Overview
Orders sync to your POS in real-time. However, reviewing order routing or the fraud risk of Shopify orders takes a moment or two.
Mortar Scale plan includes support for approving orders before they download either manually or using Shopify Flow to approve orders that are not a fraud risk. Routing can be adjusted or high-risk orders can then be canceled before they are processed.
Mortar offers two options for using tags to control when orders are created in your POS. You can INCLUDE or EXCLUDE orders based on a combination of your chosen tag(s).
Many shop owners use Shopify's Flow to automate applying tags to orders as they move through various approval stages.
Step by Step for manually approving orders
Define your “approved” order tags in 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 High-risk orders
Define your “approved” order tags in 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
Name | Options (Default in Bold) | Effect |
| Text field | Only orders with at least one of the noted tag(s) will be downloaded from Shopify. |
Ignore Orders with these tags | Text field | Any order with the noted tag(s) will not be downloaded from Shopify. This setting will supersede "Allow Orders only with these tags". |
Additional links