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Pulpo WMS integration setup

Map warehouses 1:1 to Katana locations, then configure product sync with SKU aliases and inbound stock transfer sync.

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Written by Argo Ohvril

What syncs between Katana and Pulpo WMS

Data flow between Pulpo WMS and Katana

The table below shows how each type of data moves between Pulpo WMS and Katana.

Data

Direction

Status

Products

Pulpo WMS → Katana

Available

Inbound stock transfers

Pulpo WMS → Katana

Available

Locations and mapping

After you connect Pulpo WMS, the configuration screen opens on the Location tab. Each Pulpo WMS warehouse maps 1:1 to its own dedicated Katana location.

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

  • A warehouse that has never been mapped shows Not mapped.

  • To pause syncing for a mapped warehouse, click Unlink. Its status then shows Unlinked.

  • To resume syncing for that warehouse, click Relink.

Only mapped warehouses sync.

the warehouse location mapping panel on the Location tab of the Pulpo WMS configuration screen in Katana, listing Pulpo WMS warehouses with their statuses (one Not mapped warehouse with an Add to Katana button, one mapped warehouse showing its dedicated Katana location and an Unlink button, and one Unlinked warehouse with a Relink button)

Products sync

Product mapping creates a required link between each Pulpo WMS product and a Katana item. You can match SKUs in either of two ways:

  • Direct 1:1: the Pulpo WMS SKU and the Katana SKU are the same.

  • SKU aliases: a Pulpo WMS SKU is linked to a different Katana SKU.

Katana imports products by SKU. When a Pulpo WMS SKU matches an existing Katana product, the two are linked. When a SKU is unknown in Katana, Katana creates the product just-in-time.

Kits and bundles from Pulpo WMS become Katana products. Add a BOM of their components in Katana.

the products mapping settings screen for Pulpo WMS in Katana, showing the choice between direct 1:1 SKU matching and matching via SKU aliases

SKU aliasing

A SKU alias tells Katana that a Pulpo WMS SKU refers to a Katana item with a different SKU. Use aliases when the same product has different SKUs in the two systems, so Katana links them and doesn't create a duplicate product. Upload your SKU alias mapping before you import products.

the products mapping screen with SKU alias mapping for Pulpo WMS in Katana, showing Pulpo WMS SKUs paired with different Katana SKUs and the option to upload an alias mapping file

Inbound shipments

Each Pulpo WMS inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when one is present. Otherwise, it's the inbound ID.

  • Destination: the Katana location mapped 1:1 to the inbound's warehouse.

  • Origin: the location assigned to each destination warehouse. The origin must be mapped.

Stock transfers follow the inbound's status, and received quantities update the transfer. Katana stock transfers have two states, in transit and received. Partial receiving shows as updated expected and received quantities until the shipment is fully received. If an inbound is canceled in Pulpo WMS, Katana deletes its stock transfer.

the inbound shipments screen in Katana showing stock transfers created from Pulpo WMS inbound shipments, with transfer numbers, origin and destination locations, in transit or received status, and expected versus received quantities

What does not sync

  • Orders, in either direction. Pulpo WMS orders aren't imported, and Katana sales orders aren't sent to Pulpo WMS.

  • Fulfillments and tracking information.

  • Inventory levels and stock reconciliation.

  • Products or stock changes pushed from Katana to Pulpo WMS.

  • Returns and RMAs.

  • Serial-number tracking.

Disconnecting

To disconnect, open the Pulpo WMS tile on Katana's Integrations page and disconnect the integration. Syncing between Pulpo WMS and Katana stops right away. Records that were already imported stay in Katana, including products, locations, customers, and stock transfers.

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