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 guide will give you detailed information on menu items in the Lunchbox Management Dashboard and show you how to set them up inside your menu.

In the Lunchbox Management Dashboard, menu items are the individual items on your menu, typically grouped into categories. Items can also be picklist members and order level trigger items. You can find additional information regarding items in the sections below:

Table of Contents

There are two ways to create new items in Lunchbox and you will need to follow the instructions based on whether your locations are POS integrated:

Upon menu export, any new items set up in the POS since the last export will be exported to a New Items category. The New Items category is hidden by default, so it will not display items on the front end. The items will need to be in a category, active, enabled and have pricing before they will show on the front end for customer ordering.

To add an item from the New Items Category to your menu:

Step 1: In the category to which you wish to add the new item, drill down to item level

Step 2: In the Add Item box, search for the preferred item by Item name, Lunchbox item ID, or External ID and select it from the dropdown

Step 3: Click on the item to add it to the category:

Step 4: To add or update pricing, see Item Pricing/Availability

Step 5: To add or update POS IDs and/or item configuration, see Item Configurations/POS IDs

Step 6: To activate, see Activate/Deactivate an Item

Step 6: To enable, see Enable/Disable Item at Local Level

Note: Items will stay listed in the New Items category until manually removed. It is advised that you delete items from this category once they are assigned elsewhere for easier management

To add an item for a non-POS integrated/PC location:

Step 1: Drill down to item level

Step 2: Search and select the New Item from the dropdown

Step 3: Enter the item information:

Step 4: Check the boxes next to each Service Type in which this item should be available

Step 5: Select if this new item should be Active or Inactive

Step 6: Enter a Start and/or End Date for the item, if applicable

Start Date: This item will be made available for ordering at the start of this day based upon Menu, Category and Timeslot Availability.

End Date: Means the Last day that this item will be available. This item will become unavailable for ordering at the end of this day based upon Menu, Category and Timeslot Availability.

NOTE: For items that are only available for a single day set the Start and End Date to the same day.

Step 7: Click Create

Step 8: Please see Item Pricing/Availability to specify pricing and availability for the new item

Step 1: Drill down to item level

Step 2: Click the name of the item that you wish to edit:

Step 3: Edit item information, as needed

Step 4: Check the boxes next to each Service Type in which this item should be available

Step 5: Select time slots to restrict the item to, if applicable

Step 6: Select if this new category should be Active or Inactive

Step 7: Enter a Start and/or End Date for the item, if applicable

Start Date: This item will be made available for ordering at the start of this day based upon Menu, Category and Timeslot Availability.

End Date: Means the Last day that this item will be available. This item will become unavailable for ordering at the end of this day based upon Menu, Category and Timeslot Availability.

NOTE: For items that are only available for a single day set the Start and End Date to the same day.

Step 8: Click Save

Note: If you are logged into an account with Management Access, you will be able to view the items on the front end outside of the item’s designated Start and End Date. By design, we ignore item date restrictions for users with Management access; that allows you to test items before they become available to all users.How would the Restaurant Partner go about setting up this feature?

Note: DSPs only pull short descriptions. If you want item descriptions to display on a 3rd party provider, make sure the description is entered in the ‘Short Description’ field

To add an image to an item:

Step 1: Drill down to item level

Step 2: Click the picture frame icon to the right of the item:

Step 3: Click Choose File

Step 4: Select the image file for the item

Step 5: Click Upload

Note: When adding images, always check work on the customer-facing site to be sure it is uploaded correctly.

Note: Image Requirements

To edit an existing item image:

Step 1: Drill down to item level

Step 2: Click the picture frame icon to the right of the item:

Step 3: Click Choose File

Step 4: Select the new image for the item

Step 5: Click Upload

Note: When updating existing images, you are uploading over the current image and it may cache the old image (try refreshing the page). Always check work on front end to be sure it uploaded correctly.

Item classes and badges are labels that you can assign to certain items. For example, Spicy Chili might have a “Spicy” badge that displays the item image on the front end when a customer is placing an order

Assign an item class/badge:

Step 1: Drill down to item level

Step 2: Click on the item name:

Step 3: Select the sub-tab Item Classes

Step 4: Click the plus icon to the right of the class/badge that you wish to assign to this item

Note: Badge/class icons must be uploaded by Lunchbox’s development team prior to being able to assign them. If you would like to assign badges/classes to your items, please speak with your Lunchbox representative.

Step 1: Drill down to item level

Step 2: Click on the item name:

Step 3: Select the sub-tab Item Classes

Step 4: Click the trash icon to the right of the class/badge that you wish to delete from this item

Note: A plus icon beside the class/badge means that a particular badge is not assigned to the item and you would need to click the plus sign to add it.

A trash icon beside the class/badge means that the badge is assigned and you would need to click the trash icon to delete it

To enter/edit item nutrition information:

Step 1: Drill down to item level

Step 2: Click the item name:

Step 3: Select the sub-tab Nutrition Info

Step 4: Enter the item’s nutrition information and allergens, as needed

Step 5: Click Update Nutrition Info

Note: If an item does not have any nutritional information entered here, the button will not display on the front end for a customer.

To assign an item to a category:

Step 1: Drill down to item level

Step 2: In the Add Item box, search for the preferred item by Item name, Lunchbox item ID, or External ID and select it from the dropdown

Step 3: Click on the item to add it to the category:

To change the display order of items:

Step 1: Drill down to item level

Step 2: Click and hold item that you wish to move:

Step 3: Drag and drop the item to the desired location:

To assign sizes and/or styles to particular items:

Step 1: Drill down to item level

Step 2: Click on the item name:

Step 3: Select the Item Config sub-tab

Step 4: Select the desired Size/Style from the corresponding dropdowns

Step 5: Select Add to save the selected Size/Style as an item configuration:

After your menu imports, you may have multiple items that you’d like to condense into one. This is done by setting up sizes/styles for an item and mapping the appropriate POS IDs in the item configuration. Please see the steps below for directions:

Step 1: Create new items and assign styles/sizes

Step 2: Navigate to the Item Configuration for each new item and update the item configuration IDs for each configured style/size (Use the existing items’ POS ID to populate this info)

Step 3: De-activate any item configurations that will not be used on the front-end site (Not specified by style/size)

Step 4: Save the IDs on this page

Step 5: Navigate to the global pricing page and update pricing based on the existing items’ pricing, and set min qty to 1

Step 6: De-activate the existing items at the category level

Step 7: Activate the new items (sized/styled) at the category level (so they show on the front-end)

Step 1: Drill down to item level

Step 2: Click on the item name:

Step 3: Select the Item Config sub-tab to view the sizes and styles available for the selected item

Step 4: Enter or edit the External/POS ID of the item/size/style combination. This must match the External ID of the item in the POS.

Step 5: Activate or deactivate item configurations, as needed. Simply uncheck the box and select Update to de-activate, or check the box and select Update to activate.

Step 6: To remove an item, select the X icon next to the corresponding item configuration:

There could be certain items, like combos, that you wish to exclude from all discounts/coupons. This is done through the item’s configuration.

Step 1: Drill down to item level

Step 2: Click on the item name:

Step 3: Select the Item Config sub-tab - this is where you can see the sizes and styles in which this item is available and exclude it from discounts, if applicable

Step 4: To exclude an item from being discounted with the use of coupons, deselect the checkbox under Allow Discounts to the right of the corresponding item

Step 5: Click Update:

Step 1: Drill down to item level

Step 2: Click the tool icon next to the item that you wish to override:

Step 3: Enter override information:

Step 4: Select Status: if the item override should be Active, Inactive, or No Override

Step 5: Select Default Enabled: if the item override should be Enabled, Disabled, or No Override by default

Step 6: Enter a Start and/or End Date for the item, if applicable

Start Date: This item will be made available for ordering at the start of this day based upon Menu, Category and Timeslot Availability.

End Date: Means the Last day that this item will be available. This item will become unavailable for ordering at the end of this day based upon Menu, Category and Timeslot Availability.

NOTE: For items that are only available for a single day set the Start and End Date to the same day.

Step 7: Select and upload image file to override the main image on either desktop or mobile

Step 8: Check the boxes next to each Platform in which this item override should appear (ex: check Call Center to only apply the override to the Call Center Platform)

Step 9: Check the boxes next to each Mode in which this item override should appear (leave all checkboxes blank to override item in all modes)

Step 10: Check the boxes next to the Order Provider that this override should apply to (e.g., check the box for GrubHub if you only want to apply the override to this particular item in the GrubHub menu)

Step 11: Click Save:

Step 1: Drill down to item level

Step 2: Click on the item name:

Step 3: Select the Item Config sub-tab:

Step 4: Select the tool icon next to the item configuration you wish to override:

Step 5: You can choose to override the item configuration for Prep Time, Additional Prep Time Minutes, Image, or Service Type Exclusions

Step 6: Make any overrides needed and click Submit:

Step 1: Drilldown to item level

Step 2: Click on the item name:

Step 3: Select the Item Config sub-tab

Step 4: Select the tool icon next to the item configuration you wish to override:

Step 5: Select Choose File

Step 6: Select the image you wish to upload

Step 7: Select Submit

Step 1: Drill down to item level

Step 2: Click on the item name:

Step 3: Select the Item Config sub-tab

Step 4: Select the icon next to the item configuration you wish to override:

Step 5: Specify the number of minutes for Prep Time Minutes Override or Additional Prep Time Minutes Override, as needed.

Step 6: Select Submit:

Step 1: Drill down to item level

Step 2: Click on the item name:

Step 3: Select the Item Config sub-tab

Step 4: Select the tool icon next to the item configuration you wish to override:

Step 5: Select the drop-down for Exclude Service Types

Step 6: Select any service types that this item configuration should not be available for.

Step 7: Select Submit:

To update item pricing and item availability:

Step 1: Drilldown to item level

Step 2: Click the $ icon to the right of the item that you wish to update

Step 3: Select a specific mode from the dropdown and click Switch or choose All Modes to edit item information for all modes on one page

Step 4: Update pricing for the item in the various modes

Step 5: Edit item availability by checking the box next to the greenlight icon button to disable the item (turning it red/disabled after saving), or clicking the red circle icon button to enable the item (turning it green/enabled after saving)

Step 6: Click Save

To set an item status to Active or Inactive:

Step 1: Drilldown to item level

Step 2: Click the item name

Step 3: Enable the radio button next to Active or Inactive

Step 4: Click Save

Warning: Marking an item inactive will remove the item from all categories that it is assigned to. Changes made at the item level trump all other settings.