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Greenmark Logistics integration setup

Map warehouses to locations, then configure order, product, SKU alias, inbound transfer and inventory syncs.

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Written by Argo Ohvril

What syncs between Katana and Greenmark Logistics

Data flow between Greenmark Logistics and Katana

The table below summarizes each data type and the direction it moves between Katana and Greenmark Logistics.

Data

Direction

Status

Orders

Two-way

Available

Products

Greenmark Logistics → Katana

Available

Inbound stock transfers

Greenmark Logistics → Katana

Available

Inventory sync

Greenmark Logistics → Katana

Available

Locations and mapping

After Greenmark Logistics approves the connection, the configuration screen opens on the Location tab. The integration status shows Connected with Sync inactive. Nothing syncs until you click Activate sync in the header.

Each Greenmark Logistics warehouse maps 1:1 to its own dedicated Katana location:

  • Not mapped: the warehouse has never been mapped. Click Add to Katana to create its Katana location automatically.

  • Unlinked: you paused a mapped warehouse with Unlink. Click Relink to resume syncing it.

Only mapped warehouses sync.

the warehouse location mapping panel on the Location tab of the Greenmark Logistics configuration screen, listing Greenmark Logistics warehouses each paired with its own Katana location, with one warehouse showing a Not mapped status and an Add to Katana button, another showing an Unlinked status with a Relink button, and a mapped warehouse with an Unlink action

Products sync

Product mapping creates a required link between each Greenmark Logistics product and a Katana item. You choose how SKUs are matched: direct 1:1, or through SKU aliases.

How products are imported:

  • Products are imported by SKU.

  • If a SKU already exists in Katana, Katana matches it to that product.

  • If a SKU is unknown, Katana creates the product just-in-time.

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

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

SKU aliasing

A SKU alias links a Greenmark Logistics SKU to a different Katana SKU. Use aliases when the same item uses different SKUs in the two systems, so the item still matches the correct Katana product instead of creating a new one. Upload your SKU alias mapping before you import products.

the products mapping screen with SKU alias mapping, showing a list of Greenmark Logistics SKUs each paired with a different Katana SKU, and an option to upload an alias mapping file

Orders sync

Orders imported from Greenmark Logistics

Orders import into Katana once they reach your configured import-from status. The default is the "Open" state. After import, each order keeps updating automatically through every later status change.

  • Sales orders: each Greenmark Logistics order becomes one Katana sales order. Each line becomes one row, and the order source is Greenmark Logistics.

  • Fulfillments: each shipped package becomes a Katana fulfillment with carrier and tracking details. A multi-package shipment creates one fulfillment per package. Together, these fulfillments never exceed the ordered quantities.

  • Cancellations: a canceled Greenmark Logistics order is deleted in Katana only if the order is still open.

the order sync settings screen for Greenmark Logistics with the import and status options, showing the import-from status dropdown set to Open

Orders pushed to Greenmark Logistics

When a Katana sales order reaches Ready for fulfillment, Katana pushes it to Greenmark Logistics as an outbound order. After that, the import flow above tracks its progress back in Katana.

  • Canceling the Katana sales order does not cancel the pushed Greenmark Logistics order.

  • Changes you make in Katana after the push do not update the Greenmark Logistics order.

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

Inventory sync

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

Reconciliation compares Katana's in-stock quantity against Greenmark Logistics' on-hand quantity only. It runs on a schedule or on demand, and it creates stock adjustments in Katana for any differences.

the inventory sync settings screen for Greenmark Logistics, showing read-only External inventory on-hand quantities per mapped location and the reconciliation options for running on a schedule or on demand

Inbound shipments

Each Greenmark Logistics inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when there is one; otherwise, it is the inbound ID.

  • Destination: the Katana location mapped 1:1 to the inbound's warehouse.

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

The stock transfer tracks the inbound status, and received quantities update the transfer. A canceled inbound deletes its stock transfer.

Katana stock transfers have only two states: in transit and received. Partial receipts therefore show as updated expected and received quantities until the shipment is fully received.

the inbound shipments screen showing a Greenmark Logistics inbound shipment as a Katana stock transfer numbered by its PO number, with origin and destination locations, in transit status, and expected versus received quantities

What does not sync

  • Products and stock changes are never pushed from Katana to Greenmark Logistics.

  • Changes to a Katana sales order after it is pushed do not update the Greenmark Logistics order.

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

  • Returns and RMAs are not synced.

  • Serial numbers are not tracked. Lot and batch data appears read-only where Greenmark Logistics provides it.

Disconnecting

To disconnect, go to Katana's Integrations page and open the Greenmark Logistics integration. Once you disconnect, syncing stops immediately: no orders, inventory, or inbound shipments move in either direction. Records already brought into Katana remain, including sales orders, fulfillments, products, and stock transfers.

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