Buyer Management
Managing B2B EC clients: invitations and requests to trade, client details, client groups, catalogs and contract prices, closing-invoice terms and credit limits, stopping a client, and bulk import by CSV.
Creating and Running Session Passes
How to create session passes such as a 10-session pass, let customers buy them, and use up one credit per booking. Also covers setting an expiry and how credits are returned on cancellation.
What Is B2B EC
An overview of ReceiptRoller's B2B EC: client-specific prices and catalogs, closing-invoice payment and credit limits, shipping fees, stock reservation, ordering for clients, CSV, and what buyers can do, plus how to get started.
B2B Order Flow
How a B2B EC order goes from checkout to shipping and billing: the buyer's checkout, what happens for card, bank transfer and closing-invoice payment, shipping and stock in OMS, ordering for a client, and cancellations.
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.
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.
Recording Attendance and Makeups
How to record attendance for a whole class at once and move an absence to another session as a makeup. Also explains how session pass credits are never used twice.
Setting Up Recurring Bookings
How to register bookings for the same day and time each week, such as every Tuesday at 7 pm, in one go. Also covers how days without slots are skipped and what happens when you end a recurring booking.
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.
Checking Coupon Usage
See how each coupon is used in your Coupons list and on the coupon's detail page: times used, uses in the last 30 days, customers, total discount given, uses by day and weekday, and recent uses.
Intake Pace and Maximum Concurrent Bookings
How to set the intake pace, which stops too many bookings arriving in a short time, and the maximum concurrent bookings per slot. Covers how the two limits differ and why the intake pace setting only appears for some business types.
How Coupons Reach Customers
Coupons you create appear automatically in the coupon list of customers who have favorited your store. You can also give a coupon as a survey reward, email it to customers who have visited or opted in, print it as a QR code on a flyer or POP, or announce it to a segment with a push notification.
Issuing Digital Receipts
Explains the flow from a transaction to a digital receipt reaching the customer, and the issuance methods such as QR codes, the LINE mini app, and the store app.
POS Integration Troubleshooting
Common POS integration problems and how to fix them, by symptom: transactions not imported, no receipt shown after scanning the QR code, sales that don't match, not being able to add a terminal, and email receipts that don't arrive.
Handling Returns and Refunds
A guide to processing returns and refunds in OMS. Covers recording the return reason, setting the refund amount, coordinating stock returns with WMS, and how each action is logged in the timeline.
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.
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.
Setting Up Unlimited Plans
How to set up a flat monthly or yearly plan that lets subscribers book without using pass credits. Covers how it differs from session passes, joining and cancelling, and closing a plan to new members.
Setting Up Room and Rental Stock
How to register room types and rental items so you can take bookings that span several days. Covers the difference between stays and hires, quantity, and turnaround days.
How Digital Receipts Work
An explanation of how ReceiptRoller's digital receipts work, and how to set up POS integration with Square and Smaregi.