All Collections
Mortar
Installing and using Mortar
90 articles
How Mortar links Shopify products to your POSMortar automatically tries to find a unique link to products in your POS.
Using the unlinked products reportThe unlinked products report spreadsheet helps organize, track, and share fixing linking for priority and unlinked products.
Fixing "No match" productsStep by step guide for linking "No match" products; where no match was found to a product in your POS.
Fixing "No data" productsStep-by-step guide for linking Shopify products without a SKU or Barcode using the Mortar linking export.
Fixing "Non-unique" productsStep-by-step guide for linking "Non-unique" products using the Mortar linking export.
Fixing "Conflicting matches"Finding and fixing existing products that share multiple IDs and resulted in unexpected matches, which prevented a product from being linked
Getting started guides
Guides for linking, adding or updating products, finding orders and using reports.
Using Mortar ActionsView the POS version of Products, Orders, and Customers, or trigger basic Mortar troubleshooting tasks like resyncs or unlinks.
Products explainedMortar helps you manage Shopify and POS products in one place by automatically linking products and keeping them in sync.
Adding all POS products to ShopifyThis setting automatically adds any POS product with a sale price greater than $0 to Shopify.
Using tags to manage Shopify productsAction tags are used to manage Shopify products directly from your POS.
Create new products - using duplicateRemove the "add" tag before using duplicate to create new products in your POS.
Options - Image Alt Text SourceMortar supports adding image alt text to your Shopify product's by copying this from a field in your POS.
Viewing Shopify products in your POSShortcut to viewing your linked Shopify product directly in your POS
Archiving Shopify productsArchive the product in your POS
Updating Shopify product "cost per item"Product cost in Shopify is updated by the value saved in your POS.
Upgrading to Action tagsUpgrade to Action tags for seamless Shopify product management. Add, delete, archive, and more, all from your POS.
Shopify orders explainedEverything to know about syncing Shopify orders to your POS
In-store orders explainedPOS sales and returns are added to Shopify as orders for a unified sales history. Use third-party Shopify apps to target customers.
Viewing Shopify orders in your POSShortcut to viewing your linked Shopify orders directly in your POS
Required POS ProductsThe required products are both informational and ensure orders meet the requirements to be added to your POS.
Shopify order editsA new sale or refund is created if you edit a Shopify order. Use the Shopify order number to find all transactions in your POS.
Customer matchingMortar can be configured to use email, home phone, or both to automatically match customers between Shopify and your POS.
Customer AddressesHow Mortar handles physical billing and shipping addresses
Managing Dropship ordersTwo scenarios for dropshipping through Shopify - using a product in POS, or not using a product in POS.
Managing routing with the Backorder LocationWhen there is no available inventory for a line item, Mortar can route the line item to a backorder location for further processing.
A Shopify order did not downloadRecent orders from Shopify that don't appear in your POS can usually be fixed with Mortar's resync order action.
Shipping and FulfillmentsMortar creates and updates order fulfillments in Shopify.
Discounts and discount codesGeneral and advance discount code support and setup
Complex order routingRoute and split orders by tag, quantity, distance, shipment count, or a backorder location.
Using order tags to manage and approve ordersManage order download to your POS if you need time to evaluate orders for routing or risk
How to process returnsWhen to use returns; inventory restocks and customer refunds
Customers explainedSyncing customer details between Shopify and your POS: matching, addresses, marketing opt-in/out, GDPR requests
Fields included on new customer recordsIf the customer record does not exist in your POS when an order downloads, Mortar will create the customer record.
Fields updated on existing customer recordsIf the customer exists in your POS, Mortar will update customer contact with the contact information Shopify provides
Duplicate customersMortar links to the first matching customer record found in your POS when customers share the same email or phone number.
Merged or Archived customersMerged POS customers are generally self-healing but may extend order processing time.
View Shopify customers in your POSShortcut to viewing your linked Shopify customers directly in your POS.
Reports - Comparing Shopify and POSComparing reports is possible but you need to know that Shopify and your POS handle reporting differently.
Why doesn’t my Shopify Sales report match my Point of Sale Sales Report?Shopify and your point of sale use different underlying calculations for transactions. Over extended periods or high volume this can add up.
Where should I look for Canadian tax reporting?Orders uploaded to Lightspeed R-Series with a combined sales tax rate. To report separately on GST/ PST, you must use Shopify's Tax report.
Mortar metricsMortar's home page displays metrics of operations performed by the Mortar app today.