Omega EDI
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
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
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 OptimizerUnderstanding the route optimizer and its settings
PricingFees and Rates for Omega EDI Services
Configuring Electronic OrderingElectronic ordering from Mygrant, PGW, and Pilkington
Creating A Job ExampleA step by step example of how a job is created.
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, coupouns, 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
Managing Pricing ProfilesPricing profiles are used to calculate pricing for the web quoter and quick quote modules.
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
Technician TrackerHow to use the technician tracker
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