Coupon Effectiveness Analysis
Review usage results and cost-effectiveness for coupons you've distributed. Use metrics like usage count, total discount amount, and conversion rate to improve future promotions.
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.
Product Category Management
How to set up product categories. Explains the category field on the product form, hierarchical notation (Food | Beverages | Tea), bulk CSV updates, and naming conventions, with screenshots.
Closing a Business Account
Steps for closing a business account and what gets deleted — stores, products, customers, staff, transaction history, POS integrations, and more. Also covers how Stripe subscriptions are handled and who this affects. This action cannot be undone.
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.
Connecting TikTok Business
Explains how to connect a TikTok Business account to ReceiptRoller and the permissions required for video posting.
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.
Square Product Data and Receipt Roller Product Data Mapping
Explains how product data in Square Catalog is converted into Receipt Roller's product master (ProductDto), field by field. Covers the relationship between Item / Variation / Category, price currency normalization, and behavior on re-sync.
Product Performance Analysis
How to use product-level sales analysis. Explains date-range filtering, category/search/sorting, AI advice, ABC analysis, gross margin, and PIM integration, with screenshots.
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.
Receipt Handling for Refunds and Cancellations
Explains how e-receipts are handled when a customer requests a refund after checkout, or a mis-entered sale is voided. Covers what customers see and how staff should operate.
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.
Bulk Upload of Product Data
Steps for bulk registering and updating product data via CSV file. Explains templates, exporting existing data, updates by SKU, and import history, with screenshots.
Scheduled Publishing and Multi-Channel Posting
Explains how to select a destination channel and schedule a post for a specified date and time, as well as how to publish the same content to multiple channels at once.
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.