Orders Overview
Mortar creates Shopify orders and refunds as sales in Lightspeed (R-Series). If the order is fulfilled from multiple locations, multiple sales will be created with the line items distributed to the assigned location.
View a Shopify order or refund in your POS, use the Mortar action: View in POS
Learn more: View Shopify order in POS
Shopify orders
Lightspeed R-Series handles orders differently than Shopify. Each Lightspeed R-series sale is assigned to a single location. When a Shopify order is fulfilled from multiple locations, Mortar will split the order and create multiple sales in Lightspeed, automatically distributing the line items to the assigned location. Each split of an order will have the Shopify Order # in the Reference # field on the sale, allowing you to easily search for them (see below).
Shopify fulfillments
Inventory is credited or debited in Lightspeed when the sale is created in Lightspeed. When a line item is fulfilled in Shopify, no change is made to the inventory in Lightspeed. With Mortar, Lightspeed is the master source for Shopify's Available inventory.
When a line item is fulfilled in Shopify, the Committed quantity in Shopify is deducted and subtracted from the Onhand quantity; the Available quantity remains the same.
Shopify refunds
Refund transactions from Shopify will create a new return in Lightspeed (R-Series). The return will include all the refund details you would expect, like the customer's name, what they returned, the quantity, and how much they paid. The refund will be assigned to the restock location in Shopify.
Not for Restock or Money-only Refunds
If a refund is not for restock or money only, the Shopify Refund product is used to recognize the financials correctly and inventory is not returned to stock.
Finding Shopify orders and refunds in Lightspeed
Search for any Shopify Order using the Order Number (i.e., #1015) in the Lightspeed (R-Series) reference field on the Sales > Total report. Both orders and refunds will appear in your results.
Shopify canceled orders
Canceled orders from Shopify will create a new return in Lightspeed (R-Series). The return will include all the refund details you would expect, like the customer's name, what they returned, the quantity, and how much they paid. The refund will be assigned to the restock location in Shopify.
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