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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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Popular guides

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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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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Customers and growth 4 min read

Review Google insights and customer reviews

Use Google insights and reviews together so location attention goes to the issues and opportunities that matter most.

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Accounting 4 min read

Import bank activity and review bank feeds

Connect or review the bank feed, inspect one account at a time, and fix bad ledger entries before reconciliation starts.

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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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Production and purchasing 4 min read

Review open orders and receiving status

Use the order review surface to see what is still open, what has been received, and which orders still need attention.

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Schedule and time 4 min read

Review and approve timecards before payroll

Use weekly timecard review to catch missing punches, long shifts, and labor surprises before those problems become payroll issues.

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Accounting reports 4 min read

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.

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Schedule and time 5 min read

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.

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Payroll self-service 4 min read

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.

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Schedule and time 5 min read

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.

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Payroll and tax 6 min read

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.

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Accounting insights 4 min read

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.

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Getting started 4 min read

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.

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Accounting insights 4 min read

Manage sales channels and review channel balances

Use sales channels to keep online, retail, and wholesale activity separated clearly enough for reporting and cleanup.

sales-channelsaccountingchannelsreporting
Integrations and automation 4 min read

Review imported automation documents and fix exceptions

Open the imported document detail when automation did not land cleanly and fix the real exception instead of ignoring it.

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Production and inventory 6 min read

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.

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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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Accounting 6 min read

Reconcile statements and resolve exceptions

Upload the statement first, review the matching results, work the exception queue, and close the session only after the checks pass.

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Production and purchasing 4 min read

Review vendor pricing history and update costs

Open the vendor detail record when you need to understand what changed, not just that the price is different now.

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Production and inventory 5 min read

Compare vendor prices and keep ingredient costs current

Review price changes, compare vendor packs carefully, and update the cost source that should drive recipe pricing.

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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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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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Knowledge and AI 4 min read

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.

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