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How Shopify POS (Point-of-Sale) orders sync to Katana

Shopify POS (Point-of-Sale) orders are imported to Katana similarly to Shopify online orders or orders from any sales channel in Shopify

Written by David Lorbiecke

Shopify Point of Sale (POS) orders behave the same way as online orders for Katana sync. Once your POS location is mapped to a Katana location and orders sync is active, POS sales flow into Katana automatically.


Setup

  1. Map the POS location. From the Shopify configuration page's Inventory tab, your POS location appears in the location mapping list alongside online locations. Map it to the Katana location where the POS inventory physically lives.

  2. Ensure order sync is on. Orders sync is always on if the integration is Active, so this happens automatically once you activate sync.


How POS orders are imported

POS orders are typically marked Paid at the time of sale, so they meet Katana's import criteria immediately.

They arrive in Katana like any other Shopify order:

  • Customer is created or matched (POS orders sometimes lack a customer).

  • Line items become Katana sales order rows.

  • The Shopify POS location maps to the Katana location, so the order rows reference the right Katana warehouse.

POS orders that are sold-and-fulfilled instantaneously usually arrive in Katana marked Fulfilled by Shopify. If fulfillment sync is enabled, the matching Katana order is set to Delivered.


Inventory effect

If inventory level sync is on (Katana β†’ Shopify), the POS sale reduces Katana stock at the mapped location, and that reduction is pushed back to all Shopify locations that share the same Katana location.


Things to watch for

  • Anonymous POS sales. Orders without a customer are imported and linked to a generic Katana customer (or none), depending on your account configuration.

  • POS-specific discounts and tips. These are imported into the order total, but tip lines are not separated from product totals in the Katana sales order β€” the order total still matches Shopify.

  • Multiple POS terminals at one location. They all funnel into the same Shopify POS location and the same mapped Katana location.


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