Overview
Most POS platforms do not support editing or updating transactions. Therefore, new transactions are created in your POS when an edit is made to a Shopify order. Each time a Shopify order is edited, Mortar creates one or both of the following:
Refund transactions for products or inventory removed from an order
Sale/order transactions for products or inventory added to an order
In Heartland Retail, Mortar will update open orders with product or inventory changes.
Known Issues:
Increasing or decreasing the quantity for an existing line item is not currently supported. Resolve these orders manually in your POS.
Order Reference Numbers
The Shopify order number is the order reference for all related transactions in the POS. For sales/orders related to order edits, the reference number in your POS is appended with an "-E00n" (i.e. #52548-E001).
Search the POS transactions using the Shopify order number to find all related transactions. The "-E00n" suffix will increment sequentially for orders with multiple edits over the lifetime of the order.
Order Edit examples
Shopify | POS | Example reference # |
New Order | New sale/order | #52548 |
Refund | New refund/ticket | #52548 |
First order edit with added line items or quantities | New sale/order | #52548-E001 |
Additional edits to an order | New sale/order | #52548-E002, #52548-E003... |
Exchange | New refund and new sale/order | #52548 and #52548-E001 |
Plan Level: Grow plan and above.