Customer Data Management
Centrally manage customer profiles, visit history, and purchase records. Search, tagging, and notes let all staff quickly check up-to-date customer information.
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.
How Digital Receipts Work
An explanation of how ReceiptRoller's digital receipts work, and how to set up POS integration with Square and Smaregi.
Purchase History by Customer (POS Integration)
Learn how to review each customer's receipt-level purchase history from the CRM customer detail screen. Covers the conditions under which POS-issued receipts appear, why scanned paper receipts are excluded, how member matching works, privacy handling, and API access.
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.
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.
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.
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.
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.
Editing Store Information
Explains how to edit and update registered store information, such as the store name, address, and phone number.
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).
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).
POS Manager Role Permissions
Explains the permissions of the POS Manager role. Specialized for POS connection, receipt templates, and payment method settings (Starter plan and above).
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.
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.
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.
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.
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.
Store Help Index (Store DX, Digital Receipts, Reservation Management, Retail Media)
This is the ReceiptRoller store help index. It organizes every help article you need for store DX into three categories: customer touchpoints (store app platform, digital receipts, reservation management, retail media including media displays, coupons, CRM, social media management, and AI agent integration), store operations (store data, product management, e-commerce integration, OMS, WMS, shelf analytics, sales analytics, and staff), and account & extensions (getting started, roles and permissions, and the developer API).
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.