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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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Use the dashboard to spot issues early
Use the dashboard as a manager triage view so problems show up while they are still small enough to fix quickly.
Use the accounting performance dashboard
Use the performance dashboard for a fast financial check before you open detailed reports.
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.
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 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.
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.
Use KDS during service
Read the live queue, mark line items complete, clear finished tickets, and know where scheduled orders and chime controls live.
Use the shared timeclock every day
Walk up to the shared device, tap your card, clock in or out, and know what to do if the screen is offline or looks wrong.
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.
Reuse the order guide for repeat purchasing
Use the saved guide during real ordering so repeat buys stay faster and more consistent across team members.
Use analytics feeds for external reporting
Use analytics feeds when another reporting tool needs a clean export path instead of manual spreadsheet work.
Use demo mode for training and sales walkthroughs
Use demo mode when you need a safe environment for training, practice, or product walkthroughs without changing real company data.
Use the dough calculator for production planning
Use the dough calculator when the team needs a fast batch answer before mixing starts.
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.
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.
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.
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.
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.
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.
Use the schedule board to monitor coverage during the week
Use the schedule board as a live manager view for coverage, not only as a one-time publishing surface.
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.
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.
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.