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.
Owner Permissions
Details the permissions of the Owner role in ReceiptRoller. Covers plan management, full data access, member management, and per-plan Owner limits.
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).
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).
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.
B2B Order Flow
The full order flow for B2B EC, from the buyer placing an order to shipping and invoicing. PIM, OMS, and WMS integrate automatically, so no manual data re-entry is needed.
Brand Voice Analysis and Settings
Brand voice is a profile that quantifies the "feel" your store projects on social media. AI uses it as reference data when generating captions and reply drafts, keeping your brand image consistent.
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.
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.
How Receipts Reach Customers
Digital receipts reach customers by LINE or email, whichever they choose after scanning the QR code. Members who agree get every later receipt automatically when they pay as a member. This article explains each route, and the conditions for automatic delivery and how customers stop it.
Automatic Member Number Issuance Settings
ReceiptRoller automatically issues member numbers in the format "PREFIX-sequence". Covers the format, setting the prefix and digit count (4-12), when numbers are issued, and what happens to existing numbers when you change the format.
Registering Store Information
A detailed explanation of how to register store information with ReceiptRoller.
How to Read the Store Dashboard
How to read the Store Dashboard, which shows all your stores, and Store Details, which shows one store: today's sales and bookings, and where each feature lives.
Plans and Roles (Free Plan Limitations)
Explains how ReceiptRoller roles differ depending on your plan. Includes a table showing which roles are available on the Free, Starter, Growth, and Enterprise plans.
Printing the Register QR Code
How to download the register QR code that customers scan beside the register as a PDF or PNG from the POS terminal page, print it and put it in place, and how it differs from a per-sale QR code.
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.
What Is Warehouse Management (WMS)?
An overview of ReceiptRoller's WMS (warehouse and stock management system). Manage stock across warehouses, backrooms, and sales floors by location, and record every receiving, shipping, and movement as an immutable log.
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.
Checking Coupon Usage
See how each coupon is used in your Coupons list and on the coupon's detail page: times used, uses in the last 30 days, customers, total discount given, uses by day and weekday, and recent uses.
Stock Replenishment and Movement
A guide to stock replenishment and movement in WMS. Covers replenishing the sales floor from the backroom, creating and approving movement orders, and checking the stock movement log.