Use Order Entry on the Workstation, Handheld, and Tablet for Shift4 Dine

Description: Learn about the Order Entry screen in Shift4 Dine across the Workstation, Handheld, and Tablet, including shared features, device-specific layouts, and item selection behavior.

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Use the links below to jump to a section:

Section	What You'll Find
FAQs	Answers to common questions about the interface and functionality.
Features Across All Devices	Universal layout, button behavior, menu options, and visual design applied across Workstation, Handheld, and Tablet.
Workstation Features	Button layout, Fast Pay options, and Pre-Auth access on the Workstation.
Handheld Features	Layout, action button placement, and kebab menu options for Handheld.
Tablet Features	Tablet-optimized layout and touch-first interaction.

Order Entry Design Overview

The Order Entry screen provides a consistent experience across all Shift4 Dine devices, delivering a fast, intuitive experience. While each device type includes adjustments tailored to its screen size and use case, the core design elements remain consistent for a unified workflow.

FAQs

Which devices does this design affect?

All three core devices — Workstation, Handheld, and Tablet.

Will this require staff retraining?

Minimal retraining is needed. The interface is intuitive, and core functionality is easy to navigate. A short walkthrough is recommended.

Is any functionality missing?

No functionality is lost. Features are visually and structurally organized for faster access.

How does this affect order taking speed?

The layout is designed to improve completion times and reduce the number of navigation taps.

Why was the Order Entry screen designed this way?

To improve speed, clarity, and touch performance across all devices. The layout simplifies menus and supports modern workflows.

How do I log out or switch users?

Log out and user options are located in the kebab menu (⋮).

How do I select multiple items on a ticket?

Tapping an item selects it individually. To select multiple items, long-press any item to enter Multi-Select mode, then tap additional items to add them to your selection.

How do I apply a discount?

The discount function has its own icon at the top of the Order Entry screen, next to the "Print Guest Check" icon.

Features Across All Devices

Ticket Header Bar:

• Back Arrow: Returns to the previous screen.
• Order Number & Table Name: Displayed at the top of the screen.
• Print Icon: Quick access to print the ticket.
• Discount Icon: Quick access to apply a ticket-level discount, located next to the Print Guest Check button.
• Kebab Menu (⋮): Access to advanced options.

Dropdown Controls:

• Order Type
• Ticket Name
• Table Selection

Visual & Functional Enhancements:

• White header bar for a clean, modern look.
• Modernized icons for easier navigation. 
• Pinned Ticket Totals: Always visible at the bottom of the screen. 
• Item List scrolls independently for better visibility and smoother navigation.
• Long-press the “Send” button to access additional send options.

Multi-Select Mode:

By default, tapping an item selects it individually. To select multiple items, use Multi-Select mode.

• Tapping an item selects it individually. Tapping a second item switches the selection to that item.
• Long-press any item to enter Multi-Select mode.
• In Multi-Select mode, tap additional items to add them to your selection.
  
  
• Use Select All or Deselect All to manage your selection.
• The following actions can be applied to selected items:
  • Discount
  • Duplicate
  • Move
  • Coursing
  • Hold Item(s)
  • Schedule Send
• To exit Multi-Select mode, either execute one of the actions above or tap the X icon in the top left.

Kebab Menu Options:

• Guest Selection
• Taxes
• Gratuities
• Special Requests
• Logout (when applicable)

Action Button Layout

• Send: Located on the left.
• Pay: Located on the right.
• Back Arrow: Located in the header.

Device-Specific Features

Workstation

• “Send”, “Pay”, and “Pre-Auth” buttons at the bottom of the screen.
  
• “Fast Pay” options appear above action buttons.
• "Manage" is located in the kebab menu.
  
• Pre-Auth is available on the Workstation. 

Handheld

• Action buttons are located just below the header for accessibility on smaller screens.
  
• Pre-Auth is not available on the Handheld.
• Kebab menu includes:
  • Guest selection
  • Special requests
  • Print options
    
• Optimized for small screens and mobile handling. 

Tablet

• Shares the Workstation layout, optimized for touch use.
• Same button placement and workflows as Workstation.