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Using order tags to manage high-risk orders
Using order tags to manage high-risk orders

Delay creating transactions in your POS if you need time to evaluate high-risk orders

Updated over a week ago

Overview

Orders sync to your POS in real-time. However, calculating the fraud risk of Shopify orders takes a moment or two. Mortar Scale plan includes support for using Shopify Flow to approve orders that are not a fraud risk. 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

  1. Define your order tags in Mortar

  2. Setup a Shopify flow to automate tagging your orders on Shopify

Settings Location

Shopify > Orders > Options

Name

Options (Default in Bold)

Effect


Allow Orders only with these tags
โ€‹

Text field
tag, tag, tag

Only orders with at least one of the noted tag(s) will be downloaded from Shopify.

Ignore Orders with these tags

Text field
tag, tag, tag

Any order with the noted tag(s) will not be downloaded from Shopify. This setting will supersede "Allow Orders only with these tags".


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