How to Create a Pricing Profile

This tutorial guides you through setting up a basic pricing profile in Omega. You will learn how to create, configure, and save pricing profiles to manage customer pricing effectively. Before starting, ensure you have access to the pricing profiles and correct pricing information.

To create a pricing profile, you will want to go to the pricing profiles page. To access that, click the arrow to the right of admin, then scroll to pricing profiles and select.

Click Pricing Profiles to view and manage all existing pricing profiles associated with your account.

This will load a list of your pricing profiles currently on your account. To create a new one, click the yellow circle with the plus in it.

This will load a basic pricing profile field. These fields will normally be blank. In the columns on the left, this is the default value set for an item that changes its type based on the dropdown on the right.

As you can see here, we have laminated and tempered set for 30 in the column on the left, and the dropdown is set to discount. This means that the laminated and tempered parts are getting a 30% discount off list pricing.

For labor, you'll see that we have a $100 option and it's set to flat. This means that labor is $100 regardless of how many hours the work is done for.

For adhesive, you can see that I have set it for 20 and then each. This means that for every adhesive on the job, there is a charge of $20. There are additional options available, such as a markup based on a vendor's pricing, which if you set a markup for migrant with a flat amount, that will be a flat markup on migrants pricing.

If you do a percentage, it would be a percentage of the amount from the vendor on top of the amount that they are charging. And lastly, there is a markup based on the vendor priorities where you can set the pricing to have a markup and then order vendor priority based on availability.

The additional options will be explained in an Advanced Article. Once you have set these fields, such as $60 for a first windshield repair and $250 for a static recal, $300 for Dynamic, and $500 for both, just as examples.

You will want to click the Save button to keep this pricing profile on file.

After you have created the pricing profile, you are able to select it within an account to assign it to an account or select it from a job's pricing profile field. With pricing profiles, you can manage your costs per customer and set up different rates for different insurance companies based on what they are going to be paying for jobs.

Please refer to our advanced pricing profile article for more advanced settings and configurations.

You have successfully set up a basic pricing profile and learned how to assign it to accounts or jobs. For more complex configurations, refer to the advanced pricing profile article.