Help Center
Find guides, tutorials, and answers to common questions.
Setting Up Your FreshTally Account
Create your account, set up your company, and invite team members.
Running Your First Inventory Count
Step-by-step guide to creating count sheets, assigning areas, and completing your first count.
Understanding Roles & Permissions
Learn about Owner, Admin, Manager, Staff, and specialty roles like Chef, Accounting, and Event Coordinator.
Using FreshTally on Mobile & iPad
Access your operations from any device. Tips for iPad-optimized workflows.
Creating & Managing Count Sheets
Build custom count sheets organized by storage area and section.
Setting Par Levels & Low Stock Alerts
Configure par levels to get automatic low stock notifications.
Tracking Waste & Shrinkage
Log waste, comp items, and transfers. Track shrinkage rates by category.
Configuring Storage Areas
Set up walk-ins, dry storage, bar areas, and retail locations.
AI Invoice Processing
Upload a photo or PDF of your vendor invoice and let AI extract line items automatically.
Creating Purchase Orders
Generate POs from par levels or manual selection. Track orders through delivery.
Managing Vendors
Add vendors, track pricing, and analyze purchasing patterns.
How to Create a BEO
Build Banquet Event Orders with menus, setup details, and timeline.
Using the Room Layout Designer
Create drag-and-drop room layouts with tables, chairs, and equipment.
Generating Event Contracts
Create, customize, and send event contracts for digital signature.
Tracking Event Profitability
Monitor costs, revenue, and margins per event. Analyze by category.
Printing Event Tickets & Passes
Generate and print golf outing tickets, meal tickets, and event passes.
Auto-Scheduling Staff
Let AI create optimal schedules based on availability, skills, and labor targets.
Managing Time Off Requests
Staff request time off from their portal. Managers approve from the scheduling tab.
Handling Shift Swaps
Staff coordinate swaps and managers approve the changes.
Schedule Email Notifications
Publish schedules and automatically notify all staff via email.
Cash & Safe Counting
Record drawer counts, safe counts, and reconcile daily cash.
Temperature Logging
Record equipment temperatures for food safety compliance.
Key & Equipment Counts
Track keys, equipment, and other assets with daily verification.
Inventory Valuation Report
View total inventory value by category, location, and item.
Purchase History Report
Analyze purchasing trends by vendor, category, and time period.
Shrinkage & Waste Report
Track waste rates, identify problem areas, and reduce loss.
Plans & Pricing
Module-based pricing — Inventory, Event Pro, Scheduling, Daily Ops, Kevin AI.
Managing Your Subscription
Upgrade, downgrade, or cancel your plan.
Still need help?
Our team is ready to help you get the most out of FreshTally.