Omega EDI
By Aric and 4 others5 authors120 articles
- How to Set up and Use a Barcode ScannerOmega makes counting inventory easier by supporting barcode scanning during a stocktake to scan the parts you have on hand
- SMS Appointment ConfirmationAdd the {{AppointmentConfirmToken}} variable to your SMS reminders so customers can confirm by replying to the text
- American Glass Distributors Integration SetupHow to sign up with American Glass Distributors (AGD) and set up Omega's AGD integration
- Managing On Hold AppointmentsAppointments can be placed on hold when you are unable to provide a scheduling commitment to your customer
- Resetting User Passwords as AdministratorHow-to reset a user's password as an Admin.
- Payment BatchesHow to input Payment Batches manually or by CSV
- How to Assign a Parent ItemAssigning Parent Items to Child Items
- How to Re-link Jobs on Purchase OrdersYou can change what job is assigned to a purchase order
- Referral Links and How to Use ThemYou can easily generate a link to a customized referral form
- What Is Automatic Invoicing and How Do I Use It?You can make it so jobs assigned to certain accounts will be invoiced automatically when the appointment is completed
- Setting up Sales TaxHow to set up Default Sales Tax
- NMI FAQHow to get set up so you can accept credit card payments using NMI
- Inventory BasicsA guide and summary of the basic functionality of inventory in Omega
- Inventory StocktakeBasic instructions on how to do an inventory stocktake
- Creating A Repair or Labor Only Work OrderHow to Create a Rapid Windshield Repair or Labor Only Work Order
- Creating a JobThe detailed steps on how to create a job for both Cash and Insurance customers
- Duplicating JobsHow to duplicate jobs
- How to send statementsA Guide on how to send statements
- How To Set Up Omega's Glass.com IntegrationIntegrate with Glass.com to receive leads in Omega
- Deactivating UsersHow to deactivate users and make them no longer have access to Omega
- Creating & Managing TagsCreate, add, edit, and delete tags to help organize jobs and appointments
- How to send an Email of a Quote or InvoiceSteps to email a quote
- Adding Attachments via EmailUpload attachments to jobs by sending an email with the attachment(s)
- Overriding EDI StatusHow to manually mark a rejected invoice as accepted
- Creating RefundsCreate a full or partial refund against a previous payment
- Quickbooks Online ErrorsWhy transactions aren't importing
- Setting a Custom Reply-To EmailSet a custom email address for outbound emails so that you will receive replies to emails sent from Omega
- How to Use Payment LinksHow to generate links to payment pages
- Returning and Voiding Purchase OrdersWhen and how do I return a Purchase Order? What about voiding?
- How to Get Lynx and Safelite Approval for an ItemIndividual Item Approval
- Using Electronic First Notice of Loss (eFNOL)Use eFNOL/ClaimLaunch to initiate claims on behalf of a policyholder without making a phone call
- Configuring Accounts and Sending InvoicesSending invoices to insurers and accounts via EDI, fax, and e-mail
- Quickbooks Desktop Integration SetupHow to let Omega import your transactions to Quickbooks Desktop
- Creating & Managing Custom VendorsCreate and manage custom vendors for purchase orders
- Adding an item that is priced by surface area
- Authorize.Net FAQHow to get set up so you can accept in-person credit card payments using Authorize.Net
- Quickbooks Online IntegrationHow to Import Invoices and Payments from Omega to Quickbooks Online
- SMS MessagingUse SMS messaging to communicate with your customers
- RemindersSet reminders to be notified when it is time to follow up on a job, appointment, or other task
- Assigning NAGS Licenses
- Route OptimizerThe Route Optimizer automatically builds the most efficient daily routes for your mobile technicians.
- Configuring Electronic OrderingElectronic ordering from Mygrant, Pilkington, and more.
- Cost-Plus PricingConfigure percentage or flat cost-plus pricing for Mygrant, IGC, PGW, and Pilkington
- Updating Attached DispatchesHow linked dispatches are updated depends on if they are from Lynx, GNCS, or SGC
- Resetting your password
- Tying Purchase Orders to InvoicesThe New Flow
- Rescheduling an AppointmentReschedule an appointment for a different date after it has already been scheduled
- EDI Warnings and ErrorsPre-flight warnings and errors indicate potential issues with EDI invoices
- Configuring ItemsSetting up custom items, windshield repair pricing, waived deductibles, and other sale items
- DispatchesWorking with dispatches
- Customer SignatureCapturing signature via email
- Security RolesA description of each security privilege that can be configured for security roles.
- Glossary of Reporting MetricsThis article describes terminology commonly used on reports
- Using TaxJarAutomatically Calculate Sales Tax for Each Invoice
- SMS Opt-inHow to opt customers in so they can receive SMS messages
- Template VariablesHow to use variables in your templates
- Supported Payment GatewaysA complete list of supported gateways for accepting credit and debit card payments
- How to Create a UserThe steps on how to create a User in Omega
- Incorrect Program ID or Program ID MismatchExplanation of Rejections for Incorrect Program ID or Program ID Mismatch and How to Resolve Them.
- How to Schedule an AppointmentHow to use the new appointment options
- Format Guidelines for Your Account Import FileGuidelines for Account Imports
- Definitions of Account Import HeadersDefinitions for the Headers of Account Import CSV files.
- Bulk Account ImportSteps on how to perform a Bulk Account Import
- Sale Information Field DefinitionsCSR, Dispatcher, Biller, and Sales Rep
- How to Create AccountsThis article will go over the steps for creating an account.
- Nielsen & Moller Integration SetupHow to sign up with Nielsen& Moller and set up Omega's integration
- Ordering Parts from Carlex FAQOrdering parts from Carlex isn't an automated process, but that doesn't mean it's difficult.
- Using Coupons in OmegaHow to add percentage-based coupons with effective and expiration dates within Omega EDI
- Creating and Managing API KeysThe steps to create, utilize and manage API Keys
- Vitro Integration Setup
- Avalara IntegrationHow to configure AvaTax for tax calculation within Omega EDI
- How to Assign Parent PartHow to assign a parent part for a child part within an Omega job
- Account Types ExplainedAn explanation of the Account Types that accounts can be set to
- CRM Call RoutingHow to route calls as an Account Manager in CRM
- How to create Lead AccountsWhat are Lead Accounts and How to create them?
- CRM functionality for Account ManagersSteps to create, schedule and manage calls for Account Managers
- Customer SurveysGetting feedback from customers.
- How to enable Location servicesHow to enable location services for Omega app and Mobile browsers
- Requesting Fleet Approval via AutoIntegrateAutoIntegrate is not accessible within Omega unless an account has been set up for you by both the Omega and AutoIntegrate teams.
- Using the New "Tariff" Sale ItemThe new Tariff markup feature in Omega EDI allows you to apply a tariff charge automatically as a line item on sales invoices and quotes.
- Security Roles and DefinitionsThis article will have definitions of security roles explaining their meaning and what they are in the API
- Configuring Tiered Pricing ProfilesHow to setup Tiered Mark ups in a Pricing profile
- SGC Network DispatchesElectronic Dispatching from SGC Network and Frequently Asked Questions
- State Farm/SGC Transition FAQsFrequently asked questions about State Farm's July 1st, 2025 transition to SGC Network
- What is 3D Secure?
- Pricing Profile DefinitionsDefinitions of the drop downs for Pricing Profiles
- Configuring Driven Claims EDIHow to configure companies to receive dispatches & send invoice to Driven Claims
- How to Set Up SAML 2.0 Single Sign-onLogging in with SAML SSO means your users don't have to remember separate login credentials for Omega
- Incorrect Parent IDExplanation of How to Resolve a Parent ID Rejection
- Creating & Managing DepositsHow to track deposits for technicians and locations
- Omega EDI Data Retention Addendum
- How to Create a Pricing ProfileA video and article going over Basic steps to create a Pricing Profile.
- How to create a LocationAn Article and Video on how to create a location in Omega
- Migrating Job History To OmegaWe can import your job history from another system
- How to Create a Template in OmegaHow to Create Templates that can be sent to customers.
- Omega Technician TrackerHow to enable the Technician Tracker and how it appears
- Vendor-Integrated Part ReturnsReturning Purchase Orders through Omega to Mygrant and PGW
- How to Enter a PaymentHow to Enter payments into Omega
- Frequently Used ReportsA List of Reports that are Frequently Used and What they're used for
- How to Create a Part NoteHow to create part notes for NAGS parts and Vehicles
- Bulk ArchivingHow to archive jobs in Bulk with Omega
- How to Create "Views" in OmegaHow to create specific filtered views in Omega for quick access to those filters.
- How to Customize your Web QuoterThe steps on how to use the customization options for the Omega EDI Web quoter.
- Adding the Web Quoter to Your Website: Embedding & Customization GuideHow to enable the Web Quoter, embed it on any website with the iframe code, and a full reference for every Lead Form customization option.
- Essential Onboarding Information in OmegaAn Article and Video on information to enter into Omega prior to an Onboarding.
- What is an Account ID?Account Name identifier.
- How Do I Update my Payment Method?Updating Payment Method
- My Account is Shut Off. How Do I Reactivate It?Reactivating a closed account
- How to get a Federal Tax ID
- Invoice Status Abbreviation Index
- What is a PID?Explanation or Definition of the term PID.
- SGC EDI RejectionsCommon EDI rejections and troubleshooting steps for Safelite Glass Claims (SGC)
- How can I troubleshoot NAGS-related errors in Omega EDI?
- How do I configure costs and pricing profiles in Omega EDI?
- How to enable AI tools
- Connect AI tools with Retell Voice AI Agent
- Connect AI Tools with Claude CLI
- Connect AI tools with ChatGPT and Codex
- Pay Now Button in Account Invoice EmailsLearn how to enable a Pay Now button in invoice emails so your accounts can pay their balance.
- CapacityUnderstanding how to set appointment capacity and how it is calculated.