A. Customer Touchpoints

Features your customers interact with directly — apps, membership cards, receipts, reservations, promotions, and social media. These shape the experience from first visit to repeat visit.

1. Store App Platform

The foundation of the app your customers use to receive receipts and membership cards (Web, iOS, Android, and LINE Mini App). Covers everything from choosing a channel to submitting for approval.

1-1. Overview & Getting Started

• What is the Store App Platform?
• Comparing the 4 channels (Web, iOS, Android, LINE Mini App)
• Choosing an industry template (Restaurant / Retail)

1-2. Wallet Membership Cards

• Overview of Apple Wallet and Google Wallet membership cards
• Editing card design (rank-based colors, logo, live preview)
• Setting up location-based notifications

1-3. Native App Submission

• Self-serve submission wizard (App Store / Google Play)
• Tracking review status (in review, rejected, awaiting release)

1-4. Custom Domain

• Mapping a custom domain and verifying DNS

1-5. Push Notifications

• Unified delivery across app, LINE, and email
• Targeting delivery segments

1-6. Membership Numbers & POS Integration

• Setting up automatic ReceiptRoller membership number issuance
• Two-way member data sync with Smaregi and Square

1-7. LINE Mini App

• Issuing per-store LINE Mini App entry points
• Configuring Mini App pages and menus

1-8. LINE Channel Integration

• Setting up LINE integration
• Setting up LINE AI Chat (automated responses)
• Registering and publishing FAQ / knowledge content

2. Digital Receipts

Issue and deliver paper receipts digitally. Covers how the system works, POS integration, and day-to-day issuance and operations.

2-1. Overview

• How digital receipts work
• Benefits of adopting digital receipts

2-2. How Customers Use It

• How customers receive their receipt
• How automatic delivery works (LINE / app / email)

2-3. POS Integration

• POS integration
• Setting up Square POS integration
• Setting up Smaregi integration

2-4. Issuance & Operations

• Issuing digital receipts
• Issuing and voiding transaction QR codes
• Printing receipt stickers
• Managing printers and receipts
• Handling receipts for refunds and cancellations
• Managing digital receipt history

2-5. Troubleshooting

• Troubleshooting POS integration

3. Reservation Management

Manage everything from accepting online reservations to confirmations, changes and cancellations, reminders, and data analysis.

• What is reservation management?
• Creating reservations and configuring acceptance settings
• Checking the reservation calendar
• Cancelling and changing reservations
• Reservation notifications and customer reminders
• Analyzing reservation data

4. Retail Media

Earn advertising revenue by running ads on in-store displays and receipts.

4-1. Overview & Operations

• What is retail media?
• Delivering in-store advertising
• How ad revenue works
• Setting up in-store advertising terminals
• Retail media revenue reports

4-2. Delivering Content on In-Store Android Displays

• Overview of media displays
• Pairing an Android device
• Creating and running a campaign

5. Coupons & Promotions

Drive traffic and repeat visits with coupon creation and delivery, visit tracking (check-in), and surveys.

5-1. Coupons

• Creating a coupon
• Delivering coupons
• Analyzing coupon performance
• Customer-specific promotions

5-2. Check-In (Visit Tracking)

• Creating a check-in campaign
• Printing and displaying a QR code in-store
• Writing a check-in URL to an NFC sticker
• Reading the check-in analytics screen

5-3. Surveys

• Creating and running surveys

6. CRM (Customer Relationship Management)

Manage customer data and segments, and run marketing based on purchase history and loyalty.

• Managing customer data
• Customer segments
• Analyzing customer loyalty
• Delivering customer marketing
• Purchase history by customer (POS integration)

7. Social Media, Creative & Google Maps Management

Manage posting, analytics, and replies across multiple social platforms and your Google Business Profile from a single screen.

7-1. Social Media Basics

• Overview of social media management and supported channels
• Connecting social media accounts

7-2. Post Management

• Creating a social media post
• Scheduling posts and multi-channel delivery
• Platform-specific customization

7-3. Creative Management

• Overview of the creative library
• Creative approval workflow
• Creative projects and variants
• Generating and editing creative with AI

7-4. AI Support

• AI caption and hashtag suggestions
• Brand voice analysis and consistency
• Trend radar and weekly plans
• AI insights on the dashboard

7-5. Messages & Comments

• Unified inbox (DM management)
• Comment sentiment analysis
• Generating AI reply drafts

7-6. Analytics

• Social media performance analytics
• Post calendar and best-time suggestions

7-7. Google Business Profile

• Connecting Google Business Profile
• Two-way store information sync
• Managing reviews with AI replies
• Google Business insights

7-8. Social CRM

• Social CRM broadcast delivery

7-9. AI Agent Integration (MCP)

• Posting to social media from an AI agent (MCP integration)

B. Store Operations

Day-to-day operations inside the store — inventory, orders, sales, shelves, and staff.

8. Store Data Management

Register and edit store information, manage multiple stores, and bulk-register via CSV.

• Registering store information
• Managing multiple stores
• Bulk-registering store data via CSV
• Editing store information
• Managing store status

9. Sales Analytics & Forecasting

View sales dashboards, product- and visitor-level analysis, and AI-driven sales and demand forecasts.

• Sales dashboard
• Sales analysis by product (single store / all stores)
• Visitor analysis
• AI-driven sales and demand forecasting
• Sales trend analysis

10. Product Information Management (PIM)

Centrally manage product registration and updates, categories, cost settings, and product performance.

• What is Product Information Management (PIM)?
• Registering product information
• Bulk-uploading product data
• Bulk-setting cost via CSV
• Managing product categories
• Updating product information
• Analyzing product performance

11. E-Commerce Integration

Integrate with external e-commerce platforms like Shopify and Amazon to manage orders and product feeds in one place. B2B e-commerce is also supported.

• Overview of e-commerce integration

11-1. B2B E-Commerce

• What is B2B e-commerce?
• Inviting and managing buyers
• Managing the B2B price catalog
• B2B order flow and invoicing

11-2. External E-Commerce Integration

• Shopify integration
• Amazon integration
• Bulk-importing and managing e-commerce orders

11-3. Product Feeds

• Overview of product feeds
• Google Shopping feed
• Instagram / Meta feed
• TikTok feed

12. OMS (Order Management)

Manage the full order lifecycle — confirmation and approval, shipping, delivery tracking, and returns and refunds.

• What is Order Management (OMS)?
• Confirming and approving orders
• Shipping management and delivery tracking
• Handling returns and refunds

13. WMS (Warehouse Management)

Manage everything from receiving and put-away to location management and stock replenishment and transfers.

• What is Warehouse Management (WMS)?
• Receiving and put-away
• Location management
• Stock replenishment and transfers

14. Shelf Analytics

Visualize product placement and best-sellers, and analyze shelf performance.

• What is Shelf Analytics?
• Managing product placement
• Visualizing best-selling products
• Analyzing shelf performance

15. Staff Management

Register staff information, build shift schedules, and configure permissions and organizational roles.

• Registering staff information
• Editing staff profiles and photos
• Syncing staff via Square integration
• Building shifts and the weekly calendar
• Staff permissions and organizational roles

16. Staff Communication

Use store chat for operational messages and task sharing.

• Overview of staff chat and lightweight sign-up
• Store channels and direct messages
• Operational messages and task sharing

C. Account & Extensions

Initial setup, permission management, and extending the platform through external apps and APIs.

17. Getting Started

The essentials to read first — what ReceiptRoller can do, creating a store account, and more.

• ReceiptRoller solutions for stores
• What you can do with ReceiptRoller
• Creating a store account
• Understanding the store dashboard
• Inviting members and adding staff

18. Roles & Permissions

Explains the permissions for each role — owner, store manager, and more — and how to assign them.

• Overview of role types
• Owner permissions
• Store manager permissions
• POS manager permissions
• Campaign manager permissions
• Finance manager permissions
• Social media manager permissions
• Product manager permissions
• Warehouse manager permissions
• Staff permissions
• Assigning and changing roles
• How plans relate to roles

19. Developer API

Information on integrating and extending with external systems using API keys, OAuth, and webhooks.

• Overview of the Developer API
• Registering an OAuth app
• API keys and client secrets
• Webhooks and event notifications
• Browsing the API reference

For detailed API documentation for developers, see https://receiptroller.io/en/developer/help. Instructions for connecting via MCP (AI agent integration) are also available there.