Tally Setup Instructions
Complete guides to help you get started with Tally
Getting Started with Tally
Welcome to Tally! This guide will walk you through the complete setup process to get your custom printing business up and running on Shopify.
Quick Setup Overview
Configure General Settings
Set up your business location, allowed file types, measurement units, and appearance preferences.
Configure Product Pricing
Set prices, size limits, and options for products that will use Tally's upload widget.
Enable Theme Blocks
Add Tally's app blocks to your product pages and cart for a seamless customer experience.
Pro Tip
Use the "Super Fast EZ-Setup" option to create a pre-configured product in just 10 seconds!
Requirements
Before You Begin
Configure Settings
Navigate to: Tally App → Settings
Upload Settings
- PNG - Recommended for transparent backgrounds
- JPEG - Common photo format
- PDF - Vector and print-ready files
- SVG - Scalable vector graphics
- TIFF - High-quality print files
- AI/PSD - Adobe design files
Currency & Measurements
- Default Currency - USD, EUR, GBP, etc.
- Measurement Unit - Inches, Centimeters, or Millimeters
- Decimal Precision - Number of decimal places (1-6)
Important
Remember to click "Save Changes" after making any modifications to your settings.
Installation Guide
Step-by-step instructions for installing Tally from the Shopify App Store.
Requirements
Installation Requirements
Installation Steps
Visit the Shopify App Store
Go to apps.shopify.com and search for "Tally" or "Tally Auto Gang Calculator".
Click "Add App"
Click the "Add app" button on the Tally listing page. You'll be redirected to your Shopify admin.
Review Permissions
Review the permissions Tally requires and click "Install app" to continue.
Complete Installation
Tally will open automatically in your Shopify admin. You're now ready to configure!
App Permissions
| Permission | Why It's Needed |
|---|---|
| Read Products | To display products in Tally admin and apply custom pricing |
| Write Products | To create products via EZ-Setup and add Tally metadata |
| Read/Write Orders | To process uploads and attach gang sheets to orders |
| Read/Write Themes | To detect theme and enable automatic block installation |
Adding Theme Blocks
Navigate to: Online Store → Themes → Customize
Open Theme Editor
Go to your product page template in the theme editor.
Add Tally Quoter Block
Click "Add section" or "Add block", search for "Tally Quoter" in Apps.
Add Cart Editor (Optional)
Add "Tally Cart Editor" to your cart page for cart editing functionality.
Installation Complete!
Once the theme blocks are added, proceed to configure your product settings.
Product Setup Guide
Learn how to configure products with Tally pricing, size limits, and upload options.
Option A: Super Fast EZ-Setup
Navigate to: Tally App → Setup Instructions → EZ-Setup
Launch EZ-Setup Wizard
Click the "Launch Super Fast EZ-Setup" button.
Configure Your Product
Enter product name, pricing, and enable optional features.
Product Created!
Your product is automatically created and ready to use.
Option B: Manual Setup
Navigate to: Tally App → Item Settings
Pricing Configuration
- Price Per Square Inch - Your base pricing rate
- Minimum Price - Floor price for small items
- Size Limits - Min/max dimensions customers can order
- Quantity Pricing - Volume discounts for bulk orders
Upload Options
- Allow Multiple Uploads - Let customers upload multiple images
- Enable Background Removal - AI-powered background removal
- Enable AI Generation - Let customers generate images
- Gang Sheet Mode - Automatic gang sheet optimization
Tip: Test Your Setup
After configuring, visit your product page to test the upload widget. Try uploading an image and adding it to cart to verify everything works correctly.
Features Overview
Comprehensive guide to all Tally features for your print business.
Image Upload
Customers can upload PNG, JPEG, PDF, SVG, and more. Drag-and-drop supported.
Custom Sizing
Set min/max dimensions. Customers can resize images with real-time pricing.
Background Removal
AI-powered background removal in one click. Perfect for stickers and decals.
AI Generation
Let customers generate unique images using AI from text descriptions.
Gang Sheets
Automatically arrange multiple images on print sheets for efficiency.
Dynamic Pricing
Price per square inch with quantity discounts and minimums.
Quality Indicators
Tally shows customers the print quality of their uploads:
- Green - Excellent quality, will print beautifully
- Yellow - Good quality, may show slight pixelation at large sizes
- Red - Low quality, recommend smaller size or higher resolution image
Cart Integration
The Tally Cart Editor allows customers to:
- Preview their uploaded images in the cart
- Edit size and quantity before checkout
- Remove or replace images
- See total pricing breakdown
AI Tools Guide
Master Tally's AI-powered features for enhanced customer experience.
Background Removal
One-click background removal powered by advanced AI:
Upload Image
Customer uploads any image with a background.
Click Remove Background
AI processes the image and removes the background in seconds.
Transparent Result
Clean PNG with transparent background, perfect for printing.
AI Image Generation
Let customers create unique images from text descriptions:
- Enter a description like "A cute cartoon cat wearing sunglasses"
- AI generates a unique, print-ready image
- Customer can regenerate for different results
- Download and use like any uploaded image
Image Upscaling
Enhance low-resolution images for better print quality:
- AI analyzes and enhances image details
- Increases resolution while maintaining quality
- Great for small images that need to print larger
Enable AI Features
AI features can be enabled/disabled per product in Item Settings. Each AI operation uses credits from your plan.
Gang Sheets & Stickers
Learn about automatic gang sheet generation and optimization.
What is a Gang Sheet?
A gang sheet combines multiple images onto a single print sheet, maximizing material usage and reducing waste. Tally automatically arranges images for optimal efficiency.
Gang Sheet Modes
Standard Mode
Traditional gang sheet layout. Images arranged in rows and columns.
FlexContour Mode
Advanced algorithm for irregular shapes. Maximizes sheet utilization.
Configuration Options
- Sheet Size - Define your print sheet dimensions
- Spacing - Gap between images (for cutting)
- Bleed - Extra area around images for trimming
- Rotation - Allow/disallow image rotation for better fit
Sticker Mode
For sticker printing businesses:
- Automatic cut line generation
- Contour paths for cutting machines
- Mirror printing option for window stickers
- White underbase layer generation
Processing Orders
When an order is placed, Tally automatically generates optimized gang sheets. Download print-ready files from the order page in Tally admin.
Pricing & Discounts Guide
Configure per-square-inch pricing, quantity discounts, and pricing tiers.
Base Pricing
- Price Per Square Inch - Your primary pricing rate (e.g., $0.15/sq in)
- Minimum Price - Floor price regardless of size (e.g., $5.00 minimum)
- Setup Fee - Optional one-time fee per order
Quantity Discounts
Encourage larger orders with tiered pricing:
| Quantity | Discount | Example Price |
|---|---|---|
| 1-9 | 0% | $0.15/sq in |
| 10-24 | 10% | $0.135/sq in |
| 25-49 | 15% | $0.1275/sq in |
| 50+ | 20% | $0.12/sq in |
Setting Up Discounts
Navigate to: Tally App → Item Settings → Quantity Pricing
Enable Quantity Pricing
Toggle on "Enable Quantity Discounts" for the product.
Add Discount Tiers
Define quantity ranges and corresponding discount percentages.
Save Settings
Discounts apply automatically when customers reach quantity thresholds.
Troubleshooting Guide
Solutions to common issues and frequently asked questions.
Common Issues
Widget Not Appearing
Solution
1. Verify the Tally Quoter block is added to your product page template in the theme editor.
2. Check that the product has Tally enabled in Item Filtration.
3. Clear your browser cache and refresh the page.
Pricing Not Showing
Solution
1. Ensure you've configured pricing in Item Settings for this product.
2. Verify "Price Per Square Inch" is set to a value greater than 0.
3. Check that the product variant matches your Tally configuration.
Upload Errors
Solution
1. Check file type is enabled in Settings > Upload Settings.
2. Verify file size is under the maximum limit (typically 50MB).
3. Try a different browser or clear browser cache.
Gang Sheet Not Generating
Solution
1. Ensure gang sheet mode is enabled for the product.
2. Check that sheet dimensions are configured correctly.
3. Contact support if issue persists after order is placed.
FAQ
- Q: Can I use Tally with any Shopify theme?
A: Tally works best with Online Store 2.0 themes. Most themes from 2021 onwards are compatible. - Q: How do customers receive their print files?
A: You download print-ready files from the Tally admin. Customers receive their printed products. - Q: Are AI features included?
A: AI features use credits. Check your plan for included credits and purchase more as needed. - Q: Can I customize the widget appearance?
A: Yes! Go to Settings > Appearance to customize colors, fonts, and branding.
Need More Help?
Our support team is here to help you succeed with Tally.