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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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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.
Configure payroll tax setup and reminder rules
Finish the payroll tax profile, add state details, and set reminder rules so filings and deposits do not sneak up on the team.
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.
Update your tax profile and W-2 delivery preferences
Use the My Account taxes tab to update withholding details, set the effective date, and choose whether W-2 copies can be delivered electronically.
Use the accounting performance dashboard
Use the performance dashboard for a fast financial check before you open detailed reports.
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.
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.
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.
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.
Use KDS during service
Read the live queue, mark line items complete, clear finished tickets, and know where scheduled orders and chime controls live.
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.
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.
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.
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.
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.
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.
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.
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.
Run payroll and choose payout methods
Create a payroll run, review timecards and wages, and choose whether each employee is paid by direct deposit or a manual payout.
Review Google insights and customer reviews
Use Google insights and reviews together so location attention goes to the issues and opportunities that matter most.
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.
Use analytics feeds for external reporting
Use analytics feeds when another reporting tool needs a clean export path instead of manual spreadsheet work.
Run the fulfillment board during production
Use the fulfillment board as a live production view so the team can see what still needs to move out the door.
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.