Fortnox - Installation (eng)

Add and install the plugin

1. Add the ZIP-file you received from us
2. Install and activate the plugin

Add your licens key

Go to WP-admin → Fortnox → Fortnox Licens

1. Licens key  – Enter the license-key that you received when purchasing the plugin from Redlight media
2. Klick activate

Getting the API Keys and set article accounts

• Click sync Account
• Refresh the page when synchronization is complete.
• Enter your sales accounts, for example 3001 (Sales within Sweden 25% VAT)
  • Construction Account ID - Not used by the plugin, but there is an option in Fortnox for this account
  • EU Account ID - This account is used for Sales to another EU-country, contains VAT
  • EU VAT Account ID - This account is used for sales to another EU-country, reverse VAT
  • Export Account ID - This account is used for sales to a country outside EU
  • Purchase Account ID - This account is used for purchases, not used by the plugin.
  • Sales Account ID - This account is used for sales within our base country.

Article account on each product

If the sales account is different depending on product, you can set it on each product.

Single Product

1. Scroll to Product Data → General
2. Set sales accounts for the product
3. Save

Variable Product

1. Scroll to Product Data → Variants
2. Open the variants by selecting edit
3. Set sales accounts for each variant
4. Save

Synchronize products

Go to WordPress → Fortnox → Settings

1. Tick Synchronize variable products (If your store has variable products)
2. Tick Enable advanced settings
3. Save

Go to WordPress → Fortnox → Syncing Fortnox

• Click Sync Products. (We always recommend that you make a backup copy of your products in case something unexpected happens.)

When syncing, all published products in WooCommerce end up in Fortnox (If the products have an article number specified, it will be used, otherwise one will be created based on the name).

If the article number is already entered in Fortnox, the information will be retrieved from that article, i.e. stock balance, measurements, etc. This can cause some items to end up as "Out of stock" in WooCommerce if you have not specified a stock balance in Fortnox.

General Settings

Go to WordPress Fortnox → Fortnox Settings

• Sync Order Status - If selected, when this status accurs send the order to Fortnox
• Mark order as WarehouseReady after sync - Tick to set "stock management ready" after syncing (this can be used if you have the stock module in fortnox and want to flag the orders as stock managed)
• Cost Center - If selected, all orders from this site will be connected to this cost center
• Guest User Prefix - Guest Users could be prefixed in the customer register i Fortnox
• Create Invoices - If selected, Invoices will be created when an order is synced
• Invoice Type - If Invoices are created you can select the type of the invoice.
• Bookeep Invoices - If this is selected, the created invoices will be bookkept.
• *Update stock from Fortnox on scheduled intervals - This settings fetches stock level from Fortnox on defined intervals
• Stock Scheduled Recurrance - Select how often the stock levels should be fetched from Fortnox
• Enable Order status events - Allows WooCommerce to listen on events that happens in Fortnox
  • Check Orders with Status - Select the status(es) you want the plugin to listen to
  • Set this status when invoice is created in Fortnox - If selected, this status will be set when Invoice is created for connected order.
  • Set this status when order is cancelled in Fortnox - If selected, this status will be set when order is cancelled in Fortnox
• Sync Variable Products - Allows variations to be synced to Fortnox.
• Order Date Filter - If checked, this displays "From", if a date is set, orders cannot be synced until this date has passed.
• Price List - If you want to sync price lists, choose from which price list, and then choose if price shpuld be sent to Fortnox or picked up from Fortnox on the settings below
  
  • Update prices in Fortnox Price List - Tick if price updates should be sent from WooCommerce to Fortnox.
  • Enable Price List Sync - Tick if price updates should be picked up from Fortnox to WooCommerce
    Prices from Fortnox are always excluding VAT.
    Scheduling for price updates can be found under WooCommerce → Status → Scheduled actions
• Debug log - If checked, this logs Fortnox events such as api requests inside a log. Mostly used for debugging purposes
• *Allow WooCommerce to update data in Fortnox - If checked, WooCommerce can update Fortnox with Dimensions, Stock levels, and Weight.

*These settings cannot be combined

Ways of Delivery

Go to WordPress → Fortnox → Ways of Delivery

Here you can map WooCommerce Delivery methods against Fortnox delivery terms.

Additional stores

1. Refresh the page
2. Scroll to Select Integration
3. Set Redlight – Extra store #1, on the first extra store, Extra store #2 on the second, etc.

Hooks and filters

Contact us at support@redlight.se or call 026 – 51 15 00 if you need any help!