3 results
2026-04-15 CRM Customer Management Customer Data
Customer Data Management

Centrally manage customer profiles, visit counts, and purchase records. Search, tagging, and notes let all staff quickly check up-to-date customer information.

2026-05-25 CRM Purchase History POS Integration Customer Analysis Receipt Member Number Privacy
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.

2026-05-28 Smaregi POS Integration Data Mapping Technical Details Transaction Data API
Smaregi Transaction Data and Receipt Roller Transaction Data Mapping

A technical explanation of how transaction data fetched from the Smaregi Platform 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, timezone handling, and idempotency.

Categories
All 3 CRM 1 General 1 Technical Details 1
Tags
CRM (2) POS Integration (2) API (1) Customer Analysis (1) Customer Data (1) Customer Management (1) Data Mapping (1) Member Number (1) Privacy (1) Purchase History (1)