Overview
Orders sync to your POS in real-time. However, in some cases, you want to review an order before it downloads to your POS. Mortar allows you to manage orders using order tags to either "allow" an order to download or "ignore" an order, preventing it from downloading.
The "Allow only orders with these tags" and "Ignore Orders with these tags" settings are included in the Mortar Scale plan.
You can manage orders before they download either manually or automatically using Shopify Flow. Before approving an order, you can edit line items, adjust location assignments, or even cancel a high-risk order before processing.
Allow or Ignore orders using order tags
Mortar offers two unique settings for using tags to control which orders are created in your POS. Each is a comma-separated list of tags.
Setting name | When to use | Result |
Allow Orders only with these tags | Use to review orders before downloading(ie. for edits, fraud risk, etc) | Only orders with at least one of the listed tags will be downloaded from Shopify. |
Ignore Orders with these tags | Use to prevent orders from downloading (ie. orders from certain sources or migrations) | Any order with one of the listed tags will not be downloaded from Shopify. This setting overrides "Allow Orders only with these tags". |
Many merchants use Shopify's Flow app to automate adding or removing order tags as orders move through various approval stages.
For instance, Shopify reviews new orders for fraud risk, but this can take 15 seconds. Using the "Allow orders only with these tags" setting, you can delay the order from downloading until the fraud risk is assessed. If the order receives a "low" rating, Shopify Flow adds the "approved" tag to the order.
Alternatively, let's say you review all Amazon orders to ensure stock is available. Using the "Ignore orders only with these tags" setting, you could manually review new Amazon orders with the "Amazon" tag to ensure they are accurate, then remove the "Amazon" tag.
Contact Mortar support if you have questions about your specific use case.
Step by Step for manually approving orders
Define your “approved” order tags in the “Allow only orders with these tags” setting in Mortar
Staff approves new orders and adds the “approved” tag to the order once review is complete and any adjustments have been made. This should be done regularly to ensure inventory accuracy.
Step by Step for automating order tags with Shopify Flow
Define your “approved” order tags in the “Allow only orders with these tags” setting in Mortar
Setup a Shopify flow to automate adding the “approved” to your orders in Shopify after a brief wait (10-30 secs).
Settings Location
Shopify > Orders > Options
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Additional links