Disclaimer: This article is for Lunchbox 2.0 customers only. If your dashboard header looks the same as below, you are in the right place:
Menu Management
Unique IDs:
Confirm each menu item and modifier has a unique POS ID (Item ID/PLU or GUID).
Naming Conventions:
Use clear, customer-facing long names.
Keep short names strictly for POS needs.
Modifiers/Components:
Modifier Groups/Component Categories logically (e.g., “Add Protein,” “Select Toppings”).
Ensure max/min rules are configured correctly.
Testing:
Test syncs after updates to the menu to confirm items, price, and map correctly.
It's important after making modifications to the menu in ECM that the user "Deploys Site(s)"
Coupons & Discounts (Adjustment Reason)
In order for LB to successfully send discounts/coupons to NorthStar, you will need to add an adjustment reason for each discount type you plan to offer.
How to set up a Coupon (adjustment reason) in Northstar
1. Go to Financial > Adjustment Reasons > Click Add Adjustment Reason.
Note: The adjustment type MUST be 'Discount'. Lunchbox does not support 'Comp' adjustment type at this time.
2. Enter the following information, specific to your coupon:
Description
Select Discount from the Adjustment Type drop-down
Enter the external code (shared identifier that will be used to communicate to LB)
Enter a 0.00 Default Amount (coupon criteria will be set on LB) and specify by Dollars. This must be set to ‘Dollar’ to allow proper total calculations of orders when sent to the POS
Do not set start/end date (all coupon behavior will be configured in LB)
Enable the Active checkbox
Enable the Allow user to change amount checkbox
Enable 'Calculate Tax after Discount is applied'
Under the Sites sub-tab, make the Adjustment Reason Active for the appropriate Sites (Locations) where this coupon/adjustment will be used
If the coupon has bank items: Click the Menu Item Categories sub-tab and select the categories that this coupon/adjustment should apply to
How to get the Coupon (adjustment reason) POS Reference to provide to LB
Go to Financials > Adjustment Reasons
Find the Adjustment Reason that was created and Right-Click on the pencil icon and click 'Inspect'
c. A new window will pop up that will provide you with the ID that will then be provided to your LB rep
Note: The Adjustment Reason configurations above is set to be an Open $ coupon in the POS and that all limitations will be set to Lunchbox. Through this, we are able to utilize all coupon settings/features that LB has.
Location POS Configuration
Site ID
Log in to ECM
Go to Sites > Sites & Groups
Copy the Site ID for the applicable site
Send the copied code to LB which will be referred to as Site ID
Access Token
Enable Online Ordering
Go to Sites > Sites & Groups
Edit Site by clicking pencil icon
Click 'Online Ordering' tab > select 'Enabled for Online Ordering'
Enter the site's public IP address under IP address
This is the public IP address of the local server, usually at the restaurant. Note: Using the public IP address requires that the site have port 8081 open on their NorthStar Order Entry server
Select the LB menu & the LB payment type
Add Area Day Part Menu to Area Setup
Note: this configuration tells the POS which menu to show in each area at different times of day, so the right items appear on checks
Go to Sites > Sites & Groups
Edit Site by clicking the pencil icon. Click Areas Tab, then click the pencil icon next to the Area that you use for Online Ordering - this will bring up the Edit Area screen
Click the Area Day Part Menus Tab, then click the Add Day Part Menu button
Select the appropriate Day Part and the Menu that will be used for Online Ordering
Create a Dine-In Area
Enabling Integration for the Site
Enabling online ordering available in Web Ordering API
Go to sites > sites & groups
Click integrations tab
Click Web Ordering API tab
Select Enable Web Ordering
Mark any Web Ordering Alternate Payment Options and Web Ordering Areas that will be used for online ordering as Available on this tab. At least one Web Ordering Alternate Payment Options and Web Ordering Areas will need to be selected as the Default
Payment Options
Create Alternate Payment Types for Online Ordering
1. Log in to ECM > Go to Financial > Alternate payments
2. Click 'Add Alternate Payment' button and enter name and description to identify what payment type will be (Gift Cards, Online, Grubhub, DoorDash etc)
3. Enter any other required information, but the External Code field should be left empty (a number will auto-populate the field)
4. Click Active & Save
5. Copy and paste the new payment types created and the corresponding external codes and send to Lb
Create Online Ordering Areas (Service Types)
You will need to create an Area in NorthStar for each Service Type that you plan to offer online. These could include Online Ordering Pick-up, Online Ordering Catering Pick-up, Online Ordering Delivery, Online Ordering GrubHub, etc.
Create an area for Online Ordering:
1. Go to sites > sites & groups
2. Edit site by clicking pencil icon
3. Click areas tab, then click add area, which opens the add- area page
4. Enter a name and description for the area, but the External Code field should be left empty (a number will auto-populate the field)
5. Repeat the above steps to create an Online Ordering Area for each Service Type that you will be offering online
6. Click the pencil icon beside the Areas that you just created and copy the External Codes that were auto-populated
7. Send the copied codes to LB labeled with the appropriate service type
Create Locations For Online Ordering Areas
Note: A location is just a record (space) for every order to "sit on" so that the POS knows what store it belongs to. Enter the number of locations to be added (enter at least enough to accomodate the number of orders you expect to be held in a day - typically 7 or 8 pending volume)
1. Go to Sites > Sites & Groups
2. Edit Site by clicking pencil icon
3. Click Areas tab > click the pencil icon beside online ordering area
4. Select Locations tab, then click 'add location' > enter the number of locations to be added (see note above)
5. Click save
Create ‘Comment’ Item for Special Instructions at the Item Level
Create ‘Open Item’ for Sending Unavailable Items to the POS
Delivery Fee Configuration (for Self-delivery or DAAS)
How to Publish Changes (Deploy Site Updates):
Go to Sites > Sites & Groups
Run a site deploy to the site - no need to do any web deploy. That is only for online ordering through Northstar. Since you are doing online ordering through NovaDine, you will just need to do the normal site deploy.
