Overview
Tip: Run through these four checks to confirm Mortar is working end-to-end:
Add a product from your POS to Shopify
Create a test Shopify order using the new product
View the order in your POS
Refund the test order on Shopify
Complete the steps below in order — each one depends on the previous step's result.
1. Add a product from your POS to Shopify
In your POS, find a product you'd like to send to Shopify. Pick a low-value or test-only item so you can refund it later without affecting reporting.
a. Add the action tag "add" (lowercase, without quotes) to the product.
b. Save the product in your POS.
Wait 1–2 minutes for Mortar to push the product to Shopify.
c. In Shopify admin, go to Products and confirm the new product appears.
d. Open the product in Shopify, add any descriptions or photos as needed, then set the product status to Active when you're ready to sell.
2. Create a test Shopify order using the new product
In the Shopify admin,
a. Go to Orders > Create order (or Drafts > Create order).
b. Search for the product you added in Step 1 and add it to the order.
c. Add a customer — your own email is fine for testing.
d. Mark the order as paid (or send an invoice and pay with a test payment), then complete the order.
e. Confirm the order appears in Shopify Orders with status Paid or Fulfilled.
3. View the order in your POS
In the Shopify admin, open the test order from Step 2.
a. Click the More actions menu and select View Order in POS.
Viewing a Shopify order in Lightspeed Retail (R-Series)
b. Mortar will open your POS to the matching order. Confirm the POS order shows the correct customer, the line item from Step 1, and the correct total.
If the order doesn't appear in your POS, wait 1–2 minutes and refresh. If it still doesn't appear, contact support.
Learn more: View Order in POS
4. Refund the test order on Shopify
In the Shopify admin, open the test order from Step 2.
a. Click Refund.
b. Set the refund quantity to match the line item, and check Restock items.
c. Click Refund to complete the return. Wait 1–2 minutes for Mortar to sync the refund.
d. In your POS, confirm the corresponding refund or return appears against the original order.
Learn more: Returning test orders
Next Steps
When all four checks succeed, your Mortar integration is working as expected. For day-to-day workflows, see our Step-by-Step POS Guides.