Store Visitor Analysis
How to use Store Visitor Analysis. Explains period presets, the four summary cards (transaction count, member linkage rate, peak hour, busiest day of week), the hour x day-of-week heatmap, hourly/daily charts, and the 12-month stacked trend of new/repeat/anonymous customers — all from a store operations perspective.
Owner Permissions
Details the permissions of the Owner role in ReceiptRoller. Covers plan management, full data access, member management, and per-plan Owner limits.
What Is ReceiptRoller — An Integrated DX Platform for Retail
ReceiptRoller is an integrated DX platform that unifies digital receipts, CRM, PIM, retail media, SNS management, shelf analytics, and e-commerce integration — everything retail businesses need — into one platform.
Printing the Receipt QR Sticker
Explains how to print the PDF for the QR code sticker attached to each register, and points to keep in mind when printing and applying it.
Coupon Distribution
Learn how to deliver coupons you've created to customers. Supports multiple distribution methods including automatic in-app display, email distribution, and QR code issuance.
Adding and Managing Store Staff
An explanation of how to add, edit, and deactivate store staff. Covers everything from registering staff information to assigning staff across multiple stores.
Sales Trend Analysis
How to use Sales Trend Analysis. Explains period switching across the past 6/12/24 months, 8 types of trend bar charts, year-over-year (YoY) comparison, overlaid multi-store comparison, automatic anomaly detection, and automatic month-over-month insight generation — all from a store operations perspective.
Plans and Roles (Free Plan Limitations)
Explains how ReceiptRoller roles differ depending on your plan. Includes a table showing which roles are available on the Free, Starter, Growth, and Enterprise plans.
Square Transaction Data and Receipt Roller Transaction Data Mapping
A technical explanation of how transaction data fetched from the Square Payment API is mapped into Receipt Roller's transaction data model. Covers the field mapping table, status code conversion, payment method normalization, resolving line items/customer/staff information, OAuth token auto-refresh, and idempotency and timezone handling.
Staff Permissions
Details the permissions of the Staff role in ReceiptRoller. The minimum-privilege role for register duty and floor staff, limited to viewing today's transactions and issuing receipts (available on the Free plan).
Order Confirmation and Approval
A step-by-step guide to confirming and approving orders in the OMS. Covers channel filtering, status changes, holding and cancelling orders, and bulk actions.
Staff Chat Overview and Quick Setup
An overview of ReceiptRoller's built-in staff communication feature, covering announcements, 1-on-1 messages, group threads, sign-up, and owner/store manager moderation. A one-screen guide to getting started.
Audience Segments and Broadcast Casting
SNS CRM lets you segment followers and DM contacts, then send one broadcast message to each segment. Deliver focused communication to customers based on specific attributes and behavior history.
Assigning and Changing Roles
Explains how to invite, assign, change, and remove member roles in ReceiptRoller. A single member can also be given multiple manager roles at once.
Publishing a Flyer
Walks through uploading your store's flyer image to ReceiptRoller and publishing it to the app of customers who have favorited your store.
Warehouse Manager Role Permissions
Explains the permissions of the Warehouse Manager role. Specialized for inventory management, receiving/shipping, and WMS integration, with no access to customer or financial data (Enterprise plan only).
Square Product Data and Receipt Roller Product Data Mapping
Explains how product data in Square Catalog is converted into Receipt Roller's product master (ProductDto), field by field. Covers the relationship between Item / Variation / Category, price currency normalization, and behavior on re-sync.
Finance Manager Role Permissions
Explains the permissions of the Finance Manager role — a view-only role for receipts, sales reports, and tax exports. Also suitable for granting access to a tax accountant (Starter plan or higher).
Store Manager Role Permissions
Explains the permissions of the Store Manager role. Grants access to essentially all operations for assigned stores, suited for store managers and area managers (Starter plan and above).
Customer Data Management
Centrally manage customer profiles, visit history, and purchase records. Search, tagging, and notes let all staff quickly check up-to-date customer information.