Omega EDI

J Aric Haarala avatar Kent Pimentel avatar +2
45 articles in this collection
Written by Josh Schwermer, Aric Haarala, Kent Pimentel and 2 others

Managing On Hold Appointments

Appointments can be placed on hold when you are unable to provide a scheduling commitment to your customer
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Written by Josh Schwermer
Updated over a week ago

American Glass Distributors Integration Setup

How to sign up with American Glass Distributors (AGD) and set up Omega's AGD integration
Jon Pimentel avatar
Written by Jon Pimentel
Updated over a week ago

Resetting User Passwords as Administrator

How-to reset a user's password as an Admin.
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Written by Caleb Fahrner
Updated over a week ago

Payment Batches

How to input Payment Batches manually or by CSV
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Written by Caleb Fahrner
Updated over a week ago

Duplicating Jobs

How to duplicate jobs
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Written by Caleb Fahrner
Updated over a week ago

Creating A Repair or Labor Only Work Order

How to Create a Rapid Windshield Repair or Labor Only Work Order
Aric Haarala avatar
Written by Aric Haarala
Updated over a week ago

How to send statements

A Guide on how to send statements
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Written by Caleb Fahrner
Updated over a week ago

Creating & Managing Tags

Create, add, edit, and delete tags to help organize jobs and appointments
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Written by Caleb Fahrner
Updated over a week ago

How to send an Email of a Quote

Steps to email a quote
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Written by Caleb Fahrner
Updated over a week ago

Adding Attachments via Email

Upload attachments to jobs by sending an email with the attachment(s)
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Written by Josh Schwermer
Updated over a week ago

Overriding EDI Status

How to manually mark a rejected invoice as accepted
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Written by Josh Schwermer
Updated over a week ago

Creating Refunds

Create a full or partial refund against a previous payment
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Written by Josh Schwermer
Updated over a week ago

Quickbooks Online Errors

Why transactions aren't importing
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

Setting a Custom Reply-To Email

Set a custom email address for outbound emails so that you will receive replies to emails sent from Omega
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Written by Josh Schwermer
Updated over a week ago

How to Use Payment Links

How to generate links to payment pages
Jon Pimentel avatar
Written by Jon Pimentel
Updated over a week ago

Returning and Voiding Purchase Orders

When and how do I return a Purchase Order? What about voiding?
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

How to Get Lynx Approval for an Item

Jon Pimentel avatar
Written by Jon Pimentel
Updated over a week ago

Using Electronic First Notice of Loss (eFNOL)

Use eFNOL/ClaimLaunch to initiate claims on behalf of a policyholder without making a phone call
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Written by Josh Schwermer
Updated over a week ago

Configuring Accounts and Sending Invoices

Sending invoices to insurers and accounts via EDI, fax, and e-mail
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Written by Josh Schwermer
Updated over a week ago

Quickbooks Desktop Integration Setup

How to let Omega import your transactions to Quickbooks Desktop
Jon Pimentel avatar
Written by Jon Pimentel
Updated over a week ago

Creating & Managing Custom Vendors

Create and manage custom vendors for purchase orders
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Written by Josh Schwermer
Updated over a week ago

Adding an item that is priced by surface area

Jon Pimentel avatar
Written by Jon Pimentel
Updated over a week ago

Authorize.Net FAQ

How to get set up so you can accept in-person credit card payments using Authorize.Net
Jon Pimentel avatar
Written by Jon Pimentel
Updated over a week ago

Quickbooks Online Integration

How to Import Invoices and Payments from Omega to Quickbooks Online
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

SMS Messaging

Use SMS messaging to communicate with your customers
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Written by Josh Schwermer
Updated over a week ago

Reminders

Set reminders to be notified when it is time to follow up on a job, appointment, or other task
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Written by Josh Schwermer
Updated over a week ago

Assigning NAGS Licenses

Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

Pricing

Fees and Rates for Omega EDI Services
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

Configuring Electronic Ordering

Electronic ordering from Mygrant, PGW, and Pilkington
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Written by Josh Schwermer
Updated over a week ago

Cost-Plus Pricing

Configure percentage or flat cost-plus pricing for Mygrant
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Written by Josh Schwermer
Updated over a week ago

Updating Attached Dispatches

How linked dispatches are updated depends on if they are from Lynx, GNCS, or SGC
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Written by Josh Schwermer
Updated over a week ago

Resetting your password

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Written by Josh Schwermer
Updated over a week ago

Tying Purchase Orders to Invoices

The New Flow
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

Rescheduling an Appointment

Reschedule an appointment for a different date after it has already been scheduled
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

EDI Warnings and Errors

Pre-flight warnings and errors indicate potential issues with EDI invoices
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Written by Josh Schwermer
Updated over a week ago

Configuring Items

Setting up custom items, windshield repair pricing, coupouns, waived deductibles, and other sale items
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Written by Josh Schwermer
Updated over a week ago

Dispatches

Working with dispatches
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Written by Josh Schwermer
Updated over a week ago

Customer Signature

Capturing signature via email
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

Security Roles

A description of each security privilege that can be configured for security roles.
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Written by Josh Schwermer
Updated over a week ago

Glossary of Reporting Metrics

This article describes terminology commonly used on reports
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Written by Josh Schwermer
Updated over a week ago

Using TaxJar

Automatically Calculate Sales Tax for Each Invoice
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

SMS Opt-in

How to opt customers in so they can receive SMS messages
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Written by Josh Schwermer
Updated over a week ago

Template Variables

How to use variables in your templates
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Written by Josh Schwermer
Updated over a week ago

Supported Payment Gateways

A complete list of supported gateways for accepting credit and debit card payments
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Written by Josh Schwermer
Updated over a week ago

Managing Pricing Profiles

Pricing profiles are used to calculate pricing for the web quoter and quick quote modules.
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Written by Josh Schwermer
Updated over a week ago