Shopify orders are created in Heartland as orders, while returns are created as tickets.

Orders from Shopify will create an order in Heartland Retail. Line items are automatically distributed, assigned to locations, and can be automatically invoiced. Invoicing ensures that inventory levels are committed so your fulfillment team can focus on managing fulfillment, not the complex process of distributing and invoicing.

Search for the Shopify Order Number(i.e., S-1004) on the Heartland Retail sales orders screen.

Shopify orders for products that do not have physical inventory (i.e., a preorder) or don't have enough inventory on hand are created as an open order in Heartland. Open orders can be manually distributed, fulfilled, and invoiced by your team when the inventory becomes available. Open orders should appear in the Heartland dashboard.

In rare cases, orders may upload as pending. Pending orders mean that Mortar was not able to complete the order automatically. A missing product, an incorrect discount calculation, or a required field will cause pending orders. Pending orders can be manually distributed, fulfilled, and invoiced by your team.

Inventory is credited or debited in Heartland when the Order is created in Heartland. When a line item is fulfilled in Shopify, no change is made to the inventory in Heartland. With Mortar, Heartland 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 canceled orders from Shopify will create a ticket in Heartland Retail. The ticket will include all the refund details you would expect, like the customer's name, what they returned, the quantity, and how much they paid.

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.
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Search for the Shopify Order Number (i.e., S-1005) in Heartland Retail Tickets

Canceled orders from Shopify will create a ticket in Heartland Retail. The ticket will include all the refund details you would expect, like the customer's name, what they returned, the quantity, and how much they paid.

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