Auto Split by Seat on the Workstation, Handheld, and Tablet for Shift4 Dine

Description: Easily split tickets by seat with a single tap from the Ticket Grid. This feature speeds up checkout and reduces errors in full-service dining.

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Note: This feature is available only for merchants with at least one Handheld.

Section	What You'll Find
How It Works	Usage of Auto Split by Seat on each device.
When the Button Appears	Conditions required to enable the Auto Split button.
Confirmation Prompts	Details of confirmation and warning dialogs that users see.
After Splitting	What happens after the ticket is split.
Blocked Actions and Error Messages	Reasons the split might be prevented and related system messages.
FAQs	Answers to common questions about using Auto Split by Seat.

Overview

Auto Split by Seat lets staff automatically split a ticket into separate checks per seat. It’s available from the Ticket Grid on:

• Workstation
• Handheld/Handheld+
• Tablet

Access it with a long press on any ticket or the Order Entry kebab menu.

How It Works

Handheld

• Long press opens a quick action menu.
• "Auto Split by Seat" appears as the only option.
  
• Tapping the option opens a confirmation dialog.
  

Workstation & Tablet

• Long press opens a quick action menu
• "Auto Split by Seat" appears as the 3rd option after:
  • Split Ticket
  • Split by Seat
    
• The Tablet is optimized for touch-first interaction.

When the Button Appears

The option is available only when:

• The ticket has 2 or more seats
• At least 2 seats have items assigned (table area not counted)
• The ticket isn’t already split
• Required modifiers are selected, or “Ignore Required Modifier Sets” is enabled

It still appears if:

• The ticket has partial payments
• The ticket is locked
• The user lacks permissions to manage/split tickets

Confirmation Prompts

After selecting “Auto Split by Seat":

• A confirmation dialog appears:
  “This will create a separate ticket for each seat and open the ticket grid.”
  
  • Confirm to proceed with Auto Split
  • Cancel to return to the original ticket

You may also see additional messages if:

• Loyalty is applied
  “Applied loyalty accounts will be removed from newly created tickets.”
• There are unsaved changes
  “This ticket has unsaved changes. Would you like to save?”
• Mandatory info is required (e.g., due to order type change)

After Splitting

• The Workstation returns to the Ticket Grid view
• Loyalty is removed
• New tickets follow standard split-by-seat behavior
• Seat mapping and ticket names follow existing logic

Blocked Actions and Error Messages

If something prevents the action, such as a locked ticket or missing permission, the Workstation will display an on-screen message explaining the reason.

FAQs

Is Auto Split by Seat available on all Shift4 Dine devices?

All Shift4 Dine devices: Workstation, Handheld, and Tablet — via Ticket Grid (long press).

Can I use Auto Split by Seat from Order Entry?

Yes.

What happens to applied loyalty accounts?

They are removed from the newly created split tickets. A warning is shown before splitting.

How do I access Auto Split by Seat?

Long press on any ticket to open the quick action menu. On Handheld, it appears as the only option. On Workstation and Tablet, it appears after other split and manage options.

What happens after I select Auto Split by Seat?

You’ll see a confirmation message. If you proceed, the system splits the ticket and returns to the Ticket Grid.