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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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Read profit and loss, balance sheet, and account transaction reports
Use the core accounting reports together so month-end review stays broad enough to catch real problems without losing detail when you need it.
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.
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.
Use the daily sales report to review posted revenue
Use the daily sales report to confirm posted totals, spot unusual swings, and know when a deeper accounting review is needed.
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.
Manage sales channels and review channel balances
Use sales channels to keep online, retail, and wholesale activity separated clearly enough for reporting and cleanup.
Use analytics feeds for external reporting
Use analytics feeds when another reporting tool needs a clean export path instead of manual spreadsheet work.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
Add and maintain ingredients for production
Create clean ingredient records so recipes, purchasing, and cost reporting all start from the same source of truth.
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.
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.
Set up inventory depletion and Square mapping
Map Square items to recipes, test the sync in dry-run mode, and review depletion results before you let inventory write automatically.