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.
How Retail Media Revenue Works
Explains how stores earn revenue from retail media, including the difference between impression-based pricing (CPM) and click-based pricing (CPC), and how revenue is calculated.
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).
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.
Retail Media Revenue Report
Explains how to view the report that tracks ad delivery performance and earned revenue for your store's retail media (in-store advertising) ad space. Introduces how to check impressions, clicks, CTR, and revenue.
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.
Audience Segments and Broadcast Casting
SNS CRM lets you segment followers and DM contacts, then send one broadcast message to each segment. Deliver focused communication to customers based on specific attributes and behavior history.
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.
How Digital Receipts Work
An explanation of how ReceiptRoller's digital receipts work, and how to set up POS integration with Square and Smaregi.
Registering Store Information
A detailed explanation of how to register store information with ReceiptRoller.
B2B Order Flow
The full order flow for B2B EC, from the buyer placing an order to shipping and invoicing. PIM, OMS, and WMS integrate automatically, so no manual data re-entry is needed.
Order Confirmation and Approval
A step-by-step guide to confirming and approving orders in the OMS. Covers channel filtering, status changes, holding and cancelling orders, and bulk actions.
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.
Syncing and Updating Store Information
Update your store information on Google Business Profile (address, hours, phone, website) directly from ReceiptRoller. Bulk updates are supported for chain stores, streamlining information management across multiple locations.
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.
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.
What Is Retail Media
An overview of ReceiptRoller's retail media feature. Explains how stores act as media to deliver ads and earn revenue.
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).
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.
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).