Catering Editor Overview

This article will show you how to access the Catering Editor to create and manage packing lists.

Accessing the Catering Editor

To access the Catering Editor, proceed to your online ordering website and follow the below steps:

Step 1: Click on "Switch to Old Admin" in the top right corner of your dashboard

Step 2: Click the profile icon in the top right corner of your site

Step 3: Log in with your management account credentials

Step 4: 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 5: On the newly opened Management Tab, click on the Menus Tab

Step 6: Click Switch to Catering Editor link

Note: If you do not have an account with management access, please register as a customer and ask Lunchbox to upgrade your account

Packing Lists

Packing Lists can be used for Catering and Delivery orders to ensure all items are included and packaged correctly. The Packing List serves as a checklist for your staff and will contain menu items ordered and the components you have set up to be included for each item.

Components Tab

Each item offered for catering and/or delivery needs to have corresponding components added to make up the packing list:

Example: To prepare a Catering Party Pack for 15 for a catering order, the expeditor must put together the following: 15 Party Plates, 15 Cutlery Sets, 6 Soup Spoons, 1 Serving Spoon, 1 Ladle, 3 Tongs, 1 Catering bag.

Creating Components

To create a component:

Step 1: Click the Components Tab

Step 2: Click New

Step 3: Fill in the below fields to create a component:

Component: the name of the component (e.g., 10oz. container, serving spoon, sour cream)
Category: the component category (e.g., utensils, food, paper)
Package: the container type (e.g., bag, 20 pack, each)
Package Size: with unit, gives the size of the package (e.g., for a 16oz. container, the package size would be 16 and the unit would be oz.)
Unit: the unit of measurement (e.g., for a 16oz. container, the package size would be 16 and the unit would be oz.)
Min Quantity: minimum quantity of the component
If the component's packaging can be broken up, enable the checkbox. If not, leave blank

Step 4: Click Save

Usage Tab

Now that you have created your components, you must attach your components to a menu item and create the packing list:

Attaching Components to Items

To assign a component to an item:

Step 1: Click the Usage Tab

Step 2: Click New

Step 3: Fill in the below fields to create an item:

Item: Select the item by using the drop-down arrow. The list displayed will be items from your menu
Component: select the component by using the drop-down arrow. The list displayed will be from the components tab
Per Quantity: the quantity required per item
Additional: any amount to include in addition to the ‘Per Quantity’ field (e.g., if you have an order for 10 people you may want to include additional plates, forks, napkins, etc.)
Unit: Select the unit using the drop-down arrow

Step 4: Click Save:

Step 5: The assigned component is now visible next to the item under ‘My Grid’:

Search Existing Items and Components

Once you have started using the catering editor, items and categories will accumulate. The following organization tools will help you change the grouping of the information within the tab pages. This can prevent adding multiples of components and assigned components

Step 1: Point your mouse on the column headings and double-click one of the column names (Item, Component, Per Qty, Additional or Unit) to view a dropdown menu of sorting options. Use the arrow to choose your option from the list:

Step 2: The Components work in the same manner. If you choose “Columns” from the dropdown menu a second option list appears:

Edit Existing Components

Once you have created a component or assigned a component to an item you can edit these at any time to adjust, as needed.

Edit a Component

To edit your components:

Step 1: Click “Edit” or double-click on the category name

Step 2: Update the information in the fields, as needed

Step 3: Click Save:

Edit a Component Attached to an Item

To edit components that are assigned to an item:

Step 1: Click “Edit” or double-click on the item name under My Grid

Step 2: Update the information in the fields, as needed

Step 3: Click Save

Place a Test Order

After you make any updates or assign components to an item, run a test order. This allows you to test the item and component relationships that you have created and confirm that all of your calculations are correct.

Step 1: Click the Test Order Tab

Step 2: Click in the space below the Item column and use the drop-down data field to type in or choose an item from the list

Step 3: Click in the space below the Qty column and enter a quantity

Step 4: Click “Run Test” when finished: