What syncs between Katana and Picqer
The table below summarizes the data exchanged between Katana and Picqer.
Data | Direction | Status |
Orders | Two-way | Available |
Products | Picqer → Katana | Available |
Inbound stock transfers | Picqer → Katana | Available |
Inventory sync | Picqer → Katana | Available |
Locations and mapping
After Picqer approves the connection, the configuration screen opens on the Location tab. Each Picqer warehouse maps 1:1 to its own dedicated Katana location.
Add to Katana automatically creates the Katana location for a warehouse.
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 for an unlinked warehouse, click Relink.
Only mapped warehouses sync. Nothing syncs until you click Activate sync in the header.
Products sync
Product mapping creates a required link between each Picqer product and a Katana item. Products are matched by SKU, and you can choose one of two matching methods:
Direct 1:1: the Picqer SKU matches the Katana SKU exactly.
SKU aliases: the Picqer SKU is matched to a different Katana SKU.
During import, Picqer SKUs that already exist in Katana match the existing products. Unknown SKUs create new products in Katana as they are needed.
Picqer kits and bundles become Katana products. Add a bill of materials (BOM) of components to them in Katana. A kit order line stays a single sales order row.
SKU aliases
An SKU alias links a Picqer SKU to a different Katana SKU. Use aliases when the same item has different SKUs in Picqer and Katana, so both records match instead of creating a duplicate product. Upload your SKU alias mapping before importing products.
Orders sync
From Picqer to Katana
An order imports into Katana once it reaches the configured import-from status. The default is the Open state. After import, the order keeps updating automatically through every later status change.
Each Picqer order becomes one Katana sales order, with one row per order line. The order source shows as Picqer.
Each shipped package becomes a Katana fulfillment with carrier and tracking details. Multi-package shipments create one fulfillment per package, so one order can show several fulfillments. Together, those fulfillments never exceed the ordered quantities.
If an order is canceled in Picqer, Katana deletes the sales order only if it is still open.
From Katana to Picqer
When a Katana sales order reaches the Ready for fulfillment status, Katana pushes it to Picqer as an outbound order. From then on, its progress in Picqer is tracked back in Katana.
After the push:
Canceling the Katana sales order does not cancel the Picqer order.
Changes made to the order in Katana do not update the Picqer order.
Inventory sync
Picqer is the source of truth for physical stock. Picqer stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. The figure shown is Picqer's on-hand quantity.
Reconciliation compares Katana's in-stock quantity against Picqer's on-hand quantity. It runs on a schedule or on demand, and creates stock adjustments in Katana for any differences.
Katana never pushes inventory changes to Picqer.
Inbound shipments
Each Picqer 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 Picqer warehouse.
Origin: the location you assign for each destination warehouse. This assignment is required.
The stock transfer tracks the inbound status, and received quantities update the transfer. Katana stock transfers move straight from in transit to received, so partial receiving shows as updated expected and received quantities until everything is received. Canceling the inbound in Picqer deletes its stock transfer.
What does not sync
Products and stock changes are never pushed from Katana to Picqer.
Changes made in Katana to an order after it has been pushed to Picqer.
Canceling a pushed sales order in Katana does not cancel it in Picqer.
Returns and RMAs.
Serial-number tracking. Lot and batch data appears read-only where Picqer provides it.
Disconnecting
To disconnect, go to Katana's Integrations page and open the Picqer integration. Once you disconnect, syncing stops: no new orders, inventory updates or inbound shipments are imported, and no sales orders are pushed to Picqer.
Records already brought into Katana remain in Katana. This includes sales orders, fulfillments, products and stock transfers.