Switching BigCommerce stock sync ON
You can turn ON stock sync for BigCommerce during the initial connection or from the reconfiguration flow.
Go to Settings screen > Integrations and find the BigCommerce logo.
If you still need to connect your BigCommerce store to Katana, click on Connect. Then follow the Connecting BigCommerce guide. If your BigCommerce is already connected, the button will say Reconfigure. In either case, an integration wizard will open.
Next, the connection/reconfiguration wizard gives you the option to turn on stock sync. Checkmark Sync stock levels from Katana to BigCommerce.
Click Next and then Confirm. Your stock sync is now active!
Why sync stock levels to BigCommerce?
Syncing stock levels to BigCommerce makes it easier to display accurate inventory levels to your BigCommerce customers.
When you connect Katana to your BigCommerce store, we suggest using Katana as your primary tool for managing stock. Katana becomes your central point of truth for stock management, combining stock on hand with demand from various sales channels.
Stock levels synced from Katana to BigCommerce include comprehensive info on the inventory of your business, taking into account all sales channels and true stock amounts.
You can select whether Sales orders created directly in Katana affect the stock levels in BigCommerce.
Switch the continuous stock sync ON or OFF
We suggest switching continuous stock sync OFF if:
You connected Katana to your live BigCommerce store, but are still testing Katana functionalities. If you switch the sync ON and change your stock levels in Katana for testing purposes, stock levels synced from Katana to BigCommerce might not reflect the actual status of the stock of your business.
We suggest switching continuous stock sync ON if:
You decided to implement Katana for your business and made sure that your stock levels are correct in Katana.
You connected Katana to a "test" BigCommerce store for testing purposes, or you are beginning to set up your BigCommerce store. Stock sync enables you to experience the full value of the Katana and BigCommerce integration.
If you are looking to switch ON the continuous stock sync after completing the initial connection, you can navigate to Settings screen > Integrations in Katana and select Reconfigure for BigCommerce. Switch ON continuous stock sync and complete the reconfiguration wizard. Read more
How continuous stock sync from Katana to BigCommerce works
If the stock sync from Katana to BigCommerce is switched ON, Katana will automatically sync stock levels for products to BigCommerce in live (i.e. real-time continuous sync).
When is stock sync triggered?
Stock sync from Katana to BigCommerce for each item is triggered when the In stock or Committed quantity for the product is changed, e.g. a Sales order, Manufacturing order, or Purchase order is created or edited for the product, or a stock adjustment is created or edited.
Just so you know, stock levels are not automatically synced for your entire portfolio at the first connection. Your stock levels for products will sync over time as stock changes occur in Katana.
If you wish to get your stock levels from Katana to BigCommerce all at once, you can easily export the Inventory list from Katana to a spreadsheet and import it to BigCommerce. If you have chosen to import your product portfolio from BigCommerce to Katana at the initial connection, then your items (including SKU codes) should match nicely between platforms and the export-import process should go smoothly.
Which quantity for a product syncs from Katana to BigCommerce?
You have two options for the synced quantity for each product depending on the choice you make in the configuration:
A. Sync stock levels from Katana to BigCommerce: syncs In stock quantity from Katana to BigCommerce
B. Reduce stock availability in BigCommerce based on all commitments in Katana:
Synced quantity = In stock quantity minus Committed quantity
Additional notes on the calculation:
If you are using bundles or kits, it is important to note that the Committed quantity in the calculation takes into account only those product commitments where the product itself appears directly on the Sales order (SO). If you have a SO or a Manufacturing order for a bundle or a kit that includes a certain product in the product recipe, the product commitments to the bundle are not included in the stock sync quantity calculations for the product. In other words, the commitments of the product as a subassembly are not included in the Committed quantity for stock sync calculation purposes. As those commitments are included in the Committed quantity in the Stock screen in Katana, the Committed quantity used in the calculation and the respective quantity in Katana user interface might not match.
Why isn't Katana syncing the "In stock" quantity, yet deducting the "Committed" quantity for syncing purposes?
In BigCommerce, the Inventory quantity for a product can be adjusted in the settings:
A. Available free: If it also deducts available Sales order commitmentB. Physical available: if commitments are not taken into account until the Sales order is fulfilled.
In Katana, the In stock quantity for a product is not decreased immediately when a SO is created but only after the SO is Packed or Delivered.
Therefore, the Inventory quantity in BigCommerce does not match the In stock quantity in Katana. The difference comes from inventory that is committed to open Sales orders. In Katana, commitments to open Sales orders are reflected in the Committed quantity for a product.
Which products have their stock synced?
Stock level only syncs for products that exist in both Katana and BigCommerce and have a matching Variant code / SKU. If you create a new product in Katana, the product and stock level are synced to BigCommerce only if you create the same product in BigCommerce manually and make sure that they have a matching Variant code / SKU. New products aren't synced from Katana to BigCommerce.
How does Katana identify whether the product exists in BigCommerce for stock-level sync purposes?
Products for stock sync are matched by Variant Code / SKU:
- The Variant code of a product variant in Katana is matched to the SKU Code in BigCommerce. If a match is found, then the stock level is synced to the matching product in BigCommerce.
- If more than one SKU code match is found in BigCommerce (you have multiple products with the same SKU in BigCommerce), then the stock level is synced to all products in BigCommerce which have the same SKU.
Tip: Keep your Variant Codes / SKU Codes unique in Katana and match as many BigCommerce products to one Katana product through the same SKU as you want. All those products in BigCommerce get the same stock level from Katana.
- If the Variant Code in Katana does not match with any SKUs in BigCommerce, then the stock is not synced. New products will not be created in BigCommerce when the match is not found.
- If you have multiple products (variants) with the same Variant code / SKU in Katana, then the stock level of the product variant that was created at the latest date will be synced to the matching SKUs in BigCommerce.
How does the stock sync work when I have connected multiple BigCommerce stores to Katana?
The integration works exactly the same for each store. If you have the same product (i.e. same SKU) in multiple BigCommerce stores, Katana will sync the stock for the product to all those stores.