Getting Started with Tanqory
By the end of this guide your store can take an order. It has something to sell, a way to collect money, a delivery option, published policies and an address of its own. Eight steps get it there, grouped into four stages.
On this page
Tanqory is the admin where you build and run an online store: its products, its orders, the money it takes, and the storefront customers see. This guide is where to start the first time you open one.
By the end of it your store can take an order. It has something to sell, a way to collect money, a delivery option, published policies and an address of its own. Eight steps get it there, in four stages. You can stop and come back, but follow the steps in order, or you may have to redo work later.
The path is four articles. This one is the map. Setup Guide shows the same steps as cards on your Home screen, so you can check them off as you go. Adding Your First Product walks the longest single step, and Your First Order proves the whole thing works. The other nine articles here describe the Home screen, for when you want to know what something on it means.
Before you begin
- You have a Tanqory account and the store you are setting up is open in front of you. If there is no account yet, Create a Tanqory Account comes before any of this.
- You are the store's owner or an admin, since setting a store up spans products, payments, shipping, policies and more.
Find your way around first
Tanqory groups its work into areas down the left of the admin. Learning where those areas are makes every step below quicker to follow. Navigating the Admin walks the sidebar area by area, and Home Dashboard Overview covers the page you land on.
Set up your store step by step
Six of these steps also appear as cards on Home. Four of them count the tasks inside. Once you complete a task, its button disappears. Setup Guide explains how to read the cards.
Stage 1. Set what everything else depends on
- Add your store details. In Settings > General, set your store name, address, currency, unit system and time zone. Do this before you enter anything else: prices, taxes and emails all take their numbers and their wording from here. Store Details goes through the fields one at a time.
Stage 2. Make the store able to sell
Add your first product. Give it a title, a description, an image and a price, at Products > Add product. Adding Your First Product walks the form.
Set up payment methods. Connect a provider at Settings > Payments. Until one is connected there is no way for money to reach you. Add a Payment Provider covers connecting one.
Set up shipping. Add a shipping, delivery or pickup option at Settings > Shipping and delivery. It sets both how a customer receives the order and what they pay for delivery. Create a Shipping Profile explains how a profile is built, and Set Up Shipping Rates covers the rates inside it.
Stage 3. Make it ready for a customer to arrive
Customize your store. Choose and adjust a theme at Online Store > Themes, so the storefront is not the one every new store starts with. Your logo and brand colors sit elsewhere, in Settings > Brand. Themes covers what a theme controls, while Brand Logos and Brand Colors cover the assets that appear across your store and social channels.
Add store policies. Write your refund, return and cancellation terms in Settings > Policies. Checkout links them in its footer, so this is what a customer reads before paying. Store Policies covers what each policy is for.
Connect a custom domain. Add your own domain in Settings > Domains, in place of the mytanqory.com address the store starts with. It changes more than the address bar: your customer emails send from an automatic address you cannot edit, and your own domain is what replaces it. Connect an Existing Domain takes you through it.
Stage 4. Prove it works
- Place and process a first order. Put one order through from checkout to fulfillment, the point where the order is packed and sent, so you have seen each stage before a customer reaches it. Your First Order sets one up safely.
What leaving a step undone costs you
The steps are not equally urgent. Two of them decide whether the store can trade at all, and the rest decide how well it trades.
| Step left undone | What happens |
|---|---|
| Set up payment methods | Checkout has no way to take money, so every payment fails, for every customer, until a provider is connected. Payment Failed at Checkout covers diagnosing it |
| Set up shipping | Checkout is blocked outright. With no shipping, delivery or pickup option set up, a customer has no way to receive the order and cannot complete the purchase |
| Add your first product | There is nothing for a customer to buy, so the storefront has no reason to be open yet |
| Add your store details | Everything you enter beforehand is recorded against the wrong currency, units or time zone, and has to be reviewed once you fix them |
| Add store policies | The policy links in the checkout footer lead to nothing, so a customer checking your refund terms finds no answer |
| Connect a custom domain | Your store keeps its default address, and customer emails keep sending from the default address too, which mailboxes are more likely to treat as spam. Customer Emails Not Sending goes into why |
| Customize your store | The storefront works and sells, but it looks like every other store that has not been styled |
Tip: Work on whichever step is actually blocking you rather than clearing them in order. Payments and shipping are the two that stop checkout outright, so they matter well before a domain or a theme does.
Every row above stops being true the moment you finish that step.
After the store can sell
If other people will work in the store with you, invite them in Settings > Users. Each person is given a role, and the role decides how much of the admin they can reach. The store arrives with seven roles to choose from, Admin, Editor, Viewer, Store Manager, Content Editor, Order Processor and Support Agent, and you can build one of your own if none of them fits the job. It is not one of the eight steps, since a store run by one person does not need it. Settle it before you hand any of the work over. Manage Users covers inviting and removing people, and Roles and Permissions explains what each role can do.
Moving an existing store to Tanqory
If you are bringing a store across from another platform, Home carries a Finish setting up your marketplace store on Tanqory card. Its Resume button opens guided help for importing orders, checking the migration and preparing the store to sell, and it tracks tasks of its own. It covers the move rather than first-time setup, so the eight steps above still apply once your records are across. Migration Overview documents the move itself.
Getting help as you go
Home carries an assistant box, under the greeting at the top, where you can ask about your store in plain language. A question about where a setting lives does not have to become a search. The prompt in it changes as you come back to the page, suggesting a subject such as shipping rates or payment methods, and it is meant for one question at a time.
AI Assistant in the sidebar opens something larger, a full page headed Tanqory AI. Your conversations are kept down the left of it, with New Conversation, Search and Archived above them, and the page offers starting points such as Store overview today and Orders waiting to ship, over a Browse Prompt Library control. Use the box on Home for a passing question, and the page when the answer is worth keeping.
Next steps
Related articles
Still stuck?
- Ask Tanqory AIAsk in your own words. It answers from these articles and links the ones it used.
- Ask in your adminThe assistant in your Tanqory admin answers and makes the change for you once you confirm.
- Contact TanqoryWrite to our privacy, security or legal teams, or talk to sales about a plan or a move.