This article will go over the steps on how to create an item within Omega.
1. Introduction To Item Creation
To start, navigate to the items page.
2. Navigate To Items Page
This will load a list of all your current items created on your account. To create a new item, click the yellow circle and then select new item.
3. Overview Of New Item Fields
Batch imports are also available but will not be covered in this article. When clicking the new item option, several fields will appear for SKU, description, price, cost type, unit of measure, taxable, and sourceable.
4. Explain SKU And Description
5. Set Default Price
And then price is how much you are putting for a default price on the part.
6. Select Part Cost Type
The part cost type field is used to set the type for the cost that the item would be reported as. We have options for part, labor, freight, andmiscellaneous.
7. Select Unit Of Measure
The unit of measure box is for the way that the calculation of the price is being done, with options for each, hourly, and several flat glass measurements.
8. Use Taxable Checkbox
9. Use Sourceable Checkbox
The sourceable box is for if the item is able to be ordered from a vendor.
10. Open Advanced Tab
11. Set Minimum And Maximum Price
Minimum price is the minimum price for the part to be charged. The maximum price is the maximum that the part will be charged for.
12. Define Default Cost And GL Code
The Default Cost is a default amount that you are paying for the part. This is commonly used for labor items or items that are not sourceable. The GL code is to set a category for the item.
13. Assign Skills To Item
Required Skills are used to assign specific needs to a part that if a technician does not have assigned there will be a warning of.
14. Set Default Tags And Quote Inclusion
Default tags can be assigned to an item so when an item is added to a job it will apply a tag. Automatically include on quotes. This drop-down can be used to set an item to be included either always on a job or when specified by the catalog, or never.
15. Use Hide On EDI Feature
Hide on E D I will make it so the item does not appear for the insurance company on the E D I invoice. This will cause the customer to be responsible for the amount of the item when it is invoiced
16. Notes
You can also set a Note for the item.
17. Manage Item Notes And Invoice Disclaimer
You can also show a note by enabling show note when the item is added to a job. This will cause this note to appear in the jobs notes. And you can add the note to the repair disclaimer where it will appear in the footer of the invoice.
18. Save And List Item
19. View Item Listing And Price
As you can see here, the item is listed with a description of the item and a price of 100. You can also activate and deactivate parts by clicking the action buttons on the right and selecting the deactivate option.
20. Activate Or Deactivate Items
You have successfully created an item in Omega by following the detailed steps to configure all necessary fields and settings.