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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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Production and purchasing 4 min read

Audit recipes from Recipe Table

Use Recipe Table to scan the full recipe list, catch naming or structure problems, and decide which recipes need a closer edit.

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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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Production and inventory 5 min read

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.

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Wholesale 4 min read

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.

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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

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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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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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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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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Customers and growth 4 min read

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.

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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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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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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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Equipment 5 min read

Work from the equipment detail page

Use the equipment detail page to keep one asset record current with files, notes, maintenance history, and checklist work.

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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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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.

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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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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 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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Routes and transfers 6 min read

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.

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Kitchen display system 5 min read

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.

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