Overview
In this article, we will cover all sections in the Pickup service type setup on local and global levels.
Manage Pickup Service Type on a Local level
To create and set up a pickup service type, open the Admin Dashboard and then
Find a location you want to configure in the header
In the sidebar select Operate
Select Service Type
Find an active service type and select it. Select anywhere in the Service Type container, except on the buttons Edit and Delete
The Pickup Service type config page will load and you'll be able to configure the following:
Service Type Status
Here you can select two toggle buttons: Approved and Enabled
Set the Approved toggle to active if the service type is approved from Lunchbox and Client
Set the Enabled toggle to active when you want to make service type available on ordering apps and website
Payment Processing
In this section, you can choose which payment methods can be used. Set the toggle to active by the payment type that should be available for the service type. Typically, "Credit Card" is always an option.
Order Fulfillment
In the Order Fulfillment section, we can set up the following:
Prep Time: this is calculated based on the specified prep time rules at checkout. For example, if a customer orders two items, each with a prep time of 5 minutes, the order will be sent to the POS and displayed on the KDS 10 minutes before the requested order-ready time.
Lead Time: This determines the earliest possible time a customer can place an order, even before the order details—such as size or contents—are known. Lead time is directly influenced by prep time and must be at least 10 minutes longer than the prep time. These extra minutes ensure that customers have enough time to complete their order without being forced to select a new order time during checkout.
Group Order Prep Time: This is used to determine the order-ready time, specifically for Group orders. It is the general time it takes to prepare and package the Group order. We'll revisit this part once it's been added to the Lunchbox ordering website and app.
Order In Advance: this feature allows you to set the number of days you want to accept the order for the service type. For example, if the client wants to receive pickup orders up to 7 days in advance, they need to input number 7.
Minimum Order: the order minimum amount is the required minimum subtotal based on the prices of items in the cart. If the subtotal is below this predefined Minimum Order amount, the user will be unable to proceed to checkout. Typically, there is no order minimum for pickup orders, while delivery orders often have one.
Maximum Order: the order maximum amount that can be accepted, l based on the prices of items in the cart
Order handling
Here we can manage Order Handling operations for the selected service type. Order Handling is used to determine when to fire orders to the POS.
Hold Same Day Future Orders: choose to hold an order based on order ready/firing time for same day future orders. Toggle the option to enable or disable Hold Future Same Day Orders
Hold Future Orders: choose to hold an order based on order ready/firing time for future orders (next day and beyond). Toggle the option to enable or disable Hold Future Orders
Auto Send to POS: enabling this option automatically sends the order to the POS system. The order is held on the Lunchbox servers and the POS is not notified until the calculated firing time. Toggle the option to enable or disable Auto Send to POS
Allow Check-In: Used for Curbside pickup for customers to check in when they arrive at the location to alert the restaurant.
Enable Loyalty: This option allows app and web users to earn loyalty rewards when placing orders of this service type. Loyalty is typically enabled for pickup and delivery orders but is often not available for catering orders.
Tip Options and Default Tip
In this section, we can manage local tip options and a default tip. Clients can choose to use the Global tip setting for the selected service type, or choose to override Global settings by choosing the Local setup. Under local settings, clients can enable the Allow Tip toggle and then select 3 tip suggestions.
Tax Rules
Here, we can add tax rules for the selected location and selected service type. Simply select the + button to add the Tax rule, and then choose Tax Class and Tax Rate.
Tax classes are used to group items based on their tax rate (Bottled Water, Sugary Drinks, etc). We don’t need to create a tax class for items that get your standard tax rate that's set on the Global level.
Service Type Not Available
This is a local setting for the selected location and service type. We can create new hours of operation on a local level that will override the global setting.
Subtotal Prep Time Rules
Subtotal Prep Time Rules let you define prep time based on order subtotal, with different tiers for varying spending levels. These rules add to Order Fulfillment's prep time, adjusting the final Order Ready Time at checkout.
IMPORTANT NOTE: The first tier will always be $.01 to your first entered amount.
E-Contact
This feature subscribes contacts to order notification emails. We can delete and add new email addresses.
Tax Classes
In this section, you can define tax rates based on the service type. Taxes can be specified at the state, country, and city levels. If you don’t know all the individual rates, you can enter a single lump sum under one of these three options. If you choose to use a lump sum, set the remaining two fields to 0%.
External ID
The External ID is collected from the customers and it's the POS Tender ID. Lunchbox configurations can set external IDs for a Service Type to connect to the POS globally. If a Service Type External ID is Local to a specific location, that would be configured here to overwrite the Global setting.
IMPORTANT NOTE: Whatever change you made in this section, make sure you select the Save or Update button at the end of the section.
Manage Pickup Service Type on a Global Level
To manage pickup service type on a global level, open the Admin Dashboard and then
Select any location in the header
In the sidebar select Operate
Select Service Type
Find an active service type and select it. Select the Edit button to open Global settings
After selecting the Edit button, a window with options to edit the Global setting for pickup service type will appear.
Service Name, Display Name, and Service Type Description
In the first section, you can edit the Service Name, Display name, and Service type description. Instead of Pickup, you can rename it to Takeout or similar to better match chain branding. Display name and Service description are optional.
Restaurant Class, Service Group ID, and External ID
The next section has Restaurant Class, Service Group ID, and External ID. All these are associated with the POS and Lunchbox database, so we don't recommend our clients change the settings in this section.
Minimum and Maximum Subtotal, Order in Advance, Phone number, and Email
In the next section, we can set up Minimum Subtotal and Maximum Subtotal amounts for the selected service type. This setting can be set globally and locally as shown in the above Order Fulfillment section for the local service type settings.
Here, we can also set Order in Advance days for the selected service type, which enables customers to order a specified number of days in advance for the selected service type. Additionally, clients can set a phone number and email address which is going to be used to notify users about their orders for this service type.
Toggles
In the next section, we can set the toggle to active or inactive for several options:
Requires Address: this option is set to active mostly for Delivery or Catering delivery service types, as they require address input before selecting a restaurant location to order from
Requires Dispatch: this option as well is related to Delivery and Catering delivery as it clarifies if order dispatch is needed
Is Visible: Controls the visibility of the service type on the ordering apps and website
Require Guest Count: enabling this option will require customers to enter guest count when creating an order
Allow Company Name Updates on Checkout Page: enabling this option will include the company name field in the "Your info" section of the checkout page. This inclusion will allow customers to add or update their company name in case they missed it during Sign up (registration) process
Allow Tip: This setting controls if the tip is allowed for the selected service type. If the toggle is set to active, we can set up to three tip options as well as the default tip.
Subtotal Prep Time Rules
In the last section, we can set up Subtotal Prep Time Rules and define prep times based on minimum or maximum subtotal amounts. Again, these rules are global and can be locally overwritten.
IMPORTANT NOTE: The first tier will always be $.01 to your first entered amount.
IMPORTANT NOTE: Any configuration or config update we make in this section must be saved, so don't forget to select the Save button nested at the bottom of the Edit Service Type (Global)
