What syncs between Katana and Byrd Fulfillment
The table below summarizes each data type and the direction it moves between Byrd Fulfillment and Katana.
Data | Direction | Status |
Orders | Byrd Fulfillment → Katana | Available |
Products | Byrd Fulfillment → Katana | Available |
Inbound stock transfers | Byrd Fulfillment → Katana | Available |
Inventory sync | Byrd Fulfillment → Katana | Available |
Locations and mapping
After Byrd Fulfillment approves the connection, the configuration screen opens on the Location tab. Each Byrd Fulfillment warehouse maps one-to-one to its own dedicated Katana location. Click Add to Katana to create that location automatically.
Not mapped: the warehouse has never been mapped. It shows this status until you click Add to Katana.
Unlinked: you paused a mapped warehouse with Unlink. Click Relink to resume it.
Only mapped warehouses sync. Nothing syncs until you click Activate sync in the header.
Products sync
Product mapping creates a required link between each Byrd Fulfillment product and a Katana item. You choose how SKUs are matched:
Direct 1:1: SKUs match exactly.
SKU aliases: different SKUs are linked to each other.
Products are imported by SKU:
If the SKU already exists in Katana, the import matches it to that product.
If the SKU is unknown, Katana creates the product when it's needed.
Kits and bundles become Katana products. You can add a bill of materials (BOM) of components to them in Katana. A kit on an order stays a single sales order row.
SKU aliasing
An SKU alias links a Byrd Fulfillment SKU to a different Katana SKU. Use aliases when the same item has different SKUs in the two systems. Upload your SKU alias mapping before you import products, so that products match correctly instead of being created as duplicates.
Orders sync
Orders flow one way, from Byrd Fulfillment into Katana.
Which orders import: An order imports once it reaches the configured import-from status. The default is the "Open" state.
How orders appear: Each Byrd Fulfillment order becomes one Katana sales order, with one row per order line. The order source is Byrd Fulfillment.
Status changes: Imported orders keep updating automatically through every later status change in Byrd Fulfillment.
Fulfillments and tracking
Each shipped package becomes a Katana fulfillment with its carrier and tracking number. A shipment with several packages creates one fulfillment per package, so a single order can show several fulfillments. Together, these fulfillments never exceed the ordered quantities.
Cancellations
If an order is canceled in Byrd Fulfillment, Katana deletes the matching sales order only if it's still open.
Canceling the sales order in Katana doesn't cancel the order in Byrd Fulfillment.
Inventory sync
Byrd Fulfillment's stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location. On hand is the number shown. You can't edit these numbers in Katana, and Katana never sends stock changes to Byrd Fulfillment.
Reconciliation compares Katana's in-stock quantity against Byrd Fulfillment's on-hand quantity only. It runs on a schedule or on demand, and creates stock adjustments for any differences.
Inbound shipments
Each Byrd Fulfillment inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when there is one, and otherwise the inbound ID.
Destination: the Katana location mapped to the inbound's warehouse.
Origin: the location assigned to that destination warehouse. This location must be mapped.
The stock transfer follows the status of the inbound shipment. Received quantities update the transfer. If the inbound is canceled, Katana deletes its stock transfer.
Katana stock transfers have only two states: in transit and received. During partial receiving, the transfer shows updated expected and received quantities until everything is received.
What does not sync
Orders from Katana to Byrd Fulfillment. Orders only flow from Byrd Fulfillment into Katana.
Product or stock changes from Katana to Byrd Fulfillment.
Returns and RMAs.
Serial numbers. Lot and batch data appears read-only where Byrd Fulfillment provides it.
Warehouses that aren't mapped to a Katana location.
Disconnecting
Go to Katana's Integrations page and open the Byrd Fulfillment integration to disconnect it. Syncing stops for orders, fulfillments, products, inventory, and inbound shipments. Records already imported into Katana stay in Katana, including sales orders, fulfillments, products, and stock transfers.