Initial setup
Welcome to Atlas Control. This page walks you through the steps to get your organisation running on Atlas in roughly 30 minutes.
1. Connect your supplier feeds (Ingram etc.)
Under Settings → Integrations, connect the distributors you buy from (Ingram Micro, Dicker Data, Leader and others) and trigger a first sync. Atlas pulls their products, brands, categories, cost prices and stock into your catalog.
2. Activate the pricing engine
By default Atlas uses the per-product prices on each catalog item. When you're ready to switch to rule-based pricing, go to Settings → Pricing and tick Enable pricing engine.
The engine resolves sell price from cost + margin rules per category. Start with "All Products = 25% margin" and add per-category overrides as you go.
The list-price guard caps sell at RRP × 80% (configurable) and sacrifices up to 60% of the margin to stay under the cap, so a $107 RRP product won't sell at $133 even if the rule says it should.
3. Add quote approval rules
Under Settings → Sales → Quote approval rules, add the rules that should send a quote to "Pending approval" before going to a customer. The common starting set is:
- Total quote value > $50,000
- Item margin % < 10
- Item discount % > 15
Quotes that trip any rule require sign-off in the Approvals inbox before the customer can accept.
4. Customise email templates
Settings → Email templates ships with three pre-seeded templates
(Standard, New Organization, MSA). Click [Tag] in the editor to insert
variables like {{quote.total}} or {{client.contact_name}}. Use Test
to send a sample to your own inbox before going live.
5. Subscribe people to events
Settings → Email → Notification subscriptions picks who gets each event.
Defaults work out of the box: owner gets quote-related events, admins get
approval requests. Add a finance email to quote_accepted_won if you want
sales totals to land in the inbox of someone who's not the owner.