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
Limitations
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.
Lunchbox support will need to assist with launching this feature.
If you are a live customer email [email protected] with the newly built category GUID.
If you are still in onboarding notify your IPM that you would like to use this feature and share over the category GUID that you built in the POS for implementation.
Toast 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.
Packing Instructions
Catering Packing Instructions
OR
Upsells
Catering Upsells
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 Upsells/Packing instructions 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 instructions category into the Catering Menu.
Adding New Items to the Upsell or Packing Instructions Category
To update the items in your order level picklist in Lunchbox it is as easy as adding the new items in the category in Toast>Publishing the Changes> Setting those items as active in Lunchbox in their newly allocated Upsell/Packing Instructions category.
Should you make these changes and not see the items properly reflect in Lunchbox please reach out to [email protected] to assist.