The table below summarizes each data flow between Katana and BlueBox (IDrive Fulfillment).

After the connection is approved, the configuration screen opens on the Location tab. Each BlueBox warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create the location for a warehouse automatically.

Only mapped warehouses sync.

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

You choose how SKUs are matched: direct 1:1, or via SKU aliases.

Kits and bundles become Katana products. Add a BOM of their components in Katana. A kit order line stays a single sales-order row.

An SKU alias links a BlueBox SKU to a different Katana SKU. Use aliases when the same item has different SKUs in BlueBox and in Katana. Upload your SKU alias mapping before importing products, so that items match correctly instead of being created as duplicates.

BlueBox orders import once they reach the configured import-from status (by default, the "Open" state). After that, they keep updating automatically through every later status change.

Each shipped package becomes a Katana fulfillment with carrier and tracking details. Multi-package shipments create one fulfillment per package, so one order can show several fulfillments. Together they never exceed the ordered quantities.

If an order is canceled in BlueBox, it is deleted in Katana only if the order is still open.

Katana also pushes sales orders to BlueBox. When a Katana sales order reaches the Ready for fulfillment status, it is sent to BlueBox as an outbound order. From then on, its progress is tracked back in Katana through the import flow above.

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

Reconciliation compares Katana's in-stock quantity against BlueBox's on-hand quantity only. It runs on a schedule or on demand. Where the numbers differ, Katana creates stock adjustments so its stock matches the warehouse.

Each BlueBox inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when one is present; otherwise it is the inbound ID.

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

To disconnect, go to the BlueBox (IDrive Fulfillment) tile on Katana's Integrations page.

Disconnecting immediately stops order imports and pushes, fulfillment and tracking updates, inventory reconciliation, and inbound shipment updates.

Records already brought into Katana stay in place, including sales orders, fulfillments, products, stock transfers, and stock adjustments.