What syncs between Katana and R&S Logistics
The table below shows how each type of data moves between Katana and R&S Logistics.
Data | Direction | Status |
Orders | R&S Logistics → Katana | Available |
Products | R&S Logistics → Katana | Available |
Inbound stock transfers | R&S Logistics → Katana | Available |
Inventory sync | R&S Logistics → Katana | Available |
Locations and mapping
After R&S Logistics approves the connection, the configuration screen opens on the Location tab. Each R&S Logistics warehouse maps 1:1 to its own dedicated Katana location.
Add to Katana creates a Katana location for a warehouse and maps it.
A warehouse that has never been mapped shows Not mapped.
To pause a mapped warehouse, click Unlink. Its status then shows Unlinked.
To resume syncing, click Relink.
Only mapped warehouses sync.
Products sync
Product mapping creates the required link between each R&S Logistics product and a Katana item. You can match SKUs in two ways:
Direct 1:1: each SKU matches the identical SKU in the other system.
SKU aliases: SKUs are matched through an alias mapping.
Products are imported by SKU. If a SKU already exists in Katana, it matches the existing product. If a SKU is unknown, Katana creates the product just-in-time.
Kits and bundles become Katana products. You can add a bill of materials (BOM) of components to them in Katana. On a sales order, a kit order line stays a single row.
SKU aliasing
A SKU alias links an R&S Logistics SKU to a different Katana SKU. Use aliases when the same product has mismatched SKUs in the two systems. Upload your SKU alias mapping before the product import so the products match correctly.
Orders sync
Orders flow one way, from R&S Logistics into Katana.
Which orders import: an order imports once it reaches the configured import-from status. The default is the "Open" state.
Status updates: after import, the order keeps updating automatically through every later status change in R&S Logistics.
How orders appear: each R&S Logistics order becomes one Katana sales order, and each order line becomes one row. The order source is shown as R&S Logistics.
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 a single order can show several fulfillments. Together, these fulfillments never exceed the ordered quantities.
Cancellations
When an order is canceled in R&S Logistics, Katana deletes the matching sales order only if that sales order is still open.
Inventory sync
R&S Logistics stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is the warehouse's on-hand quantity.
Katana never sends inventory changes to R&S Logistics.
Reconciliation compares Katana's in-stock quantity with the R&S Logistics on-hand quantity only. It runs on a schedule or on demand. Where the two numbers differ, Katana creates stock adjustments, which keeps Katana's stock aligned with the physical stock in the warehouse.
Inbound shipments
Each R&S Logistics 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 to the inbound's warehouse.
Origin: the location assigned to each destination warehouse. This assignment must be mapped.
The stock transfer tracks the inbound's status, and received quantities update the transfer. Katana stock transfers move from in transit straight to received, so partial receiving shows as updated expected and received quantities until the shipment is fully received. If an inbound is canceled, Katana deletes its stock transfer.
What does not sync
Katana does not send sales orders to R&S Logistics. Orders flow only from R&S Logistics into Katana.
Katana does not push products or stock changes to R&S Logistics.
Returns and RMAs are not synced.
Serial-number tracking is not supported.
Lot and batch data is shown read-only where R&S Logistics provides it.
Disconnecting
To disconnect, open the R&S Logistics integration from Katana's Integrations page and disconnect it. Syncing of orders, fulfillments, products, inventory and inbound shipments stops immediately. Records already imported into Katana stay in Katana, including sales orders, fulfillments, products, stock transfers and stock adjustments.