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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

Schedule and time 4 min read

Use the shared timeclock every day

Walk up to the shared device, tap your card, clock in or out, and know what to do if the screen is offline or looks wrong.

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Schedule and time 6 min read

Set up the timeclock and install it as an app

Create a setup code in the admin app, install the timeclock on a tablet or phone, and register the device.

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Schedule and time 5 min read

Review timecards and fix missed punches

Use Weekly Timecards to scan for open punches, compare scheduled vs actual hours, and correct obvious errors before payroll.

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Schedule and time 5 min read

Manage timeclock devices and replace a bad tablet

Use the timeclock admin page to monitor devices, create a new setup code, and replace a failing tablet without confusing staff.

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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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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 integrations 4 min read

Map Stripe payouts and fees to the right accounts

Use Stripe mapping to keep payouts, fees, and clearing balances pointed at the right accounts before you import real history.

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Integrations and automation 4 min read

Map Square sales and payouts to the right accounts

Use Square mapping to send sales, fees, and payouts into the right accounts so reconciliation and reporting stay clean.

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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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Schedule and time 4 min read

Review and approve timecards before payroll

Use weekly timecard review to catch missing punches, long shifts, and labor surprises before those problems become payroll issues.

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Kitchen display system 5 min read

Troubleshoot KDS sync, sound, and order visibility

Use a fast triage order for missing tickets, silent devices, scheduled orders, and screens that do not match each other.

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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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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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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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Getting started 4 min read

Use the onboarding checklist and welcome modal

See what the first-login welcome modal does, when to use demo mode, and how the shared company checklist helps your team finish setup.

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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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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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Kitchen display system 4 min read

Use KDS during service

Read the live queue, mark line items complete, clear finished tickets, and know where scheduled orders and chime controls live.

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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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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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Production planning 4 min read

Run the fulfillment board during production

Use the fulfillment board as a live production view so the team can see what still needs to move out the door.

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Accounting integrations 4 min read

Import Stripe history safely before go-live

Start with a small Stripe backfill window, review the result, and only then widen the import before launch.

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