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.
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.
Choosing an Industry Template (Restaurant / Retail)
The store app platform offers industry-specific templates to get first-time store owners started. This article covers what features come pre-loaded with each template, which stores each one suits, how to decide, switching templates later, and customization plans.
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.
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.
Specifying Distribution Segments
Learn how to target notifications with customer segments instead of sending to everyone at once. Covers available filter conditions, combining conditions with AND/OR, previewing recipient counts before sending, and common segment examples.
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.
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.
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.
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.
Google Business Profile Insights
View Google Business Profile insights (search views, profile views, calls, direction requests, website clicks) directly in ReceiptRoller. Understand your store's customer-acquisition impact in numbers.
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.
POS Manager Role Permissions
Explains the permissions of the POS Manager role. Specialized for POS connection, receipt templates, and payment method settings (Starter plan and above).
Connecting with Pinterest
Explains how to connect a Pinterest business account with ReceiptRoller, and the permissions needed for pin posting.
Registering an OAuth App
Learn how to register an external app that connects to Receipt Roller using OAuth 2.0.
Connecting Google Business Profile
Explains how to connect Google Business Profile to ReceiptRoller and the owner permissions required.
Posting to SNS from an AI Agent (MCP Integration)
A guide to posting in natural language to SNS channels connected to ReceiptRoller from AI agents like Claude. Covers drafting posts, posting to multiple channels at once, scheduled posts, and attaching images, all through conversation. Includes concrete phrasing examples and tips.
Staff Sync via Square Integration
Explains how stores connected to Square POS can sync Team Member information bidirectionally with ReceiptRoller — job assignments, pay rates, assigned stores, owner permissions, and more, kept aligned with Square.
Automatic Member Number Issuance Settings
Learn how ReceiptRoller automatically issues a member number for each customer. Covers the number format, how to configure the prefix and digit count, issuance timing, the impact of changing settings on existing numbers, and format validation for manual entry.
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.