SPS Commerce is an EDI, sales, and item data company that offers solutions for retail businesses. It automates order processing, inventory updates, and invoicing, reducing manual work and compliance risks.
By integrating SPS Commerce with Katana, you can streamline order processing, eliminate manual data entry, and ensure compliance with trading partner requirements.
Benefits
Sales order creation: Automate the process of importing purchase orders from trading partners and generating sales orders within Katana.
Inventory feed synchronization: Automatically send inventory updates from Katana to trading partners.
Invoice transmission: Generate and transmit invoices based on shipped and delivered orders, ensuring trading partners have real-time updates.
Note: SPS Commerce can support workflows with 3rd party logistics firms if you aren't doing all of your warehousing and shipping internally.
How to connect SPS Commerce to Katana
First, establish a connection by logging into SPS Commerce integration technology and heading to the SPS Accounting System Settings page.
Find the Katana integration and select Connect.
Follow the prompts to authorize the connection between Katana and SPS Commerce.
Once connected, SPS Commerce will automatically import the necessary data from Katana, including:
Product information: SKUs, barcodes, and units of measure.
Customer details: Names, codes, comments, and discount rates.
Tax information: Tax rates, names, and display settings.
How it works
The process of receiving orders between Katana and SPS Commerce
A purchase order (PO) is received in the SPS Commerce platform from a retailer.
SPS Commerce validates the PO by verifying checks and confirming:
Selects the correct product based on barcode, retailer code, or vendor part numbers
Selects associated customer
Completes internal rules compliance (such as pricing, discounts, tax, etc)
A sales order (or quote) is created in Katana for the received purchase order.
Once inventory availability is confirmed and acknowledged, the fulfillment process is initiated. The SPS Fulfillment platform will be utilized to denote how the physical goods were packaged and to generate the associated Advanced Ship Notice (ASN) and GS1-128 labels or packing slips.
During the previous step, the SO in Katana is packed and marked as delivered.
SPS will analyze the Delivered SO and generate the corresponding invoice to be sent to the retail trading partner. Katana also reconciles the processed order to QuickBooks Online and other supported financial applications.
Flow summary
Items, customers, and tax info are synced between Katana and TOE via SPS.
PO is received and validated in SPS.
SO is created in Katana.
Order is packed and delivered inside Katana.
SPS generates shipments and invoices based on delivered goods.
Additional help
For assistance with the SPS Commerce integration, contact the SPS Commerce support team:
📧 Email: [email protected]
💬 Live Chat: Available on the SPS Commerce website during business hours.