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.
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.
Staff Permissions and Business Account Roles
Staff who log in to the dashboard are given business account roles and store roles. Covers the difference between staff records and members, the roles, and how to invite and change them.
Social Manager Role Permissions
Explains the permissions of the SNS Manager role. Handles SNS connection, post scheduling, and analytics, and is designed so external agencies can be granted access safely (Growth plan and above).
About the Former "Admin" Role
The former "Admin" role has been merged into Owner. To share the work without making someone an Owner, combine Operations manager, the other manager roles and store roles.
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.
Sales Dashboard
How to use the Sales Dashboard, which lets you check your store's key KPIs, a 12-month trend chart, auto-generated business insights, and a link to Sales Analysis by Product (all stores) on a single screen.
Creating a Store Account
How to start using ReceiptRoller in your store: create an account, open a store account, choose your business type, and pick the first feature to set up.
Square Customer Data and Receipt Roller Customer Data Mapping
Explains how customers registered in Square Customer Directory are converted into Receipt Roller's customer data (CrmCustomerDto), field by field. Covers the given_name / family_name correspondence, address decomposition logic, and how reference_id is handled.
Automatic Member Number Issuance Settings
ReceiptRoller automatically issues member numbers in the format "PREFIX-sequence". Covers the format, setting the prefix and digit count (4-12), when numbers are issued, and what happens to existing numbers when you change the format.
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.
Issuing and Revoking Transaction QR Codes
How to issue a one-time QR code for a specific past sale from the "Per-sale QR code" panel in the transaction detail, how to revoke it before the customer receives it, and how to cancel a receipt the customer has already received.
How Customers Receive Receipts
How customers receive a digital receipt after scanning the QR code by the register: receiving it in LINE or by email, and what to do when time has passed.
Store Status Management
Explains how to check and change a store's operating status (Open, Temporarily Closed, Closed), and the impact a status change has on each feature.
Owner Permissions
Owner is the top role, able to do everything in the business account. Covers what only Owners can do and how many Owners each plan allows.
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.
Plans and Roles
For each plan (Trial, Basic, Starter, Growth, Enterprise): how many members and Owners you can have, and which business account roles you can assign. Also covers what happens when the trial ends.
Operations Manager Role Permissions
Operations manager is a business account role for running the day-to-day work of every store. It covers everything except billing, plan changes, invitations and role changes, including visitor analysis. Available from the Trial.
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).
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.