Demo MID Configuration Task List

Description: Set up a new location (MID) to demo all of the features of the Shift4 Dine EcoSystem.

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Availability: United States, Spain

Create a Menu

In the Shift4 Dine Customer Hub, select Shift4 Dine > Menu > Items. Create a menu (if you did not request the product demo menu). Start by creating departments, then items, modifiers, and modifier sets.

For more information on building a menu, please refer to the KB and/or Shift4 Academy.

Edit Employees

1. On the Customer Hub, navigate to Employee Management > Employees (or Workforce Management > Employees).

2. Edit Employee Permissions and add a Job to each employee.

3. Change PINs for employees (optional).

4. Example set of permissions and the default PINs:

Cashier 2222	Server 3333	Bartender 4444	Host 5555
Cash Drawer	Access Table/Reservation Setup	Manage tickets	Access Table/Reservation Setup
Remove Cash Drawer	Manage tickets	Cash Drawer	See Customers
Make Payments	Make Payments	Remove Cash Drawer	Edit Customers
Change Item Quantity	Change Item Quantity	Make Payments
See Customers	See Customers	Change Item Quantity
User Tip Adjust	Edit Customers	See Customers
User Cash Count	Reprint Credit Card Slips	User Tip Adjust
	User Tip Adjust	User Cash Count
	User Cash Count	Allow Multiple Drawers
	Allow Manual Tip Pay Out	Allow Drawer Sharing

Note: Owner/Manager can be set with All Permissions for demo purposes. The Owner/Manager PIN default is 1111.

Add Table Layout

A Table Layout is necessary for Table Service ordering and Reservations.

1. Navigate to Shift4 Dine > Table Layout.

2. Create at least one Table Section.

3. Add/edit tables.

4. Set the capacity for each table.

Add/Edit Order Types

1. Navigate to Shift4 Dine > Menu > Order Types.

2. Edit Order Types.

3. Link table layout to Dine In order type.

4. Navigate back to Employee Management > Employees > Jobs (or Workforce Management > Employees > Jobs).

5. Edit the Server Job and set the default order type to "Dine In." This will ensure a new server ticket opens the table layout.

Workstation Ticket & Course Settings

1. On the Workstation, log in as a manager and navigate to Manager > Settings > Tickets.

2. Configure your location’s settings to your liking. For example, the configuration below allows the ticket to be sorted by course and automatically skips the print dialogue. Select Save to enable your changes.
   

3. To set up coursing (optional), navigate to Manager > Settings > Menu > Coursing.

4. Create and customize your course list and attach entire departments or specific items to each course.

5. Set a course to hold items automatically (optional).
   
   

Set up Reservations (Optional)

1. In the Customer Hub, navigate to Shift4 Dine > Reservations > Reservation Blocks.

2. Edit reservation blocks for each day and day part.

3. Set the number of available tables per seating capacity (this is tied to your table layout).

4. On the Customer Hub, navigate to Reservations > Settings.

5. Edit maximum party size and turnaround times (optional).

6. Copy and bookmark your Online Reservation Link.

Setup Loyalty

1. In the Customer Hub, navigate to Shift4 Dine > Loyalty > Programs.

2. Add a Loyalty Program.

3. Add a Loyalty discount and link to your program.

Set up Online Ordering

1. In the Customer Hub, navigate to Marketplace > Online Ordering.

2. Install the Online Ordering Integration if not already installed. You may have to wait a few hours for the orange “payments not set up” banner to disappear after installing.

3. Add the Restaurant contact info and Timezone.

4. Edit Order Settings and input Prep Time, Order types accepted, and the Future Orders threshold.
   

Configure & Publish Online Menu

1. In the Customer Hub, navigate to Marketplace > Menu Manager.

2. Select Import from POS to import your menu items.
   

3. Navigate to Menu Manager > Schedules. Create and Edit Schedules. Add items to each schedule.
   

4. Navigate back to Menu Manager > Menu. Edit item descriptions, online price, and upload images (optional).
   

5. When done, select Publish menu in the top right.
   

Activate Online Ordering & QR Ordering

1. Navigate back to Marketplace > Online Ordering > Takeout/Delivery. The "Enable Takeout/Delivery" button should now be available.
   

2. Edit Menu URL (optional), and save. Copy the online ordering link and save it to your browser bookmarks.

3. Navigate to Online Ordering > QR Ordering > Enable QR Ordering.
   

4. Copy and bookmark the QR ordering link (optional).
   

5. Create QR Ordering Table Tents and generate a PDF. Download and save to your computer or print (optional).
   

Your location is now ready for demos!

If you have any additional questions, please reach out to [e-mail]!