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Connect DCL to Katana

Import DCL orders, push Ready for fulfillment sales orders, and see DCL stock and inbound shipments in Katana.

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Written by Argo Ohvril

What the Katana–DCL integration does

DCL Logistics' eFactory is a cloud-based order-fulfillment and inventory-management portal. It gives visibility into inventory, orders, SKUs and reporting for DCL's fulfillment operation.

By connecting Katana with DCL, you can:

  • Import orders as sales orders: DCL orders become Katana sales orders, with a fulfillment, carrier and tracking for each shipped package.

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

  • Cancel pushed orders: Cancelling a pushed Katana sales order also cancels the order in DCL.

  • Import products by SKU: Existing Katana products are matched, and SKU aliases bridge mismatched SKUs.

  • See stock levels: DCL stock appears as read-only external inventory at each mapped location.

  • Track inbound shipments: Each DCL inbound shipment becomes a Katana stock transfer.

sync diagram showing Katana and DCL side by side: sales orders flowing from Katana to DCL when Ready for fulfillment, plus order cancellations; orders, fulfillments with tracking, products, read-only stock levels and inbound shipments as stock transfers flowing from DCL into Katana

Before you start

  • An active DCL account.

  • The credentials the connection form asks for: your DCL Username, Password and Account Number.

  • A Katana account with permission to manage integrations.

Connect DCL to Katana

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

  2. Click Connect.

  3. Enter your DCL Username, Password and Account Number, then confirm.

    the DCL connection form in Katana showing the Username, Password and Account Number fields and the confirm button

  4. Once DCL has approved 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 DCL warehouse to its own Katana location. Use Add to Katana to create the location.

    the warehouse location mapping panel on the Location tab, listing DCL warehouses with their mapped Katana locations, Add to Katana buttons and status labels

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

How your daily workflow looks

  1. When a Katana sales order reaches Ready for fulfillment, Katana sends it to DCL as an outbound order.

  2. DCL picks, packs and ships the order.

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

  4. DCL inbound shipments become Katana stock transfers that update as stock is received.

  5. DCL stock levels appear as external inventory at your mapped locations.

  6. You plan production and purchasing in Katana using this up-to-date data.

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