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Browse by category or search short Farin guides for setup, payroll, schedule, KDS, wholesale, accounting, inventory, and daily operations.

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Popular guides

Routes and transfers 5 min read

Plan and optimize delivery routes

Build one route plan for a day and fulfillment location, add stops when needed, and optimize the stop order for drivers and loaders.

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Routes and transfers 4 min read

Pick orders in route order

Use the picker to follow the saved route sequence, open each stop’s fulfillment screen, and keep loading work lined up with the driver plan.

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Schedule and time 5 min read

Build and publish a weekly schedule

Review the live week, build the next week in the editor, and publish shifts so staff can see the final schedule.

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Production and inventory 5 min read

Create recipes that cost and sell correctly

Build recipes with clear names, units, and sellable sizes so costing, production, and wholesale all stay in sync.

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Getting started 4 min read

Create your company and first location

Use the public onboarding page to create your workspace, add your first location, and land in the dashboard ready for setup.

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Accounting 5 min read

Set up chart of accounts, tax components, and sales channels

Build the accounting base first so sales, payouts, tax, and receivables can post to the right places.

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Payroll self-service 5 min read

Update your tax profile and W-2 delivery preferences

Use the My Account taxes tab to update withholding details, set the effective date, and choose whether W-2 copies can be delivered electronically.

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Kitchen display system 5 min read

Set up a kitchen display screen

Generate a setup code, register the tablet or phone, and choose the device settings that matter before service starts.

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People 5 min read

Invite staff and launch staff onboarding

Set onboarding rules, choose default access, add staff from the manager dashboard, and share the public onboarding form with new hires.

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Wholesale 4 min read

Turn recipes into wholesale products

Use the recipe itself as the sellable product, add it to the guide, and know why an item may still not appear on the wholesale order screen.

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Wholesale 5 min read

Configure wholesale onboarding, portal settings, and payment methods

Set the wholesale defaults, choose what the public onboarding form shows, and configure payment methods before you invite customers to order.

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Payroll and tax 6 min read

Generate forms, record tax payments, and deliver W-2s

Use Tax Center for payroll forms and deposit tracking, then make employee W-2 access part of your year-end routine.

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Production and purchasing 4 min read

Build and maintain order guides for purchasing

Use order guides to make repeat purchasing faster, more consistent, and easier for new buyers to follow without guesswork.

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Knowledge and AI 4 min read

Capture product feedback and close the loop

Send route-aware feedback right when the issue happens, then use the full hub to search, upvote, comment, and review trends.

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Routes and transfers 6 min read

Create, fulfill, receive, and finalize internal transfers

Mark an order as an internal transfer, fulfill it at the source, receive it at the destination, and resolve report warnings before finalizing accounting.

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Payroll self-service 4 min read

View paystubs, leave balances, and W-2 previews

Use the My Account paystubs tab to review pay history, check leave balances, and download W-2 copies when electronic delivery is enabled.

paystubspayrollw2self-service

Accounting 6 min read

Reconcile statements and resolve exceptions

Upload the statement first, review the matching results, work the exception queue, and close the session only after the checks pass.

reconciliationstatementsaccountingexceptions

Payroll and tax 6 min read

Run payroll and choose payout methods

Create a payroll run, review timecards and wages, and choose whether each employee is paid by direct deposit or a manual payout.

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Accounting 5 min read

Record journals, sales, payouts, and memorized transactions

Choose the right accounting workflow for each entry, keep transactions balanced, and save recurring work as memorized templates.

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Admin and settings 4 min read

Customize navigation for each role

Keep the app shell focused by showing the routes each role actually needs and hiding the ones that create noise.

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Production and purchasing 4 min read

Create and organize vendors

Build vendor records in a consistent way so price reviews, order guides, and purchasing decisions stay easy to follow later.

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Knowledge and AI 5 min read

Create and organize internal guides

Write short guides that are easy to search, keep the title and structure clear, and use the knowledge library as the home for internal SOPs.

knowledgeguidestrainingdocumentation

Wholesale follow-up 4 min read

Create and manage wholesale customer surveys

Use wholesale surveys to collect follow-up feedback, manage the question set, and send notices to the right people when responses arrive.

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Schedule and time 4 min read

Use the schedule board to monitor coverage during the week

Use the schedule board as a live manager view for coverage, not only as a one-time publishing surface.

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