Overview
Differences between reports
Because Shopify and POS applications handle reporting differently, you may find directly comparing reports to be inconsistent. The important part to know is that all your completed Shopify transactions are uploaded to your POS. You can validate reporting by checking a few individual transactions as you get started.
Returns
Shopify currently records returns with the same date as the original transaction rather than the return date, like POS applications. This may result in the total for online orders appearing to be different in your POS for a specified date range. Often using a wider date range can even out differences.
Net or Gross Sales
Check the definition of the reports you use. Are they calculating Net or Gross sales? For example, Heartland users' net sales calculations impact comparing reports with Shopify.
Shopify net sales = gross sales, less discounts and returns, plus taxes and shipping.
Heartland net sales = gross sales, less markdowns and gross returns.
To accurately compare reports between Shopify and Heartland's core reports, you may need to create a custom report in Heartland to account for taxes and shipping costs.
Products
Shopify product adjustment history is only available for the most recent 90 days. After 90 days, any manual inventory adjustments made directly on Shopify will no longer be visible. This may cause confusion compared to a POS inventory history over 90 days old.
Comparing order total reports
Location: Shopify Admin > Analytics > Reports > Total Sales
Example: Shopify total sales
Example: Lightspeed Retail (R-series) total sales
Comparing tax reports
Location: Shopify Admin > Analytics > Reports > Taxes
Example: Shopify sales taxes
Example: Lightspeed Retail (R-series) sales tax
Product and inventory reports
From the high-level Shopify product view to granular inventory adjustments, each view can be compared with a similar POS view.
Location: Shopify Admin > Products
Example: Shopify > Products
Example: Heartland > Items
Comparing SKU-level inventory on hand
Location: Shopify Admin > Inventory
Note: You may need to toggle between locations when comparing inventory at the SKU level
Example: Shopify inventory
Example: Lightspeed Retail (X-Series) product inventory
Comparing historical inventory changes
Location: Shopify Admin > [Choose a Product or Variant] > Inventory > Adjustment history
Important: Shopify adjustment history is only available for the most recent 90 days
Example: Shopify inventory adjustment history
Example: Lightspeed Retail (X-Series) product inventory movement
Filtering order types
Use Shopify's filters to see just your online or in-store orders. Save the filter to quickly view orders by source at a glance.
Example: Filter to view all in-store orders
Filter orders by App = Mortar to see in-store orders, filter orders by App = Online Store to see native Shopify orders
Additional Links