What syncs between Katana and TPS
The table below summarizes how each type of data moves between Katana and TPS.
Data | Direction | Status |
Orders | Two-way | Available |
Products | TPS → Katana | Available |
Inbound stock transfers | TPS → Katana | Available |
Inventory sync | TPS → Katana | Available |
Locations and mapping
After TPS approves the connection, the configuration screen opens on the Location tab. Nothing syncs until you click Activate sync in the header.
Each TPS warehouse maps to its own dedicated Katana location. Click Add to Katana to create that location automatically.
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. Click Relink to resume syncing.
Only mapped warehouses sync.
Products sync
Product mapping creates a required link between each TPS product and a Katana item. Products are matched by SKU, and you choose how SKUs are matched: direct 1:1 or through SKU aliases.
When a product is imported, Katana matches it to an existing product with the same SKU.
If no Katana product has that SKU, Katana creates the product just-in-time.
Kits and bundles become Katana products. To define their components, add a BOM to the product in Katana.
On a sales order, a kit order line stays a single row.
SKU aliasing
A SKU alias links a TPS SKU to a different Katana SKU. Use aliases when the same item has different SKUs in TPS and Katana, so the two records still match.
Upload your SKU alias mapping before you import products. Otherwise, unmatched SKUs create new products.
Orders sync
Orders from TPS to Katana
Orders import once they reach the configured import-from status, which is the "Open" state by default.
After import, each order updates automatically through every later status change.
Each TPS order becomes one Katana sales order, with one row per line. The order source is TPS.
Each shipped package becomes a Katana fulfillment with its 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 TPS, Katana deletes the sales order only if it is still open.
Orders from Katana to TPS
A Katana sales order is pushed to TPS as an outbound order when it reaches the Ready for fulfillment status.
After the push, the order's progress in TPS is tracked back in Katana, the same way as imported orders.
Canceling the Katana sales order does not cancel the TPS order.
Changes you make to the order in Katana after the push do not update the TPS order.
Inventory sync
TPS stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is TPS's on-hand quantity.
Reconciliation compares Katana's in-stock quantity with TPS's on-hand quantity. It runs on a schedule or whenever you start it manually. When the numbers differ, Katana creates stock adjustments for the difference, which keeps Katana's stock in line with what TPS physically holds.
Inbound shipments
Each TPS inbound shipment becomes one Katana stock transfer. The transfer number is the PO number if there is one; otherwise it's the inbound ID.
Destination: the Katana location mapped to the inbound's TPS warehouse.
Origin: the location you assign for each destination warehouse. This assignment is required.
The stock transfer follows the inbound's status, and received quantities update the transfer.
Katana stock transfers have only two states: in transit and received. If an inbound is partially received, the expected and received quantities update until it is fully received.
If an inbound is canceled in TPS, Katana deletes its stock transfer.
What does not sync
Katana does not push products or stock changes to TPS.
Changes made in Katana to an order after it has been pushed do not update the TPS order.
Canceling a Katana sales order does not cancel the TPS order.
Returns and RMAs do not sync.
Serial numbers are not tracked. Lot and batch data appears read-only where TPS provides it.
Warehouses that aren't mapped to a Katana location do not sync.
Disconnecting
To disconnect, open the TPS integration from Katana's Integrations page and disconnect it. Syncing between Katana and TPS stops right away.
Records already brought into Katana stay there. This includes sales orders, fulfillments, products, and stock transfers.