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Pod Foods integration setup

Configure warehouse mapping, product import with SKU aliases, daily inventory sync, and inbound stock transfers.

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Written by Argo Ohvril

What syncs between Katana and Pod Foods

Data flow between Pod Foods and Katana

The table below summarizes each data flow between Katana and Pod Foods.

Data

Direction

Status

Products

Pod Foods → Katana

Available

Inbound stock transfers

Pod Foods → Katana

Available

Inventory sync

Pod Foods → Katana

Available

Locations and mapping

After Pod Foods approves the connection, the configuration screen opens on the Location tab. Each Pod Foods warehouse maps 1:1 to its own dedicated Katana location.

  • Add to Katana creates a new Katana location for a warehouse. Until then, the warehouse shows as Not mapped.

  • Unlink pauses a mapped warehouse, and its status shows Unlinked.

  • Relink resumes syncing for an unlinked warehouse.

Only mapped warehouses sync.

the warehouse location mapping panel on the Location tab of the Pod Foods configuration screen, listing Pod Foods warehouses with their mapped Katana locations, an Add to Katana button on a warehouse with Not mapped status, an Unlink action on a mapped warehouse, and a Relink action on a warehouse with Unlinked status

Products sync

Product mapping is required. It links each Pod Foods product to a Katana item by SKU. You can match SKUs in one of two ways:

  • Direct 1:1: each Pod Foods SKU matches the identical Katana SKU.

  • Via SKU aliases: each Pod Foods SKU matches a different Katana SKU.

During product import, a Pod Foods SKU that already exists in Katana links to that product. Katana creates a new product just in time for any SKU it doesn't recognize.

Kits and bundles from Pod Foods also become Katana products. To track their components, add a bill of materials (BOM) to the kit in Katana.

the products mapping settings screen for Pod Foods, showing the SKU matching options Direct 1:1 and Via SKU aliases

SKU aliasing

A SKU alias connects a Pod Foods SKU to a different Katana SKU. Use aliases when the same product has a different SKU in each system. For example, Pod Foods might use a case-pack SKU while Katana uses your internal item code.

Upload your SKU alias mapping before you import products. Otherwise, the mismatched SKUs create duplicate products.

the products mapping screen with SKU alias mapping, showing an uploaded alias list that pairs Pod Foods SKUs with different Katana SKUs

Inventory sync

Pod Foods stock levels appear in Katana as read-only External inventory. You can see them at the Katana location mapped to each warehouse, and On hand is the number shown. Pod Foods publishes inventory files daily, so the figures reflect its latest file.

Reconciliation compares Katana's in-stock quantity with the Pod Foods on-hand quantity only. Reconciliation runs on a schedule or on demand. When the two numbers differ, Katana creates a stock adjustment for the difference, so your stock levels match Pod Foods.

the inventory sync settings screen for Pod Foods, showing reconciliation schedule options, an on-demand reconcile button, and read-only External inventory On hand quantities per mapped location

Inbound shipments

Each Pod Foods inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when the shipment has one. Otherwise, it's the inbound ID.

  • Destination: the Katana location mapped to the inbound shipment's warehouse.

  • Origin: the location you assign for each destination warehouse. You must map an origin location.

Each stock transfer follows the status of its inbound shipment. When Pod Foods receives items, Katana updates the received quantities on the transfer. If an inbound shipment is canceled, Katana deletes its stock transfer.

Katana stock transfers have two states: in transit and received. During partial receiving, the transfer's expected and received quantities update until the shipment is fully received.

the inbound shipments screen for Pod Foods, showing inbound shipments as Katana stock transfers with PO or inbound ID numbers, origin and destination locations, status, and expected versus received quantities

What does not sync

  • Sales orders. Pod Foods orders don't import into Katana, and Katana doesn't send orders to Pod Foods.

  • Fulfillments and tracking information.

  • Products or stock changes from Katana. Katana never sends these to Pod Foods.

  • Returns and RMAs.

  • Serial-number tracking. Katana shows lot and batch data as read-only where Pod Foods provides it.

Disconnecting

Go to Katana's Integrations page, open the Pod Foods integration, and disconnect it. Syncing of inventory, inbound shipments, and products stops right away.

Records Katana already imported stay in Katana, including products, locations, stock transfers, and stock adjustments.

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