Reservation Notifications and Customer Reminders
Explains, with annotated screenshots, how to configure reservation confirmation emails, pre-visit reminders, cancellation notifications, email templates, placeholders, and preview.
What Is Reservation Management
An overview of ReceiptRoller's reservation management feature. Explains the basics of how staff register bookings, view the timeline, and send automatic notifications.
B2B Order Flow
The full order flow for B2B EC, from the buyer placing an order to shipping and invoicing. PIM, OMS, and WMS integrate automatically, so no manual data re-entry is needed.
Order Management (OMS) Overview
An overview of ReceiptRoller's OMS (order management system). It consolidates orders from multiple channels — Web, POS, B2B EC, Shopify, Amazon, and more — into a single view, tracking the full lifecycle from order to shipment to completion.
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.
Shipment Management and Delivery Tracking
A guide to registering shipments and tracking deliveries in OMS. Covers registering the carrier and tracking number, updating shipment status, stock deduction via WMS integration, and using the delivery tracking URL.
Customizing Content Per Platform
Explains how to check body text, character counts, hashtags, and previews for each destination channel, and how to adjust content accordingly.
EC Integration Overview
An overview of ReceiptRoller's EC integrations. Explains the three pillars — B2B EC, external EC platform integration, and product feeds — and how to choose between them.
What Is Shelf Analytics?
An overview of ReceiptRoller's Shelf Analytics. Unifies shelf planning, sales-floor sales efficiency, and out-of-stock detection by combining POS and PIM data to support sales floor optimization.
AI Image Generation, Resizing, and Editing
How to use AI to generate and edit creative assets. Covers generating images from a text prompt, automatic resizing to platform-specific dimensions, and AI editing of existing images (background removal, adding elements).
TikTok Shop Feed
How to deliver a product feed to TikTok Seller Center. Explains product tag integration with TikTok Ads and LIVE shopping.
How Retail Media Revenue Works
Explains how stores earn revenue from retail media, including the difference between impression-based pricing (CPM) and click-based pricing (CPC), and how revenue is calculated.
Amazon Integration
How to integrate PIM, OMS, and WMS between Amazon and Receipt Roller. Explains product listing, order import, and FBA stock sync.
Order Import and Unified Order Management
How to consolidate orders from multiple external EC platforms into OMS. Explains channel management, stock allocation, and shipping processing.
B2B Price and Catalog Settings
How to set up buyer-group pricing, volume discounts, and catalog visibility ranges for B2B EC.
What Is a Product Feed
Overview of product feeds. Explains how product data registered in PIM is automatically generated into feeds for Google, Instagram, and TikTok.
Post Calendar and Optimal Posting Times
Explains how to check scheduled posts on the post calendar and schedule posts using AI insight recommendations for optimal posting times.
Customer Segments
Classify customers by attribute using tags and groups so you can target initiatives instead of sending the same message to everyone. Build segments from visit count, spend, membership rank, and more.
AI Reply Drafting
A feature that has AI automatically draft reply text for DMs and comments. It creates drafts in the optimal tone based on conversation context, sentiment, and brand voice, so operators only need to review, edit, and send.
Instagram / Facebook Feed
How to set up an Instagram / Facebook product catalog feed for Meta Commerce Manager. Covers Instagram Shopping tags and Dynamic Ads (DPA).