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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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 payroll tax setup and reminder rules
Finish the payroll tax profile, add state details, and set reminder rules so filings and deposits do not sneak up on the 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.
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.
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.
Set company settings, branding, and defaults
Use company settings to lock in the basic details that shape scheduling, payroll, customer communication, and daily app defaults.
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.
Connect Google Business profile locations
Use the Google Business area to connect locations cleanly before hours, insights, and reviews depend on the link.
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.
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.
Import bank activity and review bank feeds
Connect or review the bank feed, inspect one account at a time, and fix bad ledger entries before reconciliation starts.