Getting Started With TallySheet

Thanks for installing TallySheet.  It is now time to get started.  There are a few basic concepts to understand and you will be ready to go.

Concept #1: Events

We use the word Event to mean any type of sales event such as a Garage Sale, Bake Sale or Auction.  To get started, create an event and name it.  You can do this by touching the “+” button in the top right corner of the screen.

Concept #2: Event Homepage

Now that your event is created, the page below is the homepage for your event.

Concept #3: Sellers

Sellers are the people who are selling items at your sale.  They are the people you need to payout if their items sell at your sale.

Add all of the sellers using the Sellers tab in the navigation bar or you can touch the “Add a New Seller” link at the bottom left of the Starter Cash or Checkout screens that list sellers.

Concept #5: Cashiers

Cashiers are the people you invite to help checkout customers at your event.  They download the TallySheet app and connect to your event with an invite code that you send them by touching the “Invite a new cashier” button on the event homepage.  Cashiers can also be sellers of items at your event.

Concept #6: Event Operations

On the Home tab you will see the following options:

  1. Invite a New Cashier: use this feature when you want to invite your friends to connect to this event.  It will popup a dialog so you can send your friend an invite message.  In that message, we will provide a link with an invite code.  Your friend can use that code to connect to your event so they can help you as a cashier.
  2. Stater Cash: use this feature to help you keep track of the money that is put in the cashbox.  This is the money you will use to make change at your event.  You can keep track starter cash contributions of each person in the event.
  3. Checkout: This is the main button that you press each time a customer is ready to checkout and pay your for the items they want.  Learn more about the checkout process here.
  4. Transaction History: This screen allows you see the list of all transactions entered by any cashier.  They are sorted in descending order so you can see the latest entered transactions at the top and then scroll down to see all of them.  You can touch any transaction in the list to see the list of sellers and amounts that were recorded.

Concept #6: Reports

Touch the Reports tab on the event navigation bar.

Reports are the reason why you and your cashiers need to Checkout each customer.  We generate the reports in real-time after each transaction is saved.

Payout for each seller is calculated using the following formula: Seller Payout = Total Seller Sales + Total Seller Starter Cash.

Categories: Blog,Instructions

  • Spike said : Why do we have to create an account at Tally Sheet in order to use the app? Thanks! :) April 19, 2017 | Reply
    • Brian Anderson said : Hi Spike. TallySheet is a cloud based app. We keep all the records in our database. It enables features like the ability to use any device and connect others to your event. April 19, 2017 | Reply
  • Kay Dee Powell said : How can I assign a color to my name when it's already listed? How can I make changes to a person's name? July 24, 2019 | Reply
    • Brian Anderson said : Just go to the seller tab in your event and tap the seller you need to edit. March 5, 2020 | Reply
  • Lydia said : Can cashiers that you've invited to your event make "account" changes or tamper in any deleting it? August 2, 2019 | Reply
    • Brian Anderson said : Hi Lydia, cashiers can't delete your event. They do have the rights to checkout customers. March 5, 2020 | Reply
  • Rona said : Do you have to be connected to the internet for the app to work on an iPad October 7, 2019 | Reply
    • Brian Anderson said : Yes, you do need to be connected to the internet for the app to function. March 5, 2020 | Reply
  • Bee said : What it's the difference between a seller and a cashier? And can one person be both? March 5, 2020 | Reply
    • Brian Anderson said : Hi Bee, sellers are all the people who have items being sold at your sale. These are the people you will need to payout after the sale. Cashiers are the people you invite to help checkout customers. They can be the same person. You would add them as a seller and invite them to be a cashier. Hope that helps. March 5, 2020 | Reply