SPS Commerce is an EDI, sales, and item data platform designed for retail businesses. It helps automate order processing, inventory synchronization, and invoicing — reducing manual work and ensuring compliance with trading partner requirements.
By integrating SPS Commerce with Katana, you can:
Streamline order processing.
Eliminate manual data entry.
Ensure compliance with retailer and trading partner standards.
Benefits of the integration
Sales order creation: Automate importing purchase orders (POs) from trading partners and generating sales orders (SOs) in Katana.
Inventory synchronization: Automatically send inventory feeds from Katana to your trading partners.
Invoice transmission: Generate and transmit invoices for shipped and delivered orders, giving trading partners real-time updates.
3PL support: SPS Commerce can support workflows involving third-party logistics (3PLs) if you don’t handle warehousing and shipping internally.
How to connect SPS Commerce to Katana
Log into your SPS Commerce integration technology account.
Go to the Accounting System Settings page.
Find the Katana integration and select Connect.
Follow the prompts to authorize the connection.
Once connected, SPS Commerce will import the following data from Katana:
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 the integration works
PO received
A purchase order (PO) is received in SPS Commerce from a retailer.
PO validation
SPS Commerce validates the PO by:Matching the correct product (based on barcode, retailer code, or vendor part number).
Linking to the correct customer.
Checking pricing, discounts, and tax compliance.
SO created in Katana
SPS Commerce creates a sales order (or quote) in Katana for the validated PO.
Fulfillment & shipping
Once inventory is confirmed, the order is fulfilled.
SPS Fulfillment is used to define packaging details and generate Advanced Ship Notices (ASN), GS1-128 labels, or packing slips.
The SO in Katana is marked as Packed and then Delivered.
Invoice generation
SPS Commerce generates the invoice based on the delivered SO.
The invoice is sent to the retail trading partner.
Katana reconciles the processed order to QuickBooks Online and other supported accounting applications.
Flow summary
Items, customers, and tax info sync from Katana to SPS Commerce.
POs are received and validated in SPS Commerce.
SOs are created in Katana.
Orders are packed and delivered in Katana.
SPS Commerce generates shipments, ASNs, and invoices.
Additional help
For support with the SPS Commerce integration:
Email: [email protected]
Live Chat: Available on the SPS Commerce website during business hours.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]