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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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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.
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.
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.
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.
Use the dashboard to spot issues early
Use the dashboard as a manager triage view so problems show up while they are still small enough to fix quickly.
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.
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.
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.
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.
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.
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 schedule board to monitor coverage during the week
Use the schedule board as a live manager view for coverage, not only as a one-time publishing surface.
Manage sales channels and review channel balances
Use sales channels to keep online, retail, and wholesale activity separated clearly enough for reporting and cleanup.
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.
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.
Use KDS during service
Read the live queue, mark line items complete, clear finished tickets, and know where scheduled orders and chime controls live.
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.
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.
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.
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.
Troubleshoot KDS sync, sound, and order visibility
Use a fast triage order for missing tickets, silent devices, scheduled orders, and screens that do not match each other.
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.
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.