list without entering a member number
- When a first-time customer's record is created from a reservation
- When a connected system adds a customer through the API
The issued member number is used for the barcode on the customer's membership card.
Numbers never repeat
Even if several customers sign up at the same moment, they never get the same number. A number that has been issued is never reused, even if the customer leaves. A member number on a past receipt or transaction will never point to someone else.
Finding a customer by member number
Enter a member number in the search box of your customer list to find that customer.
Relationship with your POS
Member numbers issued by ReceiptRoller are not sent to the member or customer records in Smaregi or Square, and member numbers from your POS are not brought into ReceiptRoller. To see how Smaregi and Square sales are matched to your customers, see "Matching Smaregi and Square Sales to Customers" below.
Notes
- The prefix can contain only letters and digits. Japanese characters, spaces, hyphens and other symbols cannot be used
- There is no way to reset the sequence back to 1
Related help
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Purchase History by Customer (POS Integration)Review each customer's 30 most recent receipts on the customer detail page in Customers (CRM). Covers the conditions under which POS-issued receipts appear, why scanned paper receipts are excluded, how member matching works, privacy handling, and API access.
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Matching Smaregi and Square Sales to CustomersHow Smaregi and Square sales are matched to your ReceiptRoller customers. Member and customer information is not synced with the POS; matched sales update the customer's purchase history and visit count.
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What Is the Store App Platform?The Store App Platform lets you publish your own branded app across four channels — Web, iOS, Android, and the LINE mini app — for every store. This article covers the overview, available channels, and how to get started.
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Overview of Apple Wallet / Google Wallet Membership CardsThe relay router's store app platform can issue your store's original membership card on both Apple Wallet (iPhone) and Google Wallet (Android). This article covers what a Wallet membership card is, the benefits for customers and stores, what's displayed, POS integration, and the setup flow.