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Connect AMS to Katana

Send Ready for fulfillment sales orders to AMS and see its orders, tracking, stock and inbound shipments in Katana.

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Written by Argo Ohvril

What the Katana–AMS integration does

AMS Fulfillment is a third-party logistics and warehouse fulfillment provider that runs its own WAMS operating system for inventory management, order processing, warehouse operations and reporting.

By connecting Katana with AMS, you can:

  • Import orders as sales orders: AMS orders arrive in Katana as sales orders and keep updating as their status changes, with each shipped package recorded as a fulfillment with carrier and tracking.

  • Send sales orders to AMS for fulfillment: A Katana sales order is pushed to AMS when it reaches the Ready for fulfillment status.

  • Import products by SKU: AMS products match existing Katana items by SKU, and SKU aliases connect SKUs that don't match.

  • See AMS stock levels: AMS stock numbers appear in Katana as read-only external inventory at each mapped location.

  • Track inbound shipments: Each AMS inbound shipment becomes a Katana stock transfer that updates as goods are received.

sync diagram showing Katana and AMS side by side: sales orders flowing from Katana to AMS when they reach Ready for fulfillment; orders, fulfillments with tracking, products, inbound shipments (as stock transfers) and on-hand stock levels flowing from AMS into Katana

Before you start

  • An active AMS Fulfillment account.

  • The credentials the Katana connection form asks for: Username, Password and Host. Your AMS account representative provides these.

  • A Katana account with permission to manage integrations.

Connect AMS to Katana

  1. In Katana, open the Integrations page and find the AMS tile.

  2. Click Connect.

  3. Enter the Username, Password and Host you received from AMS, then confirm.

    the Katana AMS connection form showing the Username, Password and Host fields and the confirm button

  4. After AMS approves the connection, the configuration screen opens on the Location tab. The integration status shows Connected with Sync inactive, and an Activate sync button appears in the header. Map each AMS warehouse to a Katana location. Use Add to Katana to create a dedicated location for a warehouse.

    the Location tab of the AMS configuration screen listing AMS warehouses, each with its mapped Katana location, status, and Add to Katana and Unlink buttons, with the Connected and Sync inactive status and the Activate sync button in the header

  5. Click Activate sync to start syncing data with AMS. Nothing syncs until you do this.

How your daily workflow looks

  1. You create a sales order in Katana. When it reaches Ready for fulfillment, Katana sends it to AMS.

  2. AMS picks, packs and ships orders from its warehouses.

  3. Orders and their status changes appear in Katana as sales orders. Each shipped package appears as a fulfillment with carrier and tracking.

  4. AMS inbound shipments appear in Katana as stock transfers and update as goods are received.

  5. AMS stock levels update as read-only external inventory at your mapped locations.

  6. You plan production and purchasing in Katana with this data in view.

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