What syncs between Katana and Peoplevox
The table below shows how each type of data moves between Peoplevox and Katana.
Data | Direction | Status |
Orders | Peoplevox → Katana | Available |
Products | Peoplevox → Katana | Available |
Inbound stock transfers | Peoplevox → Katana | Available |
Inventory sync | Peoplevox → Katana | Available |
Locations and mapping
After you connect Peoplevox, the configuration screen opens on the Location tab. Each Peoplevox warehouse is mapped to its own dedicated Katana location.
Add to Katana automatically creates a Katana location for a warehouse and maps it.
Unlink pauses a mapped warehouse. Its status then shows Unlinked.
Relink resumes syncing for an unlinked warehouse.
A warehouse that has never been mapped shows Not mapped until you use Add to Katana.
Only mapped warehouses sync. Nothing syncs until you select Activate sync in the header.
Products sync
Product mapping creates a required link between each Peoplevox product and a Katana item. Products are matched by SKU, and you choose how SKUs are matched:
Direct 1:1: the Peoplevox SKU matches the Katana SKU exactly.
SKU aliases: a Peoplevox SKU is linked to a different Katana SKU.
When products are imported, Katana handles them as follows:
Peoplevox products whose SKU already exists in Katana are matched to that product.
Unknown SKUs are created as new Katana products as they are needed.
Kits and bundles become Katana products. Add a bill of materials (BOM) with the components in Katana. A kit on an order stays a single sales order row.
SKU aliases
A SKU alias links a Peoplevox SKU to a different Katana SKU. Use aliases when the same item has different SKUs in the two systems, for example because of legacy codes or a different naming scheme. Upload your SKU alias mapping before you import products. This lets mismatched SKUs match existing Katana products instead of creating duplicates.
Orders sync
Orders flow one way only, from Peoplevox into Katana.
Which orders import: an order imports once it reaches the configured import-from status. The default is the Open state.
How orders appear: each Peoplevox order becomes one Katana sales order, and each order line becomes one row. The order source is shown as Peoplevox.
Status updates: after import, the sales order keeps updating automatically through every later status change in Peoplevox.
Fulfillments and tracking
Each shipped package becomes a Katana fulfillment with its carrier and tracking number. Shipments with several packages create one fulfillment per package, so one order can show several fulfillments. Together, these fulfillments never exceed the ordered quantities.
Cancellations
If an order is canceled in Peoplevox, Katana deletes the matching sales order only if that sales order is still open.
Inventory sync
Peoplevox stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is the Peoplevox On hand quantity. You can't edit it in Katana.
Reconciliation compares Katana's in-stock quantity with the Peoplevox on-hand quantity. It runs on a schedule or on demand. Where the two differ, Katana creates stock adjustments so that your Katana stock matches the physical stock in Peoplevox.
Inbound shipments
Each Peoplevox 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 Peoplevox warehouse.
Origin: the location assigned to that destination warehouse. This location must be mapped.
Stock transfers follow the inbound status, and received quantities update the transfer. Katana stock transfers have only two states, in transit and received. Partial receiving therefore shows as updated expected and received quantities until the shipment is fully received. If an inbound is canceled in Peoplevox, its stock transfer is deleted.
What does not sync
Katana doesn't push products or stock changes to Peoplevox.
Katana doesn't send orders to Peoplevox. Orders only flow from Peoplevox into Katana.
Returns and RMAs aren't synced.
Serial-number tracking isn't supported. Lot and batch data is shown read-only where Peoplevox provides it.
Disconnecting
To disconnect Peoplevox, open the Peoplevox integration from Katana's Integrations page and disconnect it there. Syncing stops right away: no new orders, inventory updates, or inbound shipments come in from Peoplevox.
Records already imported into Katana stay in place, including sales orders, fulfillments, products, and stock transfers.