B2B Price and Catalog Settings
How to set contract prices per client and per group in B2B EC, as amounts or as rates of the store price, prices that change with quantity (volume discounts), minimum order quantities and ordering by the case, and which products each client sees.
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.
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.
Order Import and Unified Order Management
How to consolidate orders from multiple external EC platforms into OMS. Explains channel management, stock allocation, and shipping processing.
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.
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.
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 B2B EC
An overview of ReceiptRoller's B2B EC: client-specific prices and catalogs, closing-invoice payment and credit limits, shipping fees, stock reservation, ordering for clients, CSV, and what buyers can do, plus how to get started.
Setting Up Room and Rental Stock
How to register room types and rental items so you can take bookings that span several days. Covers the difference between stays and hires, quantity, and turnaround days.
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.
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.
Amazon Integration
How to integrate PIM, OMS, and WMS between Amazon and Receipt Roller. Explains product listing, order import, and FBA stock sync.
Registering Product Information
Steps for registering a new product. Explains basic information, pricing, specifications, B2B/logistics information, variations, and store-specific pricing, with screenshots.
Shopify Integration
How to integrate PIM, OMS, and WMS between Shopify and Receipt Roller. Explains product sync, order import, and stock sync.
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.
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.
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.
TikTok Shop Feed
How to deliver a product feed to TikTok Seller Center. Explains product tag integration with TikTok Ads and LIVE shopping.
How ads are delivered
Which ads play on your ad spaces, in what order, and when a view counts as an impression.