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Getting Started with Tally
Complete setup guide to get your restaurant running on Tally in about 1.5 hours.
~1.5 hours total
No credit card required
Step 1: Create Your Account
2 minutes
Sign up for your free 14-day trial
- Go to the signup page and enter your email
- Verify your email address
- Complete your restaurant profile
- Choose your location and timezone
Step 2: Upload Your Menu
10 minutes
Let AI read your menu automatically
- Take a clear photo of your menu or upload a PDF
- Our AI will extract all menu items and prices
- Review and edit any items that need correction
- Add descriptions and categories for better organization
Step 3: Add Your Recipes
30 minutes
Build your recipe database
- Copy and paste recipes from your existing systems
- Add ingredient quantities and preparation steps
- Set serving sizes and portion information
- Include any sub-recipes or components
Step 4: Upload Recent Invoices
15 minutes
Capture current vendor prices
- Upload invoices from your main suppliers
- Tally will extract product names and prices automatically
- Match products to your ingredients
- Set up vendor profiles for easy ordering
Step 5: Assign Vendor Products
15 minutes
Link ingredients to vendor products and confirm pack sizes
- Match each ingredient to products from your uploaded invoices
- Confirm pack sizes and units (case, pound, each, etc.)
- Set up conversion factors for different unit types
- Verify that all ingredients have current vendor prices
Step 6: Review Your Costs
10 minutes
See your first real cost calculations
- View cost breakdowns for each menu item
- Check profit margins and pricing insights
- Identify high-cost ingredients and opportunities
- Set up inventory tracking for key items
Pro Tips for Success
Start with your top 10 dishes
Focus on your most popular items first. You can add more recipes later.
Use clear, well-lit photos
Good lighting helps our AI read your menu more accurately.
Upload invoices from the last 30 days
Recent prices give you the most accurate cost calculations.
Test on mobile first
Tally is mobile-first, so set up your account on your phone.
Don't skip vendor product assignment
This step is crucial - without it, your recipes won't have actual costs calculated.