Customer data when a customer merges accounts
What happens to your store's customer data when a customer merges two ReceiptRoller accounts, and how to join two records of the same customer.
Customer Data Management
Centrally manage customer profiles, visit counts, and purchase records. Search, tagging, and notes let all staff quickly check up-to-date customer information.
Smaregi x ReceiptRoller — Digital Receipts, Customer Management, and Sales Analysis in One App
Learn how ReceiptRoller Link connects with Smaregi checkouts to unify automatic digital receipt issuance, member management, sales analysis with AI advice, Apple/Google Wallet membership cards, SNS integration, and flyer distribution. Install "ReceiptRoller Link" from the Smaregi App Marketplace to get started today with no complicated API setup required.
Sales Analysis by Product
How to use Sales Analysis by Product. Covers period switching, category/product name filtering, sorting by sales/quantity/gross profit, ABC analysis, automatically generated AI advice (trend-based, profit-based, cross-store), and gross profit display using cost data — for both the per-store and all-stores views.
What is Product Information Management (PIM)?
An overview of ReceiptRoller's PIM (Product Information Management) feature. Explains centralized product data management, variations, search, and Square integration.
How Digital Receipts Work
An explanation of how ReceiptRoller's digital receipts work, and how to set up POS integration with Square and Smaregi.
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.
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.
Smaregi Integration — Overview and Getting Started
A first-stop overview of the Smaregi integration: what it does, what you need before you start, a 3-step setup summary, and links to detailed articles.
POS Integration Troubleshooting
Common POS integration problems and how to fix them, by symptom: transactions not imported, no receipt shown after scanning the QR code, sales that don't match, not being able to add a terminal, and email receipts that don't arrive.
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.
Warehouse Manager Role Permissions
Explains the permissions of the Warehouse Manager role. Specialized for inventory management, receiving/shipping, and WMS integration, with no access to customer or financial data (Enterprise plan only).
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.
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.
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.
Managing Multiple Stores
An introduction to how to manage multiple stores with ReceiptRoller. Get the big picture while also running operations tailored to each individual store.
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.
Product Manager Role Permissions
Explains the permissions of the Product Manager role. Specialized for managing the product catalog (PIM), with no access to customer or financial data. Available on the Basic 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).
Tax on Receipts and Your Invoice Registration Number
Digital receipts show the amount and tax for each tax rate (10% and 8%), and whether tax is included or added, whether received by email, in LINE or on the receipt page. Set your invoice registration number and it appears on the receipt too. How to set it up and where it shows.