Square Customer Data and Receipt Roller Customer Data Mapping
Explains how customers registered in Square Customer Directory are converted into Receipt Roller's customer data (CrmCustomerDto), field by field. Covers the given_name / family_name correspondence, address decomposition logic, and how reference_id is handled.
Ad reviews
How to approve or decline advertiser campaigns sent to your ad slots, and how to mark advertisers as trusted or blocked.
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.
Location Management
An explanation of location management in the WMS. Covers setting up locations for warehouses, backrooms, and sales floors, tracking inventory by location, and checking stock across locations for a given product.
Developer API Overview
Learn about the Receipt Roller developer API and the steps to get started. Available on Starter plan and above.
Recording Arrivals
How to record that a customer has arrived. Covers one-tap recording from the Timeline, recording from the reservation details, and how bookings marked as arrived are handled.
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.
Editing Email Templates
How to edit the wording of confirmation, cancellation and reminder messages, including placeholders, the preview, and the fact that LINE messages use the same text.
Smaregi Transaction Data and Receipt Roller Transaction Data Mapping
A technical explanation of how transaction data fetched from the Smaregi Platform API is mapped into Receipt Roller's transaction data model. Covers the field mapping table, status code conversion, payment method normalization, resolving line items/customer/staff information, timezone handling, and idempotency.
Order Management (OMS) Overview
An overview of ReceiptRoller's OMS (order management system). It consolidates orders from multiple channels — Web, POS, B2B EC, Shopify, Amazon, and more — into a single view, tracking the full lifecycle from order to shipment to completion.
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.
Specifying Distribution Segments
Send a push notification only to the customers in a customer segment. Covers choosing the audience, who actually receives the notification, and segment examples you can build today.
Staff Sync via Square Integration
Explains how stores connected to Square POS can sync Team Member information bidirectionally with ReceiptRoller — job assignments, pay rates, assigned stores, owner permissions, and more, kept aligned with Square.
Smaregi Customer Data and Receipt Roller Customer Data Mapping
Explains how Smaregi's customer master is converted into Receipt Roller's customer data (CrmCustomerDto), field by field. Covers the membership number, name, contact info, and date-of-birth correspondence, the priority between mobile and landline numbers, and webhook-based sync timing.
Connecting Google Business Profile
Explains how to connect Google Business Profile to ReceiptRoller and the owner permissions required.
Comment Management and Sentiment Analysis
Manage comments on your social posts across channels in one place, with AI sentiment analysis that classifies each comment as positive, neutral, a question, a complaint, or a PR risk. Helps you catch missed replies and potential PR issues early.
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.
How ads are delivered
Which ads play on your ad spaces, in what order, and when a view counts as an impression.
Audience Segments and Broadcast Casting
SNS CRM lets you segment followers and DM contacts, then send one broadcast message to each segment. Deliver focused communication to customers based on specific attributes and behavior history.
Connecting LinkedIn
Explains how to connect a personal LinkedIn account to ReceiptRoller and the permissions required to post.