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Integration between Ongoing Warehouse and Fortnox

Fortnox is the leading supplier of web-based accounting and invoicing in Sweden. Ongoing Warehouse has developed two different integrations to Fortnox.

  1. Goods owner 3PL WMS integration - If the business involves extensive warehousing it is beneficial to focus on your core business and outsource your fulfillment process to an Ongoing Warehouse-powered third-party logistics provider. Ongoing Warehouse has made that easily achievable by developing an integration between Fortnox and Ongoing Warehouse WMS. The integration provides the required functionality to make the logistics information flow seamlessly.
  2. 3PL invoicing integration - If you are a 3PL provider and use Ongoing Warehouse you may connect Ongoing Warehouse Invoicing module to Fortnox. In that way you may export your invoice specification to Fortnox and reduce manual work in your perodic invoicing process. Contact Ongoing Warehouse for more information.
The rest of the text focuses on the goods owner integration.

In many cases smaller businesses already have their web shop integrated with Fortnox. In that case an integration between Ongoing Warehouse and Fortnox could be sufficient.

Features

The integration contains the following processes and features. The processes can be independently switched on or off. If not otherwise mentioned, all processed are turned on by default.

Article registry

Ongoing Warehouse pulls article registry updates from Fortnox to the WMS. Fortnox contains the master data. The following data is transmitted:

Supplier registry

Ongoing Warehouse fetches new suppliers from Fortnox.

Sales orders

The WMS downloads new and updated orders which are not yet handled. If an order is updated, the change is transferred unless the warehouse workers have started working on it.

Ongoing pulls the following information for the order:

The delivery address information is also transmitted. That includes:

Notification via SMS and email is turned off by default.

For each order line Ongoing reads the following:

When an order is fulfilled by the warehouse, the delivered quantity is updated in Fortnox and invoice is created if none already exists.

Stock balance updates

Ongoing manages the stock balances and continuously synchronizes these with Fortnox.

Default settings and considerations

The following needs to be considered before Ongoing Warehouse can activate the integration.

  1. Synchronization interval.
    Default: Every 15 minutes. It is usually a suitable balance between responsiveness and band-width usage.
  2. Stock level synchronization. Should the available quantity be written to Fortnox from the WMS? At the end of each synchronization interval, Ongoing Warehouse pushes the stock level to Fortnox if activated.
    Default: No.
  3. When should an order be fulfilled by the Warehouse?
    Default: Placed non-invoiced orders.
  4. Which status should sales orders have in order to be pulled to the WMS?
    Default: Confirmed
  5. Should fulfilled orders be notified to Fortnox?
    Default: Yes. If the answer is yes answer the following question:
    1. When should orders be reported to the ERP?
      Default: When the sent button is pressed in the WMS. The same as when the transportation is booked.

Preparations

For Ongoing Warehouse to be able to activate the integration this information is needed from the customer: