Mortar creates Shopify orders and refunds as sales in Lightspeed (R-Series). If the order is fulfilled from multiple locations, multiple sales will be created with the line items distributed to the assigned location.
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Lightspeed R-Series handles orders differently than Shopify. Each Lightspeed R-series sale is assigned to a single location. When a Shopify order is fulfilled from multiple locations, Mortar will split the order and create multiple sales in Lightspeed, automatically distributing the line items to the assigned location. Each split of an order will have the Shopify Order # in the Reference # field on the sale, allowing you to easily search for them (see below).

With Mortar, Lightspeed is the master source for Shopify's Available inventory.

When a line item is fulfilled in Shopify, the Committed quantity in Shopify is removed and subtracted from the Onhand quantity; the Available quantity remains the same. Inventory is credited or debited in Lightspeed when the sale is created in Lightspeed.

Return transactions from Shopify will create a new return in Lightspeed (R-Series). The return will include all the return details you would expect, like the customer's name, what they returned, the quantity, and how much they paid. The return will be assigned to the restock location in Shopify.

Not for restock or money-only refunds

On returns that are not for restock, or money only, the Shopify Refund product is used to recognize the financials correctly, and inventory is not returned to stock.

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Search for any Shopify Order using the Order Number (i.e., #1015) in the Lightspeed (R-Series) reference field on the Sales > Total report. Both orders and refunds will appear in your results.
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After a Shopify order is created, if you accept an exchange or add additional products, Shopify handles this as an edit to the existing Shopify order. Lightspeed does not support editing or updating completed sales. Therefore, new sales are created in Lightspeed when an edit is made to a Shopify order.

The reference # added to Lightspeed sales from Shopify orders related to an order edit is appended with an "-E00n" (i.e. #52548-E001).

Learn more: Shopify order edits

Canceled orders from Shopify will create a new return in Lightspeed (R-Series). The return will include all the refund details you would expect, like the customer's name, what they returned, the quantity, and how much they paid. The refund will be assigned to the restock location in Shopify.

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