What syncs between Katana and ShipOffers
The table below summarizes each data type and the direction it moves between ShipOffers and Katana.
Data | Direction | Status |
Orders | ShipOffers → Katana | Available |
Products | ShipOffers → Katana | Available |
Inbound stock transfers | ShipOffers → Katana | Available |
Inventory sync | ShipOffers → Katana | Available |
Locations and mapping
After the connection is approved, the configuration screen opens on the Location tab. Each ShipOffers warehouse maps 1:1 to its own dedicated Katana location.
Add to Katana creates a location for a warehouse and maps it. Until then, a warehouse that was never mapped shows Not mapped.
Unlink pauses a mapped warehouse. Its status then shows Unlinked.
Relink resumes syncing for an unlinked warehouse.
Only mapped warehouses sync.
Products sync
Product mapping creates a required link between each ShipOffers product and a Katana item. First, choose how SKUs are matched: directly 1:1, or through SKU aliases.
Products import by SKU:
If a matching Katana product already exists, it is linked.
If a SKU is unknown in Katana, Katana creates the product when it is needed.
Kits and bundles become Katana products. Add a BOM of their components in Katana. A kit order line stays a single sales order row.
SKU aliases
A SKU alias links a ShipOffers SKU to a different Katana SKU. Use aliases when the same product has a different SKU in ShipOffers than in Katana. Upload your SKU alias mapping before you import products so that mismatched SKUs link to the correct Katana items.
Orders sync
Orders flow one way, from ShipOffers into Katana.
Import: orders import once they reach the configured import-from status. The default is the "Open" state.
Status updates: after import, each order keeps updating automatically through every later status change in ShipOffers.
Structure: each ShipOffers order becomes one Katana sales order, and each order line becomes one row. The order source is shown as ShipOffers.
Fulfillments and tracking: each shipped package becomes a Katana fulfillment with its carrier and tracking number. A multi-package shipment creates one fulfillment per package, so one order can show several fulfillments. Together, these never exceed the ordered quantities.
Cancellations: when an order is canceled in ShipOffers, Katana deletes it only if the sales order is still open.
Inventory sync
ShipOffers stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. On hand is the number shown.
Reconciliation compares Katana's in-stock quantity with ShipOffers' on-hand quantity only. It runs on a schedule, or you can run it on demand. When the numbers differ, reconciliation creates stock adjustments for the difference. This keeps Katana's stock aligned with the physical stock at ShipOffers.
Inbound shipments
Each ShipOffers 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 1:1 to the inbound's warehouse.
Origin: the location assigned to each destination warehouse. This location must be mapped.
Status and quantities: the transfer follows the inbound status, and received quantities update the transfer.
Partial receiving: Katana stock transfers have two states, in transit and received. A partial receipt shows as updated expected and received quantities until the shipment is fully received.
Cancellations: canceling an inbound in ShipOffers deletes its stock transfer.
What does not sync
Orders are not sent from Katana to ShipOffers. Orders flow from ShipOffers to Katana only.
Products and stock changes are not sent from Katana to ShipOffers.
Returns and RMAs.
Serial-number tracking. Lot and batch data is shown read-only where ShipOffers provides it.
Disconnecting
Disconnect ShipOffers from Katana's Integrations page. Syncing of orders, fulfillments, inventory, and inbound shipments stops. Records already imported into Katana stay in Katana, including sales orders, fulfillments, products, and stock transfers.