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.
Purchase History by Customer (POS Integration)
Review each customer's 30 most recent receipts on the customer detail page in Customers (CRM). Covers the conditions under which POS-issued receipts appear, why scanned paper receipts are excluded, how member matching works, privacy handling, and API access.
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.
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.
Staff Chat Overview and Quick Setup
An overview of ReceiptRoller's built-in staff communication feature, covering announcements, 1-on-1 messages, group threads, sign-up, and owner/store manager moderation. A one-screen guide to getting started.
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.
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.
Connecting with POS
How to connect Smaregi or Square to ReceiptRoller. Once connected, transactions are imported automatically and transactions, sales reports and digital receipts become available.
Editing Store Information
How to edit your registered store information, such as the store name, address, phone number, business hours and invoice registration number, from the store dashboard, and what to check before saving.
Store Status Management
Explains how to check and change a store's operating status (Open, Temporarily Closed, Closed), and the impact a status change has on each feature.
Charging No-Show Fees
How to charge a cancellation fee to customers who do not show up. Covers the card-on-file setting, when the charge is made, and why a charge may not go through.
Running a Waitlist
How to let customers join a waitlist for full slots and offer places in order when they free up. Covers the order of offers, how long a place is held, and the overnight quiet hours.
What Is B2B EC
An overview of ReceiptRoller's B2B EC platform. Covers wholesale/buyer-facing catalogs, order processing, and PIM/OMS/WMS integration.
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.
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.
Matching Smaregi and Square Sales to Customers
How Smaregi and Square sales are matched to your ReceiptRoller customers. Member and customer information is not synced with the POS; matched sales update the customer's purchase history and visit count.
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.
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.
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.
Registering FAQs and Knowledge Articles and Setting Their Visibility
Register frequently asked questions and store knowledge articles, then choose the publication scope (AI chat, website, or LINE mini app) individually for each entry.