Store Visitor Analysis
How to use Store Visitor Analysis. Explains period presets, the four summary cards (transaction count, member linkage rate, peak hour, busiest day of week), the hour x day-of-week heatmap, hourly/daily charts, and the 12-month stacked trend of new/repeat/anonymous customers — all from a store operations perspective.
About the Former "Admin" Role
The former "Admin" role has been merged into Owner. To share the work without making someone an Owner, combine Operations manager, the other manager roles and store roles.
Self-Service Submission Wizard (App Store / Google Play)
The relay router's store app platform provides a wizard that lets store owners handle native app builds for iOS / Android and submission to the App Store / Google Play entirely from the admin screen. This article covers the wizard flow, required information, asset auto-generation, store operations, and how to track submission status.
Setting selling rules
The settings and defaults in "Selling rules", where you decide for the whole business account how much outside advertising you accept, when, and at what price.
Managing ad spaces
How to choose, for each ad space, whether to accept outside ads, pause them, or change the share and floor price. You can also change several at once or stop outside ads for the whole business account.
What is Product Information Management (PIM)?
An overview of ReceiptRoller's PIM (Product Information Management) feature. Explains centralized product data management, variations, search, and Square integration.
Social Media Post Performance Analytics
A feature that analyzes social media post performance metrics (likes, comments, shares, reach, impressions, engagement rate) across channels. Track trends by hour, day, month, and year.
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.
What Is B2B EC
An overview of ReceiptRoller's B2B EC: client-specific prices and catalogs, closing-invoice payment and credit limits, shipping fees, stock reservation, ordering for clients, CSV, and what buyers can do, plus how to get started.
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.
Private deals
How to offer a private deal, selling ad slots directly to a partner with an agreed period, ad spaces and price, and what happens after they agree.
Staff Chat Overview and Quick Setup
An overview of ReceiptRoller's built-in staff communication feature, covering announcements, 1-on-1 messages, group threads, sign-up, and owner/store manager moderation. A one-screen guide to getting started.
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.
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.
Role Types and Overview
ReceiptRoller has two kinds of roles: business account roles that reach every store (Owner, Operations manager, POS Manager and five more), and store roles for a single store (Store manager, Shift lead, Staff). This page covers what each one does and which plans allow it.
Instagram / Facebook Feed
How to set up an Instagram / Facebook product catalog feed for Meta Commerce Manager. Covers Instagram Shopping tags and Dynamic Ads (DPA).
How ads are delivered
Which ads play on your ad spaces, in what order, and when a view counts as an impression.
AI Caption Generation and Hashtag Suggestions
AI automatically generates and suggests captions and hashtags for your social posts, taking your business account info, industry, brand voice, and target audience into account, and tailoring copy to each platform.
Customer data when a customer merges accounts
What happens to your store's customer data when a customer merges two ReceiptRoller accounts, and how to join two records of the same customer.
Staff Permissions and Business Account Roles
Staff who log in to the dashboard are given business account roles and store roles. Covers the difference between staff records and members, the roles, and how to invite and change them.