What syncs between Katana and Infoplus
The table below summarizes the data flows between Katana and Infoplus.
Data | Direction | Status |
Orders | Two-way | Available |
Products | Infoplus → Katana | Available |
Inbound stock transfers | Infoplus → Katana | Available |
Inventory sync | Infoplus → Katana | Available |
Locations and mapping
After you connect Infoplus, the configuration screen opens on the Location tab. Each Infoplus warehouse maps to its own dedicated Katana location.
Map a warehouse: Click Add to Katana. Katana creates the location automatically.
Not mapped: This status means the warehouse has never been mapped. It stays this way until you click Add to Katana.
Pause a warehouse: Click Unlink on a mapped warehouse. Its status shows Unlinked.
Resume a warehouse: Click Relink.
Only mapped warehouses sync. Nothing syncs until you click Activate sync in the header.
Products sync
Product mapping creates a required link between each Infoplus product and a Katana item. First, choose how SKUs are matched: direct 1:1, or through SKU aliases.
Products are imported by SKU:
If an Infoplus SKU matches an existing Katana product, the two are linked.
If a SKU is unknown in Katana, Katana creates the product just-in-time.
Kits and bundles become Katana products. To track their components, add a bill of materials (BOM) in Katana. A kit order line stays a single sales order row.
SKU aliases
A SKU alias links an Infoplus SKU to a different Katana SKU. Use aliases when the same item has different SKUs in Infoplus and Katana.
Upload your SKU alias mapping before importing products. Otherwise, mismatched SKUs are created as new products instead of being matched to your existing ones.
Orders sync
Orders from Infoplus
Infoplus orders import into Katana once they reach the configured import-from status (default: Open). After that, they keep updating automatically through every later status change.
Each Infoplus order becomes one Katana sales order, with one row per line.
The order source is Infoplus.
Each shipped package becomes a Katana fulfillment with carrier and tracking details. Multi-package shipments create one fulfillment per package. Together, these fulfillments never exceed the ordered quantities.
If an order is canceled in Infoplus, it's deleted in Katana only if the sales order is still open.
Orders from Katana
When a Katana sales order reaches the Ready for fulfillment status, Katana pushes it to Infoplus as an outbound order. From then on, its progress is tracked back in Katana the same way as an imported order.
Canceling the Katana sales order does not cancel the Infoplus order.
Changes made in Katana after the push do not update the Infoplus order.
Inventory sync
Infoplus stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is Infoplus's on hand quantity. You can't edit these quantities from Katana.
Reconciliation compares Katana's in-stock quantity with Infoplus's on-hand quantity only. It runs on a schedule or on demand. When the numbers differ, Katana creates stock adjustments to match.
Inbound shipments
Each Infoplus inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when one exists. Otherwise, it's the inbound ID.
Destination: The Katana location mapped to the inbound's warehouse.
Origin: The location assigned for that destination warehouse. You must map this location.
Status: The stock transfer follows the inbound status. Received quantities update the transfer.
Cancellation: Canceling the inbound in Infoplus deletes its stock transfer.
Katana stock transfers have only two states: in transit and received. While an inbound is partially received, the transfer shows updated expected and received quantities until it's fully received.
What does not sync
Products and stock changes are never pushed from Katana to Infoplus.
Changes to a Katana sales order after it's pushed don't update the Infoplus order.
Canceling a Katana sales order doesn't cancel the pushed Infoplus order.
Returns and RMAs don't sync.
Serial numbers aren't tracked. Lot and batch data appears read-only where Infoplus provides it.
Unmapped or Unlinked warehouses don't sync.
Disconnecting
You can disconnect Infoplus from Katana's Integrations page, where you connected it. Syncing stops as soon as you disconnect. Data already brought into Katana stays in place, including products, sales orders, fulfillments and stock transfers.