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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

Dashboard and search 4 min read

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.

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Accounting insights 4 min read

Use the accounting performance dashboard

Use the performance dashboard for a fast financial check before you open detailed reports.

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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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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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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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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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Kitchen display system 4 min read

Use KDS during service

Read the live queue, mark line items complete, clear finished tickets, and know where scheduled orders and chime controls live.

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Schedule and time 4 min read

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.

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Dashboard and search 3 min read

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.

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Production and purchasing 4 min read

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.

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Accounting insights 4 min read

Use analytics feeds for external reporting

Use analytics feeds when another reporting tool needs a clean export path instead of manual spreadsheet work.

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Dashboard and search 4 min read

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.

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Production planning 3 min read

Use the dough calculator for production planning

Use the dough calculator when the team needs a fast batch answer before mixing starts.

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Customers and growth 3 min read

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.

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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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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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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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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 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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Schedule and time 4 min read

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.

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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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Kitchen display system 5 min read

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.

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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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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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