Set Up Combos in Multi-Location Management

Description: Learn how to create and configure combo items, slots, pricing, and tax settings in Multi-Location Management.

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Note: This feature is currently available only for Pilot users.

Before You Begin

Before creating a combo, make sure the individual items that will be part of the combo already exist in the Shift4 Customer Hub. You need at least one item per combo slot.

Combos are configured at the enterprise level in the Customer Hub by corporate or enterprise administrators. Individual locations cannot create combo items, but they can override pricing and upcharges for combo and standard items.

Key Concepts

Term	Definition
Combo Item	The bundle that holds the combo together. It has its own name, price, and menu settings (for example, Rod's Bacon Burger Combo).
Combo Slot	An individual choice position within a combo. A typical meal combo might have three slots: Entree, Side, and Drink. Each combo supports up to eight slots.
Standard Item	A regular menu item that can be sold on its own or selected within a combo slot.
Default Selection	The item pre-selected in a combo slot when the combo opens on the Workstation.
Upcharge	An additional cost applied when a guest selects a premium item within a combo slot (for example, onion rings instead of fries for +$1.00).

Set Up a Combo

1. Log in to the Customer Hub and navigate to Menu > Items.
   
2. Select Add Item, then select Combo as the item type.
   
3. Fill in the combo item details:
   • Name: The name staff and guests will see (for example, Bacon Burger Combo).
   • Default Price: The bundled price for the entire combo.
   • Department: The department where the combo appears in the menu.
   • Revenue Class: Used to calculate taxes only if "Use Combo Item Tax Rules" is enabled. See the Tax Settings section below.
   • Taxes: Overrides revenue class-level tax settings when "Use Combo Item Tax Rules" is enabled.
   • Active: Toggle on to make the combo available.
     Note: Combo items do not support Modifier Sets, Kitchen Print Name, Print Routing, Item Prep Time, or Inventory Tracking.
4. Scroll to the Combo Slots section and select Add Combo Slot. Every combo requires at least one slot.
   
5. For each slot:
   • Enter a slot name (for example, Entree, Side, or Drink).
   • Search for and add the standard items available in that slot.
   • Set the display order for items within the slot.
   • Optionally, designate one item as the Default Selection.
     
6. Repeat for each slot. You can add up to eight slots per combo.

Important: Each slot supports individual standard items only. The same item cannot appear more than once within a single slot. Matrix items cannot be used in combo slots.

Set Upcharges on Standard Items (Optional)

Upcharges are set on the standard item itself, not on the combo. To add an upcharge:

1. Navigate to the standard item (for example, Onion Rings).
2. Locate the Combo Upcharge field and enter the additional amount (for example, $1.00).
   

The upcharge applies whenever that item is selected inside any combo.

Configure Tax Settings

Tax behavior for combos is controlled at the location level under Location > Business Settings > Reporting. The setting is called Use Combo Item Tax Rules.

Setting	Behavior
Enabled	The entire combo is taxed at one rate based on the combo item's own tax configuration.
Disabled (default)	Each item within the combo is taxed at its own individual rate based on its revenue class or item-level tax assignment.

For most restaurants, leaving this setting disabled ensures items like beverages are taxed correctly.

Assign to Menus and Save

Assign the combo item to the appropriate Display Groups and configure Menu Sets as needed, then select Save. Changes sync to Shift4 Dine terminals at the assigned locations.

Related Articles

• To learn how to use Combos on the Workstation, visit the Ring Up a Combo article.
• For help with common Combos issues, visit the Combos Troubleshooting article.