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).
Handling Returns and Refunds
A guide to processing returns and refunds in OMS. Covers recording the return reason, setting the refund amount, coordinating stock returns with WMS, and how each action is logged in the timeline.
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.
Assigning and Changing Roles
Explains how to invite, assign, change, and remove member roles in ReceiptRoller. A single member can also be given multiple manager roles at once.
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).
Store Manager Role Permissions
Explains the permissions of the Store Manager role. Grants access to essentially all operations for assigned stores, suited for store managers and area managers (Starter plan and above).
What Is Retail Media
An overview of ReceiptRoller's retail media feature. Explains how stores act as media to deliver ads and earn revenue.
What You Can Do with ReceiptRoller
Introduces what can specifically be achieved with ReceiptRoller, organized by use case. Covers digital receipts, customer analysis, promotions, sales forecasting, shelf management, SNS operations, and more, giving a full picture of store DX.
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.
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.
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.