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Stord integration setup

Map Stord warehouses, then set up two-way orders, SKU product matching, stock reconciliation, and inbound transfers.

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Written by Argo Ohvril

What syncs between Katana and Stord

Data flow between Stord and Katana

The table below summarizes each data type in the Stord integration and the direction it flows.

Data

Direction

Status

Orders

Two-way

Available

Products

Stord → Katana

Available

Inbound stock transfers

Stord → Katana

Available

Inventory sync

Stord → Katana

Available

Locations and mapping

After the connection is approved, the configuration screen opens on the Location tab. Each Stord warehouse maps 1:1 to its own dedicated Katana location.

  • Add to Katana creates a new Katana location for a warehouse and maps the warehouse to it.

  • 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 that warehouse, click Relink.

Only mapped warehouses sync.

the warehouse location mapping panel on the Location tab of the Stord configuration screen, listing Stord warehouses each paired with a dedicated Katana location, with status labels Mapped, Unlinked and Not mapped, and the Add to Katana, Unlink and Relink buttons visible

Products sync

Product mapping creates a required link between each Stord product and a Katana item. Products are matched by SKU, and you can choose one of two matching methods:

  • Direct 1:1 SKU matching

  • Matching through SKU aliases

During import, a Stord SKU that already exists in Katana matches the existing product. An unknown SKU creates a new product in Katana just-in-time.

Kits and bundles from Stord become Katana products. To track their components, add a bill of materials (BOM) to the product in Katana. A kit on an order still appears as a single sales order row.

the products mapping settings screen for Stord, showing the choice between direct 1:1 SKU matching and matching via SKU aliases

SKU aliases

A SKU alias links a Stord SKU to a different Katana SKU. Use aliases when the same product has different SKUs in Stord and Katana, so it matches the existing Katana item instead of creating a new product. Upload your SKU alias mapping before you import products.

the products mapping screen with SKU alias mapping, showing Stord SKUs listed next to the different Katana SKUs they are aliased to, and the option to upload an alias mapping file

Orders sync

Orders from Stord to Katana

Stord orders import into Katana once they reach the configured import-from status, which defaults to Open. After import, they keep updating automatically through every later status change.

  • Each Stord order becomes one Katana sales order, with one row per order line.

  • The order source is shown as Stord.

  • Each shipped package becomes a Katana fulfillment with the carrier and tracking number.

  • A multi-package shipment creates one fulfillment per package. Together, these fulfillments never exceed the ordered quantities.

  • If an order is canceled in Stord, it is deleted in Katana only while the order is still open.

the order sync settings screen for Stord with the import-from status option set to Open and the order status options

Orders from Katana to Stord

A Katana sales order is pushed to Stord as an outbound order when it reaches the Ready for fulfillment status. Its progress in Stord is then tracked back in Katana. Canceling the Katana sales order does not cancel the Stord order. Changes made in Katana after the push do not update the Stord order.

the order push settings screen for Stord, showing that Katana sales orders are sent to Stord when they reach the Ready for fulfillment status

Inventory sync

Stord's stock numbers appear in Katana as read-only External inventory at each mapped warehouse's Katana location. The number shown is Stord's on-hand quantity.

Reconciliation compares Katana's in-stock quantity with Stord's on-hand quantity. It runs on a schedule, or you can run it on demand. Any difference creates a stock adjustment in Katana, which keeps Katana's stock figures aligned with your Stord warehouses.

the inventory sync settings screen for Stord, showing read-only external on-hand inventory per mapped location and the reconciliation schedule and run-now options

Inbound shipments

Each Stord 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 1:1 to the inbound's Stord 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, so partial receiving appears as updated expected and received quantities until the shipment is fully received. If an inbound is canceled in Stord, its stock transfer is deleted.

the inbound shipments screen showing Stord inbound shipments as Katana stock transfers with transfer number, origin and destination locations, status, and expected versus received quantities

What does not sync

  • Product changes from Katana to Stord

  • Stock changes from Katana to Stord

  • Changes to a Katana sales order after it has been pushed to Stord

  • Cancellations of Katana sales orders (canceling in Katana does not cancel the Stord order)

  • Returns and RMAs

  • Serial-number tracking (lot and batch data is shown read-only where Stord provides it)

  • Warehouses that are not mapped, or that are Unlinked

Disconnecting

To disconnect, go to the Integrations page in Katana, open the Stord integration, and disconnect it. Syncing between Katana and Stord stops immediately: no new orders, fulfillments, inbound shipments, or inventory updates come in, and no sales orders are pushed out. Records already imported into Katana stay in place, including sales orders, fulfillments, products, and stock transfers.

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