Fortnox - Introduction

Fortnox is a plugin that extends WooCommerce with the possibility to sync orders to Fortnox

• An agreement for Fortnox is required
• WooCommerce 3.0 or newer is required.
• PHP 7.0 or higher is required.
• A SSL Certificate is required.

Installation

After purchasing the plugin from https://redlight.se you will receive an order confirmation that contains a link to the plugin. Clicking the link will download the plugin zip-file.

1. Login to WordPress Admin. Navigate to → Plugins → Add New (in the left column menu).
2. Click Upload Plugin and then browse to the plugin zip-file on your computer. Click on OK and finally click on the Install Now button.
3. Activate the plugin.

Getting the API Keys and article accounts

Go to Fortnox (Log in) → Marcet place → Apps   

• Search Redlight Media or click here WooCommerce connection to Fortnox
• Click the app WooCommerce buy at Redlight media AB
• Click Get/activate
• Click OK to activate the app
• You will now be redirected and need to log in again (Please note that the user you log in with needs to have permissions to the modules Accounting, Invoicing and Order&Quotation modules)
• Approve permissions
• You will now receive two keys, an Access Token and a Refresh Token

Go to till WordPress → Fortnox → Fortnox

• Fill in the Access Token and Refresh Token
• Save

Go to WordPress → Fortnox → 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.

Synchronize products

Go to WordPress → Fortnox → Settings

• Check Synchronize variable products (If your store has variable products)
• Check Enable advanced settings
• Spara

Go tol WordPress → Fortnox → Syncing Fortnox

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

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.
• 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 methods.