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:
Order Level Pick List Overview
Order Level Pick Lists are a way to add additional Packing instructions or Upsells that are available during the checkout experience both in cart and at checkout with different selections by service type menu.
Example: One list of items for Catering and one list of Items for Native Ordering
Lunchbox does not support this feature for Order Aggregation.
There can only be one order level pick list at a time. Meaning you can’t have both a packing instructions version and an upsells version at the same time.
Menu Category Configuration
Step 1: From the Toast Admin Dashboard home page go to Menu > click Advanced Properties
Step 2: Click into the blue link of the name of the menu that is being used for Lunchbox to enter the menu and scroll down to Groups, hit Add and create a group.
Suggested naming by category type.
Catering Packing Instructions
Step 3: At the top right-hand corner of the screen hit Save.
Step 4: Click into this new menu group and scroll down to Items, hit Add and create the items you wish to have in this group.
Note: If these items exist in other group menu groups you can also add existing items to this group.
Step 5: At the top right-hand corner of the screen hit Save.
Note: Please note that base off of the type of items the required, multiselect and min, max fields may be configured as needed.
Step 6: At the top right-hand corner of the screen hit Save. Then Publish.
Note: If you are using multiple menus by service type you will only need to add the up sells category to a single menu by service type. Example I am using 3 menus for pickup and delivery. simply add it to one of those menus.
Note: Lunchbox does support a separate Upsell/Packing Instructions category for Catering. If you wish to implement this please build an additional upsell/packing instrucitons category into the Catering Menu.