How Customers Receive Receipts
How customers receive a digital receipt after scanning the QR code by the register: receiving it in LINE or by email, and what to do when time has passed.
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.
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.
Square POS Integration Setup
Explains how to connect Square POS with ReceiptRoller. Connect easily via OAuth authentication, and accounting data syncs in real time.
B2B Order Flow
How a B2B EC order goes from checkout to shipping and billing: the buyer's checkout, what happens for card, bank transfer and closing-invoice payment, shipping and stock in OMS, ordering for a client, and cancellations.
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.
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.
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.
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.
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.
Developer API Overview
Learn about the Receipt Roller developer API and the steps to get started. Available on Starter plan and above.
Creating and Publishing Posts
How to create SNS posts. Combine body text, images, videos, and hashtags, select the target accounts, and save as a draft or publish immediately. Supports images up to 5MB and videos up to 2GB, with chunked 8MB video uploads, progress display, cancellation, and automatic retry.
Connecting Google Business Profile
Explains how to connect Google Business Profile to ReceiptRoller and the owner permissions required.
Ad reviews
How to approve or decline advertiser campaigns sent to your ad slots, and how to mark advertisers as trusted or blocked.
AI Sales Forecasting
Explains linear extrapolation forecasting for month-end sales and transaction count, and 14-day-ahead demand forecasting (top 5 products, with day-of-week seasonality plus a 20% safety factor). Also covers the 3-tier confidence rating, API/MCP retrieval, and integration with the Sales Analysis by Product AI narrative.
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.
Trend Radar
Trend Radar has AI collect trends and seasonal topics relevant to your industry and region, and suggests them as post ideas. Cuts down the time you spend hunting for something to post about.
Shipment Management and Delivery Tracking
A guide to registering shipments and tracking deliveries in OMS. Covers registering the carrier and tracking number, updating shipment status, stock deduction via WMS integration, and using the delivery tracking URL.
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.