22 articles
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
Additional Order TroubleshootingOrders that do not reach your POS are typically caused by settings that may need to be updated.
An order uploaded with a "No Product Found" line itemWhen a linkable product is not found, the POS product "No Product Found" is added to sales created in your POS.
Shopify orders missing in Lightspeed (X Series)Connected Lightspeed (X-Series) and Shopify Orders are not showing up in POS? Make sure you created a payment type "Shopify" in Lightspeed.
Why is there a migration varianceIf an POS transaction is out of balance, the "Migration variance" payment type will be used.
Returning test ordersMortar automatic sends returns to your POS.
Taxes on Shopify orders placed using Meta/Facebook
Required product - "No Product Found"Mortar attempts to find each product on a Shopify order in your POS. If it cannot find a product it will use the "No Product Found" product.