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Command Center: How to Transfer Orders Between Locations

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Written by Tommy Sardo
Updated today

How to Transfer an Order in the Lunchbox Command Center


Step by Step Instructions

Step 1: Log into Your Account 0:14

  • Ensure you are logged into your Lunchbox account.

  • If you are an admin, click on the 'Jump to Admin' button.

Step 2: Access the Orders Page 0:26

  • You will be directed to the orders page.

  • The page typically displays the day's orders.

  • You can filter orders by:

    • Date

    • Location

    • Status

    • Service Type

  • You can also sort and show/hide different columns.

Step 3: Select the Order to Transfer 0:48

  • Find the order you want to transfer (e.g., an order for the 13th at the Williamsburg location).

  • Click on the three dots on the right-hand side of the order.

Step 4: Edit the Order 1:12

  • Select 'Edit Order' from the options.

Step 5: Choose the New Location 1:36

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  • Ensure all order details are correct (e.g., guest count).

  • Click 'Get Locations' to see available transfer locations.

  • Select the desired new location (e.g., Flatiron location).

Step 6: Change the Order 2:15

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  • If you only need to change the location, click 'Change Order'.

  • If you need to add or remove items, confirm and edit the items as necessary.

Step 7: Confirm Transfer 2:32

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  • A pop-up will appear if the menu is not available at both locations.

  • If the menu is global, the items will transfer over without issues.

Step 8: Verify the Order Change 3:00

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  • Return to the orders page to confirm the order now shows the new location (Flat Iron).

  • Additional options available include:

    • Edit order

    • Print/download receipt

    • Cancel order

    • View payment and email history

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