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Mortar
Installing and using Mortar
74 articles
See Mortar in actionRight after activation, test that Mortar is working by adding a new product to Shopify and creating a test Shopify Order and Return.
Mortar Overview
Quick overview of how Mortar works with Products, Orders and Customers
Products explainedMortar helps you manage Shopify and POS products in one place by automatically linking products and keeping them in sync.
Shopify orders explainedEverything to know about syncing Shopify orders to your POS
In-store orders explainedPOS sales and returns are added to Shopify as orders for a unified sales history. Use third-party Shopify apps to target customers.
Customers explainedSyncing customer details between Shopify and your POS: matching, addresses, marketing opt-in/out, GDPR requests
Using Mortar ActionsView the POS version of Products, Orders, and Customers, or trigger basic Mortar troubleshooting tasks like resyncs or unlinks.
The Accumula app is now Mortar!Mortar is a leap forward for brick-and-mortar retailers who rely on Shopify integration.
Getting started guides
Guides for linking, adding or updating products, finding orders and using reports.
Products
Getting starting with product creation and updates
Syncing with multiple Shopify sitesSync specific POS products to multiple Shopify sites using multi-site tags.
Using tags to manage Shopify productsAction tags are used to manage Shopify products directly from your POS.
Adding all POS products to ShopifyThis setting automatically adds any POS product with a sale price greater than $0 to Shopify.
Create new products - using duplicateRemove the "add" tag before using duplicate to create new products in your POS.
Archiving Shopify productsArchive the product in your POS
Options - Image Alt Text SourceMortar supports adding image alt text to your Shopify product's by copying this from a field in your POS.
Viewing Shopify products in your POSShortcut to viewing your linked Shopify product directly in your POS
Updating Shopify product "cost per item"Product cost in Shopify is updated by the value saved in your POS.
Why is my POS the master source for products?Simplicity and accuracy are key reasons to use the data you already have in your POS.
Upgrading to Action tagsUpgrade to Action tags for seamless Shopify product management. Add, delete, archive, and more, all from your POS.
Inventory
Getting started with managing inventory on hand
Reserve stock by locationProtect against oversales and retain store inventory on shelves so that it does not sell out completely online.
Reserve stock by productProtect against common oversell risks or retain inventory on shelves so that it does not sell out completely when also available online.
Customers
Getting starting with managing customer
Customer matchingMortar can be configured to use email, home phone, or both to automatically match customers between Shopify and your POS.
Customer AddressesHow Mortar handles physical billing and shipping addresses
View Shopify customers in your POSShortcut to viewing your linked Shopify customers directly in your POS.
Orders
Getting starting with managing orders
Viewing Shopify orders in your POSShortcut to viewing your linked Shopify orders directly in your POS
Shopify order editsA new sale or refund is created if you edit a Shopify order. Use the Shopify order number to find all transactions in your POS.
How to process returnsWhen to use returns; inventory restocks and customer refunds
Required POS ProductsThe required products are both informational and ensure orders meet the requirements to be added to your POS.
Managing Dropship ordersTwo scenarios for dropshipping through Shopify - using a product in POS, or not using a product in POS.
Managing routing with the Backorder LocationWhen there is no available inventory for a line item, Mortar can route the line item to a backorder location for further processing.
Shipping and FulfillmentsMortar creates and updates order fulfillments in Shopify.
Discounts and discount codesGeneral and advance discount code support and setup
Complex order routingRoute and split orders by tag, quantity, distance, shipment count, or a backorder location.
Using order tags to manage and approve ordersManage order download to your POS if you need time to evaluate orders for routing or risk
Shopify POS compatibilityYes, Mortar is fully compatible with Shopify POS
Reports
Getting starting with reports
Reports - Comparing Shopify and POSComparing reports is possible but you need to know that Shopify and your POS handle reporting differently.
Why doesn’t my Shopify Sales report match my Point of Sale Sales Report?Shopify and your point of sale use different underlying calculations for transactions. Over extended periods or high volume this can add up.
Where should I look for Canadian tax reporting?Orders uploaded to Lightspeed R-Series with a combined sales tax rate. To report separately on GST/ PST, you must use Shopify's Tax report.
Mortar metricsMortar's home page displays metrics of operations performed by the Mortar app today.