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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

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.

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Wholesale advanced 5 min read

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.

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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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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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Admin and internal tools 4 min read

Use the knowledge assistant with internal guides

Use the knowledge assistant when the team needs answers from internal guides and supporting files instead of memory.

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Wholesale advanced 5 min read

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.

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Production and purchasing 4 min read

Reuse the order guide for repeat purchasing

Use the saved guide during real ordering so repeat buys stay faster and more consistent across team members.

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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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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.

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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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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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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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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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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.

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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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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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Admin and settings 4 min read

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.

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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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Knowledge and AI 5 min read

Review knowledge analytics and file search

Use page analytics, search analytics, file search, and the review queue to decide what content needs attention next.

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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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Production and purchasing 4 min read

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.

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Admin and settings 5 min read

Manage users, roles, and access

Use the users page to add people, adjust access, and keep employee accounts aligned with the work they actually do.

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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 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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