# TallyQuoter Installation and Setup Guide

Use this file as the source document for an AI assistant when you need help installing TallyQuoter, configuring your Shopify theme, or answering setup questions for your store.

This guide is written for the TallyQuoter Shopify store experience and customer-facing builders. It covers:

- By-size print products
- Merch products
- Sticker products
- Gangsheeter products
- Product page blocks
- Cart editor block
- App embed block
- Email settings
- Gallery
- AI tools
- Pricing and common troubleshooting

Last updated: June 2, 2026

## How to Use This File With an AI Chat

1. Download this file.
2. Upload it into your AI chat tool.
3. Tell the AI your Shopify theme name and the product type you are setting up.
4. Ask the AI to walk you through setup step by step.
5. Ask the AI to check your theme block plan before you publish changes.

Important instruction for the AI:

- Do not guess exact merchant values such as price, maximum size, roll width, DPI policy, fee names, or file types.
- First identify the product type, then ask the merchant what they sell, how they charge, what files they accept, and how production output should be generated.
- Use the Tally admin page names and tab names in this file so the merchant can find each setting.
- Treat this file as a high-level map of Tally plus field-level reference material, not as a replacement for the merchant's own production rules.

Good prompt:

> I am setting up TallyQuoter on my Shopify store. Use this installation.md file as your source of truth. Help me configure a by-size DTF product, tell me what Shopify blocks to add, what native Shopify buttons to hide, and what to test before launch.

## Tally Admin Page Map

Use this map when asking an AI assistant where a setting lives.

| Tally admin page | What it controls |
|---|---|
| Dashboard / Home | Setup status, review prompts, app block warnings, product shortcuts, AI helper if enabled |
| Settings | Global upload defaults, appearance, theme, storefront language, free shipping bar, checkout agreement text, advanced customer labels |
| Item Settings | By-size products only: My Products, Pricing, Discounts, Gang Sheet, Multiprint, DPI, Sizing Table, Limits, Fees, Design Settings, and Quality |
| Item Filtration | Which products show Tally widgets and how products are included or excluded |
| Stickers | Sticker products, templates, masks, materials, cutlines, white ink, spot gloss, sticker pricing, banner-style options |
| Merch Products | Imported merch, garment colors, sizes, SKUs, print areas, application types, supplier ordering, mockups, merch storefront blocks |
| Gang Sheet Products | Dedicated Gangsheeter products, sheet dimensions, pricing, builder theme, text tools, variants, allowed files |
| Gang Sheet Fonts | Custom fonts for the Gangsheeter text tool |
| Gallery | Storefront design gallery, folders, uploaded artwork, AI categorization |
| Email Settings | Branded order emails, custom domain, DNS records, email colors, logo, promotional buttons |
| Orders | Tally orders, production files, thumbnails, exports, reorders, status checks |
| Print Dashboard | Customer-facing dashboard for previous orders, saved designs, reorders, and image recovery |
| Billing | Shopify subscription, usage limits, plan status, billing overlay |
| Setup Instructions | Merchant setup guide and this downloadable AI installation file |

## Global Store Settings

Go to **Tally App > Settings**.

The Settings page has these tabs:

- Upload
- Appearance
- Store
- Checkout
- Advanced

### Upload Tab

Use this tab for global defaults customers see first.

Controls:

- Default currency
- Default measurement unit
- Decimal precision
- Allowed file types
- AI image generation and editing

Allowed file type toggles:

- PNG
- JPEG
- PDF
- TIFF
- SVG
- AI
- PSD

Recommended defaults for most print shops:

- Enable PNG, JPEG, PDF, SVG.
- Enable TIFF if your production team accepts large raster files.
- Enable AI only if your team can process Adobe Illustrator files.
- Enable PSD only if your production team can process Photoshop files.
- Keep AI image generation enabled if you want customers to generate or edit artwork.

### Appearance Tab

Use this tab to change the upload widget, image editor, modal colors, store logo, and theme.

Main controls:

- Image container theme
- Store logo
- Store name
- Logo size
- Quick Print Calculator visibility
- Upload widget background color
- Upload widget text color
- Upload border color
- Gradient background
- Live preview

#### Theme Presets

The image container theme presets include:

- Classic Light
- Modern Dark
- Ocean Blue
- Sunset Orange
- Fire
- Lavender Dream
- Rose Garden
- Grunge Red
- Grunge Blue
- Cyberpunk Purple
- CMYK
- Custom

Use **Fire** when you want a high-contrast orange/yellow/dark builder style. After choosing Fire, test all customer-facing buttons for readability on desktop and mobile.

Use **Custom** when you want to manually control all major colors.

Custom color areas can include:

- Background
- Text
- Border
- Button gradient start
- Button gradient end
- Icon color
- Preview icon color
- Modal header background
- Input background
- Input text
- Checkout button color
- Checkout button text
- Upload border
- Checkerboard light
- Checkerboard dark
- Preview backgrounds
- Success button
- Danger button
- Info button
- Secondary button
- Overlay background
- Card border
- Free shipping bar color
- Actions text color
- Actions icon color
- Artwork text color
- Artwork icon color
- Card background

#### Quick Print Calculator

The Quick Print Calculator lets customers estimate price before uploading artwork.

Use it when:

- Customers need a quick price estimate.
- You sell by-size products.
- You want to reduce quote requests.

Hide it when:

- Your page is crowded.
- You only want pricing after upload.
- The product is controlled by another builder flow.

### Store Tab

Use this tab for localization, measurement defaults, storefront language, free shipping, and editor behavior.

Controls:

- Default measurement unit
- Decimal precision
- Storefront language
- Free shipping bar
- Hide bulk operations bar
- Delete unlisted items after order

#### Custom Storefront Language

Storefront language options:

- Auto
- English
- Spanish
- German
- French
- Portuguese
- Japanese
- Chinese
- Russian
- Italian
- Dutch
- Polish
- Swedish
- Danish
- Norwegian

Use **Auto** when you want Tally to follow browser/Shopify locale detection.

Choose a specific language when:

- Your store serves one primary language.
- You want Tally buttons and customer-facing labels to always use that language.
- You are testing translated storefront text.

After changing storefront language:

1. Save settings.
2. Refresh the storefront product page.
3. Test upload, add-to-cart, modal labels, checkout labels, and cart edit labels.

#### Free Shipping Bar

The Store tab includes a free shipping bar setting.

Controls:

- Enable/disable free shipping bar
- Free shipping threshold

Recommended setup:

1. Enable the free shipping bar if you offer free shipping above a threshold.
2. Enter the threshold, such as `100`.
3. Save.
4. Test cart totals below and above the threshold.

Disable the free shipping bar when:

- You do not offer threshold-based free shipping.
- Another app already shows a free shipping bar.
- Your theme header already has a shipping promotion.

#### Header / Top Operation Bars

Tally has customer-facing operation bars in the image editor and builder surfaces. These can include bulk actions, upload actions, artwork tools, preview controls, and checkout shortcuts.

Important settings:

- **Hide Bulk Operations Bar**: hides the bulk operation bar in the image modal.
- **Mobile floating checkout**: keeps checkout accessible on mobile when enabled.
- **Actions text/icon colors**: control readability for operation controls.
- **Artwork text/icon colors**: control readability around artwork actions.

Accessibility recommendation:

- Prefer readable text buttons for important actions.
- Avoid icon-only controls for actions such as upload, auto-arrange, checkout, save, remove, edit, and add text.
- Confirm button text has strong contrast against the selected theme.

### Checkout Tab

Use this tab to add customer agreement text before checkout.

Control:

- Agreement text

If the field is empty, no agreement step is required.

Use agreement text for:

- Artwork approval
- Copyright confirmation
- Turnaround acknowledgment
- No-refund custom order policy
- Print color variation policy

Example:

> I confirm that my artwork, sizing, quantity, and print options are correct. I understand this is a custom order and production will use the file I submitted.

### Advanced Tab

Use this tab to override customer-facing labels.

Quick Print Calculator labels:

- Calculator title
- Width label
- Height label
- Quantity label
- Unit label
- Total price label

Image upload labels:

- Upload prompt text
- Upload button text
- Add to cart button text

Use this when:

- You want product-specific language.
- You need clearer accessibility labels.
- You want buttons to say exactly what customers should do.

Recommended readable button labels:

- `Upload Files`
- `Add to Cart`
- `Remove Background`
- `Upscale Image`
- `Open Editor`
- `Auto Arrange`
- `Add Gang Sheet to Cart`
- `Save Design`
- `Checkout`

## Important Terms

- **Tally Quoter**: The main app block for by-size/custom upload products.
- **Tally Embed**: The global app embed that should be enabled from the Shopify theme editor.
- **Tally Cart Editor**: The cart page app block that lets customers edit Tally cart items.
- **Gang Sheet Builder** or **Gangsheeter**: The dedicated visual canvas product type where customers arrange artwork on sheets.
- **Item Settings**: The Tally admin area for configuring standard/by-size products.
- **Gang Sheet Products**: The Tally admin area for creating and managing Gangsheeter products.
- **Stickers**: The Tally admin area for sticker products, templates, masks, materials, cutlines, and production output.
- **Gallery**: The Tally admin area for managing a reusable design/image library.
- **Email Settings**: The Tally admin area for custom order emails.

## Recommended Shopify Theme Setup

### Required App Blocks

Add these blocks from **Online Store > Themes > Customize**:

| Block name | Where to add it | Required? | Purpose |
|---|---|---:|---|
| `Tally Quoter` | Product page template for by-size/sticker/standard Tally products | Yes for those products | Shows the upload/builder widget and handles Tally add-to-cart behavior |
| `Tally Embed` | App embeds panel | Strongly recommended | Provides storefront-wide support for Tally behavior, cart editing, and scripts |
| `Tally Cart Editor` | Cart page template | Recommended | Lets customers edit Tally uploads, dimensions, quantities, materials, and designs from cart |
| `Gang Sheet Builder` | Product page template used by Gangsheeter products | Yes for Gangsheeter | Shows the full canvas-based Gangsheeter editor |
| `Print Dashboard` | Customer account or dashboard page | Optional | Lets customers view previous orders, saved designs, reorder, or recover files |

### Enable the App Embed

1. Go to **Online Store > Themes > Customize**.
2. Open **App embeds**.
3. Enable **Tally Embed**.
4. Click **Save**.

### Product Page Template Rules

For Tally product pages, keep:

- Product title
- Product images or media
- Product description
- Price display if you want Shopify to show a base price
- Tally app block

For Tally product pages, hide or remove native Shopify elements that conflict with Tally checkout:

- Native Shopify quantity selector, if Tally controls quantity
- Native variant picker, if variants are generated or selected by Tally
- Native Buy buttons / Add to Cart buttons, if Tally is responsible for add-to-cart
- Dynamic checkout buttons, if they bypass the Tally builder
- Duplicate custom upload widgets from other apps

Do not hide the Tally block. Do not hide the product form only if doing so removes the Tally block. If your theme bundles the native buy button with required product form markup, hide the visible button with theme settings or CSS instead of deleting the entire product section.

### Recommended Product Templates

Create separate product templates so each product type has only the blocks it needs:

- `product.tally-by-size` for by-size print products
- `product.tally-sticker` for sticker products
- `product.tally-merch` for merch products
- `product.tally-gangsheeter` for Gangsheeter products

Recommended block placement:

- By-size products: add `Tally Quoter`.
- Sticker products: add `Tally Quoter`.
- Merch products: add the merch/Tally product block used by your active Tally theme setup.
- Gangsheeter products: add `Gang Sheet Builder`.

## Recommended Product Names

Use clear customer-facing names. Examples:

- By-size DTF: `Custom DTF Transfers`
- By-size UV DTF: `Custom UV DTF Transfers`
- By-size decals: `Custom Decals`
- Sticker product: `Custom Stickers`
- Clear sticker product: `Clear Custom Stickers`
- Holographic sticker product: `Holographic Stickers`
- Gangsheeter product: `Build a Gang Sheet`
- Merch product: `Custom T-Shirt Builder`
- Hoodie merch product: `Custom Hoodie Builder`

Avoid vague names such as `Test Product`, `Tally Product`, or `Upload Product` on live storefronts.

## General Installation

1. Install Tally from the Shopify App Store.
2. Approve Shopify permissions.
3. Open the Tally app in Shopify admin.
4. Enable **Tally Embed** in the theme editor.
5. Add the correct Tally app block to the correct product template.
6. Add **Tally Cart Editor** to the cart page template.
7. Configure at least one product in Tally.
8. Test upload, pricing, add-to-cart, cart editing, and checkout.

## By-Size Products

Use by-size products when customers upload artwork and Tally prices the job from the uploaded artwork dimensions, customer-entered dimensions, quantity, and square-area rules. This is the normal workflow for DTF transfers, UV DTF transfers, decals, posters, banners, sublimation, and other print products where size drives the quote.

When a merchant asks an AI assistant, "help me set up a by-size item," the AI should not immediately prescribe one exact setup. It should first ask enough questions to choose the correct Tally settings:

- What product is being sold: DTF, UV DTF, banner, poster, decal, transfer, or something else?
- What unit does the shop use: inches, centimeters, or another measurement unit?
- Is pricing based on square inch, square foot, square centimeter, or a simple fixed/unit price?
- What is the base rate and currency?
- What is the maximum printable width or maximum print size?
- Should Tally create production gang sheets automatically after checkout?
- If automatic gang sheets are used, what roll/sheet width and spacing margin should be used?
- Should customers see sizing presets, such as shirt placements?
- Are minimum quantity or minimum order amount rules needed?
- Which file types should this product accept?
- Should low-DPI artwork warn customers or block checkout?
- Should background removal, mockups, halftone, performance mode, or transparency removal be enabled?

### Recommended Use Cases

- DTF transfers
- UV DTF transfers
- Posters
- Banners
- Decals
- Sublimation transfers
- Large format prints

### Shopify Product Setup

There are two paths.

Path A: use Tally's guided setup.

1. In Tally, open **Setup Instructions** or the AI helper if available.
2. Use **Create DTF / by-size product** when you want Tally to open an editable setup form for a starter by-size product.
3. The current starter action is intended for a DTF/by-size product and opens a draft with:
   - 22 inch width
   - print summary enabled
   - auto sizing enabled
   - $5 per square foot starter pricing
4. Review every value before creating the product. Starter values are examples, not universal production rules.
5. After the product is created, finish theme setup from the setup flow: product block, cart block, and app embed.

Path B: use an existing Shopify product.

1. Create or choose a Shopify product.
2. Recommended title examples:
   - `Custom DTF Transfers`
   - `Custom UV DTF Transfers`
   - `Custom Poster Prints`
3. In **Tally App > Item Settings**, open **My Products**.
4. Click **Add product** and select the Shopify product.
5. Tally saves a minimal default by-size configuration for the selected product, then you configure the remaining tabs.

Theme setup for by-size:

1. Open **Online Store > Themes > Customize**.
2. Open the product template used by the by-size product.
3. Add the Tally product app block. Depending on the theme extension/version, the block may appear as `Tally Quoter` or `Tally By Size`.
4. Add the `Tally Cart Editor` block to the cart page template.
5. Enable the Tally app embed in the theme editor's **App embeds** panel.
6. Save the Shopify theme after each theme-editor change.

What to hide on the by-size product template:

- Hide native Shopify Buy buttons or dynamic checkout buttons if they bypass Tally.
- Hide native quantity selectors if Tally controls quantity.
- Hide variant pickers when the product does not need Shopify variants.
- Keep the product title, media, description, production notes, shipping notes, and trust content if they help customers.
- Do not delete the product section if your theme needs it for app blocks; hide only the bypass controls.

### Tally Item Settings

Go to **Tally App > Item Settings**.

The current by-size admin is organized into these tabs:

- **My Products**
- **Pricing**
- **Discounts**
- **Gang Sheet**
- **Multiprint**
- **DPI**
- **Sizing Table**
- **Limits**
- **Fees**
- **Design Settings**
- **Quality**

Use these tab names when guiding a merchant.

### By-Size Admin Tab Reference

**My Products**

- Shows by-size products already configured in Tally.
- Use **Add product** to choose an existing Shopify product and create the Tally by-size settings record.
- Products that are already configured as sticker products should not be reused as normal by-size products.
- Use **Configure** to select a product and jump into the setup tabs.

**Pricing**

- Sets the base area rate shown to the customer.
- The price slider displays the price per square unit using the store's measurement unit.
- Tally stores pricing internally in a normalized square-inch basis, but merchants should enter/view pricing in their selected store unit.
- Ask the merchant what they actually charge before recommending a value.

Good AI question:

> What do you charge for this product, and is that rate per square inch, per square foot, per square centimeter, or another unit?

**Discounts**

- Configures bulk/volume discount tiers.
- Use this when larger quantities or larger jobs should receive a lower effective rate.
- Ask whether the discount should be based on quantity, square area, or a table the shop already uses.

**Gang Sheet**

- This tab is for automatic production gang sheet output from a by-size product after checkout.
- Enable **Create gangsheet** only when Tally should generate a production sheet for orders.
- Set **Gangsheet width** to the real roll/sheet width used in production. The app enforces a maximum width limit.
- Set **Image spacing margin** to the spacing between artwork on the generated sheet.
- Enable **Sheet Mode** when the shop wants fixed-height sheets instead of a continuous roll-style output.
- **Max sheet height** controls fixed sheet height when sheet mode is enabled.
- **Preferred output format** can be PNG or PDF.
- Advanced options can add gang sheet text, customer name, order number, print summary, pickup/shipping label colors, pickup QR code, and a branding image.
- Automatic cutting can add bleed and spot colors for `CutContour` and `PerfCutContour`; enabling automatic cutting forces PDF output because spot-color cut data must be preserved.

Good AI questions:

> Do you want Tally to create production gang sheets for this product, or only collect uploaded artwork and order data?

> What is the actual printable roll width, and how much spacing do you need between images?

**Multiprint**

- Allows a by-size product workflow to include related print products or modes.
- Use this when a shop wants customers to choose among multiple print options in one flow.
- Do not enable this until the merchant has configured the related products.

**DPI**

- Controls artwork quality labels and low-resolution behavior.
- Default/new product values include:
  - minimum DPI: 96
  - poor DPI: 150
  - medium DPI: 250
  - high DPI: 300
- The merchant can edit the wording for quality labels such as terrible, poor, medium, and high.
- **Advanced quality check** adds stricter effective-DPI analysis.
- **Large format mode** adjusts quality expectations for large prints.
- **Enable low DPI warning** shows customers a warning.
- **Block low DPI** prevents checkout below the threshold when enabled.
- **Warning message** is the customer-facing explanation.

Good AI question:

> Should low-resolution files only warn customers, or should Tally block checkout until they upload better art?

**Sizing Table**

- Enables auto sizing presets for by-size products.
- Useful for DTF shirt transfers and placement-based products.
- Default chart examples include garment groups and placements such as full front and left chest.
- Merchants can reset defaults, enable/disable garment groups, edit sizes, delete groups, or add a custom garment type.
- Ask whether customers should manually enter width/height or choose from preset placements.

**Limits**

- Sets product-level maximum print size.
- Sets minimum order quantity.
- Sets minimum order amount.
- Minimum order quantity and minimum order amount are mutually exclusive in the admin UI: setting one can disable/reset the other.
- Product-specific allowed file types can override global Upload settings.
- Product file type toggles include PNG, JPEG, TIFF, SVG, PDF, AI, and PSD.

Good AI questions:

> What is the largest width or print size you can produce for this item?

> Should this product use the global file type rules, or does it need different allowed file types?

**Fees**

- Supports up to 5 optional fees.
- Each fee can be enabled/disabled and can have:
  - fee name
  - amount
  - type
  - emoji
- Fee types include:
  - per item
  - per order
  - per square unit
- Per-item fees can also have volume discount tiers.
- Use fees for rush processing, artwork cleanup, specialty material, setup, white ink, or other shop-specific charges.

**Design Settings**

- Enables optional customer design tools for this by-size product.
- Controls include:
  - performance mode
  - halftone mode
  - mockups
- Mockups let customers open a mockup gallery from uploaded images, select mockups, and download PNG previews. This works for by-size and gang sheet products when enabled.

**Quality**

- Controls transparency handling.
- **Remove Transparency** allows the workflow to remove transparency from uploaded images.
- **Auto Remove Transparency on Upload** automatically applies transparency removal when Remove Transparency is enabled.

### Setup Instructions Page Checklist

The admin setup page checks whether the store has the required Tally storefront pieces:

- **App block enabled on product page**: the Tally product block must be added to the product template.
- **Product pricing configured**: at least one product must have pricing configured so Tally can calculate quotes.
- **Tally By Size Product Block Activated**: the `Tally Cart Editor` block must be added to the cart template for by-size cart editing.
- **Theme embed enabled**: the Tally app embed must be enabled on the published theme so storefront scripts load.
- Optional checks include Gang Sheet product block, Merch customizer block, and Sticker product configured.

The setup page may offer actions such as:

- **Create product template**: creates `product.tally.json` in the active theme with the Tally product block, then opens the theme editor for review.
- **Activate cart block**: opens the Shopify theme editor with the `Tally Cart Editor` block ready to add; Shopify still must be saved.
- **Complete theme setup**: creates or updates the Tally product template, adds the cart block directly when Shopify permits it, and enables the Tally app embed.
- **Create starter products and complete setup**: creates active by-size and gang sheet starter products, builds clean templates, activates the cart block, and enables the app embed.
- **Create DTF / by-size product**: opens an editable product setup form with by-size starter values.
- **Create UV DTF product**: opens an editable UV DTF setup form with shop-based measurement units, pricing, DPI, and generated description.

If Shopify blocks a theme automation step, tell the merchant to open the relevant setup step, save inside Shopify's theme editor, then return to Tally and refresh status.

### By-Size Customer Flow

The customer should be able to:

1. Upload one or more files.
2. Enter or adjust dimensions.
3. See DPI/quality feedback.
4. Choose sizing presets if enabled.
5. Use background removal, AI upscale, mockups, halftone, or transparency tools if enabled.
6. Review price.
7. Add the configured item to cart.
8. Edit the item from cart through `Tally Cart Editor`.

### By-Size Testing Checklist

- Product page shows the Tally product block, usually named `Tally Quoter` or `Tally By Size`.
- Native Shopify Buy button does not bypass Tally.
- Upload works on desktop and mobile.
- Price updates when width, height, or quantity changes.
- DPI warning appears for low-resolution files.
- Add to cart includes the correct Tally metadata.
- Cart editor can reopen the item.
- Checkout creates a Shopify order with the expected production data.

## Sticker Products

Use sticker products for die-cut, kiss-cut, perf-cut, clear, holographic, material-based, white ink, or spot gloss workflows.

### Shopify Product Setup

1. Create or choose a Shopify product.
2. Recommended titles:
   - `Custom Stickers`
   - `Clear Custom Stickers`
   - `Holographic Stickers`
   - `Die-Cut Stickers`
3. Assign a dedicated template such as `product.tally-sticker`.
4. Add the `Tally Quoter` app block to the product template.
5. Hide native quantity, variant picker, native Buy buttons, and dynamic checkout buttons if Tally handles those actions.
6. Keep production information visible in the description.

### Tally Sticker Setup

Go to **Tally App > Stickers**.

1. Select the Shopify product.
2. Enable stickers for the product.
3. Configure base pricing.
4. Configure bleed.
5. Configure sticker materials if used:
   - White vinyl
   - Clear
   - Mirror
   - Gold
   - Holographic
   - Other shop-specific materials
6. Configure material thumbnails and preview behavior.
7. Configure white ink behavior for clear materials if needed.
8. Configure spot gloss if needed.
9. Configure cut settings.
10. Save settings.

### Sticker Templates and Masks

Use templates when customers need to place artwork into predefined shapes or areas.

1. Add a template image.
2. Name the template clearly.
3. Add one or more masks.
4. Position the masks on the template.
5. Set template or mask pricing if needed.
6. Test by placing artwork into each mask.

Recommended template names:

- `Circle Sticker`
- `Square Sticker`
- `Die Cut Sticker`
- `Clear Sticker`
- `Holographic Sticker`

### Cutline and Spot Color Naming

Common production spot color names:

- `CutContour` for primary kiss cut / main contour cut.
- `PerfCutContour` for perf cut / through cut.
- `RDG_GLOSS` for spot gloss output.

Use naming that matches your RIP/cutter workflow. If your production team requires exact names, use those exact names in Tally settings.

### What to Hide on Sticker Product Pages

Hide:

- Native Shopify Buy button if Tally adds sticker design to cart.
- Native quantity selector if Tally manages quantity.
- Native variant picker if material/size is selected inside Tally.
- Dynamic checkout buttons.

Keep:

- Product title.
- Product image/gallery.
- Sticker material and production explanation.
- Tally widget.
- Shipping/turnaround information.

### Sticker Testing Checklist

- Sticker product opens the Tally sticker workflow.
- Upload works.
- Template/mask placement works.
- Material selection works.
- White ink preview works if enabled.
- Spot gloss output uses the correct spot name.
- Cutline output uses the correct spot names.
- Cart item includes material, size, and sticker data.
- Cart edit restores the sticker settings.

## Merch Products

Use merch products for apparel or other items where customers choose garment color, size quantities, print sides, artwork placement, and mockups.

### Shopify Product Setup

1. Create or import a merch product.
2. Recommended titles:
   - `Custom T-Shirt Builder`
   - `Custom Hoodie Builder`
   - `Custom Crewneck Builder`
3. Assign a dedicated template such as `product.tally-merch`.
4. Add the correct Tally merch/product block used by your Tally setup.
5. Hide native Shopify quantity and Buy buttons if the Tally merch flow controls size quantities and add-to-cart.
6. Keep garment details visible:
   - Brand
   - Material/composition
   - Fit
   - Size chart
   - Turnaround time

### Merch Import Setup

In Tally admin, use the merch import workflow if available for your store.

1. Import or map garment styles.
2. Confirm each variant has:
   - Source SKU
   - Size
   - Color
   - Inventory or availability
   - Cost/base price
3. Add garment images or side mockups.
4. Configure print areas:
   - Front
   - Back
   - Sleeve
   - Other custom areas
5. Configure side fees and setup fees if needed.
6. Save the merch product configuration.

### Merch Products Page Reference

Go to **Tally App > Merch Products**.

Common merch controls:

- Product import
- Product refresh
- Product enable/disable
- Garment brand
- Garment title
- Category/product type
- Fit
- Material/composition
- Color list
- Size variants
- Source SKU
- Inventory quantity
- Print areas
- Application type
- Base cost
- Retail price
- Setup fee
- Side fee
- Color fee
- Size fee
- Minimum order quantity
- Minimum order amount
- Optional fees
- Terms/agreement text
- Save/share behavior
- Mockup/review behavior

Application types can include:

- Embroidery
- DTF
- DTG
- Screen printing

Print area examples:

- Front
- Back
- Left chest
- Right chest
- Sleeve
- Neck tag

Headwear note:

- For hats, caps, beanies, visors, and other headwear, use only the relevant front/chest-style print areas unless your production workflow supports additional placements.

Supplier ordering fields can include:

- Supplier ordering enabled
- Supplier username
- API key status
- Test order mode
- Shipping method
- Warehouse selection
- Allowed warehouses
- Blind ship
- Reject line errors
- Error email behavior
- Confirmation email
- PO number prefix
- Shipping address

Only enable supplier ordering after testing with test orders first.

### Merch Pricing

Common pricing components:

- Base garment cost
- Setup fee
- First side print fee
- Additional side fee
- Color fee
- Size fee
- Minimum price adjustment
- Optional fees
- Minimum order quantity
- Minimum order amount

### Merch Customer Flow

The customer should be able to:

1. Select garment color.
2. Upload or place artwork.
3. Choose print side(s).
4. Review mockups.
5. Enter quantities by size.
6. Add optional notes.
7. Agree to terms if required.
8. Add the full merch order to cart.

### Merch Testing Checklist

- Product page loads the merch builder.
- Color selection updates garment previews.
- Size quantity steppers work.
- Artwork can be placed and previewed.
- Mockup/review screen is accurate.
- Pricing updates when sizes, sides, or fees change.
- Cart item includes size/color/SKU breakdown.
- Checkout total matches the review screen.

## Gangsheeter Products

Use Gangsheeter when customers should build a print sheet themselves on a canvas.

### Shopify Product Setup

1. Create the product through **Tally App > Gang Sheet Products** when possible.
2. Recommended product title:
   - `Build a Gang Sheet`
   - `Custom Gang Sheet Builder`
   - `Upload Your Gang Sheet`
3. Assign a dedicated product template such as `product.tally-gangsheeter`.
4. Add the `Gang Sheet Builder` app block to that product template.
5. Hide native Shopify quantity selector, variant picker, native Buy button, and dynamic checkout buttons if they bypass the builder.
6. Keep the product description visible with accepted files, sheet width, turnaround, and print notes.

### Gangsheeter Product Creation

Go to **Tally App > Gang Sheet Products**.

1. Create a new gang sheet product.
2. Enter product title and description.
3. Upload a product image.
4. Set print width.
   - Common DTF width: `22.5 in`
5. Set maximum sheet height.
   - Example: `240 in`
6. Set height increment.
   - Example: `12 in`
7. Choose pricing mode:
   - Per square inch
   - Per square foot
   - Per square centimeter
8. Set price.
9. Review generated variants.
10. Create product.

### Gangsheeter Builder Settings

Configure:

- Print width
- Maximum height
- Height increment
- Image margin
- Artboard margin
- Auto-nesting
- Multi-sheet behavior
- Text tool
- Background removal
- DPI indicators
- Snap to grid
- File types
- Minimum quantity
- Minimum order amount
- Discounts
- Button text
- Theme preset
- Custom colors

### Gangsheeter Product Settings Reference

Go to **Tally App > Gang Sheet Products**.

Core product fields:

- Product title
- Description
- Product image
- Print width
- Maximum height
- Height increment
- Pricing mode
- Price/rate
- Generated variants

Canvas controls:

- Auto arrange / auto nest
- Upload files
- Add text
- Delete selected item
- Duplicate selected item
- Rotate
- Resize
- Align
- Lock
- Unlock
- Zoom
- Sheet preview
- Multi-sheet support

Builder feature toggles:

- Flex pricing
- Background removal
- Text tool
- Halftone
- DPI indicator
- Snap to grid
- File type restrictions

Theme controls:

- Theme preset
- Primary color
- Secondary color
- Accent color
- Background color
- Card background
- Text color
- Muted text color
- Border color
- Success color
- Warning color
- Error color
- Checkerboard colors
- Canvas backdrop

Recommended Gangsheeter accessibility labels:

- `Upload Files`
- `Auto Arrange`
- `Add Text`
- `Remove Selected`
- `Duplicate`
- `Add Gang Sheet to Cart`
- `Save Sheet`
- `Open Cart`

Avoid icon-only action buttons for core customer actions.

### Gangsheeter Theme and Button Settings

Choose a builder theme and verify accessibility:

- Use readable text buttons for primary customer actions.
- Avoid icon-only controls for actions customers may not understand.
- Use clear button labels such as:
  - `Upload Files`
  - `Auto Arrange`
  - `Add Text`
  - `Add Gang Sheet to Cart`
  - `Save Sheet`
  - `Checkout`

### Gangsheeter Testing Checklist

- Product page opens the Gangsheeter editor.
- Customer can upload multiple files.
- Auto-arrange works.
- Sheet size and price update correctly.
- Text tool works if enabled.
- Background removal works if enabled.
- Multi-sheet behavior works if enabled.
- Cart item includes sheet thumbnails and metadata.
- Cart editor can restore the sheet.
- Checkout creates the correct order data.

## Cart Page Setup

Add `Tally Cart Editor` to your cart page template.

Steps:

1. Go to **Online Store > Themes > Customize**.
2. Open the cart page template.
3. Add app block `Tally Cart Editor`.
4. Place it near the cart line items.
5. Save.

Hide or avoid:

- Duplicate third-party cart upload editors.
- Checkout buttons that appear before Tally cart metadata has loaded.

Test:

1. Add a by-size product to cart.
2. Add a sticker product to cart.
3. Add a Gangsheeter product to cart.
4. Click edit on each Tally item.
5. Confirm the item reopens with previous settings.
6. Update and return to cart.

## Email Settings

Go to **Tally App > Email Settings**.

### General Email Setup

1. Enable custom emails.
2. Choose whether to send only for Tally orders.
3. Set email send delay.
4. Set From Email.
5. Set From Name.
6. Set Reply-To email.
7. Upload logo.
8. Set store name.
9. Choose email theme preset.
10. Customize colors.
11. Enable or hide email sections.
12. Add promotional buttons if needed.
13. Send a test email.

### Custom Domain Email Setup

1. Enter your sending domain.
2. Copy DNS records generated by Tally.
3. Add DNS records at your domain registrar.
4. Return to Tally and verify domain.
5. Wait for green verified status.
6. Send a test email.

### Email Sections to Review

- Order summary
- Pricing details
- Review section
- Promotional buttons
- Powered by Tally branding
- Store logo
- Footer text

### Email Color Fields

Email settings can include these color fields:

- Primary color
- Secondary color
- Text color
- Background color
- Container color
- Header text color
- Section title color
- Footer text color
- Button color
- Button text color
- Table header color
- Alternate table row color
- Table border color
- Link color
- Accent color

### Promotional Buttons

You can add promotional call-to-action buttons to emails.

Each button can include:

- Button text
- Destination URL
- Background color
- Text color
- Icon
- Size
- Enabled/disabled state

Examples:

- `Order Again`
- `View Your Gallery`
- `Shop Transfers`
- `Contact Support`
- `Leave a Review`

## Gallery Setup

Go to **Tally App > Gallery**.

### Gallery Steps

1. Create folders.
2. Name folders clearly.
3. Add descriptions if useful.
4. Upload images.
5. Review image dimensions, DPI, file size, and type.
6. Move images into folders.
7. Enable AI categorization if desired.
8. Enable gallery on storefront.
9. Test from a product page.

Recommended folder names:

- `Popular Designs`
- `Seasonal`
- `Sports`
- `School`
- `Business Logos`
- `Holiday`
- `Mascots`
- `Templates`

### Gallery Storefront Behavior

When enabled, customers can browse the gallery from the upload widget and add designs to their order.

### Gallery QA

Test:

1. Folder appears in admin.
2. Folder thumbnail appears.
3. Image upload succeeds.
4. Image dimensions and DPI are visible.
5. Search works.
6. Storefront gallery tab appears.
7. Customer can add gallery image to order.
8. Gallery image appears in cart metadata.

## Theme Editor and Shopify Page Checklist

### Product Template Checklist

For each Tally product template:

1. Open **Online Store > Themes > Customize**.
2. Select the relevant product template.
3. Add the correct Tally app block.
4. Move the block near the product form area.
5. Hide native Shopify controls that conflict with Tally.
6. Save the template.
7. Assign that template to the product in Shopify admin.

### What to Hide by Product Type

By-size:

- Hide native Buy button.
- Hide dynamic checkout.
- Hide native quantity selector if Tally controls quantity.
- Hide native variant picker if not needed.

Sticker:

- Hide native Buy button.
- Hide dynamic checkout.
- Hide native quantity selector if Tally controls sticker quantity.
- Hide native variant picker if Tally controls size/material.

Merch:

- Hide native Buy button.
- Hide dynamic checkout.
- Hide native quantity if Tally controls size quantities.
- Hide native variant picker if Tally controls garment color/size.

Gangsheeter:

- Hide native Buy button.
- Hide dynamic checkout.
- Hide native quantity.
- Hide native variant picker.
- Keep the Gang Sheet Builder block visible and high on the page.

Cart:

- Add `Tally Cart Editor`.
- Keep Shopify checkout button visible after Tally metadata loads.
- Avoid cart apps that strip line item properties.

App embeds:

- Enable `Tally Embed`.
- Save the theme.

### Store Header / Top Bar Considerations

If your theme has a header announcement bar, free shipping bar, or operation bar:

- Avoid duplicate free shipping bars if Tally's bar is enabled.
- Make sure the bar does not cover Tally modals on mobile.
- Make sure sticky headers do not hide Tally upload controls.
- Test product pages at mobile widths.
- Test the cart page with the Tally Cart Editor.

If a top header overlaps a Tally modal:

1. Check whether the header is sticky/fixed.
2. Temporarily disable the sticky header.
3. Test again.
4. Adjust theme z-index or header behavior if needed.

## AI Tools

Tally can include:

- One-click background removal
- AI upscale
- AI image generation
- AI image editing
- File conversion

### Background Removal

Use when customers upload artwork with an unwanted background.

Customer flow:

1. Upload image.
2. Click `Remove Background`.
3. Review transparent result.
4. Continue with sizing, sticker, merch, or gang sheet setup.

### AI Upscale

Use when the uploaded artwork is too low-resolution for the chosen print size.

Customer flow:

1. Upload image.
2. Review DPI warning.
3. Click upscale if available.
4. Review improved file.
5. Continue checkout.

### AI Generation

Use when customers want to generate art from a prompt.

Customer flow:

1. Open AI generation tool.
2. Enter a prompt.
3. Generate artwork.
4. Regenerate or edit if needed.
5. Add generated art to the product workflow.

## Print Dashboard

Use `Print Dashboard` for customer account/order workflows.

Common features:

- View previous Tally orders.
- Reorder previous designs.
- Manage saved designs.
- Restore archived images when available.
- Access thumbnails and order images.

Recommended page:

- `/pages/print-dashboard`
- Customer account page
- Dedicated dashboard page linked from account navigation

## Final Storefront QA Checklist

Run this checklist before launching:

- `Tally Embed` is enabled in app embeds.
- Product template has the correct Tally block.
- Cart page has `Tally Cart Editor`.
- Native Shopify Buy button is hidden on Tally-controlled product templates.
- Dynamic checkout buttons are hidden on Tally-controlled product templates.
- Native variant picker is hidden when Tally controls variants/options.
- Native quantity selector is hidden when Tally controls quantity.
- Product pricing is configured in Tally.
- File types are configured.
- Minimum and maximum sizes are configured.
- Product uploads work on desktop.
- Product uploads work on mobile.
- Add to cart works.
- Cart edit works.
- Checkout works.
- Shopify order contains expected Tally data.
- Production files or metadata are available in Tally admin.
- Custom emails are tested.
- Gallery is tested if enabled.
- AI tools are tested if enabled.

## Troubleshooting

### Widget Does Not Show

Check:

1. `Tally Embed` is enabled.
2. Correct product template is assigned.
3. Correct app block is added.
4. Product is enabled in Tally settings.
5. Product pricing is saved.
6. Browser cache is cleared.

### Native Shopify Checkout Bypasses Tally

Hide:

- Native Buy button
- Dynamic checkout button
- Native quantity selector if Tally controls quantity
- Native variant picker if Tally controls variants

Use the Tally add-to-cart button instead.

### Pricing Is Wrong

Check:

1. Product pricing mode.
2. Measurement unit.
3. Product dimensions.
4. Minimum order amount.
5. Quantity.
6. Discount tiers.
7. Optional fees.
8. Variant mapping.
9. Saved settings.

### Upload Fails

Check:

1. File type is enabled.
2. File size is acceptable.
3. File name uses normal characters.
4. Browser extensions are not blocking upload.
5. Product is configured correctly.

### Cart Edit Does Not Work

Check:

1. `Tally Cart Editor` block is on cart page.
2. `Tally Embed` is enabled.
3. Cart item was added through Tally, not native Shopify checkout.
4. Metadata was not removed by another cart app.

### Emails Do Not Send

Check:

1. Custom emails are enabled.
2. Send-only-for-Tally-orders setting is correct.
3. From Email is valid.
4. Reply-To is valid.
5. Custom domain DNS is verified if used.
6. Send delay has passed.
7. Test email works.

## What to Ask an AI Assistant

After uploading this document into an AI assistant, useful prompts include:

- "Help me set up a by-size DTF product with TallyQuoter."
- "Which Shopify blocks do I need on my product page and cart page?"
- "What native Shopify elements should I hide on a Tally product template?"
- "Help me configure a sticker product with white ink and spot gloss."
- "Help me set up a Gangsheeter product with 22.5 inch width and 12 inch height increments."
- "Help me test whether my Tally setup is ready to launch."
- "Help me write customer-facing product descriptions for my Tally products."

## Support

If the AI assistant cannot answer a question from this document, contact Tally support with:

- Shopify store URL
- Product URL
- Product type: by-size, sticker, merch, or Gangsheeter
- Screenshot or screen recording
- Description of expected behavior
- Description of actual behavior

Support email: Matthew@tallyquoter.com