Overview
Heartland Retail reporting can separate orders into Location sales and Source sales. This feature requires a dedicated location to act as the Order Source. We recommend naming this location "Online" or Shopify".
The Order Source vastly improves reporting by allowing you to easily separate transactions that occurred on Shopify from your in-store transactions.
Locations used only for the order source will not incur additional charges from Heartland.
Heartland learn more: Heartland's order source functionality and Heartland Retail Subscription and Station Billing
Step-by-Step
Adding a Location in Heartland
In Heartland, navigate to Settings > Locations.
Click the “New” button. This will bring you to the “New Location” page
Type in a location reference number to the “Location #” field
Type a location name into the “Name” field
Click the “Save” button
Set the Order Source
In Accumula, navigate to Apps > Shopify > Routing. (Or select "Settings" from the sidebar menu in the Mortar app)
Select your desired order source location from the Order source dropdown.
Click the “Save” button
Heartland learn more: Adding, Activating, and Editing Locations, Selling Stations and Cash Drawers
Additional Links