Overview
A few basic settings must be configured before you activate Mortar. You can access settings from two places:
Sidebar menu - In the sidebar menu: Mortar > Settings
Setup guide - Open the Intercom Task list, select Configure Settings, and press Configure.
Step-by-Step Instructions
Locations
Associate locations for orders and inventory to flow between Shopify and your POS. For accounts with multiple locations, be sure to review each location. Only active locations are counted toward your subscription. To edit each Location, click edit on each row.
POS Location and Register - Use the drop-down menus to link each Shopify location with a POS location and register. The register will be used for Shopify orders uploaded to your POS.
Select "Unmapped" for the POS location if you do not need orders and inventory to sync for that location. "Unmapped" locations are considered inactive. Only active locations are counted toward your subscription.Sync inventory to this location - Enable the switch to sync inventory levels to this location from your point of sale.
Save - press the Save button
Orders
Minimum created DateTime for orders - Shopify orders created before this time will not be created in your POS. This is set automatically when Mortar is activated.
Employee assigned to POS orders - Choose the POS employee assigned to all Shopify orders uploaded to your point of sale. We recommend using a dedicated admin employee named "Shopify" or "online" to simplify reporting.
Heartland Retail order source - If you use Heartland Retail as your POS, select the location for the Order Source in Heartland reports (other POS do not require this setting). If you do not have a "Shopify" or "Online" location in Heartland, create one.
Learn more: Creating a Heartland order source
Products
Variant SKU source - Select the POS field to be mapped to the Shopify Variant SKU
Price source - Select the POS price field to be mapped to the current selling price (Price) in Shopify
Compare at Price source - Select the POS price field to be mapped to the MSRP or non-sale price (Compare at Price) in Shopify
Multi-site tag - This tag is only used if you have multiple Shopify sites. Filtering tag used to determine which POS products are added to each respective Shopify site.
Learn more: Syncing with multiple Shopify sites
Add all products from POS - Automatically adds all POS products with a non-zero price to Shopify whenever they are updated
Learn more: Add all POS productsSave - press the Save button
Add all products
Add all products
This is a great time-saving setting if you are just starting with Shopify or your POS. All existing and new products in your POS are automatically added to Shopify.
Note: Before using this feature, ensure all product information and images are in place.
Products are not created on Shopify if the POS price is $0. When the price is updated in your POS to something greater than $0, Mortar will add the product to Shopify. You can use this feature to give you time to complete setting up a product in your POS before it is added to Shopify.
Note: If you need control over which products are added to Shopify, leave this setting OFF and use the "Add" tag.
Learn more: Using POS tags to manage Shopify products.
Advanced Settings
Mortar's Advanced Settings include many more configurable options. You can access the Advanced Settings button after your onboarding is completed.
Next Steps
Configure Settings