Essential Onboarding Information in Omega

This training will guide you through entering essential onboarding information into your Omega account. Properly completing these details is crucial for accurate company and location setup before your onboarding appointment.

This video will go over the information to input into your Omega account prior to your onboarding appointment. To start, you'll want to go to your company profile. To get access to the company profile, click the arrow next to Admin, then select Company Profiles.

This will load all of your company profiles. To start, we'll click on the name.

Select the company profile you want to update from the list to view its details.

Here will be the basic information for your company profile. To start, you'll want to enter in your business name, federal tax ID, your remittance address or the address that you want to appear on invoices, the retailer contact person or the person whose name will appear on the invoices.

You'll also want to input a contact telephone number, and contact email. Once completed, you will click save. After entering in your company profile information, next we will go to the Locations page. This will be where your location will be.

To start, we'll click on the name of the location. And here we will update a few different things. Starting off with the name.

Edit the name field to reflect the location you are setting up.

You will want to name the shop to something easily recognizable. You'll also want to input the Location Number. The Location type dropdown can be changed to different types of locations. Then you'll want to input the location's address.

After inputting the location addresss, you'll want to enter in the location's telephone number, the location's email, and time zone. You can also add any notes for the location that you have. Next, you'll go to the Pricing Scheduling tab at the top and set a default account and default pricing profile. For this, we will type in cash and input a Pricing profile in the default pricing profile field.

Next is the mobile radius. This is the radius of how far you are willing to go out to service jobs. How many bays you input into or have at your location. If you are doing mobile service, you will check this box.

And here in the hours of operation, this will load a window where you can set your hours of operation for your location.

Click the dropdowns to adjust the operating hours for your location as needed.

Each of these dropdowns can be clicked into and changed. The capacity is the number of jobs that you can do per day. And once you have these set, you can click done. Next, you'll want to set your company profile on the advanced tab where the default company profile can be input.

Click to select the default company profile to associate with this location.

Once you have entered that, you'll want to go to the sales tax tab.

Enter in the default sales Tax rates for Parts and Labor in the fields shown.

If you want to put in specific zip codes, you can click this yellow circle to populate the fields

Go here to manage and input the specific zip code, and its parts and labor tax rates.

Once you've completed, click save. Next you'll want to enter in your territory.

Territories can be accessed by clicking territories on the left menu. As you can see here, we have one named territory. You can click in here and this will allow you to change the name

Click to view a map of the location service radius for the selected territory and

view a map of the location service radius,

Click to show what locations are assigned to that territory.

Click to access the basic settings for the selected territory.

This is the information that you will want to enter in before your onboarding to save time and allow you to continue forward. Your account manager will go through some extra steps during your onboarding and allow you to enter in some extra details.

After completing this training, you will be able to accurately input and manage your company and location information within Omega. This preparation ensures a smooth onboarding process and efficient account setup.