Mortar is compatible with Shopify POS
Mortar is fully compatible with Shopify POS. Orders created through Shopify POS will be added to your in-store POS, just like any other order source.
Mortar integrates seamlessly with Shopify and Shopify POS. When a Shopify POS order, refund, or exchange is created, Mortar downloads and creates it in your in-store POS to keep your inventory in sync.
When should you use Shopify POS?
The inventory control and reporting in Lightspeed and Heartland POS are quite powerful and arguably more advanced than Shopify. But there are some customer experiences Shopify POS can deliver on top of Lightspeed and Heartland POS that can add value to your business. Here are some examples of where using Shopify POS can enhance interactions:
Local delivery or In-store pickup: Easily manage and fulfill Shopify orders for pickup or delivery (BOPIS)
Gift card sales: Effortlessly redeem Shopify online gift cards
In-Store returns and exchanges: Streamline the process of handling in-store returns or exchanges for online Shopify orders (BORIS)
Pop-up, street fair, or farmer's markets: Use your phone or tablet to process sales offline using your Shopify account.
How to configure Mortar for Shopify POS compatibility
To ensure your inventory accuracy when using Shopify POS:
Ensure all Shopify shops with a matching in-store POS location are Active in your Mortar settings.
Do not disable Shopify Order download or inventory uploads. This will create inventory discrepancies between platforms.
Enable Shopify Order Edits and Exchanges
Do not manually adjust inventory in Shopify.
Note: Shopify POS uses Shopify Order Edits and Exchanges during normal use. For full Shopify POS compatibility, Grow plan is required.
Step-by-step location setup
Navigate to Mortar > Settings in your Shopify apps and repeat the following for each location:
Click edit (right side)
Select a POS source location and register
Turn on sync inventory to this location
Press save
Make sure that "Snyc inventory to this location" is active for all locations