Shift4 Dine Customer Hub Menu Builder Guide

Description: Learn how to create, edit, and maintain your POS menu remotely in Shift4 Dine Customer Hub.

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For information on how to log in and board a location, refer to this article.

Log in to your Customer Hub account and hover over Shift4 Dine Settings on the left-side menu.
Next, select Menu, and a group of further options becomes available:

• Items
• Departments
• Modifiers
• Modifier Sets
• Pre-Modifiers
• Pre-Modifier Sets
• Order Types
• Dynamic Pricing
• Coursing
• Display Groups

To set up menus on the Shift4 Dine Workstation, visit the Menu Items on Shift4 Dine Workstation article.

To watch more how-to videos, visit our video section.

Items

This is a list of all the active and inactive menu Items. You can search for a specific item by typing its name into the search bar or by narrowing the items shown using the department drop-down menu. From this page, you can add and edit items.

Add a New Item

1. Select the Add Item button.
2. Enter the General item information. This includes entering a name and price, along with selecting a department and revenue class. If you’d like, you can also mark the item as a favorite or attach any relevant tags here.
   Note: Keep in mind that fields marked with an asterisk are required.
3. Enter the Advanced information. This section allows you to set an alternate kitchen print name, the default quantity (the quantity automatically added to the ticket when the item is selected), and the item description. You can also enable the following options:
   1. Open Items, which will prompt for the item price when ordered. This may be useful for items such as seafood or those sold at market price.
   2. Special Request will enable the special request screen when the item is added to the ticket. 
   3. Indicate whether an item can be purchased with gift cards.
   4. Enable the Item Sold By Weight toggle to indicate that a scale must be used to determine the amount to charge.
4. Assign a Course if applicable.
5. Apply a specific tax in Accounting if the item differs from the department tax already assigned.
6. Select Tracking options related to inventory tracking, such as displaying the quantity of an item on log-in, how many of the item are available, if the item should show an alert if the stock falls under a specific amount, what that amount should be, and if the system should allow ordering of the item when the quantity hits zero.
7. Assign relevant Modifier Sets to the item.
8. Choose where the item is printed.
9. Select any relevant Price Schedules.
10. Select Save to commit your changes.

Edit Items

To edit, select an individual item from the list, or choose more than one item by selecting the checkbox by the item’s name, followed by the Bulk Edit button. The information you can edit will slide out from the right. Remember to select Save to commit the changes.

Departments

From the Departments tab, you can select an existing department to make changes to it or select Add Department to create a new department.

From here, you can set the department name, add or modify items within the department, and assign courses.

Note: If you choose to assign a department to a specific course, all future items assigned to this department will inherit this course type by default.

To watch more how-to videos, visit our video section.

Modifiers

In the Modifiers section, you can add a modifier or edit an existing one.

Within the modifier details, you can set the name, print options, enable special requests, assign to modifier sets, and assign nested modifier sets.

Note: Selecting a printer for modifiers may result in duplicate prints. If you’re noticing duplicate prints, try disabling this option.

Modifier Sets

In the Modifier Sets tab, you can create a new set or edit an existing one.

Begin by setting the name, price, and print options of the modifier set. Then, configure whether the set is required, will display until manually dismissed, or allows multiple selections.

Next, add the appropriate modifiers to the set and assign them to the menu items that will use them.

To watch more how-to videos, visit our video section.

Pre-Modifiers

Pre-Modifiers appear above the modifier sets for items that have at least one assigned modifier set. They add a prefix to the modifier name, reflect any price adjustments on tickets, and print or display on kitchen devices according to their configuration.

Pre-Modifier Sets

A Pre-Modifier Set is a configuration that groups Pre-Modifiers you’ve created. It lets you add clarifying prefixes (such as placement or quantity) to modifiers and optionally apply price adjustments (as a percentage or a flat dollar amount). It appears in Shift4 Dine for items that have at least one assigned modifier set.

Order Types

Add a new order type or edit an existing one in the Order Types tab.

You can change the name, assign a section layout, and enable custom ticket names and customer selection. 

Dynamic Pricing

The Dynamic Pricing tab allows you to configure new or existing price schedules within your system.

You can set the Group Name for the Dynamic pricing group, select the days of the week it applies to, and then set the time range. You can also select Add Price Schedule to add additional coverage within a scheduled pricing group.

Coursing

The Coursing tab is where you can create new Coursing groups, such as Appetizers, Entrees, and Desserts.

Enter a name for the course, then select Manage Items to select which items will be included in the course.

Display Groups

Display Groups are an enhanced replacement for Tags in Shift4 Dine, improving menu organization and navigation, including nested Subgroups. They’re created/managed only in Shift4 Dine Customer Hub under Settings > Menu > Display Groups. Items can be in multiple groups/subgroups; departments remain separate.