Overview
Mortar Actions allow you to easily access related orders, refunds, products, variants, or customers in your POS to verify that your integration is working properly. Actions can also resync inventory and product updates or unlink a product when troubleshooting.
Mortar Actions for products and variants
When Mortar links Shopify products to your POS, it creates a shortcut to your POS at the variant and product level.
Shopify Products List Page
Mortar Action | Result |
Resync Products & Variants | Selected Products & their Variants are queued from the POS |
Resync Inventory | Inventories of selected Products & Variants are queued from the POS |
Unlink Products & Variants | Selected Products & Variants are unlinked from the POS |
Shopify Product Detail Page
Mortar Action | Result |
View in POS | Related product page is opened in the POS |
Unlink Product | Product & its Variants are unlinked from related products in the POS |
Shopify Variant Detail Page
Mortar Action | Result |
View in POS | Related variant page is opened in the POS |
Unlink Variant | Variant is unlinked from related product in the POS |
Step-by-step
Using "View in POS"
Select your product in Shopify
Choose More Actions
Press the View in POS button
A new browser tab will open to the linked product at the variant or product level in the POS
View the POS of a Shopify Product
Viewing a Shopify product in Lightspeed Retail
No product displayed?
If the View in POS button does not display the product in the POS, the product is unlinked.
Learn more: How Mortar links Shopify products to your POS
Using "Resync inventory"
Using the checkboxes, select products on the Shopify products page. The bulk action menu will appear at the bottom of the page.
From the Shopify bulk action menu
Choose the ellipses
Scroll down to select the “Resync inventory” action
Resync inventory to Shopify on-demand for select products
Using "Resync products & variants"
Using the checkboxes, select products on the Shopify products page. The bulk action menu will appear at the bottom of the page.
From the Shopify bulk action menu
Choose the ellipses
Scroll down to select “Resync products & variants”
Resync product and variant details on-demand for select products
Using "Unlink from POS"
Begin by verifying the Shopify product SKU matches a single product in your POS
Using the checkboxes, select products on the Shopify products page
From the Shopify bulk action menu
Choose the ellipses
Scroll down to select “Unlink from POS”
Selecting and unlinking multiple products
Unlink products and variants on demand
Relink a product
Updating an unlinked POS product will trigger Mortar matching
Verify the product has a unique matching SKU in both Shopify and your POS
Save the POS product
In a few moments, review the Shopify product to verify product details
Mortar Action for orders and refunds
When Mortar syncs a Shopify order to your POS, it creates a shortcut to view the POS copy of the order. You can view any synced Shopify order in your POS by using the "View in POS" action right from the order in Shopify. If the order was split to multiple locations in your POS, you will see all of the order splits.
Shopify Order Detail Page
Mortar Action | Result |
View in POS | Related orders displayed in the POS |
Step-by-step
Select the order in Shopify
Choose More Actions
Press the View in POS button
A new browser tab will open to display the linked order(s) in your POS
View the POS version of a Shopify order
Viewing a Shopify product in Lightspeed Retail (R-Series)
No order displayed?
If the View in POS button does not successfully display the linked order(s) in your POS, this usually means:
The order is from before activation and was created before the Minimum order created date time.
The order was canceled before it could be synced.
The order is for an unmapped location. These will not be created.
The order is very recent and is in the process of being synced. This usually takes a minute or so.
Lastly, the order experienced an error and could not be created in your POS. This may require contacting Mortar support for troubleshooting help.
Mortar Action for customers
When Mortar links Shopify customers to your POS, it also creates a shortcut to jump from the Shopify customer to the POS version of your customer.
Shopify Customer Detail Page
Mortar Action | Result |
View in POS | Related customer page is opened in the POS |
Step-by-step
Select your customer in Shopify
Choose More Actions
Select View Customer in POS.
A new browser tab will open to show you the linked product at the POS variant level.
View the POS version of a Shopify customer
Viewing a Shopify customer in Heartland Retail
No customer displayed?
If the View in POS button does not successfully display the customer in your POS, this means that the customer is not yet linked.