What does Mortar do?
Mortar automatically creates completed POS sales and returns transactions as orders and refunds on Shopify. These in-store orders include any available customer information, line items, tax, and other relevant data.
Unified sales history in Shopify
Syncing in-store POS sales to Shopify creates a complete customer purchase history in Shopify that is available to apps you connect to Shopify (i.e. Klaviyo, Attentive, Yotpo, etc.).
All in-store sales and refunds created in POS after Mortar is installed will be created in Shopify automatically.
Finding in-store sales added to Shopify
Filter the orders list by app > Mortar to view in-store POS orders. Save this as a view for future reference.
To distinguish in-store POS sales from native Shopify orders, in-store orders created by Mortar in Shopify:
Use a unique order number prefix based on the "In-store order number prefix" setting in Mortar (the default is "POS-")
Are Archived
Are Fulfilled
Are imported by the Mortar app
In-store order number on Shopify
In-store order number prefix | In-store POS Invoice # | In-store location suffix (LSX only) |
POS- (default) | 7 | -Sea |
View in-store orders On Shopify
Use Shopify's filters to see just your in-store orders. Save the filter so you can quickly view in-store orders at a glance.
Filter all orders by App > Mortar
Viewing the original in-store sale from within Shopify
View the original in-store POS sale by using the Mortar View in POS action.
Viewing a Shopify product in Lightspeed Retail (R-Series)
Learn more: Using Mortar actions
In-store orders include detailed order information
Mortar includes as many details as possible to ensure that your order history in Shopify is complete. This includes managing cases where products and customers have been deleted or merged or where POS info is incomplete.
Note: In-store orders and refunds created by Mortar in Shopify do not impact Shopify inventory.
In-store sales create new Shopify orders
All in-store orders contain the following standard details:
In-store order # (with user-defined prefix and location suffix if Lightspeed X)
Line item products with discounted sale price, quantity, and location
Payment and tax amounts
Order source notes with POS and POS Invoice ID
Customer details
Example in-store order on Shopify
In-store refunds create refunds on Shopify orders
Note: To return funds to the original payment method, use your POS to complete returns and exchanges for all transactions originally created in your POS.
POS Returns and refunds will be processed against the original in-store order on Shopify. A refund cannot be created if the original in-store order does not exist in Shopify.
All in-store refunds include the following standard details:
Return location, products, taxes, and quantity
Refund amount and reason with refund ID, location, and date
Note: Shopify does not display line items as refunded on the line item onscreen, this information can be found in the order timeline. This is a display issue in Shopify.
In-store exchanges create both a refund and a new Shopify order
Mortar also handles in-store POS exchanges. As with regular refunds, the refund part of the exchange cannot be created if the original in-store order does not exist in Shopify. Each exchange will:
Create a refund against the original in-store order on Shopify AND
Create a new order for the added line items on the exchange. These orders will include the exchange order number suffix of -EXCH.
Heartland exchange tickets handle tax differently
Heartland exchange tickets include the tax difference or delta between the returned line items and any added line items. Therefore, Mortar cannot refund the line item taxes on the original Shopify order. To handle this, the new order created from the exchange ticket will only include that tax delta. This may appear strange when looking at the order, but it is financially accurate.
Customers are matched by email address or phone
Mortar matches customers on in-store orders to existing Shopify customers by email address and phone number. A new customer will be created on Shopify if no match is found.
In-store products are added to Shopify automatically
Products sold in-store will automatically be added to Shopify in draft status, even if they do not have the "add" tag. This ensures the highest quality sales data for use by other apps.
Note: Products are created in draft status to prevent them from appearing prematurely or where vendor agreements disallow products from being visible to your online customers.
In some cases, products will not be created. Instead, their description will simply be used on the Shopify order line item using a custom product. Examples include:
Products that are part of a matrix that already exists in Shopify - to avoid these products being created and becoming available for sale, a custom product will be used.
Archived products - If a product is archived in POS and the Create archived products setting is Off, a custom product will be used.
MISC products - If a miscellaneous product was used in POS, a custom product will be used using the description entered for the item in POS.
Learn more: Mortar - General product settings
Additional links