Overview
Mortar generates a sales order in Heartland Retail whenever an order is placed on Shopify. By default, Mortar automatically invoices sales orders for Shopify transactions to improve your inventory accuracy and fulfillment efficiency by 5-10 minutes for each order.
The sales order workflow in Heartland Retail moves through several steps:
Create the Sales order
Distribute inventory for the order
Fulfill the items
Invoice the order
With Automatic Invoicing enabled, Mortar handles every step of this workflow, so your team can focus on simply shipping the order.
If a line item has no available inventory in Heartland Retail to fulfill a sales order, the order will be left open, and you can invoice and complete the line item manually.
Automatically invoicing orders
With Automatic Invoicing enabled, Mortar will automatically create, distribute, and invoice sales orders in Heartland Retail. Mortar is fully aware of your inventory availability and any routing instructions for each line item. Automatically invoicing orders allow you to commit your inventory and invoice the transaction without any interaction from your staff.
If using the Accumula Shipstation integration, your team can go straight to Shipstation and start packing and generating labels as soon as a new order is received.
Learn more: Finding Shopify orders in Heartland Retail
Manually invoicing orders
With Automatically invoice disabled, Mortar will distribute line items based on inventory but will not invoice. Your team must manually process each step in Heartland Retail's sales order workflow.
To turn off Automatically invoice:
From the Shopify apps menu, choose Mortar > Settings
In Orders, switch "Automatically invoice" to the off position.
Returns
Order status determines how Mortar processes a Shopify return in Heartland Retail.
Fully Open | Fully Invoiced | Open - Partially Invoiced |
Mortar will modify the open order by adding or removing line items and payments to match the Shopify order edits. | Editing a fully invoiced order is not possible in Heartland. Mortar creates a ticket in Heartland to balance the inventory and payment adjustments. | Mortar will modify non-invoiced lines on an order by adding or removing line items and payments to match the Shopify order edits. |
Troubleshooting
In rare cases, a return may cause an order's status to switch to "pending." Pending orders do not reserve the inventory and must be manually corrected to match the Shopify order and then invoiced. To keep inventory accurate on Shopify, pending orders must be taken care of right away.
Orders in the pending status usually require some investigation. One of the following problems will have occurred with the order and will require the order to be manually completed:
Order total or payment not matching
A required custom field
Refund on an open order
Missing Shipping and Billing Addresses
Learn more: Fixing pending Heartland orders