Mapping Shopify Locations to Katana
If you have created multiple Locations either in Shopify or Katana, you can map your locations between platforms.
Mapping the Locations enables you to pull in sales orders from Shopify to selected Locations in Katana. Your stock levels will also be synced back from specific Katana Locations to the respective Shopify Locations. Read more below.
Mapping the Locations is the first step of the integration connection flow. Read more about connecting Shopify.
1. Firstly, select a Katana Location for your Shopify Online Store orders. All orders placed by customers on your online store will be imported to that Location in Katana.
If you are connecting multiple Shopify stores to Katana, you can select either the same or a different Katana Location for each of your Shopify stores. You can select another Katana location when you are connecting your next store. Read more about connecting multiple Shopify stores.
2. If you are using Shopify POS (Point-of-Sale), tick "I use POS sales channel". This enables you to select which Shopify Locations are used for POS and map each POS Location to a matching Katana Location.
The list of Locations in the connection flow displays all your Locations in Shopify, not only POS Locations. Select your POS Locations and map those to Katana Locations to pull in Sales Orders to a correct location in Katana and sync the stock back to a correct location in Shopify. You can create new Katana Locations without closing the Shopify connection flow by clicking on any Katana Location field dropdown and selecting "+ Create new location".
All Shopify Locations that have not been selected will be mapped to the same Katana Location as your Shopify Online Store orders.
Important! Only Sales Orders placed in Shopify POS have reliable location data that can be used for determining the correct Location when the order is pulled into Katana. Therefore, you are only advised to map your Shopify POS locations to Katana, and data from all other Shopify Locations should be pulled to your Shopify Online Store orders Location. If you map locations that are not used for Shopify POS orders, then those Shopify orders might not be pulled to the correct Katana Location each time.
Stock import from Shopify to Katana with multiple Locations
Stock import from Shopify to Katana is Location-specific based on your Location mapping.
If you choose to import your Shopify stock quantities to Katana during the initial connection (read more) then the stock quantities from each Shopify Location will be imported to the mapped Location in Katana.
If you have multiple Shopify Locations mapped to the same Katana Location, then the total sum of the inventory levels across all those Shopify Locations will be imported to Katana. Therefore, the total sum of stock from all Shopify Locations that have not been mapped to any Katana Locations will be imported to the Location in Katana that is mapped to your Shopify Online Store orders.
Stock sync from Katana to Shopify with multiple Locations
Stock sync from Katana to Shopify is also Location-specific based on your Location mapping. Read more about stock sync in general.
Stock from a specific Katana Location used for tracking stock for a POS Location (e.g. retail store) will be synced to the respective mapped Shopify POS Location.
The stock levels from the Katana Location that is mapped to your Shopify Online Store Location will be pushed to the Location in Shopify that's used for online orders.
All non-POS Shopify Locations that you have not mapped to any Katana Locations will be automatically mapped to the Katana Location that is selected for your Shopify Online Store orders.
In that case, Katana pushes the stock level from that Katana Location to all of those Shopify Locations that have not been mapped (i.e. each of those Shopify Locations will have exactly the same quantity of stock).
As a result, the total stock quantity in Shopify might be incorrect as the total quantity in Shopify adds up the stock from all Locations. Still, the stock quantities in Katana are correct and when using Katana X Shopify integration, we recommend using Katana as the central point of truth for managing your stock.