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:
Loyalty & Non-Loyalty Open $ Discount
For Lunchbox Discounts to pass through the Toast integration every coupon in Lunchbox must be linked to a corresponding discount in Toast. Let’s create an Open $ discount in Toast for use with Lunchbox Loyalty and or Non-Loyalty Discounts where the coupon logic will be handled by Lunchbox instead of in Toast.
Warning: If a restaurant is not on Toast MLM and they are onboarding a new location it is VERY IMPORTANT to notify your configuration analyst/onboarding manager. Non MLM Clients will have different Coupon GUIDs that require additional configuration when setting up discounts.
If restaurant partners are not on (Toast MLM) Skip step three regarding the target and owner adjustment. The target and owner fields are not visible for non MLM accounts.
Note: When a restaurant is opting into Lunchbox Loyalty, Toast’s Loyalty API has to be set to active and Lunchbox needs to be granted access to it.
Restaurant Partners do not need Toast Loyalty (the product) from Toast to use LB Loyalty. They do however need to activate the Loyalty API.
Clients simply need to turn off Toast Loyalty and activate the Loyalty API following the onboarding email template found here https://support.lunchbox.io/hc/en-us/articles/17746108634263-1a-Request-API-Access-Loyalty-Tender-Toast-. Doing so diverts the flow of information to Lunchbox instead of to Toast. This will enable the ‘Rewards’ button on your terminals for staff to scan for and redeem loyalty.
Please reach out to your Toast rep with any questions.
IS IMPORTED The following coupon settings are sent from Toast to Lunchbox and will display on your Coupons.
name - imports on first import and can be updated in Lunchbox.
guid - imports on first import and should not be updated in Lunchbox.
fixed % - imports on first import and should match Toast or orders will fail to send to POS
fixed $ - imports on first import and should match Toast or orders will fail to send to POS
amount - imports on first import and should match Toast or orders will fail to send to POS
WE HIGHLY RECOMMEND: This same discount setup can be used if you are willing to have Lunchbox control the discount logic. Simply add additional Open$ discounts with the same name.
WARNING! The following Coupon Settings Require the discount in the POS to be set up as open $
Coupons that are Buy One Get One Any % Off and set to not include children, first eligible item will require a Toast Open $ Discount
Coupons with a Max Discount Per Order $
Coupons with the include children checkbox setting unchecked
Coupons where you are attempting to exclude modifiers in item banks from the Discount.
The following Lunchbox Coupon Settings are not compatible with the Toast integration...
Apply To Total & Delivery Based Checkboxes should never be checked. Toast does not have the ability to apply discount to the Grand Total of an order or to a Service Charge.
IS NOT IMPORTED Toast Discounts API does NOT send the following to Lunchbox when we pull in discounts through imports…
promo codes - Not sent to Lunchbox from Toast and will need to be manually configured in Lunchbox. Promo Codes are also not validated when orders are sent to POS and will not block an order from going through if the promo codes don’t match.
expiration dates - Not sent to Lunchbox from Toast and will need to be manually configured in Lunchbox. Orders wiill not send to POS if the coupon is expired in Toast.
exclusive settings - Not sent to Lunchbox from Toast and will need to be manually configured in Lunchbox. Orders will not send multiple discounts on the same check if allow BOGO isn’t checked off in Toast.
date or time based settings - Not sent to Lunchbox from Toast and will need to be manually configured in Lunchbox. Orders will not send discounts during time frames that the coupon is unavailable in Toast settings must match in Lunchbox using timeslots
items or categories in item based discounts - Not sent to Lunchbox from Toast and will need to be manually configured in Lunchbox. If choosing to opt into using item or category based discounts in Toast the items and categories must be built into Lunchbox banks and if choosing to add items to discounts in Toast the GUIDs must match exactly between Toast and Lunchbox.
Read below for more details and specific setup by coupon type.
VERY IMPORTANT TESTING NOTE: If you are trying to test a coupon that is being used for loyalty that is giving you issue with order submission or instore loyalty lookup. Add a test promo code to the coupon using the Discount Codes portion of the UI and test the Coupon using web, ios or android. (LEAVE THE LOYALTY :redeemable: CLU AS IS THIS MUST STAY IN PLACE OR A COUPON CAN BREAK) If the coupon goes to POS and applies properly then that is an indication that the coupon is configured correctly but something might be up with the Loyalty Engine that our ENG team needs to review. If you are live then submit a ticket to [email protected] with a link to your test order for investigation. If you are still in onboarding then notify your deployment manager.
Let’s begin by building out your first Lunchbox Loyalty Discount. If you take our advice from above then the discount structure for all of your discounts will be the same but the name will change to help in ensuring your discounts align for reporting purposes.
Step 1: From the Toast Admin Dashboard homepage click on Payments > Discounts
Step 2: Click on the + Add a Discount button
Step 3: In the Name of discount field enter Lunchbox Loyalty - DO NOT TOUCH
Note: This same setup can be used if a client is willing to have discounts send through to one single open$ discount. Simply Add another and title this discount LB Non Loyalty Discount - DO NOT TOUCH
Step 4: Change the Owner to All Locations (MLM restaurants only)
Step 5: Change the Target to All Locations (MLM restaurants only)
Step 6: Change the Discount type to Open $ Off:
Step 7: Make sure that the discount Applies to the Entire check
Step 8: Scroll down and click Advanced Settings
Step 9: Make sure the Permission Level is set to Manager
Step 10: Under Allow with other discounts check Allow check level or BOGO discounts to be combined with other discount of the same type.
Note: This setting will allow the restaurant partner to give their guests the ability to redeem a discount and loyalty credit at the same time.
If this setting is not enabled loyalty+promo codes will not function properly.
Step 11: When the Manager Permission Level is set additional UI will appear at the top of the coupon. Please scroll up to the Require manager permission for reward redemption setting and set this to NO.
Step 12: At the top righthand corner of the screen hit Save. then Publish.
Note: Once your discount is complete. Locate the GUID of the newly created discount by taking the numbers at the end of the URL and apply it to the POS Refernce field in the discounts that you are building in Lunchbox.
Additional Toast Coupon Type Configuration
The following are a list of common Toast Coupon Types and instructions on how to get the discount to pass through to the POS should you wish to try and leverage some of the more detailed coupon settings within the Toast integration.
Note: The Toast discount API does not pass through very much information about the coupon so the setup will need to be done on Lunchbox as well should you wish to use the more restrictive settings from Toast POS.
Single-Use Promo Code Coupons Used In-Store and Online
Lunchbox does not currently have a way to track when a guest has used an in store promo code or discount. This is a Toast limitation, Toast does not have the option to validate promo codes within the API. We recommend keeping your in store coupons separate from your online coupons. This adjustment will help assist in coupon reporting comparison. We also recommend naming the coupons based on where it will be redeemed. example In Store vs Online
In Store Discount 15% Off GUID fakestringof12345
Online Discount 15% Off GUID fakestringof34567
Coupons That You Want to Combine With Other Discounts
Coupon exclusivity has a setting on Toast and on Lunchbox that you need to set on both sides to ensure that coupons can be combined and orders can be sent to the POS.
Toast View - Ensure Allow check level or BOGO discounts to be combined with other discount of the same type is checked off.
Lunchbox View - Ensure that the Exclusive Checkbox is unchecked.
NOTE: Without this setting parity orders will fail to go to POS.
Coupons That Are Linked to Loyalty Rewards
When building coupons in Lunchbox that are linked to Loyalty Rewards it is important that CLU start with :redeemable:(coupon code) and that the reward in the admin dashboard only includes the value for the coupon code
Example: :redeemable:birthdayreward
In the coupon the CLU field contains both the :redeemable: and the coupon code.
In the Loyalty Admin the Reward has only the coupon code listed in the coupon code field.
To learn more about Lunchbox Loyalty click this link. https://support.lunchbox.io/hc/en-us/articles/14019346032279-Managing-Lunchbox-Loyalty-2-0
Toast Coupons Shared With a Group Of Restaurants
Toast has the ability to target a coupon to a select grouping of restaurants using targeting when a restaurant partner is on Multi-Location Management in order to achieve this in Lunchbox you have two options…
You can create the coupon store by store. (This method takes longer and has a lot more upkeep involved.
You can convert the coupon into a master coupon using the Restrict to Location setting>Select Master Restaurant and click Update. Coupons can then be restricted by Mode.
Note: Toast clients who are not on MLM can speed up the coupon building process by creating the coupon in one store and duplicating that coupon to the other stores and then updating each locations coupon POS Reference Field to the location specific coupon GUID. And then updating the items in the location specific coupon bank.
Toast Availability Settings
If you are opting to setup Dates Available, Days of the Week Available or Hours Available settings as seen below you will need to setup corresponding coupon timeslots in Lunchbox.
The example below opts to not make the coupon available on Friday and Saturday on Toast
In Lunchbox this behavior is accomplished by applying created timeslots in the Discount Codes UI on the Discounts Code UI
Click here to learn more about building timeslots. https://support.lunchbox.io/hc/en-us/articles/8527616603927-Time-Slot-Editor
Coupons that Don’t Include Modifiers
When building coupons that should exclude modifiers you can leverage the Include Children Setting. Unchecking this box will ensure that modifiers are not included in the discount.
WARNING! If you are opting to create a discount that discounts the item but not modifiers that can be added to the discount then you have to set your coupon to Open$ in Toast. Toast does not have the option to exclude modifiers on category based discounts. Failure to follow this will cause coupon order failures.
In order to exclude modifier group from the discount The Coupon in Toast has to be set as Open $ and Entire Check.
For modifier groups that you do not want applied to a discount the behavior should be changed to Upsell in Lunchbox on the Pick List.
Begin by navigating to the Menus Tab>Click the minus sign next to the Menu> Click the minus sign next to the Category> Click the Blue Pick List Papers Next to the Item you want to adjust> Click the Name of the Modifier Group/ Pick List that you do not want to be applied to the discount scroll down and set the Pick List Type to UpSell> Click Submit.
Toast Fixed $ Off or Fixed % Off Item-Based Discount Settings
Should you opt into item validating your coupons in Toast it is very important that the items in your coupon and the items in Lunchbox Banks match exactly otherwise the coupons will fail to send to POS. If you are opting into using Toast Fixed $ Off or Fixed % off item-based discounts through either the Applies to Any item or Specific item/group discount settings it is important that the coupons in Lunchbox have the Pos Item Based Checkbox checked off under the miscellaneous settings on Lunchbox.
TOAST SETTING
LUNCHBOX SETTING
The Coupons will also require an Item bank set with a quantity of 1 with the value set on the bank level instead of the coupon level.
Note: The following Error will appear under event logs when the discount needs to switched.
If the error reads this discount should be applied at the check level then uncheck the POS Item Based Checkbox.
If the error reads this discount should be applied at the item level then check the POS Item Based Checkbox.
Always remember to click up date before testing your coupon.
Toast BOGO 100% / BOGO Any other % Discount Settings
If you are opting into using Toast BOGO discounts you will need to create a corresponding coupon in Lunchbox that is…
NOTE: Coupons that are Buy One Get One Any % Off and set to not include children, first eligible item will require a Toast Open $ Discount
a percent or dollar off discount in Lunchbox where the coupons type and value is set on the bank with a quantity of 1
with a Qualifying Item Bank with no discount and a Get Item Bank set with the discount value from the POS on the Get item Bank
The example below gets a free item with the purchase of another specialty item. So the free item bank is set with the discount value and the qualifying item is set without a discount value.
Pos Item Based should NOT be checked off for this coupon type.
Toast View
Lunchbox View
If attempting to use least expensive eligible item in Toast you need to use the Lowest Price First discount checkbox in Lunchbox on the Get bank.
If attempting to use most expensive eligible item in Toast you need to leave the Lowest Price First discount checkbox unchecked in Lunchbox on the Get bank.
Toast Combo Discount Settings
If you are opting into using Toast Combo discounts you will need to create a corresponding coupon in Lunchbox that is…
set to the fixed price of the combo discount in Toast and in Lunchbox
Coupon Value logic should be set on coupon level not the bank level in Lunchbox
includes one bank per item in the combo with a quantity of 1 in each bank
and the Pos Item Based Discount setting should NOT be checked off.
Toast View on the Left Lunchbox View on the right.
Lunchbox Pos Item Based checkbox not checked.
Lunchbox Bank View
Toast View
Toast Min Quantity and Bulk Discount Settings - Buy 2 Get Every Purchase of that Item at a Specific Price
If you are opting to use Toast Min Quantity and Bulk Discount Setting you will need to create a coupon in Lunchbox that is set with a Quantity of 1 and a Min Quantity of 2 with the coupon pricing logic built into the Item Bank. The Lunchbox discount Use Limit per Order will also need to be blank or 0.
Note: 0 in Lunchbox Coupon UI means it can used an unlimited number of times.
Toast Min Quantity & Bulk Discount View
Lunchbox Bank Settings View if Bulk Discount is Checked Off
Min Quantity should Match the Min Quantity in Toast
Loyalty Reward Dollars
Loyalty Reward Dollars must follow these requirements.
Rewards Dollars in Lunchbox should not be set to exclusive if you want them to apply with other discounts and should be set with allow with other discounts in Toast.
This coupon must be linked to an Open$ discount to allow Lunchbox to pass through varying amounts.
The Is Rewards Dollars checkbox needs to be checked off on the coupon in Lunchbox.
The Reward Dollars coupon CLU must correspond with :redeemable:loyaltycredit which is linked to the External ID field of the Discount Configuration in the Lunchbox Loyalty Admin.
Example: The value in the CLU field for the Rewards Dollars Coupon is :redeemable:loyaltycredit
The Discount Configurations in Lunchbox Loyalty in the External ID field is loyaltycredit.
Lunchbox Coupon View for Exclusive and Is Rewards Dollars
Allow check level or BOGO discounts to be combined with other discount of the same type has to be checked for all coupons that will be combined with other coupons.
Toast View for Allow with other discounts