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).
Developer API Overview
Learn about the Receipt Roller developer API and the steps to get started. Available on Starter plan and above.
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.
Managing Multiple Stores
An introduction to how to manage multiple stores with ReceiptRoller. Get the big picture while also running operations tailored to each individual store.
Connecting YouTube
Explains how to connect a YouTube channel to ReceiptRoller and the video upload limits for posting.
Buyer Management
Learn how to invite, approve, group, and manage credit limits for buyers in your B2B EC store.
Reservation Cancellations and Changes
Explains, with annotated screenshots, how to cancel, complete, or mark reservations as no-show cancellations, and how to handle date/time changes.
Connecting X (formerly Twitter)
Explains how to connect X (formerly Twitter) to ReceiptRoller via OAuth 2.0 (PKCE), the permissions required for posting and DMs, and token validity.
Connecting TikTok Business
Explains how to connect a TikTok Business account to ReceiptRoller and the permissions required for video posting.
Campaign Manager Role Permissions
Explains the permissions of the Campaign Manager role. Handles creating and managing coupons, email campaigns, and ads, with no access to POS or product settings (Starter plan and above).
Connecting Google Business Profile
Explains how to connect Google Business Profile to ReceiptRoller and the owner permissions required.
Sales Analysis by Product
How to use Sales Analysis by Product. Covers period switching, category/product name filtering, sorting by sales/quantity/gross profit, ABC analysis, automatically generated AI advice (trend-based, profit-based, cross-store), and gross profit display using cost data — for both the per-store and all-stores views.
Warehouse Manager Role Permissions
Explains the permissions of the Warehouse Manager role. Specialized for inventory management, receiving/shipping, and WMS integration, with no access to customer or financial data (Enterprise plan only).
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).
Product Performance Analysis
How to use product-level sales analysis. Explains date-range filtering, category/search/sorting, AI advice, ABC analysis, gross margin, and PIM integration, with screenshots.
How Digital Receipts Work
An explanation of how ReceiptRoller's digital receipts work, and how to set up POS integration with Square and Smaregi.
About the Former "Admin" Role
The former "Admin" role has been merged into "Owner." If you want to divide responsibilities among staff, use specialized manager roles such as Store Manager instead.
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.
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.
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.