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.
Dashboard AI Insights
Dashboard AI Insights analyzes your social performance metrics with AI and delivers concrete suggestions. Get natural-language explanations of why engagement rose or fell, and what to do next.
How to Read the Store Dashboard
Explains the structure and how to read the store list dashboard and the individual store dashboard.
Analyzing Reservation Data
Explains, with annotated screenshots, how to read the reservation dashboard statistics, narrow down the reservation list, and check cancellations and no-show cancellations.
Checking the Reservation Calendar
Explains, with annotated screenshots, how to check reservation status using the dashboard, timeline, and reservation list, including date navigation, availability legend, and filtered search.
SNS Management Overview
An overview of ReceiptRoller's SNS Management feature. Manage post management across 10 supported channels, the Creative Library, AI support, a unified inbox, Google Business Profile integration, and an analytics dashboard all in one place.
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).
Registering Store Information
A detailed explanation of how to register store information with ReceiptRoller.
Editing Store Information
Explains how to edit and update registered store information, such as the store name, address, and phone number.
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.
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.
Coupon Effectiveness Analysis
Review usage results and cost-effectiveness for coupons you've distributed. Use metrics like usage count, total discount amount, and conversion rate to improve future promotions.
AI Sales Forecasting
Explains linear extrapolation forecasting for month-end sales and transaction count, and 14-day-ahead demand forecasting (top 5 products, with day-of-week seasonality plus a 20% safety factor). Also covers the 3-tier confidence rating, API/MCP retrieval, and integration with the Sales Analysis by Product AI narrative.
Trend Radar
Trend Radar has AI collect trends and seasonal topics relevant to your industry and region, and suggests them as post ideas. Cuts down the time you spend hunting for something to post about.
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.
Creating Reservations and Acceptance Settings
Explains, with annotated screenshots, how staff register reservations, configure acceptance rules and slot duration, prepare available slots, and set up the customer-facing reservation page.
Social Media Post Performance Analytics
A feature that analyzes social media post performance metrics (likes, comments, shares, reach, impressions, engagement rate) across channels. Track trends by hour, day, month, and year.
API Keys and Client Secrets
Learn how to issue, manage, and rotate the API keys used for server-to-server integrations.
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).
Comment Management and Sentiment Analysis
Manage comments on your social posts across channels in one place, with AI sentiment analysis that classifies each comment as positive, neutral, a question, a complaint, or a PR risk. Helps you catch missed replies and potential PR issues early.