Efficient shipping workflows are crucial for timely deliveries and customer satisfaction. Katana supports various shipping methods, from straightforward e-commerce deliveries to complex B2B operations. This guide explores different shipping practices, integration options, and how to manage shipping data directly within Katana.
Common shipping practices in Katana
Ecommerce fulfillment:
Businesses selling directly to customers via ecommerce platforms (e.g., Shopify, WooCommerce) often utilize the shipping options provided by these platforms.
In such cases, Katana's shipping functionalities may not be used, as the ecommerce platform handles the shipping processes.
B2B sales and other channels:
For orders received through B2B sales, EDI, or project-based agreements, Katana's sales orders (SOs) can store essential shipping data, including addresses and tracking information.
This approach allows for centralized management of shipping details within Katana.
Hybrid workflows:
Businesses employing a mix of ecommerce and B2B channels may benefit from integrating Katana with external shipping platforms.
Integration can be achieved via Katana's open API or through third-party automation tools like Zapier or Make (formerly Integromat).
Shipping workflow components
A typical shipping workflow in a manufacturing business involves coordination among three key entities:
Order management system:
Katana serves as the central system where sales orders are created and managed.
Fulfillment location:
The warehouse or facility responsible for picking, packing, and preparing orders for shipment.
Shipping partner/platform:
The service provider or platform that handles the actual transportation of goods to customers.
Sample workflow:
An order is created in Katana, including billing and shipping addresses.
A packing slip is generated and sent to the fulfillment location.
The order is picked, packed, and weighed at the warehouse.
Shipping labels are created using a shipping platform, incorporating tracking numbers.
Labels are printed and affixed to the packages.
The shipping partner is contacted to schedule a pickup or delivery.
Once dispatched, the order status in Katana is updated to reflect the shipment, ensuring accurate inventory levels.
For businesses seeking automation, integrating Katana with shipping platforms can streamline this workflow, reducing manual data entry and errors.
Managing shipping data within Katana
Katana provides tools to manage and track shipping information effectively:
Store billing and shipping addresses directly on sales orders.
Add tracking numbers to sales orders to monitor delivery status.
Generate and print packing slips and other necessary shipping documents.
Maintain and edit customer address details for accurate order fulfillment.
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