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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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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.
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.
Manage tax exemptions for customer accounts
Use the tax exemption page to keep customer exemption rules clear before orders and tax reports depend on them.
Review A/R aging and customer balances
Use the aging report and customer views together so open balances are visible before they become collection problems.
Edit the wholesale guide and customer-specific pricing
Use the guide editor to control what customers see and when a product or price should be specific to one account instead of everyone.
Use quick drop for fast customer intake
Use quick drop when a customer record needs to be captured quickly without stopping the front-line workflow.
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.
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.
Review Google insights and customer reviews
Use Google insights and reviews together so location attention goes to the issues and opportunities that matter most.
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.
Work from the equipment detail page
Use the equipment detail page to keep one asset record current with files, notes, maintenance history, and checklist work.
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.
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.
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.
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.
Review and update wholesale email automations
Use wholesale automations to control follow-up timing, linked surveys, and email copy without losing track of which trigger runs each message.
Use KDS during service
Read the live queue, mark line items complete, clear finished tickets, and know where scheduled orders and chime controls live.
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.
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.
Manage wholesale account settings, credits, and terms
Use the customer account area to review terms, open balances, and credits so account-level decisions are not buried in order history.
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.
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.
Audit recipes from Recipe Table
Use Recipe Table to scan the full recipe list, catch naming or structure problems, and decide which recipes need a closer edit.
Update Google Business hours with confidence
Use the hours page to update the live Google schedule carefully so public business hours stay accurate.