Once your Retail POS and Shopify accounts are connected, Retail POS should be treated as the system of record for both platforms. Handle order management from Retail POS to avoid issues with the Shopify integration.

Order syncing with the Shopify integration

By default, Shopify sales automatically synchronize to Retail POS. If you've disabled automatic syncing, you'll need to manually add sales to your Retail POS store. To toggle this setting:

1. Navigate to Settings > Apps > Shopify.
2. Scroll to the Automatic Updates section.
3. Check or uncheck Update Lightspeed Retail.
4. Click Save.

Shopify sales appear on both the Sales history (Sell > Sales history) and Fulfillments (Inventory > Fulfillments) pages. This includes fully paid and unpaid sales.

When the sales from Shopify come through, Retail POS will deduct the inventory for each product in the sale.

The sale and payments are recorded in the linked outlet on the register you selected in the Shopify integration settings. The sold amount reduces the inventory level for that outlet.

Sales processed in Retail POS do not sync back to Shopify.

Importing online orders

Only import your full orders list if you haven't imported all of your orders previously. Importing again can cause issues with the integration.

1. To import your full order list into Retail POS:
2. Navigate to Setup > Apps > Shopify.
3. Click Get Shopify Orders > Get All Shopify Orders
   • If a Shopify order contains an item that isn't in your Retail POS inventory, or isn't published, the product will be automatically created and published in Retail POS.
   • Shopify orders automatically populate the Receipt Number field of the sale in Retail POS. Shopify sales in Retail POS follow the same sequence as your Shopify order numbers.
   • Shopify orders older than 60 days can’t be imported into Retail POS.

If necessary, you can click the Get new Shopify orders button to import your most recent orders. Keep in mind that it can take a few minutes before synced orders appear in Retail POS.

Shopify shipping charges in Retail POS

Never delete the shipping product in Retail POS.

When you link your Shopify store, Retail POS creates a "Shipping Charges" product. Each Shopify order with shipping charges will have this product, with your shipping charge amount, added to the sale.

This means you can also report on the total amount of shipping charges using the product reports in Retail POS.

Retail POS can only import orders with one shipping method included in the order.

Fulfilling online orders for pick up

To fulfill online orders for pickup follow the process for unfulfilled orders.

When the order has been collected and marked as picked up, it will show a Pick Up, Completed status in Retail POS. Shopify will show a Fulfilled status.

Marking an order marked as Packed will not update its status on Shopify.

Handling orders with the bank deposit payment type

If you accept payments made via bank deposit, the sale from Shopify will be sent to Retail POS. The sale balance will show as unpaid.

After the customer pays you, you must manually record the payment in Retail POS:

1. Record the payment and fulfill the order in Shopify.
2. Ensure that your register is open. The register must be open when you apply the payment.
3. Locate the sale in the Sales history.
4. Click the Apply payment link.
5. Select the payment type, today's date, and the current time. This time must be after the register was opened and before the register was closed, or your payment won't appear in your register closure reporting.

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