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Integrations / Self-serve B2B ordering with Katana and LilyPad Vortex

Self-serve B2B ordering with Katana and LilyPad Vortex

LilyPad Vortex connects to Katana to give your customers and sales reps a secure way to place orders and check inventory in real time. No emails. No spreadsheets.

Integration

LilyPad Vortex

Category

Ecommerce

Type

Third-party

Sales orders that flow straight into production

When your customers or sales reps place an order in LilyPad Vortex, it is instantly synced to Katana with full product, quantity, and shipping details. Your team can fulfill faster, avoid mistakes, and focus on scaling operations instead of chasing down emails.

  • Sales orders placed through the portal are created automatically in Katana
  • Product SKUs, variants, and quantities are matched to your Katana catalog
  • Order status updates in Katana are reflected back in the portal for customers to track
  • Shipping and delivery details are synced to support fulfillment workflows

Real-time inventory visibility and tailored buying experience

With LilyPad Vortex connected to Katana, each customer sees only the products and prices that are relevant to them. Inventory availability is shown in real time, and every buyer gets a personalized ordering experience that makes repeat purchases easier.

  • Inventory levels from Katana are shown in the portal for accurate availability
  • Customers are assigned to specific product categories for a focused catalog view
  • Custom pricing rules from Katana are automatically applied at checkout
  • Product listings include up to five images, variant options like size and color, and favorite lists
  • Sales reps can access accounts and place orders on behalf of customers when needed

Integrate with the best ecommerce,
accounting, reporting, and CRM
software out there

All your business tools — connected

Optimize your workflow with native and third-party integrations, automating data transfer between systems and reducing errors. Or build your own custom integrations using the open API for seamless data flow with other applications. Check out the API documentation for more details.

Get visibility over your sales and stock

Wave goodbye to uncertainty with Katana Cloud Inventory — AI-powered for total inventory control