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AMS integration setup

Map AMS warehouses to Katana locations and configure two-way order, product, inventory and inbound transfer syncs.

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Written by Argo Ohvril

What syncs between Katana and AMS

Data flow between AMS and Katana

The table below shows how each type of data moves between Katana and AMS.

Data

Direction

Status

Orders

Two-way

Available

Products

AMS → Katana

Available

Inbound stock transfers

AMS → Katana

Available

Inventory sync

AMS → Katana

Available

Locations and mapping

After AMS approves the connection, the configuration screen opens on the Location tab. Each AMS warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create that location automatically. A warehouse that has never been mapped shows Not mapped until you add it.

To pause a mapped warehouse, click Unlink. Its status then shows Unlinked. Click Relink to resume it. Only mapped warehouses sync.

Nothing syncs until you click Activate sync in the header.

the warehouse location mapping panel on the Location tab of the AMS configuration screen, listing AMS warehouses with their status (Not mapped, Unlinked, mapped), an Add to Katana button for an unmapped warehouse, Unlink and Relink actions, and the Activate sync button in the header

Products sync

Product mapping creates a required link between each AMS product and a Katana item. Products are matched by SKU:

  • An AMS SKU that already exists in Katana is matched to that product.

  • An unknown SKU creates a new Katana product when it is first needed.

Choose how SKUs are matched: either direct 1:1, or through SKU aliases.

Kits and bundles from AMS become Katana products. Add a bill of materials (BOM) with the components in Katana. A kit order line stays a single row on the sales order.

the products mapping settings screen for AMS, showing the SKU matching choice between direct 1:1 matching and matching via SKU aliases

SKU aliases

An SKU alias links an AMS SKU to a Katana SKU with a different code. Use aliases when the same item is identified differently in AMS and Katana, for example when your warehouse uses its own SKU format.

Upload your SKU alias mapping before importing products. This ensures mismatched SKUs match existing Katana products instead of creating new ones.

the products mapping screen with SKU alias mapping, showing an uploaded list pairing AMS SKUs with different Katana SKUs

Orders sync

AMS orders import into Katana once they reach your configured import-from status. The default is the Open state. After that, they keep updating automatically through every later status change.

Each AMS order becomes one Katana sales order, with one row per line. The order source is AMS.

Each shipped package becomes a Katana fulfillment with its carrier and tracking number. A multi-package shipment creates one fulfillment per package, so a single order can show several fulfillments. Together they never exceed the ordered quantities.

If an AMS order is canceled, Katana deletes it only if the sales order is still open.

the order sync settings screen with the import and status options, showing the import-from status selector set to Open

Sending orders to AMS

A Katana sales order is pushed to AMS as an outbound order when it reaches the Ready for fulfillment status. From then on, its progress in AMS is tracked back in Katana through the import flow above.

Canceling the Katana sales order does not cancel the AMS order. Changes made in Katana after the push do not update the AMS order.

the order push settings screen for AMS, showing that Katana sales orders are sent to AMS when they reach the Ready for fulfillment status

Inventory sync

AMS stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is the AMS on-hand quantity.

Reconciliation compares Katana's in-stock quantity against the AMS on-hand quantity only. It runs on a schedule or on demand. For any difference, it creates stock adjustments so Katana reflects the physical stock held at AMS.

the inventory sync settings screen for AMS, showing read-only External inventory on-hand quantities per mapped location and the reconciliation schedule and run-now options

Inbound shipments

Each AMS inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when one is present, otherwise the inbound ID.

  • Destination: the Katana location mapped to the inbound's AMS warehouse.

  • Origin: the location assigned to each destination warehouse. This must be mapped.

The stock transfer follows the inbound's status, and received quantities update the transfer. Katana stock transfers move from in transit to received in one step. Partial receiving therefore shows as updated expected and received quantities until the shipment is fully received.

If an inbound is canceled, its stock transfer is deleted.

the inbound shipments screen showing AMS inbound shipments as Katana stock transfers with transfer number, origin and destination locations, status, and expected versus received quantities

What does not sync

  • Product and stock changes are not sent from Katana to AMS.

  • Changes to a Katana sales order after it has been pushed are not sent to AMS.

  • Canceling a Katana sales order does not cancel the pushed AMS order.

  • Returns and RMAs.

  • Serial-number tracking. Lot and batch data is shown read-only where AMS provides it.

Disconnecting

To disconnect, go to Katana's Integrations page and open the AMS integration. Once disconnected, nothing new syncs:

  • No orders, fulfillments, inbound shipments, or inventory are imported.

  • No sales orders are pushed to AMS.

Records already imported stay in Katana, including sales orders, fulfillments, products, and stock transfers.

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