Easily manage Shopify kits and bundles in Katana to keep stock accurate and fulfillment efficient.
How Shopify kits/bundles work
In Shopify, kits or bundles are typically created as separate products with unique SKUs. To sync them correctly with Katana, you’ll need to mirror this setup so that inventory and order fulfillment stay aligned.
Before you start, we recommend reading about managing bundles to understand the basics.
Creating and syncing bundles
To ensure bundles work seamlessly across Shopify and Katana:
Create the bundled product in Shopify
Add it as a separate item with a unique SKU.
Use the same product name and SKU (if an order is imported, the product will be created automatically).
Mark the product as a Kit/Bundle in Katana.
Define the product recipe (BOM)
Add all required variants (components).
Specify the quantities needed for each component.
Tracking stock and syncing with Shopify
Potential stock calculation
Katana automatically calculates the potential stock of the bundle based on the availability of its components.
Inventory intel
When viewing a bundle on a sales order, click on its availability to open Inventory intel, which shows detailed component availability.Sync with Shopify
The bundle’s potential stock is synced back to Shopify so your customers see accurate availability.
Managing orders and fulfillment
When a customer orders a bundle in Shopify:
The sales order (SO) is imported to Katana.
Katana checks potential stock to see if the bundle can be fulfilled.
If all components are in stock → You can use auto-assembly to fulfill the order immediately.
If components are missing → Katana prompts you to create a manufacturing order (MO) or purchase order (PO) to restock.
Once the bundle is assembled, mark the SO as Delivered in Katana.
Stock levels for both the bundle and its components are updated in Katana and synced back to Shopify.
Best practices for smooth operations
Always ensure SKUs match between Shopify and Katana for accurate synchronization.
Use the Inventory intel screen to monitor component availability.
Configure Katana’s stock sync settings to align with your fulfillment workflow.
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