Tally Setup Instructions
Complete guides to help you get started with Tally
Getting Started with Tally
Welcome to Tally, the most powerful print-on-demand toolkit for Shopify. This guide covers everything from initial setup to advanced features like the Gang Sheet Builder, Sticker System, AI Tools, and more.
Quick Setup Overview
Install & Add Theme Blocks
Install Tally from the Shopify App Store and add the Tally Quoter block to your product pages.
Configure Your Products
Set pricing, sizing, file types, and features for each product in Item Settings.
Customize Your Experience
Set up your gallery, email branding, themes, and optional features like stickers and gang sheet builder.
Super Fast EZ-Setup
Don't want to configure everything manually? Use the EZ-Setup wizard on the dashboard to create a fully configured product in about 10 seconds.
What's Included in Tally
Item Settings
Configure pricing modes, DPI quality, sizing charts, auto-cut, file restrictions, custom fees, and more per product.
Gang Sheet Builder New
Let customers build their own gang sheets with a drag-and-drop canvas, text tools, and 11 theme presets.
Sticker Builder New
Template-based sticker system with masks, spot colors (CutContour, PerfCutContour), and holographic support.
Image Gallery New
Organize designs into folders with AI auto-categorization. Customers can browse your gallery on the storefront.
Email Branding New
Send branded order confirmation emails with custom colors, logos, promotional buttons, and custom domains.
Themes New
Choose from 11 pre-built theme presets or create a fully custom color palette for the storefront widget.
AI Tools
Background removal, image upscaling (HAT-L), and AI image generation powered by advanced models.
Custom Fonts New
Upload up to 250 custom fonts (TTF, OTF, WOFF, WOFF2) for the gang sheet builder text tool.
Flexible Pricing
Per unit, per square inch, per square foot, or per square centimeter. Plus volume discounts and custom fees.
Requirements
Before You Begin
Installation Guide
Get Tally installed and theme blocks configured in minutes.
Step 1: Install from App Store
Find Tally
Go to the Shopify App Store and search for "Tally" or "Tally Auto Gang Calculator".
Click "Add App"
Click the "Add app" button. You'll be redirected to your Shopify admin to approve the installation.
Review Permissions & Install
Review the permissions Tally requires and click "Install app". Tally opens automatically in your admin.
Required Permissions
| Permission | Purpose |
|---|---|
| Read Products | Display products in Tally admin and apply custom pricing |
| Write Products | Create products via EZ-Setup and add Tally metadata |
| Read/Write Orders | Process uploads and attach gang sheets to orders |
| Read/Write Themes | Detect theme compatibility and enable block installation |
Step 2: Add Theme Blocks
Navigate to: Online Store → Themes → Customize
Tally uses Shopify's app block system. You need to add at least the Tally Quoter block to your product pages.
Available Theme Blocks
| Block Name | Where to Add | Purpose |
|---|---|---|
| Tally Quoter | Product page | Main upload widget with sizing, pricing, and add-to-cart (required) |
| Tally Embed | App embeds (global) | Global embed for storefront-wide support including cart |
| Tally Cart Editor | Cart page | Lets customers edit images, sizes, and quantities in cart |
| Gang Sheet Builder | Product page | Full canvas-based gang sheet builder for customers |
| Print Dashboard | Any page / account | Customer dashboard to view orders, download files, and reorder |
Open Theme Editor
Go to your product page template. Click "Add section" or "Add block".
Search for Tally
Look under "Apps" in the block selector. Add Tally Quoter to your product pages.
Add Optional Blocks
Add the Cart Editor to your cart page and enable Tally Embed in app embeds for the best experience.
Installation Complete
Once theme blocks are added, head to the Tally app in your Shopify admin to configure your products.
Item Settings
Configure every detail of how your products work with Tally. Item Settings is where you control pricing, sizing, quality, file types, fees, and output options per product.
Navigate to: Tally App → Item Settings
Selecting Products
The My Products tab shows all products you've configured with Tally. Use the product picker to add new products. You can configure each product independently with its own pricing, rules, and features.
Pricing Modes
Choose how customers are charged for each product:
- Per Unit — Fixed price per item (e.g., $0.20/unit). Best for pre-sized products.
- Per Square Inch — Dynamic pricing based on image dimensions. Most popular for custom prints.
- Per Square Foot — Larger area calculation, common for signage and banners.
- Per Square Centimeter — Metric equivalent for international shops.
Measurement Units
Choose between inches or centimeters for all size-related fields.
Minimum Quantity & Order Amount
Set a minimum quantity per order (default: 1) and a minimum order dollar amount (default: $0).
Volume Discounts
Create tiered discount tables with threshold amounts and discount percentages. For example:
| Threshold ($) | Discount (%) |
|---|---|
| $50 | 5% |
| $100 | 10% |
| $250 | 15% |
| $500 | 20% |
Enable automatic gang sheet generation for any product. When enabled, Tally combines all customer images into optimized print sheets.
- Gang Sheet Width — Width of your print roll/sheet
- Margin — Spacing between images on the sheet
- Sheet Mode — Toggle between roll (continuous) or sheet (fixed height) mode
- Max Sheet Height — Maximum height when in sheet mode
- Output Format — PNG or PDF output
- Multi-Print — Enable duplicate image printing
Automatic Cutting
Generate cut lines automatically around images:
- Standard Cut — Primary cut line with configurable name and bleed
- Perforation Cut — Secondary perforation line with its own bleed setting
Control print quality thresholds with three DPI levels (adjustable from 0-600 DPI):
| Level | Default | Color Indicator |
|---|---|---|
| Minimum DPI | 150 | Red — Low quality warning |
| Medium DPI | 200 | Yellow — Acceptable quality |
| High DPI | 300 | Green — Excellent quality |
Additional Quality Options
- Advanced Quality Checking — More thorough DPI analysis
- Large Format Mode — Optimized for prints over 24"
- Low DPI Warning — Show customers a warning or block add-to-cart for low-quality uploads
Enable auto-sizing so customers pick from predefined size options instead of entering custom dimensions.
Product Types
- Clothing — Standard apparel sizes (S, M, L, XL, etc.)
- Items — Common product dimensions
- Custom — Define your own sizing table from scratch
Each size entry has customizable dimensions. Add, edit, or delete size rows as needed.
Transparency Handling
- Remove Transparency — Allow customers to remove image transparency
- Auto-Remove Transparency — Automatically remove transparency on upload
Gang Sheet Output Text
Add informational text overlays to generated gang sheets:
- Custom text field
- Customer name
- Order number
- Print summary
Custom Branding Image
Upload a custom header image that appears on every generated gang sheet.
File Type Restrictions
Override default file types per product. Toggle support for: PNG, JPEG, TIFF, SVG, PDF, AI, PSD.
Add up to 5 custom fees per product. Each fee has:
- Enable/Disable toggle
- Name — What the customer sees (e.g., "Setup Fee", "Rush Processing")
- Amount — Dollar value
- Type — Per-item (charged per image) or Per-order (charged once)
- Icon/Emoji — Visual indicator displayed to customers
Remember to Save
Always click "Save Settings" at the top of the page after making changes. Changes are saved per product.
Gang Sheet Builder New
The Gang Sheet Builder lets your customers create their own gang sheets with a full drag-and-drop canvas editor. This is a standalone product type separate from standard Tally items.
Navigate to: Tally App → Gang Sheet Products
Creating a Gang Sheet Product
Use the 3-step creation wizard to set up a new gang sheet builder product:
Product Details
Enter a product title, description, and upload a product image. This creates a new Shopify product automatically.
Dimensions & Pricing
Set the print width (default: 22.5"), max height (default: 240"), height increment (default: 12"), and pricing mode. Use the quick price presets ($2-$12/sq ft) or set a custom price.
Review & Create
Review the summary and generated variants. Tally auto-creates Shopify variants based on your height increments.
- Print Width — Width of the gang sheet roll (default: 22.5")
- Max Height — Maximum allowed sheet height (default: 240")
- Height Increment — Height steps for variant generation (default: 12")
- Pricing Mode — Per Square Inch, Per Square Foot, or Per Square Centimeter
Quick Price Presets
Use the 10 preset buttons to quickly set prices from $2 to $12 per square foot. The price auto-converts between pricing modes.
A live price preview banner shows what customers will pay for different sheet heights.
Feature Toggles
- Flex Pricing — Dynamic pricing based on actual sheet usage
- Background Removal — Enable AI background removal in the builder (default: on)
- Text Tool — Allow customers to add text to their gang sheets (default: on)
- Halftone — Enable halftone pattern generation
- DPI Indicator — Show quality indicators per image (default: on)
- Snap to Grid — Images snap to alignment guides (default: on)
Spacing
- Image Margin — Spacing between images (default: 10px)
- Artboard Margin — Padding inside the sheet edges (default: 15px)
DPI Thresholds
Three adjustable DPI sliders control the quality indicators (Minimum, Recommended, Warning).
11 Pre-Built Themes
Select a theme preset to instantly style the gang sheet builder:
Custom Colors
When "Custom" is selected, you get full control over 10+ color variables: primary, secondary, accent, background, card background, text, muted text, border, success, warning, and error colors.
Text & Font Customization
- Builder Title — Heading text (default: "Gang Sheet Builder")
- Button Text — Add-to-cart button label (default: "Add Gang Sheet to Cart")
- Loading & Success Text — Custom processing messages
- Font Selector — Choose from your uploaded custom fonts
Toggle which file types customers can upload: PNG (default: on), JPEG (default: on), TIFF, SVG, PDF, AI, GIF.
Also set minimum quantity, minimum order amount, maximum print size, and volume discount tiers specific to gang sheet products.
Enable sizing charts for gang sheet products (same clothing/items/custom options as Item Settings).
Tally auto-generates Shopify variants based on your sheet dimensions and height increments. The variant table shows size name, square inches, and calculated price per variant. Use the Regenerate Variants button to rebuild them after dimension changes.
Sticker Builder New
The sticker system adds professional die-cut sticker support with templates, masks, spot colors, and holographic options.
Navigate to: Tally App → Stickers
Overview
Sticker products work differently from standard Tally items. Instead of free-form image uploads, customers work with pre-defined templates and masks that you create. This gives you full control over the final sticker output including cut paths.
Setting Up Sticker Products
Select a Product
Choose an existing Shopify product to configure as a sticker product using the product picker.
Enable Stickers
Toggle on "Enable Stickers" to activate the sticker system for the selected product.
Create Templates & Masks
Upload sticker templates, then add masks to define where customer images get placed.
Templates are the base sticker designs that customers choose from. Each template can have multiple masks (image placement areas).
- Add Template — Upload an image file as the template background
- Template Name — Displayed to customers in the selector
- Template Price — Optional per-template pricing override
- Reorder — Drag templates to set display order
- Template Library — Import pre-made templates to customize
Masks define the areas within a template where customer images are placed. Each template can have multiple masks.
- Add Mask — Upload a mask image for a template
- Visual Positioner — Drag and resize masks directly on the template preview
- Mask Price — Optional per-mask pricing
- Batch Apply — Apply the same mask settings across multiple templates
Configure automatic cut line generation for vinyl cutters and die-cut machines:
CutContour
- Enable/disable cut contour generation
- Custom spot color name (for RIP software)
- Inset amount (in mm or %) to offset cut line from image edge
- Cut line color (default: #FF00FF / Magenta)
PerfCutContour
- Enable/disable perforation cut line
- Separate spot color name
- Inset amount (default: 0.25mm)
- Perforation color (default: #00BFFF / Cyan)
Holographic Mask
Enable holographic mask support for specialty sticker products that require mask layers for holographic film.
- Price per Unit — Base sticker pricing (default: $0.20)
- Bleed — Bleed area around stickers (default: 3mm)
- Show Cut Lines on Load — Display cut lines in the customer preview (default: on)
- Gang Sheet Output Text — Same options as Item Settings (customer name, order number, etc.)
- Custom Branding Image — Header image on generated sheets
- Volume Discounts — Same discount tier system as Item Settings
- Custom Fees — Up to 5 fees (same as Item Settings)
Image Gallery New
Build a curated design library that customers can browse and use directly from your storefront.
Navigate to: Tally App → Gallery
Gallery Features
Folder Organization
Create folders with names, descriptions, and custom thumbnails. Set a default folder and control sort order.
Image Upload
Drag-and-drop images with progress tracking. View file size, DPI, dimensions, and MIME type for each image.
AI Categorization
Let AI automatically sort images into the right folders and suggest names. Auto-categorize on upload or in bulk.
Copyright Detection
Automatic copyright warning system flags potentially copyrighted images to protect your business.
Gallery Settings
- Enable Gallery on Storefront — Toggle gallery visibility for customers
- Auto-Categorize on Upload — AI sorts new images automatically (default: on)
- Pagination — 50 images per page with page navigation
Managing Images
Select images to move between folders, delete, or bulk-categorize with AI. Each image card shows file size, dimensions, DPI, and category tags.
Storefront Integration
When enabled, customers see a gallery tab in the upload widget where they can browse your design library, search by name, and add images directly to their order.
Custom Fonts New
Upload custom fonts that appear in the Gang Sheet Builder text tool.
Navigate to: Tally App → Gang Sheet Fonts
Font Management
- Upload Fonts — Supports TTF, OTF, WOFF, and WOFF2 formats
- 250 Font Limit — Store up to 250 custom fonts
- Font Preview — Live text preview for each uploaded font
- Categories — Fonts are organized into: Sans Serif, Serif, Monospace, Display, Handwriting
- Search & Filter — Find fonts by name or category
Default Font Library
Tally includes a built-in library of popular fonts. Your custom uploads are added alongside the defaults so customers have a wide selection.
Email Settings New
Send professional, branded order confirmation emails with fully customizable templates.
Navigate to: Tally App → Email Settings
Overview
Tally's email system sends automatic order confirmation emails to your customers. You can customize every aspect: colors, logo, sections, and even send from your own custom domain.
- Enable Custom Emails — Turn the email system on/off
- Send Only for Tally Orders — Only trigger emails for orders containing Tally items
- Email Send Delay — Minutes to wait after order before sending (allows for order modifications)
- From Email — The sender email address
- From Name — Display name in the customer's inbox
- Reply To — Where customer replies are directed
Logo & Store Name
Upload your logo (PNG, JPG, GIF, SVG, WebP; max 5MB) and set the display size (XS to XL). Add your store name for the email header.
7 Email Theme Presets
- Tally Pink — Default brand theme
- Ocean Blue — Cool blue tones
- Forest Green — Natural green palette
- Sunset Orange — Warm orange theme
- Royal Purple — Deep purple elegance
- Minimalist Black — Clean black & white
- Dark Mode — Dark background theme
Fine-tune every color in the email template with hex color pickers:
- 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
- Table Row Alt Color
- Table Border Color
- Link Color
- Accent Color
Section Visibility Toggles
- Order Summary
- Pricing Details
- Review Section
- Promotional Buttons
- "Powered by Tally" branding
Promotional Buttons (Up to 4)
Add call-to-action buttons to your emails. Each button has:
- Custom text and destination URL
- Background and text colors
- Icon selection
- Size options (Small, Medium, Large)
- Enable/disable toggle
Send emails from your own domain (e.g., orders@yourdomain.com) instead of the default Tally address.
- Enter your custom domain name
- Tally generates the required DNS records (SPF, DKIM, DMARC)
- Add the records to your domain registrar
- Verify domain status directly in the app
Live Preview & Test Emails
The email settings page includes a real-time preview that updates as you change colors and settings. Send test emails to yourself to verify everything looks perfect before going live.
AI Tools
Tally includes powerful AI features to enhance the customer experience and improve print quality.
Background Removal
One-click AI-powered background removal using BiRefNet technology:
Customer Uploads Image
Any image with a background (photo, logo, etc.).
Click "Remove Background"
AI processes the image in seconds, removing the background with precision.
Transparent PNG Result
Clean transparent background, ready for printing on any material.
AI Image Upscaling
Enhance low-resolution images using HAT-L (Hybrid Attention Transformer) upscaling:
- Increases resolution while preserving detail and sharpness
- Perfect for small images that need to print at larger sizes
- Runs on dedicated GPU servers for fast processing
- Maintains color accuracy and reduces artifacts
AI Image Generation
Let customers create unique, print-ready designs from text descriptions:
- Customer enters a description (e.g., "A cartoon cat wearing sunglasses")
- AI generates a 1024x1024 high-quality image
- Customer can regenerate for different results
- Generated images work like any uploaded image — resize, add to cart, etc.
AI Credits
| Plan | Included Credits | Credit Usage |
|---|---|---|
| Partner (Free) | 100 AI credits | Background removal, upscaling, generation |
| Pro ($250/mo) | Extended credits | Priority processing + all AI features |
| Enterprise ($750/mo) | 250 AI credits | All AI features + dedicated support |
Enabling AI Features
AI features are toggled per product in Item Settings (for standard items) or in Gang Sheet Builder settings. Background removal is enabled by default for gang sheet products.
Pricing & Discounts
Tally offers flexible pricing models to match any print business. Configure pricing per product for maximum control.
Pricing Modes
Per Unit
Fixed price per item. Best for pre-sized products like stickers or standard prints. Example: $0.20/unit.
Per Square Inch
Price calculated from image dimensions. Most popular for custom-sized prints. Example: $0.15/sq in.
Per Square Foot
Larger area pricing for signage and banners. Tally auto-converts from sq in. Example: $8.00/sq ft.
Per Square Centimeter
Metric pricing for international shops. Example: $0.02/sq cm.
Volume Discounts
Encourage larger orders with tiered pricing. Set threshold dollar amounts and corresponding discount percentages.
| Threshold | Discount | Example: $0.15/sq in base |
|---|---|---|
| $0 - $49.99 | 0% | $0.15/sq in |
| $50 - $99.99 | 5% | $0.1425/sq in |
| $100 - $249.99 | 10% | $0.135/sq in |
| $250+ | 15% | $0.1275/sq in |
Custom Fees
Add up to 5 custom fees per product:
- Per-Item Fees — Charged once for each image uploaded (e.g., "Art Setup: $2.00")
- Per-Order Fees — Charged once per order (e.g., "Rush Processing: $5.00")
Each fee gets a custom name, emoji icon, and can be toggled on/off.
Minimum Requirements
- Minimum Quantity — Require a minimum number of items per order
- Minimum Order Amount — Set a dollar floor for orders
- Maximum Print Size — Cap the maximum dimensions customers can order
Billing Plans
| Plan | Price | Commission | Highlights |
|---|---|---|---|
| Partner | $0/mo | 2.5% per order | 100 AI credits, email support, all core features |
| Pro | $250/mo | 0% | Priority support, advanced discounts, early access to new features |
| Enterprise | $750/mo | 0% | 250 AI credits, white label, multi-store, API access |
Troubleshooting & FAQ
Solutions to common issues and answers to frequently asked questions.
Common Issues
- Verify the Tally Quoter block is added to your product page template in the theme editor.
- Enable Tally Embed in your theme's app embeds (Online Store → Themes → Customize → App embeds).
- Check that the product has Tally enabled in Item Settings or Item Filtration.
- Clear your browser cache and hard refresh (Ctrl+Shift+R).
- Ensure you've configured pricing in Item Settings for this specific product.
- Verify the price value is greater than 0.
- Check that the correct pricing mode is selected (per unit vs. per square inch, etc.).
- Make sure the Shopify product variant matches your Tally configuration.
- Save settings and refresh the product page.
- Check that the file type is enabled (Item Settings → Additional Settings → File Type Restrictions).
- Verify the file size is under the maximum limit (typically 50MB).
- Try a different browser or disable browser extensions.
- Check for special characters in the file name — stick to letters, numbers, and dashes.
- Ensure gang sheet mode is enabled for the product in Item Settings.
- Verify sheet dimensions (width, margin) are configured correctly.
- Check that the order was placed successfully in Shopify.
- View the order in the Tally admin → Orders page to check status.
- Contact support if the issue persists after 15 minutes.
- Check that Enable Custom Emails is turned on in Email Settings.
- Verify the "From Email" address is valid.
- If using a custom domain, ensure DNS records are verified (green checkmark).
- Check the email send delay setting — emails may be queued.
- Send a test email from the Email Settings page to verify delivery.
Frequently Asked Questions
Tally works with any Online Store 2.0 compatible theme. Most themes from 2021 onwards (Dawn, Spotlight, Refresh, etc.) are compatible. Vintage themes (1.0) are not supported.
Customers place orders normally through your store. You download the print-ready gang sheets from the Orders page in the Tally admin, print them, and ship the physical products to customers.
Yes. Every product is configured independently in Item Settings. You can use per-unit pricing for one product and per-square-inch for another. Each product has its own discount tiers, fees, and restrictions.
Item Settings configures standard Tally products where customers upload images and you generate gang sheets automatically on the backend. Gang Sheet Builder creates a product with a visual canvas where customers arrange their own images on the gang sheet before purchasing.
Go to Tally App → Orders. You can view, filter, and search orders. Download individual gang sheets directly, or use the Excel/CSV export feature for batch processing.
Yes. For standard items, customize colors in Shop Settings. For gang sheet products, choose from 11 theme presets or create a fully custom color palette in Gang Sheet Products → Builder Customization. You can also inject custom CSS for advanced styling.
Need More Help?
Our team is here to help you succeed with Tally.