How to sync stock levels from Katana to Shopify?
This article focuses on syncing live stock levels from Katana to Shopify. To find out more about importing initial stock levels from Shopify to Katana during initial connection, read more here.
Here's a video about Katana x Shopify stock sync.
In this article, you can find:
- How to switch ON stock sync for Shopify?
- Why should I sync stock levels to Shopify?
- Should I switch the stock sync ON or OFF?
- How does the stock sync from Katana to Shopify work?
How to switch ON stock sync for Shopify?
You can switch ON the stock sync for Shopify either during the initial connection or from the reconfiguration flow.
1. Go to "Settings", click on the "Integrations" tab and find a Shopify logo.
2. If you have not connected your Shopify store to Katana yet, click on the "Connect" button. Then follow the Connecting Shopify guide. If your Shopify is already connected, the button will display "Reconfigure". In both cases, a similar integration wizard will open.
3. The third step in the connection/reconfiguration wizard enables you to turn on the stock sync. Tick "Yes, automatically synchronize stock levels from Katana to Shopify".
4. Click "Ok, connect my store" and your stock sync is now active!
Why should I sync stock levels to Shopify?
When connecting Shopify to Katana, you can choose whether to start syncing your stock levels from Katana to Shopify on a continuous basis.
- Syncing stock levels to Shopify enables displaying correct inventory levels to your Shopify customers.
- When you connect Katana to your Shopify store, we suggest using Katana as your primary tool for managing stock. Katana becomes your central point of truth for stock management, combining stock on hand with demand from various sales channels.
- Stock levels synced from Katana to Shopify include comprehensive info of the inventory of your business, taking into account all sales channels and true stock amounts.
You can select whether Sales Orders created directly in Katana affect the stock levels in Shopify or not. For example, if you enter large wholesale orders manually to Katana but wish to prevent those from reducing the available stock in Shopify, you can opt-out from this option. Read more.
Should I switch the continuous stock sync ON or OFF?
We suggest switching the continuous stock sync OFF:
- If you have connected Katana to your live Shopify store, but are still in the phase of testing Katana functionalities. Otherwise, if you switch the sync ON and change your stock levels in Katana for testing purposes, stock levels synced from Katana to Shopify might not reflect the actual status of the stock of your business.
We suggest switching the continuous stock sync ON:
- If you have decided to implement Katana for your business and have made sure that your stock levels are correct in Katana.
- If you have connected Katana to a test Shopify store for testing purposes or if you are just setting up your Shopify store. Stock sync enables you to experience the full value of Katana and Shopify integration.
If you are looking to switch ON the continuous stock sync after completing the initial connection, you can navigate to "Settings" -> "Integrations" in Katana and select "Reconfigure" for Shopify. Switch ON the continuous stock sync and complete the reconfiguration wizard. Read more.
How does the continuous stock sync from Katana to Shopify work?
If the stock sync from Katana to Shopify is switched ON, Katana will automatically sync stock levels for products to Shopify in live (i.e. real-time continuous sync).
1. When is the stock sync triggered?
Stock sync from Katana to Shopify for each item is triggered when the "In stock" or "Committed" quantity for the product is changed, e.g. a sales order, manufacturing order or purchase order is created or edited for the product, or a stock adjustment created or edited.
Please not that stock levels are not synced automatically for your entire portfolio at initial connection. Your stock levels for products will sync over time as stock changes occur in Katana.
If you wish to get your stock levels from Katana to Shopify all at once, you can easily export the Inventory list from Katana to a spreadsheet and import it to Shopify. If you have chosen to import your product portfolio from Shopify to Katana at initial connection, then your items (incl SKU codes) should match nicely between platforms and the export-import process should go smoothly.
2. Which quantity for a product is synced from Katana to Shopify?
The synced quantity for each product is calculated based on Katana data as follows:
Synced quantity = "In stock" quantity - "Committed" quantity
Additional notes on the calculation:
- You can select whether Sales Orders created directly in Katana affect the stock levels in Shopify or not. For example, if you enter large wholesale orders manually to Katana but wish to prevent those from reducing the available stock in Shopify, you can opt-out from this option when setting up the connection. In this case, the "Committed" quantity for those sales orders will not be taken into account in the synced quantity calculation. Read more.
- If you are using bundles or kits, it is important to note that the "Committed" quantity in the calculation takes into account only those product commitments where the product itself appears directly on the sales order. If you have a sales order or a manufacturing order for a bundle or a kit that includes a certain product in the product recipe (read more about bundles in Katana), then the product commitments to the bundle are not included in the stock sync quantity calculations for the product. In other words, the commitments of the product as a subassembly are not included in the "Committed" quantity for the stock sync calculation purposes. As those commitments are included in the "Committed" quantity in the "Stock" screen in Katana, the "Committed" quantity used in the calculation and the respective quantity in Katana user interface might not match.
3. Why is Katana not syncing the "In stock" quantity but is deducting the "Committed" quantity for syncing purposes?
In Shopify, the Inventory quantity for a product displays the inventory available for sales. Inventory in Shopify is decreased when a Sales Order is created, not when the Sales Order is fulfilled.
In Katana, the "In stock" quantity for a product is not decreased immediately when a Sales Order is created, but only after the Sales Order is "Packed" or "Delivered".
Therefore, the Inventory quantity in Shopify does not match with the "In stock" quantity in Katana. The difference comes from inventory that is committed to open sales orders. In Katana, commitments to open Sales Orders are reflected in the "Committed" quantity for a product.
4. For which products is the stock synced?
Stock level is only synced for products that exist in both Katana and Shopify. When you create a new product in Katana, then the product with the stock level is not synced to Shopify unless you create the same product in Shopify manually. New products are not synced from Katana to Shopify.
5. How does Katana identify whether the product exists in Shopify for stock level sync purposes?
Products are matched firstly by Variant Code / SKU and then by Shopify ID:
- Firstly, the Variant Code of a product variant in Katana is matched to the SKU Code in Shopify. If a match is found, then the stock level is synced to the matching product in Shopify.
If more than one SKU code match is found in Shopify, then the stock level is synced to the product in Shopify with the latest created date.
Tip: Keep your Variant Codes / SKU Codes unique in both Katana and Shopify to ensure that the stock sync works properly and produces expected results.
- Secondly, if the Variant Code does not match to any SKUs in Shopify, then Katana checks for matching Shopify IDs. When you import a product from Shopify to Katana (either when importing all products during initial connection of the integration or when a new product is synced from Shopify to Katana with a Sales Order, read more), a Shopify ID is attached to the item in Katana (not visible to the user). This ID is then used to match the product between Katana and Shopify.
If a matching product is not identified in Shopify, then the stock level for the product will not be synced. New products will not be created in Shopify when the match is not found.
6. How does the stock sync work when I have connected multiple Shopify stores to Katana?
The integration works exactly in the same way for each store. If you have the same product (i.e. same SKU) in multiple Shopify stores, Katana will sync the stock for the product to all those stores.