What syncs between Katana and Pattern
The table below shows each data type and the direction it moves between Katana and Pattern.
Data | Direction | Status |
Orders | Two-way | Available |
Products | Pattern → Katana | Available |
Inbound stock transfers | Pattern → Katana | Available |
Inventory sync | Pattern → Katana | Available |
Locations and mapping
After Pattern approves the connection, the configuration screen opens on the Location tab. Each Pattern warehouse maps 1:1 to its own dedicated Katana location.
Add to Katana creates the location for a warehouse automatically.
A warehouse that has never been mapped shows Not mapped until you click Add to Katana.
To pause a mapped warehouse, click Unlink. Its status then shows Unlinked.
To resume syncing an unlinked 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 Pattern product and a Katana item. Products are imported by SKU:
If a Katana product already has the same SKU, the two are matched.
If the SKU is unknown in Katana, Katana creates the product when it is first needed.
You choose how SKUs are matched: direct 1:1, or through SKU aliases.
Kits and bundles become Katana products. To track their components, add a bill of materials (BOM) to the product in Katana. A kit order line stays a single row on the sales order.
SKU aliases
A SKU alias links a Pattern SKU to a different Katana SKU. Use aliases when the same product has different SKUs in Pattern and Katana. Upload your SKU alias mapping before you import products, so that mismatched SKUs match the right Katana items.
Orders sync
Orders from Pattern
Orders import once they reach the configured import-from status. The default is the "Open" state. After import, they keep updating automatically through every later status change.
Each Pattern order becomes one Katana sales order, with one row per order line. The order source is Pattern.
Each shipped package becomes a Katana fulfillment with the carrier and tracking number.
Multi-package shipments create one fulfillment per package. Together, these fulfillments never exceed the ordered quantities.
If an order is canceled in Pattern, it is deleted in Katana only if the sales order is still open.
Orders sent to Pattern
When a Katana sales order reaches the Ready for fulfillment status, Katana pushes it to Pattern as an outbound order. Its progress is then tracked back in Katana through the import flow above.
Canceling the Katana sales order does not cancel the pushed Pattern order.
Changes you make in Katana after the push do not update the pushed Pattern order.
Inventory sync
Pattern's stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is Pattern's on-hand quantity. You can't edit these numbers in Katana, and Katana never sends stock changes to Pattern.
Reconciliation compares Katana's in-stock quantity with Pattern's on-hand quantity. It runs on a schedule or on demand. For any difference, it creates stock adjustments so that your Katana stock matches Pattern.
Inbound shipments
Each Pattern inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when one is present; otherwise it is the inbound ID.
Destination: the Katana location mapped to the inbound's Pattern warehouse.
Origin: the location you assign for each destination warehouse. This location must be mapped.
The stock transfer follows the inbound's status, and received quantities update the transfer. Katana stock transfers move straight from in transit to received. Partial receipts therefore show as updated expected and received quantities until the shipment is fully received. If an inbound is canceled in Pattern, its stock transfer is deleted.
What does not sync
Products and stock changes are never pushed from Katana to Pattern.
Canceling a Katana sales order does not cancel the pushed Pattern order.
Katana-side changes to a sales order after it is pushed are not sent to Pattern.
Returns and RMAs do not sync.
Serial numbers are not tracked. Lot and batch data is shown read-only where Pattern provides it.
Warehouses that are not mapped, or that are unlinked, do not sync.
Disconnecting
To disconnect Pattern, go to Katana's Integrations page and open the Pattern integration. Once disconnected, orders, fulfillments, inventory, and inbound shipments stop syncing, and Katana no longer pushes sales orders to Pattern. Records already brought into Katana stay in Katana, including sales orders, fulfillments, products, and stock transfers.