ERP & Inventory
Connect Katana
The B2B quoting layer for your Katana MRP.
Overview
Katana + TackQuote
TackQuote connects to Katana Cloud Inventory (Katana MRP) through its REST API so quotes are built from live products and stock, and accepted quotes are written back as Katana sales orders. Product, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, and sales orders are created the moment a quote is accepted — ideal for manufacturers running Katana for production and inventory.
TackQuote connects to Katana via its REST API using an API key. Products and stock refresh every two hours; sales orders are pushed on acceptance.
Before you start
What you'll need
- Katana Cloud Inventory account with API access
- Katana API key (personal access token)
- TackQuote Starter plan or above
Setup
How to connect Katana
Generate a Katana API key
In Katana, go to Settings → API and generate a personal access token for TackQuote.Connect in TackQuote
Enter your API key in TackQuote Integrations → Katana. TackQuote verifies access and begins the product sync.Map products and order defaults
Confirm product and price mapping and set the sales order defaults used when quotes are accepted.Go live
Build quotes from live Katana products. Accepted quotes create sales orders and matched customers automatically.
Capabilities
What you get
Product & Variant Sync
TackQuote pulls Katana products, variants, and prices into the quote builder on a scheduled cadence.
Sales Order Creation
Accepted quotes create Katana sales orders with products, quantities, and customer mapped across.
Customer Sync
TackQuote matches buyers to Katana customers and creates new records where needed.
Stock & Availability
In-stock and expected quantities pull into TackQuote so reps quote realistic lead times.
FAQ
Katana questions
Does TackQuote respect Katana production lead times?
TackQuote pulls in-stock and expected quantities so reps can quote realistic availability. Full production scheduling stays in Katana as the system of record.
What do I need to connect TackQuote to Katana?
A Katana Cloud Inventory account with API access enabled and a personal access token from Settings → API. TackQuote Starter plan or above is required.
How current is the stock data used in quotes?
Products, variants, and stock levels refresh on a two-hour scheduled pull plus an on-demand refresh, while sales orders push to Katana immediately on quote acceptance.