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Location Management

Written by Joyce D.

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:

Location Management

This article will outline how to add and edit a location as well as how to make a store “Call Center Only”.

Table of Contents

Add a Location

To add a new location, you must have Chain Admin or Corporate Manager access and follow the below steps:

Step 1: In the sidebar, navigate to and select the Locations Tab

Step 2: Click Add New Location:

Step 3: Enter the following required information:

  • Organization: (name of the organization that the restaurant belongs to)

  • Setup Type: (point of sale integration)

  • Store Number: (generated outside of LB Enterprise by the restaurant)

Note: Store Numbers CANNOT contain / forward slashes will break the location integration to apps and web. Lunchbox uses the Store # in the URL and having a / in the Store Number causes the URL to break.

  • Name: (guest-facing name that will appear in the location search)

Note: Location Name CANNOT contain / forward slashes will break the location integration to apps and web. Lunchbox uses the Location Name in the URL and having a / in the Location Name causes the URL to break.

  • Address: (address of the location)

  • Address 2

  • City

  • State

  • Postal Code

  • Time Zone

  • Location observes DST: Yes

  • Phone Number:

  • Restrict orders to users with Call Center access: This setting marks a location only available for Call Center Visibility. This feature is primarily used for chains who collect orders through a particular location but then want the power to move those orders to other stores. Primarily used with Catering.

    • Example: Chain A is a single Catering Hub but they have 10 stores where they would like to distribute those orders that they don't want people to order from using the front end website. Mark the 10 stores that should not display on front end web as restrict orders to users with Call Center access: True to achieve this behavior.

  • Checkin Spaces: (used for curbside pickup | quantity should equal the number of spaces where a car can park)

  • Allow Group Orders: Yes (if the client is enabling grouping functionality)

  • Email Address for Orders: (email address to be used for sending order confirmations)

  • Locator Text: (text displayed on the frontend ordering site on the location listing)

  • Fax Notification: No (unless a restaurant partner is opting into fax notifications)

  • Temp Fax Notification: No (unless a user is opting in for temporary fax notifications)

    • ex: This setting sends a backup copy of the order to a fax machine on-premise.

  • Owner Name: (name of restaurant owner | comma separation can be used for multiple owners)

  • Owner Phone Number: (phone number of the restaurant owner | used by support or billing if needed)

  • Owner E-mail: (email address of the restaurant owner)

  • Loyalty Provider: (loyalty provider in use at the location)

  • Status: A location’s status can be set to…

    • Activation Requested (needs to be set up and activated)

    • Approved (activation is approved)

    • Canceled (has churned or there was a billing issue)

    • Closed (is no longer in service)

    • Live (is active and allowed to accept orders)

    • Live - Need Paperwork (is active and is used for New Locations awaiting paperwork)

    • Offline (has been taken offline / no orders are being received. The customer is notified the location is not taking orders)

    • Suspended (used when there is a payment issue)

  • Order Reimbursement:

    • ACH

    • Check

    • None (set this)

  • Option: These settings may vary:

    • Order Based (set this)

    • Order Based Flat Discount

    • Standard

  • Subscription Fee: (dependent on the chain)

    • None

    • ACH

    • Credit Card

  • Test Store

    • No (store is not in testing)

    • Yes (store is in testing)

  • Setup Dates

    • Requested Live Date: (date when the location would like to go live)

    • Initial Live Date: (date when the location was set to live:

Note: Latitude and Longitude fields will automatically populate once the address has been entered and store added.

Step 4: Finally, click Add New to officially create the new location.

Edit a Location

To edit an existing location, you must have Chain Admin or Corporate Manager access and follow the below steps:

Step 1: In the sidebar, navigate to and select the Locations Tab

Step 2: Search and select the location you wish to edit:

Step 3: Once the Location page populates, click Edit Location:

Step 4: Make updates and edits to the location information and click Save:

Make a Location Call Center Only

For testing purposes or for placing a store online for Call Center Orders only, please follow the below steps:

Step 1: In the sidebar, navigate to and select the Locations Tab

Step 2: Search and select the location you wish to edit:

Step 3: Once the Location page populates, click Edit Location:

Step 4: Select Yes from the drop-down menu for the field labeled Restrict orders to users with Call Center access:

Step 5: Click Save:

The location will now only be available for users that have Call Center access

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