In Shopify, kits and bundles are typically created as separate products with unique SKUs. Integrating these bundles with Katana helps ensure efficient inventory management and accurate order fulfillment.
Before proceeding, we recommend reading Managing bundles in Katana to understand the basics.
Creating and synchronizing kits and bundles
When creating kits and bundles in Shopify, it's important to understand how to synchronize those with Katana.
Create a bundled product in Shopify and Katana
In Shopify, create a bundled product as a separate item with a unique SKU.
In Katana, create the same product as you did in Shopify, ensuring the name and SKU are matching (this occurs automatically if an order is imported).
Mark the product in Katana as a Kit/Bundle.
Add all the required variants (components) to the product recipe/BOM, specifying the quantities needed for each.
Calculate potential stock and synchronization
With kits/bundles you can easily check its potential stock and synch this information back to Shopify. If you have a bundle on a sales order (SO), click the item's availability and an Inventory intel will open with further details.
Potential stock calculation: Katana automatically calculates the potential stock of the bundle based on the availability of its components.
Synchronize with Shopify: The bundle's potential stock is synced back to Shopify, ensuring accurate stock availability to customers.
Managing orders and fulfillment
If a customer orders a bundle on Shopify, the SO is then imported into Katana where the potential stock will checked to determine if the bundle can be fulfilled immediately.
If all of the components are in stock, you can do a quick auto-assembly of the bundle and if not all of the components are available, Katana will prompt you to create a manufacturing or purchase order for the necessary items.
Once a bundle has been assembled, you can update the SO's status to Delivered in Katana and the stock levels for the bundle and its components will update in Katana and sync back to Shopify.
Tips for keeping everything in order
Always make sure SKUs match between Shopify and Katana to maintain accurate synchronization.
Monitor the Inventory Intel screen to stay on top of your component's availability.
Configure Katana's stock sync settings to align with any of your operational needs.
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