Receiving and Shelving
A guide to receiving and shelving in WMS. Covers creating a receiving order, receiving inspection, storing items into locations (shelving), and how items are reflected in stock counts.
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.
Staff Permissions
Details the permissions of the Staff role in ReceiptRoller. The minimum-privilege role for register duty and floor staff, limited to viewing today's transactions and issuing receipts (available on the Free plan).
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 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.
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.
Connecting Google Business Profile
Explains how to connect Google Business Profile to ReceiptRoller and the owner permissions required.
Setting Up Mini App Pages and Menus
Choose which pages and menu items appear in your LINE Mini App and arrange them to fit your store. Show only the features you want customers to see, in whatever order you like.
Connecting Meta (Facebook Page)
Explains how to connect a Facebook Page (Meta) to ReceiptRoller via OAuth, the required admin permissions, and long-lived tokens.
Membership Card Design Editor (Colors by Rank, Logo, Live Preview)
The Wallet membership card design editor in the store admin screen lets you edit the background color, logo, and text color per rank while watching a live preview. This article covers how to use the editor, per-rank design management, recommended image specs, and how changes are reflected on existing cards after publishing.
What Is B2B EC
An overview of ReceiptRoller's B2B EC platform. Covers wholesale/buyer-facing catalogs, order processing, and PIM/OMS/WMS integration.
Creative Upload and Approval Flow
The workflow from creative upload to approval. Manages status transitions from Draft to Pending to Approved/Rejected, and tracks change history through the approval log.
Shelf Performance Analytics
A method for quantitatively evaluating shelf performance. Compares store efficiency across metrics such as space-to-sales ratio, GMROI, and out-of-stock rate across stores.
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.
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.
Connecting TikTok Business
Explains how to connect a TikTok Business account to ReceiptRoller and the permissions required for video posting.
Connecting Instagram Business
Explains how to connect an Instagram Business account to ReceiptRoller, including the required Facebook Page link and prerequisites.
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).
Stock Replenishment and Movement
A guide to stock replenishment and movement in WMS. Covers replenishing the sales floor from the backroom, creating and approving movement orders, and checking the stock movement log.
Creative Projects and Variant Selection
Creative projects let you group multiple variants (candidate designs) under a single project for comparison and selection. Suited to workflows where you line up A/B candidates for review and pick a winner.