Square POS Integration Setup
Explains how to connect Square POS with ReceiptRoller. Connect easily via OAuth authentication, and accounting data syncs in real time.
Automatic Member Number Issuance Settings
Learn how ReceiptRoller automatically issues a member number for each customer. Covers the number format, how to configure the prefix and digit count, issuance timing, the impact of changing settings on existing numbers, and format validation for manual entry.
Printing a QR Code and Displaying It at Your Store
How to print your check-in campaign's QR code and display it in a spot that's easy for customers to scan.
Registering an OAuth App
Learn how to register an external app that connects to Receipt Roller using OAuth 2.0.
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).
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).
Creating a Check-in Campaign
The first step for the store check-in feature. Walks through creating a campaign and displaying its QR code at your store.
Visualizing Missed-Sale Opportunities
Visualizes missed-sale (stockout opportunity loss) items by shelf position. Combines POS data with shelf allocation to give an intuitive, map-like view of where items are selling.
Square Staff Data and Receipt Roller Staff Data Mapping
Explains how Square Team Members are linked to Receipt Roller's staff data (StaffDto). Covers how to use manual linking, the logic for resolving who is attributed to a transaction, and the key fields in the Team Member API.
B2B Price and Catalog Settings
How to set up buyer-group pricing, volume discounts, and catalog visibility ranges for B2B EC.
Creating and Distributing a Campaign
Step-by-step guide to bundling images and videos into a campaign in Media Display and specifying when and where they play, including placements, weighting, and scheduling.
What Is Shelf Analytics?
An overview of ReceiptRoller's Shelf Analytics. Unifies shelf planning, sales-floor sales efficiency, and out-of-stock detection by combining POS and PIM data to support sales floor optimization.
Customer Loyalty Analysis
Automatically determine membership rank based on visit count and total spend. Track LTV and purchase frequency trends to help retain valuable customers and prevent churn.
Writing a Check-in URL to an NFC Tag
How to write a check-in URL to a commercially available NFC tag so customers can check in just by tapping their phone.
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.
Mapping a Custom Domain and Verifying DNS
You can publish your store app's web channel under your own custom domain (e.g. app.your-store.com). This article covers how to add a domain, set up DNS records, the verification flow, automatic SSL certificate issuance, the difference between subdomains and root domains, and common troubleshooting.
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.
Smaregi Product Data and Receipt Roller Product Data Mapping
Explains how Smaregi's product master is converted into Receipt Roller's product master (ProductDto), field by field. Covers the correspondence for product code, product name, category, price, and cost, along with quirks specific to Smaregi.
Creating and Running Surveys
With ReceiptRoller's survey feature, customers can respond via QR code or a digital receipt, and you can check response counts and satisfaction scores (NPS) right away. You can also automatically issue a coupon when a response is completed.
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.