Get started
If you’re currently onboarding and new to Atlas, you can get started using the guides below:Onboarding
Atlas handles the details so you can focus on what matters. Use this guide for onboarding best practices.
Install Atlas on your device
Quickly set up Atlas Merchant Portal on your device for faster, seamless access.
Set up Atlas to earn more
Boost sales with Atlas using cross-selling, loyalty programs, and aggregator integrations.
Atlas Merchant Portal
Atlas Merchant Portal is your command center for managing your restaurant. From accessing the POS to updating menus and accessing reports, everything you need is in one place. Here’s how to navigate and make the most of it.Orders
How to create and charge Admin orders
Create and charge Admin orders in Atlas for delivery, pickup, or dine-in
How to update order details
Update order details in Atlas, including items, customer info, addresses, and fulfillment
How to refund on Atlas
Process refunds in Atlas by canceling, reopening, or adjusting payments
Stocks
How to use the Stocks page
Manage restaurant stock in Atlas by blocking/unblocking items and setting product quantities across all channels
Customers
How to use customers' data
Manage customer data in Atlas by accessing the Customers page, identifying user types, and exporting data for marketing and analytics.
Reports
Get started with reports
Access comprehensive, real-time reports in Atlas to track sales, operations, products, marketing, and finances. Monitor your restaurant’s performance with detailed analytics and insights.
Marketing tools
How to create discounts
Create and configure discounts / promotions in Atlas.
Menu builder
How to create menus
Create and configure menus in Atlas, including sections, products, and modifier groups.
How to set up POS layouts
Set up and manage POS layouts in Atlas, including pages, tiles, and outlet assignments.
Outlet settings
How to add operating hours and special hours
This guide will walk you through how to add and edit your regular restaurant operation hours, including special hours for public holidays or special occasions
Hardware
Connect an Atlas Printer to WiFi
Step-by-step guide to connecting an Atlas printer to your WiFi network using manual pairing or QR pairing with WeChat.
Customer guides
How your customers can update their phone
Diners can update their phone number on Atlas Online by logging in, recovering access, and verifying changes.
Integrations
How to set up Revel integration
Integrate Atlas with Revel by setting up APIs, mapping menus, dining options, payments, discounts, and service fees. Configure order sync, table mapping, and test the integration.