Delivery Management Onboarding and Quick Start Guide

Description: Learn the essential steps to onboard and begin using Delivery Management from initial setup in the Shift4 Dine Customer Hub to connecting delivery platforms and accepting live orders.

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Overview

This article guides you through onboarding Delivery Management and completing the minimum setup required to begin accepting delivery orders. Follow each step to ensure a successful launch.

Before You Begin

Before enabling Delivery Management, confirm the following prerequisites are complete:

• Shift4 Dine is fully set up and operational
• Locations are active in Shift4 Dine and are mapped correctly
• You have Owner or Administrator access to your Shift4 account
• You can log in through the Customer Hub

Step 1: Confirm Access & Location

Ensure you can access the correct organization and location before starting installation.

1. Log in to the Customer Hub.
2. Verify you are viewing the correct organization.
3. Confirm that the correct location(s) are available and active.

Step 2: Access and Install Delivery Management

1. In the Customer Hub, select Delivery Management from the left navigation menu.
2. Review the Delivery Management landing page.
3. Select Get Started.
4. Review and accept the Terms & Conditions, then select Agree and Launch.

Select the Location for Installation

1. A new browser tab will open.
2. Choose the location where Delivery Management will be installed:
   • Single-location merchants will see the location automatically
   • Multi-location merchants must select the correct location
3. Select Continue.
4. The system will connect to your Workstation and begin menu synchronization.
5. Once synchronization begins, select Continue to access the main dashboard.

Step 3: Prepare at Least One Menu for Delivery

At least one menu must be available before orders can flow.

• Create One or More Menus for Delivery Management
• Bulk Tag Items as needed

Additional configuration options are available and can be set up later.

Step 4: Set Basic Availability & Prep Time

These settings are required for orders to process correctly.

• Set Menu Hours on Delivery Management
• Configure Order Prep Time
• (Optional) Add or Update Holiday Hours

Step 5: Add Users and Assign Permissions

1. Select the profile icon in the top-right corner.
2. Navigate to Settings > Members.
3. Add users who will manage delivery operations:
   • Use the same email associated with their Customer Hub account
   • Assign a predefined role or create a custom role
   • If multiple locations are installed, select location access per user
4. Select Add Member to grant access.

Visit Add Members and Assign Roles for more details.

Step 6: Connect Your First Delivery Platform

You must connect at least one third-party delivery platform to go live. Additional platforms can be added later.

Choose the platform you’re launching with:

• Connect DoorDash to Delivery Management
• Connect Uber Eats to Delivery Management

Step 5: Go Live

Once a menu is active and a delivery platform is connected:

• Orders can begin flowing into Delivery Management
• Monitor order status, alerts, and operational workflows from the dashboard

Next Steps

For advanced configuration and optimization:

• Configure additional menus and workflows
• Connect more delivery platforms
• Refer to the Shift4 Knowledge Base and training modules