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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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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

Accounting insights 4 min read

Review sales-tax reports and resolve unassigned tax

Use the sales-tax report to see what was collected, what is unassigned, and which items need cleanup before filing.

sales-taxreportstaxaccounting

Accounting insights 4 min read

Use analytics feeds for external reporting

Use analytics feeds when another reporting tool needs a clean export path instead of manual spreadsheet work.

analyticsfeedsreportingexports

Accounting reports 5 min read

Read profit and loss, balance sheet, and account transaction reports

Use the core accounting reports together so month-end review stays broad enough to catch real problems without losing detail when you need it.

reportsprofit-and-lossbalance-sheetaccounting

Accounting reports 4 min read

Use the daily sales report to review posted revenue

Use the daily sales report to confirm posted totals, spot unusual swings, and know when a deeper accounting review is needed.

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Accounting insights 4 min read

Manage sales channels and review channel balances

Use sales channels to keep online, retail, and wholesale activity separated clearly enough for reporting and cleanup.

sales-channelsaccountingchannelsreporting

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

Accounting reports 4 min read

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.

accounts-receivableagingcustomerscollections

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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Accounting insights 4 min read

Use the accounting performance dashboard

Use the performance dashboard for a fast financial check before you open detailed reports.

performancedashboardaccountinginsights

Accounting controls 4 min read

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.

taxexemptionscustomersaccounting

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.

routesdeliverywholesaleplanning

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.

pickerrouteswholesalefulfillment

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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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.

feedbackbugsrequestsproduct

Accounting 6 min read

Reconcile statements and resolve exceptions

Upload the statement first, review the matching results, work the exception queue, and close the session only after the checks pass.

reconciliationstatementsaccountingexceptions

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

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

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.

accountingtransactionssalestemplates

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.

stripemappingpayoutsaccounting

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.

squaremappingaccountspayouts

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

Payroll self-service 4 min read

View paystubs, leave balances, and W-2 previews

Use the My Account paystubs tab to review pay history, check leave balances, and download W-2 copies when electronic delivery is enabled.

paystubspayrollw2self-service

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.

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