Orders Overview

Mortar creates Shopify orders as sales in Lightspeed (X-Series). If the order is fulfilled from multiple locations, multiple sales will be created with the line items distributed to the assigned location.

By default, all unfulfilled orders are created as unfulfilled sales in Lightspeed (X-Series) and assigned to a location and a fulfillment method (pickup or delivery). This ensures that inventory is managed and your fulfillment team can focus on managing fulfillment.
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When a Shopify order is fulfilled from multiple locations, Mortar will split the order and create multiple sales in Lightspeed, distributing the line items to the assigned location.
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Each split of an order will have the Shopify Order # in the Receipt field on the sale, allowing you to easily search for them (see below).

Search for any Shopify Order in Lightspeed (X-Series) by searching for the Shopify Order Number (i.e., #1040) in the Lightspeed (X-Series) receipt ID on the Sell > Sales History report.

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.

Refund transactions and orders from Shopify create a new sale in Lightspeed (X-Series). The sale includes 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.

Search for the Shopify Order Number (i.e., #1036) in the Lightspeed (X-Series) receipt ID on the Sell > Sales History report. Returns included the status "Return."

Canceled orders from Shopify create a new sale in Lightspeed (X-Series). The sale includes 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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