This app helps you make sure you've enough items in stock before promising delivery to your customer.

Fortnox Lagersaldo connects to your Fortnox account and allows you to check your stock availability while creating an opportunity or order in Upsales. 

For Check Stock Status to work, you must have synced products list with Fortnox app or Fortnox Premium app

This article covers:

• Activating Fortnox Lagersaldo
• Setting up Fortnox Lagersaldo
• Working with Fortnox Lagersaldo in Upsales
• Multiple Stock Point vs. Single Stock Point

Activating Fortnox Lagersaldo

1. Click App directory:
   
   
2. Click Fortnox Lagersaldo in the Apps list and click Buy. Only billing administrators can buy the app:
   
   
   
    
3. Click Accept terms to continue.

Congratulations, you've activated Fortnox Lagersaldo in your Upsales account!

Now click Log in to Fortnox in the settings to connect the systems. This takes you to Fortnox where you can log in and accept the app permissions.

After that's finished, you will be redirected to Upsales again and can continue the configuration

Setting up Fortnox Lagersaldo

To set up the Fortnox Lagersaldo app, choose if your items are in a single or multiple stock point. The app will connect to your Fortnox account and collect the information.

1. To set up stock point, click the drop-down menu and choose Multiple Stock Point or Single Stock Point. Your choice should be based on if you've set up multiple or single stock points in your Fortnox account. How single/multiple stock points work
   
   
2. Click Save
3. Nice! Now you're ready to show your available stock in orders and opportunities

Working with Fortnox Lagersaldo in Upsales

You can view the available stock of an item in your orders and opportunities.

1. In an Order or Opportunity, add your products:
   
   

2. To check availability, click Check stock status under Fortnox Lagersaldo on the left side of the modal. Every order row needs a product selected, otherwise the app shows Select products on all order rows and try again.

   Please note: This works when you've synced your products list with Fortnox app or Fortnox Premium app

   

3. The available quantity (Disponibelt) shows for each Produkt in your order/opportunity.
   
   A red, yellow or green symbol next to each product will let you know if there are enough items available in stock to cover your order/opportunity.
   
   Green: Available quantity covers the quantity of the order and is at or above the product order point quantity
   Yellow: Available quantity is under the product order point quantity (configured in Fortnox)
   Red: Available quantity is lower than the quantity of the order
   
   
4. By hovering over the info icon on the right a pop up will appear with additional information about the available (Disponibelt), reserved (Reserverat) and total (I lager) quantity in your warehouse:
   
   

Multiple Stock Point vs. Single Stock Point

Select if you want to see only one stock point or sum all available items for multiple stock points in Upsales. 

• When Multiple Stock Point is selected: Disponibelt shows the sum of all available items in all stocks, followed by a breakdown per stock point (Lager) for each product.
• When Single Stock Point is selected: Disponibelt shows the number of available items in the stock selected as Standardlager in Fortnox.