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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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Review knowledge analytics and file search
Use page analytics, search analytics, file search, and the review queue to decide what content needs attention next.
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.
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.
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.
Use global search to jump to work faster
Use the app search bar to reach the next record or page quickly instead of clicking through the menu every time.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Create and organize vendors
Build vendor records in a consistent way so price reviews, order guides, and purchasing decisions stay easy to follow later.
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.
Review Google insights and customer reviews
Use Google insights and reviews together so location attention goes to the issues and opportunities that matter most.
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.