Create or Edit Order Types in the Shift4 Dine Customer Hub

Description: Learn how to manage and customize order types in the Shift4 Dine Customer Hub, including updating names, layouts, colors, and required fields, and how these settings sync with Shift4 Dine and Kitchen Display devices.

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Order types are a great way for you to organize tickets and are available for use with online ordering. Review how to update names, layouts, colors, required fields, and more in the Customer Hub. These settings will seamlessly flow into your Shift4 Dine and Kitchen Display devices.

To set up Order types on the Workstation, visit the Orders Settings article.

Access Order Types

1. Log in to the Customer Hub. 
2. Navigate to Shift4 Dine > Menu > Order Types.
    

Add Order Type

Select the Add Order Type button near the top right of the page to reveal the Order Type Details screen.

Order Type Details

The New Order Type page contains basic information about the order type and its behaviors. Order types can be linked to their default section layout from this page and customer options and printing.

Edit Order Type

To edit an order type in the Customer Hub, proceed with the following steps:

1. Navigate to Shift4 Dine > Menu > Order Types.
2. Select the order type that needs to be edited from the menu by selecting it.
   • Use the search bar at the top middle to find the order type that needs to be edited.
3. On the Edit Order Type screen, make adjustments as needed.
4. Select Save.

Delete or Remove Order Type

Note: Shift4 Dine is not capable of deleting or removing order types once they are in the system. The only way to remove or delete order types from the menu is to make them inactive. 

To deactivate the order type in Customer Hub, proceed with the following steps:

1. Navigate to Shift4 Dine > Menu > Order Types.
2. Select the order type that needs to be deactivated from the menu by pressing on it.
   • Use the search bar at the top middle to find the order type that needs to be deactivated.
3. On the Edit Order Type screen, slide the Active toggle OFF on the top right of the screen.
4. Select Save.