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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

Payroll self-service 5 min read

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.

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Payroll and tax 5 min read

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.

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Payroll and tax 6 min read

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.

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Accounting 5 min read

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.

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Accounting controls 4 min read

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.

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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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Customers and growth 4 min read

Update Google Business hours with confidence

Use the hours page to update the live Google schedule carefully so public business hours stay accurate.

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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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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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Customers and growth 4 min read

Connect Google Business profile locations

Use the Google Business area to connect locations cleanly before hours, insights, and reviews depend on the link.

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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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People 5 min read

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.

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Wholesale follow-up 4 min read

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.

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Schedule and time 4 min read

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.

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Wholesale 5 min read

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.

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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 4 min read

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.

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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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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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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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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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Production planning 4 min read

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.

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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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Admin and settings 5 min read

Manage users, roles, and access

Use the users page to add people, adjust access, and keep employee accounts aligned with the work they actually do.

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