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:

This article will explain what the Lunchbox POS Agent is and how it works with your online ordering.

Table of Contents

A customer will place an online order using the restaurant’s online ordering website. The POS Agent will then automatically send the online order to a designated computer or the restaurant’s POS (POS locations only)

Note: It is important that you do NOT accept any online orders directly on the POS Agent. The POS will accept the order when the Agent hands it off. If you manually accept the order, the order will not send to the POS.

If the location does not have a computer, or the internet is down, there is an option to receive orders via Fax. If the location is set up to receive orders via fax, a Lunchbox Technical Support Agent will call the location and verify that the order was received.

Before installing the POS Agent, it is important to make sure that your computer is up to date

Before installing the POS Agent, ensure that all Windows updates have been run. To do so, follow the below steps:

Step 1: Open Internet Explorer

Step 2: Click on Tools in the Menu Bar

Step 3: Select Windows Updates from the menu

Step 4: Follow the prompts to run updates

Step 5: Once updates are complete, please restart your computer

Please also check to ensure your computer has a printer installed. To do so, follow the below steps:

Step 1: Open the Control Panel on your computer

Step 2: Double-click the Printers and Faxes icon or View devices and printers, depending upon your version of Windows

Step 3: Confirm that the correct printer is marked as the default (default printer will have a checkmark)

Step 4: If you need to set your printer to the default, right click and choose “Set as default printer”

Step 1: Go to the Lunchbox (ND) Agent URL: http://yoursite.com/files/NDAgent.msi

Step 2: Choose Run and follow all of the additional prompts. Agree to any security alerts that may appear on your screen

Step 3: Go to your computer desktop and double click on the icon to launch the POS Agent. You can also access the program from your programs list from the Start button

To install the POS Agent from the command-line or script, use:

The Agent’s configuration can be set initially, or can be updated by placing the desired configuration in a file named config_update.yml in the Agent’s folder and restarting the Agent. The Agent’s folder location varies depending on the version of Windows it is running.

On XP it can be found at: C:\Documents and Settings\All Users\ApplicationData\Lunchbox\NDAgentOn Windows 7, 8, or 10 it can be found at: C:\ProgramData\Lunchbox\NDAgent

Note: Files and folders may be hidden depending on your operating system and settings

If the Agent has already run, the config_update.yml file is renamed to NDAgent.yml and an NDAgent.log file is created in the folder. The config_update.yml can be used at any time to update the configuration. The yml files are only read at startup, so if you create one for an existing Agent it will not take effect until the Agent is restarted

The configuration files (NDAgent.yml for saved configuration and config_update.yml for updates) are in YAML format and contain indented “key: value” lines grouped in sections. To update a running Agent, place a config_update.yml containing the updated configuration in the Agent’s installation folder. The updated file will be read, merged into any existing configuration, and then deleted

Note: Each location has a unique username, password, and restid for the Agent. You can request a CSV file of all Agent usernames and passwords from Lunchbox.

You will now need to enter setup information into the Agent to link it to the appropriate store.

Step 1: Click on the Windows Start button

Step 2: Type ND Agent into the programs and files search box

Step 3: In the POS Agent, click Setup

Step 4: Click OK on the standard warning that new orders will not be downloaded during setup

Step 1: Click the my profile icon in the top right corner of your site

Step 2: Log in with your management account credentials

Step 3: Click the gear icon in the top right corner that displays after successful login, which will open your Backend Management site in a new tab

Step 4: Select the Location Users tab

Step 5: Click the POS Agent User subtab

Step 6: Click the pencil icon next to Agent User to find the Username and Password

On the General tab of the POS Agent:

Step 1: Delete any default information from the Username and Password fields

Step 2: Paste the Username and Password copied from the store’s website

Step 3: In the Restaurant URL, enter your chain’s website:

The Restaurant URL is “https://” plus the beginning characters of the Username up through .com. Example: If Username is demo.Lunchbox.com_0015, Restaurant URL would be https://demo.Lunchbox.com

Step 4: Enter your Restaurant ID:

The numbers listed at the end of your Agent Username is your Restaurant ID Example: If Username is demo.Lunchbox.com_0015, your Restaurant ID would be 15

Step 5: Choose your POS System from the dropdown (select ‘Lunchbox’ if you will be using the Agent as a standalone system/non-POS)

Step 6: Click Apply

Note: For security purposes, please ensure your Restaurant URL in the Agent begins with “https://“

On the Printers tab, you can configure your printer:

Step 1: Click the first dropdown field under Printer Name and choose the printer you selected prior to installing the Agent

Step 2: Select Standard from the first dropdown field under Print Style

Step 3: Click Apply

The Notifications tab is where you can choose how you prefer to be alerted when new orders arrive:

Step 1: Click checkboxes next to any of your preferred notification methods

Step 2: Click Apply

On the Tests tab, you can verify that your login, popups, printing, and sounds are all configured and working correctly:

Step 1: Click Test Login

Step 2: You will receive a pop-up message stating whether or not the login was successful

Step 3: If the login was successful, click OK. If not, repeat the General Tab section

Step 1: Click Test Printing

Step 2: A test page will be sent to your printer

Step 3: If the test page printed successfully, continue to next step. If not, repeat the Printers Tab section

Once you have completed the above sections:

Step 1: Click Save

Step 2: Your Agent installation is now complete

Click the Check Orders Tab to manually check for any new, incoming orders

By clicking the Orders Management Tab, you will bring up the Order Management Screen that displays open orders and any future orders

Click the Export Menus Tab to manually export a copy of your location’s menu to Lunchbox’s System

By clicking the Hide Me Tab, you will minimize the Agent to your computer’s taskbar. The Agent will still be running, but minimized. An alert box will pop up letting you know that the Agent is still running.

By clicking the Terminate Tab, you are saying that you want to fully shut down the Agent on your computer. This is not advised unless it’s during off hours, when you would not be receiving orders

Once you click the Terminate Tab, you will be asked to enter your AGENT username and password as a security precaution before the Agent will fully shutdown

Note: You can terminate the POS Agent through the Task Manager on your computer, but using the Terminate Tab is the suggested method.

Step 1: Click the Accept button to acknowledge the order

Step 2: You can elect to send the customer a confirmation email that states that the location has received their online order by checking the box Send Confirmation prior to accepting the order:

Step 3: After accepting the order, the status color will change to TEAL, which indicates the order is currently in progress:

Step 1: Click the Complete button once the order has been picked up. This final process will also capture the credit card pre-authorization:

Step 1: After completing the order, the status color will change to GRAY: