Katana Cloud Inventory Make integrationAutomate Katana Cloud Inventory with Make.

You get every batch stock in Katana as separate bundles, which is handy to build a lot report or check which batches sit where. As a search module, it can return zero, one or many results.

This module fetches the full details of one batch stock you already know, instead of scanning the whole list. It pairs well with a trigger or a search that gave you the batch in the first place.

Correcting a batch stock from a scenario saves a trip into Katana whenever another tool holds the right information. You pick the batch, then change only what needs changing.

Pull your Katana customer base into a scenario, one bundle per customer, to export it, clean it or compare it with another tool. Being a search, it may return nothing, one match or the full list.

With one customer ID in hand, this module returns the whole record so later modules can use the name, contact details and anything else Katana stores. It is the lookup step behind most order automations.

Buyers who sign up in your store, your CRM or a form can appear in Katana without manual entry. Map the fields from the source module and Katana stores the new customer.

A snapshot of what you hold today, returned as bundles your scenario can write into a sheet, a dashboard or a message. It gives purchasing and sales the same numbers without a login to Katana.

Change the stock threshold that tells Katana when to reorder, for one precise location and variant pair. Your buying rules can then follow demand instead of staying frozen.

Retrieve your manufacturing orders as bundles to build a production board, spot late jobs or share the plan outside Katana. The search may bring back none, one or many orders.

Returns the complete record of one manufacturing order, so the next modules can quote it or act on it. Think of it as opening the order in Katana, but from inside the scenario.

Opens a new manufacturing order in Katana from any event in Make, a form, a sheet row, a message. Production gets the job in its usual screen, and nobody copies data by hand.

This one builds a manufacturing order tied to a customer sale, so what you produce matches what was sold. It is the natural action after Watch New Order in a build-to-order workshop.

Separates a manufacturing order from the sales order it was built for, leaving both in Katana. The job carries on, but it no longer belongs to that customer.

Edits an existing manufacturing order from your scenario, for example to follow a change agreed in another tool. You select the order and set only the values you want to change.

Removes a manufacturing order from Katana when the job no longer needs to exist. A clean board helps the floor focus on real work.

Shows the ingredients or components planned for manufacturing orders, one row per bundle. Buyers can see what production is about to consume before the shelves run empty.

Fetches a single recipe row of a manufacturing order, with the material and quantity it plans. Precise when you already know which row matters.

Adds an ingredient or component to one specific manufacturing order, without touching the product's standard recipe. Handy for one-off tweaks decided outside Katana.

Corrects a planned component or quantity on a manufacturing order when the plan shifts. The shop floor sees the new figure the next time it opens the job.

Drops a component from one manufacturing order when it is no longer part of the build. The recipe of the product stays as it was.

Brings back the production steps planned on manufacturing orders, cutting, assembly, finishing, as individual bundles. That gives you material to build a workload view per team.

Reads one production step of a manufacturing order in detail, so the scenario can report on it or decide what comes next. Lighter than listing everything when the row is already known.

Inserts an extra production step into one manufacturing order, such as an inspection or a special finish. The plan in Katana then reflects what the team will really do.

Adjusts a production step already planned on a manufacturing order, so Katana matches what happens on the floor. Useful when another tool records progress or changes.

Removes a production step that no longer applies to one manufacturing order. The plan gets lighter and the team stops seeing work it will not do.

Exports your materials from Katana, one bundle each, to feed a supplier catalogue, a cost sheet or a comparison with another system. The search can return none, one or all of them.

Looks up one material and returns its details, ready to be quoted in an email, a supplier request or a stock alert. Faster than listing every material to find a single one.

Returns your Katana products as bundles, which is the starting point to sync a catalogue, a price list or a store. Results may be empty, a single product or the full range.

Pulls the full record of one product so later modules can reuse its name, variants or anything Katana keeps on it. Typical as a second step after a trigger that only gives an ID.

Creates a product in Katana from data held elsewhere, a product sheet, a design brief, a form. The team gets the item ready for recipes and orders without typing it.

Brings back your recipes, the list of materials each product needs, as bundles your scenario can study or export. Handy for costing and for spotting where one material is used.

Writes one or several recipe rows for a product in a single step, so a new item can be built right away. You map the materials and quantities from the source module.

Changes one line of a product's recipe, a material or a quantity, from your scenario. Every build that follows uses the corrected line.

Removes a single line from a product's recipe while the rest stays intact. Future builds stop consuming that material.

Wipes the entire recipe of a product, all its rows at once. Use it when a product is retired or its formula must be rebuilt from scratch.

Gives you your purchase orders as bundles, so buyers can track open orders in a sheet or a dashboard. The search may return no order, one or many.

Retrieves the details of one purchase order so your scenario can quote it to a supplier, an accountant or a teammate. Precise and cheap when you already have its ID.

Drafts a purchase order in Katana from a signal outside it, a low-stock alert, an approval in a form, a line in a planning sheet. Buyers review it instead of starting from a blank screen.

Edits an existing purchase order when the supplier confirms different terms or dates. Katana then shows what was actually agreed.

Marks an existing purchase order as received, so the goods count in your stock without a manual step in Katana. The rest of the chain, availability and production, can follow.

Removes a purchase order from Katana so a cancelled buy no longer sits in your incoming stock.

Adds one line, one variant to buy, to a purchase order that already exists in Katana. Your order grows without anyone retyping it.

Changes a single line of a purchase order, such as the quantity of one item, and leaves the rest of the order untouched.

Takes one item off a purchase order while the order itself stays open for the other lines.

Gives you the sales orders stored in Katana, each one as a separate bundle (one item passed to the next module), ready to copy into a report or another tool.

Fetches the full details of one sales order you already know, so the next modules can use what it contains.

Opens a new sales order in Katana from data that arrives elsewhere, so the order enters production and stock planning at once.

Changes an existing sales order in Katana so what your team sees matches what was agreed with the customer.

Erases a sales order from Katana, which keeps a cancelled sale out of your stock and production plans.

Attaches an address to a sales order in Katana, so shipping has the right destination without a manual entry.

Corrects the address stored on a sales order, so the parcel leaves for the place the customer really wants.

Drops an address from a sales order, useful when a wrong or outdated destination should not reach the shipping team.

Adds a product line to a sales order that is already in Katana, so late additions reach production and stock.

Edits one line of a sales order, typically the quantity or the variant, and keeps the other lines as they are.

Removes a single product line from a sales order while the rest of the order carries on.

Returns the stock adjustments recorded in Katana, the manual corrections to quantities, one bundle each, so you can review or archive them.

Records a correction of stock quantities in Katana, so the system matches what is actually on the shelf.

Fixes an adjustment already saved in Katana instead of stacking a second correction on top.

Cancels a stock adjustment by removing it from Katana, handy when a correction was entered twice.

Shows the stock transfers between your Katana locations, one bundle per transfer, so moves between sites become visible outside Katana.

Creates a movement of goods from one Katana location to another, so each site's stock stays correct without manual entries.

Adjusts a transfer that is already planned in Katana, so it follows what happens on the ground.

Removes a planned transfer from Katana when the move between locations will not take place.

Brings back the stocktakes, the physical counts of your inventory, stored in Katana, one bundle each, to track or share their progress.

Opens a new physical count in Katana, so the warehouse team can start counting without someone setting it up by hand.

Moves an existing stocktake forward in Katana, for example once the count is done on the floor.

Clears a stocktake from Katana when a count was opened by mistake or is no longer needed.

Returns your Katana suppliers as bundles, one per supplier, to sync them into a purchasing sheet, a CRM or an accounting tool.

Reads one supplier's record in Katana so the scenario can use its details further down.

Adds a supplier to Katana from another source, so the buying team finds it ready when the first purchase order is due.

Lists the tax rates set up in Katana, one bundle per rate, which helps keep another tool aligned with the same rates.

Pulls the details of one tax rate from Katana, so a later module can apply or display the right value.

Sets up a new tax rate in Katana from Make, so orders can use it without someone configuring it by hand.

Returns the variants of your Katana products, each size, color or version as its own bundle, ready to feed a catalog or a stock sheet.

Reads one variant in Katana with its details, so the scenario knows exactly which version of a product it is dealing with.

Adds a new version of an existing product in Katana, such as a new size or color, straight from where it is designed.

Lets you call any endpoint of the Katana API from your scenario, reusing the same connection, when no listed module does what you need.

Removes a supplier from Katana, which keeps your vendor list clean when a partnership ends.

Breaks the link between a manufacturing order and one row of a sales order, so the production run is no longer reserved for that line.

Keeps a supplier's record in Katana up to date when its details change in the tool your team trusts.