Square POS Integration Setup
Explains how to connect Square POS with ReceiptRoller. Connect easily via OAuth authentication, and accounting data syncs in real time.
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.
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.
SNS Manager Role Permissions
Explains the permissions of the SNS Manager role. Handles SNS connection, post scheduling, and analytics, and is designed so external agencies can be granted access safely (Growth plan and above).
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).
Updating Product Information
How to edit and update registered products. Explains basic information, images, pricing, variations, store-specific pricing, and bulk CSV updates, with screenshots.
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.
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.
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.
What Is a Product Feed
Overview of product feeds. Explains how product data registered in PIM is automatically generated into feeds for Google, Instagram, and TikTok.
Plans and Roles (Free Plan Limitations)
Explains how ReceiptRoller roles differ depending on your plan. Includes a table showing which roles are available on the Free, Starter, Growth, and Enterprise plans.
Benefits of Adopting Digital Receipts
Digital receipts cut down on paper receipts and let customers keep receipts on their phone, while your POS integration collects transaction data automatically. Also covers using them as qualified invoices.
Creating Shifts and the Weekly Calendar
Learn how to open the weekly shift calendar for each store, assign staff to a store, switch between weeks, and create and edit shifts, with screenshots.
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).
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.
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.
Receipt Design
How to set, for each store, the logo, company name, fields shown, and messages from the store that appear on your digital receipts.
Staff Permissions and Business Account Roles
Learn how to assign business account roles (permissions) to staff who log in to Receipt Roller. You can grant permissions suited to each person's role, such as store manager, POS admin, or SNS admin.
Registering Product Information
Steps for registering a new product. Explains basic information, pricing, specifications, B2B/logistics information, variations, and store-specific pricing, with screenshots.
Customer Segments
Group customers by visits, total spent, days since last visit, rank, tag, prefecture, and store, and save the group as a segment. Choose a segment as the audience of a push notification.