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Shipping and Fulfillments
Shipping and Fulfillments

Mortar creates and updates order fulfillments in Shopify.

Updated over a week ago

Overview

Order fulfillment is the process Shopify uses to keep track of shipping goods to customers after making a purchase. This involves picking, packing, and shipping products from inventory. Once all products on an order have completed fulfillments, Shopify marks the whole order as fulfilled.

Mortar supports automatically sending fulfillment status updates to Shopify from either Shipstation or your POS.

From ShipStation

From your POS

Note: Fulfillment creation between Shopify and POS is supported for Lightspeed Retail

Requirements

Important: Shipping method and tracking details must be entered before marking the invoice

To send fulfillments to Shopify, the following need to be present in the Lightspeed Retail shipping notes or shipping details when using Shipstation:

  1. An approved shipping method and carrier

  2. A tracking number

  3. Product SKU(s) are the same in Shipstation, POS, and Shopify.

When the order is marked as Shipped or Complete as defined by your POS, Mortar will send the fulfillment to Shopify.

Fulfilling from POS

POS

Notes:

Lightspeed Retail (X-Series)

  • Add the tracking and shipping method first in sale notes, then mark the fulfillment as Completed.

  • All shipping and fulfillment details will update in Lightspeed once fulfilled in Shopify.

Lightspeed Retail (R-Series)

  • Add the tracking and shipping method first in shipping notes, then mark the sale as shipped.

Heartland Retail

  • Unique to Heartland: Mortar sends Heartland invoices to ShipStation. An order may have multiple Heartland Invoices assigned to different locations.

Settings

The following advanced settings must be ON for orders to be fulfilled from Lightspeed or when using Heartland Retail.

Location

Name

Set

Shopify > Orders

Do Not Auto Fulfill Until Flagged as Shipped

On = Ensures that orders are only fulfilled on when marked in Lightspeed

ShipStation > Orders

Notify Associated Order

On = REQUIRED for ShipStation and Heartland only

A fulfillment did not reach Shopify

Some common conditions can block order fulfillment from reaching Shopify.

Condition

Impact

Fix

Pending in Heartland Retail

If the address provided by the customer is invalid, the order will not invoice automatically in Heartland

Complete the customer's shipping address for the order in Heartland Retail and manually invoice the order.

Mismatched SKU

Fulfillment is blocked. Lineitem can not be matched to a Shopify product

Update the Shipstation SKU Source setting in Mortar.


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