What syncs between Katana and Ongoing WMS
The table below summarizes each sync area between Katana and Ongoing WMS.
Data | Direction | Status |
Orders | Two-way | Available |
Products | Ongoing WMS → Katana | Available |
Inbound stock transfers | Ongoing WMS → Katana | Available |
Inventory sync | Ongoing WMS → Katana | Available |
Locations and mapping
After Ongoing WMS approves the connection, the configuration screen opens on the Location tab. Each Ongoing WMS warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create that location automatically. Until then, the warehouse shows Not mapped.
Unlink pauses a mapped warehouse, and its status shows Unlinked.
Relink resumes 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 Ongoing WMS product and a Katana item. You choose how SKUs are matched: direct 1:1 or through SKU aliases.
Products are imported by SKU.
Existing Katana products with a matching SKU are linked.
Unknown SKUs create new Katana products automatically when they're first needed.
Kits and bundles become Katana products. You can add a BOM of components to them in Katana. A kit order line stays a single sales order row.
SKU aliases
An SKU alias links an Ongoing WMS SKU to a different Katana SKU. Use aliases when the same product has different SKUs in the two systems. Upload your SKU alias mapping before importing products so the mismatched SKUs link to the correct items instead of creating new products.
Orders sync
Orders from Ongoing WMS
Orders import once they reach the configured import-from status, which is Open by default. After that, they keep updating automatically through every later status change.
Each Ongoing WMS order becomes one Katana sales order, with one row per order line.
The order source is set to Ongoing WMS.
Each shipped package becomes a Katana fulfillment with its carrier and tracking number.
Multi-package shipments create one fulfillment per package. The fulfillments never exceed the ordered quantities.
A canceled Ongoing WMS order is deleted in Katana only if the sales order is still open.
Orders from Katana
A Katana sales order is pushed to Ongoing WMS as an outbound order when it reaches the Ready for fulfillment status. From then on, the import flow above tracks its progress back in Katana.
Canceling the Katana sales order does not cancel the pushed Ongoing WMS order.
Changes you make to the sales order in Katana after the push do not update the Ongoing WMS order.
Inventory sync
Ongoing WMS 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 the Ongoing WMS on-hand quantity. It runs on a schedule or on demand and creates stock adjustments in Katana for any differences. Katana never sends inventory changes to Ongoing WMS.
Inbound shipments
Each Ongoing WMS inbound shipment becomes one Katana stock transfer.
Number: the PO number when one is present, otherwise the inbound ID.
Destination: the Katana location mapped to the inbound's warehouse.
Origin: the location assigned to each destination warehouse. It must be mapped.
The stock transfer tracks the inbound status, and received quantities update the transfer. Katana stock transfers move straight from in transit to received. Partial receipts show as updated expected and received quantities until the shipment is fully received. A canceled inbound deletes its stock transfer.
What does not sync
Products and stock changes are not sent from Katana to Ongoing WMS.
Changes to a sales order in Katana after it has been pushed are not sent to Ongoing WMS.
Canceling a sales order in Katana does not cancel the pushed Ongoing WMS order.
Returns and RMAs are not synced.
Serial numbers are not tracked. Lot and batch data appears read-only where Ongoing WMS provides it.
Disconnecting
To disconnect, open the Ongoing WMS integration from Katana's Integrations page. Disconnecting stops all syncing immediately: no new orders, fulfillments, inventory updates, or inbound shipments come in, and no sales orders are pushed. Records already in Katana stay, including sales orders, fulfillments, products, and stock transfers.