Help Center

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

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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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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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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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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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 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

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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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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Knowledge and AI 5 min read

Use the universal AI assistant safely

Ask clear read questions in plain language, review drafted write actions carefully, and know when a human check is still required.

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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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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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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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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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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.

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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.

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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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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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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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Admin and internal tools 4 min read

Create and manage API keys safely

Use the API keys page to issue the smallest key you need, review what is active, and revoke old access cleanly.

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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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Admin and internal tools 4 min read

Track equipment records, files, and maintenance details

Use the equipment area to keep one record for each asset instead of scattering manuals, notes, and maintenance details across the team.

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Dashboard and search 3 min read

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.

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Admin and settings 4 min read

Customize navigation for each role

Keep the app shell focused by showing the routes each role actually needs and hiding the ones that create noise.

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