How to Bulk-Register Store Data via CSV
An explanation of how to bulk-register and update store information using a CSV file. Use the template to efficiently migrate data across multiple stores.
Bulk Setting Cost Prices (CSV)
Steps for updating cost prices for multiple products at once using a CSV file. Covers the template, the CostPrice column, ProductId/Name matching, preview, and warning checks, with screenshots.
Bulk Upload of Product Data
Steps for bulk registering and updating product data via CSV file. Explains templates, exporting existing data, updates by SKU, and import history, with screenshots.
Product Category Management
How to set up product categories. Explains the category field on the product form, hierarchical notation (Food | Beverages | Tea), bulk CSV updates, and naming conventions, with screenshots.
Moderating Staff Communications
Explains how business account owners and store managers can review and manage staff communications using the moderation feature — closing threads, deleting inappropriate messages, and exporting CSV files for compliance.
Updating Product Information
How to edit and update registered products. Explains basic information, images, pricing, variations, store-specific pricing, and bulk CSV updates, with screenshots.
Reading the Check-in Analytics Screen
Learn how to use the summary tiles, 30-day chart, and CSV export on the check-in detail screen.
Editing Store Information
Explains how to edit and update registered store information, such as the store name, address, and phone number.
Digital Receipt History Management
Explains how to check transaction history for POS terminals, how to use filters and search, and how to read the transaction details.
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.
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.
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.
Creating and Running Surveys
With ReceiptRoller's survey feature, customers can respond via QR code or a digital receipt, and you can check response counts and satisfaction scores (NPS) right away. You can also automatically issue a coupon when a response is completed.
Registering Product Information
Steps for registering a new product. Explains basic information, pricing, specifications, B2B/logistics information, variations, and store-specific pricing, with screenshots.
Product Manager Role Permissions
Explains the permissions of the Product Manager role. Specialized for managing the product catalog (PIM), with no access to customer or financial data. Available on the Basic plan and above.
Receiving and Shelving
A guide to receiving and shelving in WMS. Covers creating a receiving order, receiving inspection, storing items into locations (shelving), and how items are reflected in stock counts.
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).
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.
Store Help Index (Store DX, Digital Receipts, Reservation Management, Retail Media)
This is the ReceiptRoller store help index. It organizes every help article you need for store DX into three categories: customer touchpoints (store app platform, digital receipts, reservation management, retail media including media displays, coupons, CRM, social media management, and AI agent integration), store operations (store data, product management, e-commerce integration, OMS, WMS, shelf analytics, sales analytics, and staff), and account & extensions (getting started, roles and permissions, and the developer API).
What is Product Information Management (PIM)?
An overview of ReceiptRoller's PIM (Product Information Management) feature. Explains centralized product data management, variations, search, and Square integration.