Katana allows you to map Shopify locations to Katana, ensuring accurate synchronization of inventory and orders across multiple locations. This helps maintain consistency in stock tracking and streamlines order fulfillment from various locations, improving overall operational efficiency.
If you've created multiple Locations in Katana or Shopify, you can select a Katana Location for your online orders and map your Shopify Point-of-Sale (POS) order locations to specific Katana Locations. Sales orders (SO) are then pulled to the mapped Location in Katana.
Stock levels will also be synced back from specific Katana Locations to the respective Shopify Locations.
Note: You can't map each non-POS Shopify Location to specific Katana Locations. All online orders and orders from other Shopify sales channels (except POS) can only be mapped to a single Location in Katana.
Mapping Locations is the first step of the integration connection flow. Read more about connecting Shopify.
Mapping inventory locations
Select a Katana Location for Shopify Online Store orders. All orders placed by customers on your online store will be imported to that Location in Katana.
If you have other sales channels in your Shopify account, orders from these channels will also be pulled into that Katana Location, except Shopify Point-of-Sale (POS) orders which can be mapped to other Locations in Katana.
If you're connecting multiple Shopify stores to Katana, you can select the same or a different Katana Location for each Shopify store. Read more about connecting multiple Shopify stores.
If you're using Shopify POS (Point-of-Sale), tick I use Point of Sales (POS) sales channel. This lets you select which Shopify Locations are used for POS and map each POS Location to a matching Katana Location.
The list displays all your Locations in Shopify, not only POS Locations. Select your POS Locations and map them to Katana Locations to pull in sales orders (SOs) to that location in Katana and sync the stock back to its location in Shopify. You can create Katana Locations without closing the connection setup 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.
Note: Only SOs 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, we advised you 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.
Import stock import with multiple locations from Shopify
Stock import from Shopify to Katana is Location-specific based on your Location mapping.
If you import your Shopify stock quantities to Katana during the initial connection (read more) the stock quantities from each mapped Shopify Location will be imported to the mapped Location in Katana.
If you have multiple Shopify POS Locations mapped to the same Katana Location, the total sum of the inventory levels across all those Shopify POS Locations will be imported to the mapped Location in Katana.
All Shopify Locations that have not been selected will be mapped to the same Katana Location as your Shopify Online Store orders. Therefore, the total sum of stock from all those Shopify Locations will be imported to the Location in Katana that is mapped to your Shopify Online Store orders.
Sync stock with multiple locations from Katana
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 this 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.
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