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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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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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
Use quick drop for fast customer intake
Use quick drop when a customer record needs to be captured quickly without stopping the front-line workflow.
Connect Google Business profile locations
Use the Google Business area to connect locations cleanly before hours, insights, and reviews depend on the link.
Review Google insights and customer reviews
Use Google insights and reviews together so location attention goes to the issues and opportunities that matter most.
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.
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 Google Business hours with confidence
Use the hours page to update the live Google schedule carefully so public business hours stay accurate.
Review and update wholesale email automations
Use wholesale automations to control follow-up timing, linked surveys, and email copy without losing track of which trigger runs each message.
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.
Set company settings, branding, and defaults
Use company settings to lock in the basic details that shape scheduling, payroll, customer communication, and daily app defaults.
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.
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.
Generate wholesale nutrition panels and exports
Use the wholesale nutrition area when a customer needs nutrition detail and the team wants that output tied back to the same recipe data it already maintains.