Configuration Tasks
The following tasks should be performed in the Lunchbox 2.0 dashboard.
Step 1 - POS Provider Setup
Go to Menus in the Lunchbox 2.0 Dashboard
Under the 'Admin Links' header click on the Edit POS Provider link
Click on the Simphony POS provider
Set the following fields based on the information provided in the location onboarding template:
Open Item ID
Open Condiment ID
NO Modifier Price Sequence
ADD Modifier Price Sequence
Don't Send Default Items
Use custom order ID as checkName? (if applicable - engineering configuration needed)
Categories
Click Update POS Provider to save changes
Step 2 - Provider Setup
Go to Menus in the Lunchbox 2.0 Dashboard
Under the 'Admin Links' header click on the Edit Provider link
Click on the Simphony provider
Select the Service Type that should be used for this provider from the dropdown
Click Update Provider to save changes
Step 3 - Configure Integration
Go to Integrations in the Lunchbox 2.0 Dashboard
Click on the Simphony tab
Enter the location's Simphony ID (locref) in the Site ID field
If the location's settings are different from the global settings adjust the Local fields as needed
Click Update Simphony Config to save changes
Step 4 - Create Mode
Go to Menus in the Lunchbox 2.0 Dashboard
Under the 'Admin Links' header click on the Switch to Mode Editor link
Click on the Create a New Mode button
Enter a Name for the mode
Click Create to create the mode
Step 5 - Menu Setup
Go to Menus in the Lunchbox 2.0 Dashboard
Click the Create a new menu link
Enter Simphony as the Name of the menu
Leave Short Description and Long Description blank
In the External ID field enter the following information that was provided by the restaurant:
.*:{REV_CENTER}|{MENU_ITEM_SEQUENCE_DEFINITION_ID}|{PRICE_SEQUENCE_ID}example: .*:555|1|1
Click on Create to create the menu
Click on the new Simphony menu in the list of menus
Under the Available Only in the following Modes header check the mode you created in Step 3
Click Update Simphony Config to save changes
Step 6 - Order Type Setup
Go to Service Types in the Lunchbox 2.0 Dashboard
Click on the Service Type that is being used for the integration
Find the External ID section at the bottom of the page
Enter the provided Order Type ID...
In the Global field for net new customers to Lunchbox only
In the Local field for existing Lunchbox customers who are using another POS ^
IMPORTANT NOTE: As existing customers are rolling out Simphony we should only be setting the Order Type locally. Once all locations are on Simphony, the 'Global' setting should be updated to use the provided Order Type
Step 7 - Configure Location To Use Simphony Integration
Go to Locations in the Lunchbox 2.0 Dashboard
Search for and select the desired location
Click Edit Location
Find the Setup Type field
Select POS_micros_simphony from the dropdown
Click Save to save changes
Step 8 - Retrieve The Menu From Simphony
Simphony: Onboarding
Go to Menus in the Lunchbox 2.0 Dashboard
Click Edit Menu for a Location
Click Request POS Upload to import the menu from Simphony
Go to Event Logging to confirm when the import is complete
Refresh the page under you see an Event titled Menu pack import completed in XX.X seconds
The restaurant's menu should now be imported into Lunchbox 2.0. Yay!
Step 9 - Configure Entities
Below is a list of entities that must be manually configured in the Lunchbox 2.0 Dashboard:
Location Hours
Discounts & Coupons
Service Charges
Prep times
Delivery Radius