What syncs between Katana and Smart Warehousing
The table below summarizes each data flow between Katana and Smart Warehousing.
Data | Direction | Status |
Orders | Two-way | Available |
Products | Smart Warehousing → Katana | Available |
Inbound stock transfers | Smart Warehousing → Katana | Available |
Inventory sync | Smart Warehousing → Katana | Available |
Locations and mapping
After Smart Warehousing approves the connection, the configuration screen opens on the Location tab. Each Smart Warehousing warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create that location automatically.
Not mapped: a warehouse that has never been mapped. It stays this way until you click Add to Katana.
Unlinked: click Unlink to pause a mapped warehouse.
Relink: resumes syncing for an unlinked warehouse.
Only mapped warehouses sync.
Products sync
Product mapping creates a required link between each Smart Warehousing product and a Katana item. You choose how SKUs are matched: direct 1:1, or through SKU aliases.
Products are imported by SKU.
If a Katana product already has the same SKU, the two are matched.
If a SKU is unknown in Katana, the product is created when it is first 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 aliasing
A SKU alias links a Smart Warehousing SKU to a different Katana SKU. Use one when the same item has different SKUs in the two systems. Upload your SKU alias mapping before you import products.
Orders sync
Orders from Smart Warehousing
Orders import once they reach the configured import-from status. By default, this is the Open state. After import, they keep updating automatically through every later status change.
Each Smart Warehousing order becomes one Katana sales order:
Each order line becomes one row.
The order source is Smart Warehousing.
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 Smart Warehousing, it is deleted in Katana only if the order is still open.
Orders from Katana
A Katana sales order is pushed to Smart Warehousing as an outbound order when it reaches the Ready for fulfillment status. From then on, its progress is tracked back in Katana through the import flow above.
Canceling the Katana sales order does not cancel the Smart Warehousing order.
Changes made in Katana after the push do not update the Smart Warehousing order.
Inventory sync
Smart Warehousing's stock numbers appear in Katana as read-only External inventory. They show at each warehouse's mapped location, and On hand is the number displayed. Katana never sends stock changes to Smart Warehousing.
Reconciliation runs on a schedule or on demand. It compares Katana's in-stock quantity with Smart Warehousing's on-hand quantity only. For any difference, it creates a stock adjustment in Katana.
Inbound shipments
Each Smart Warehousing inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when one exists. Otherwise, it is 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 follows the inbound status, and received quantities update it. If an inbound is canceled, its stock transfer is deleted.
Katana stock transfers have two states: in transit and received. Partial receiving shows as updated expected and received quantities until the shipment is fully received.
What does not sync
Products and stock changes from Katana to Smart Warehousing.
Changes to a Katana sales order after it has been pushed to Smart Warehousing.
Canceling a pushed order: canceling it in Katana does not cancel it in Smart Warehousing.
Returns and RMAs.
Serial-number tracking. Lot and batch data is shown read-only where Smart Warehousing provides it.
Disconnecting
To disconnect, go to Katana's Integrations page and open the Smart Warehousing integration. After you disconnect, Katana stops importing orders, inventory, and inbound shipments, and stops pushing sales orders to Smart Warehousing. Records already brought into Katana stay in Katana, including sales orders, fulfillments, products, and stock transfers.