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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

Admin and internal tools 4 min read

Create and manage API keys safely

Use the API keys page to issue the smallest key you need, review what is active, and revoke old access cleanly.

api-keyssecurityadminintegrations

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.

onboardingcompanylocationsetup

Accounting controls 4 min read

Search unmatched bank feed items and create transactions

Use the account-level bank feed detail to search unmatched items, match what exists, and create a ledger transaction only when one is still missing.

bank-feedsmatchingtransactionsaccounting

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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Wholesale 6 min read

Place, fulfill, bill, and manage wholesale orders

Create the order, update picked quantities during fulfillment, and use the customer account view to track open balances and credits.

wholesaleordersbillingaccounts-receivable

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.

transfersinventoryfulfillmentaccounting

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.

timeclockpwascheduletablet

Customers and growth 4 min read

Create customer records and keep the customer list clean

Use the customer list and new-customer flow to keep records easy to find before orders, notes, and automations depend on them.

customerssetuprecordscrm

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

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.

vendorspurchasingsetupordering

Accounting controls 4 min read

Create bank feed rules for auto-match

Use bank-feed rules to reduce repeat matching work, but start with narrow patterns you can trust.

bank-feedsrulesauto-matchaccounting

Production and purchasing 4 min read

Create purchase orders and internal orders from Order Process

Use Order Process to start the right kind of order record, whether the job is normal purchasing or an internal movement workflow.

orderingpurchase-ordersprocessinternal-orders

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.

payrollpayoutstimecardsdirect-deposit

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.

wholesalesurveysfeedbackcustomers

Production and inventory 6 min read

Set up inventory depletion and Square mapping

Map Square items to recipes, test the sync in dry-run mode, and review depletion results before you let inventory write automatically.

inventorysquaremappingdepletion

Schedule and time 4 min read

Submit and approve leave requests

Use one leave page for the full time-off flow: submit requests, track status, and approve or deny requests for your team.

leavescheduleapprovaltime-off

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.

wholesalerecipesproductsguide

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.

wholesalesettingspaymentsonboarding

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.

accountingsetuptaxsales

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.

navigationrolessettingsadmin

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.

timeclockdevicestabletreplacement

Production and inventory 5 min read

Compare vendor prices and keep ingredient costs current

Review price changes, compare vendor packs carefully, and update the cost source that should drive recipe pricing.

vendorspricingpurchasingingredients

Production and purchasing 4 min read

Add and maintain ingredients for production

Create clean ingredient records so recipes, purchasing, and cost reporting all start from the same source of truth.

ingredientsproductioncostingpurchasing

Integrations and automation 4 min read

Create automation rules for repeat document posting

Use automation rules when the same document pattern keeps showing up and the posting logic should not be rebuilt by hand every time.

automationrulesdocumentsposting