The Lunchbox Onboarding team has completely overhauled our PM structure, including incorporating a newly formatted Configuration Workbook (CW) to help gather important information from our partners for all New Location Onboarding.

The CW will be sent to partners in Excel format, and partners will be responsible for providing the required information.

The Configuration Workbook is divided into the following categories and its respective columns

Provide the name of the location as you wish to see it on the ordering UI.

The Location Code / Store ID is used on the Lunchbox backend to quickly identify the location. Additionally, the Location Code / Store ID will be on the end of the location-specific ordering URL. We suggest using a series of 3 numbers or letters.

Provide the address of the location. This will be reflected in the ordering.

Lunchbox will use the location-specific GUID/Site ID to ensure the location is correctly synced between POS and Lunchbox backend.

Provide the phone number of the location. This will reflect on the ordering UI.

You do not need to update this field. Lunchbox will update as your locations launch.

Lunchbox will update once you discuss the desired launch dates with your IPM.

Provide the operating hours of the location (from open to close).

Operating hours are the total hours that the restaurant should be open, not including the buffer time when you stop taking orders at the start and end of the day.

Start and end-of-day buffer times will be noted by service type later on in the workbook. If the location has multiple hours of operation, please note that information (i.e., different operating hours depending on the day OR open for breakfast and dinner but closed mid-day).

Provide the LLC Name of the location.

Identify whether the location is a corporate or franchise location.

This is the POS ID associated with the Lunchbox payment/tender type created inside the POS for all transactions processed through Lunchbox.

The Finix onboarding form must be submitted per location. Once you've provided the basic location information, your IPM will provide the link. Review the video in this Finix Help Center Article to learn about the form and the information required to complete it.

A WorldPay/ParPay application must be submitted per location. Once you provide the basic location information, your IPM will send an email.

Once you’ve submitted your payment processing application, your IPM will update this field and inform you of the application’s status. If your application is Rejected, you’ll work with your IPM to provide additional required documentation.

If your payment processing application is rejected, your IPM will inform you in this column of the rejection reason as well as what additional information/documentation you need to provide to move forward.

An email will be sent to the Restaurant Partner, and that needs to be completed ASAP. Restaurant Partners must attest to how they manage card data to ensure they are doing so compliantly. If you need guidance in filling out the PayPay Compliance form, you can call the World Pay partner Security Metrics at the number provided on the enrollment email, and an associate will walk you through the process.

Identify whether or not you want Apple Pay enabled. Apple Pay is a global setting. Once enabled, It is available at all locations. However, it is only available with the Finix and World Pay Payment Processing Integrations.

Identify whether or not you want Google Pay enabled. Google Pay is a global setting. Once enabled, It is available at all locations. However, it is only available with the Finix and World Pay Payment Processing Integrations.

Confirm that you’ll be using Gift Cards.

Identify the Gift Card Provider you’ll be using with Lunchbox.

Identify whether or not you’re switching from a previous gift card provider.

If you’re switching from a previous gift card provider, identify the name of the previous provider.

This is the POS ID associated with the Lunchbox payment/tender type created inside the POS for all transactions processed through Lunchbox Gift Cards.

Identify whether you want Scan to Pay enabled. This is a global setting. Once enabled, it is available at all locations.

Identify whether or not you want Tips enabled for Scan to Pay. Tips for Scan to Pay is a global setting. Once enabled, it is available at all locations.

Provide 3 tip options for Scan to Pay Tips ($1, $3, $5). Tip options are global, meaning they will be the same at every location. These values cannot be in percentage amounts because the total amount of the check is not visible to the app during payment. When deciding these, consider your average check size for the most commonly used service type that will be paid for with Scan to Pay.

Identify whether or not your brand will be using Lunchbox Loyalty (i.e., whether you purchased Loyalty from Lunchbox). Loyalty is a global setting, meaning once enabled, it will be available at all locations.

Identify whether or not your brand will be using In-Store Loyalty (i.e. if guests will be able to accrue loyalty when they purchase in-store). In-store loyalty is a global setting, meaning in-store loyalty will be available at all locations once enabled.

Identify whether or not your brand will be using In-Store Loyalty (i.e. if guests will be able to accrue loyalty when they purchase in-store). In-store loyalty is a global setting, meaning in-store loyalty will be available at all locations once enabled.

Identify whether or not your brand would like Item-Level Menu Notes available. Item-Level Menu Notes is a global setting, meaning they will be available at all locations for all service types once enabled. Item-level menu Notes are shown on the KDS, including kitchen receipts, guest receipts, and Toast POS/Order Hub.

Identify whether or not your brand would like Checkout Special Instructions available. Checkout Special Instructions is a global setting, meaning they will be available at all locations for all service types once enabled. Checkout Level Special Instructions are shown on the Guest Receipt and Toast POS/Orders Hub. Checkout Level Special Instructions DO NOT show on the KDS or Kitchen Receipt.

This is the email that customers will see when resetting their password, on group order invitations and on House Account notifications.

This setting allows you to set a specific number that, when reached in your Toast POS, items will automatically appear unavailable/out of stock on Lunchbox. If left at default, items will automatically be marked out of stock in Lunchbox when they hit an inventory of 5.

This means that items out of stock the same day can still be ordered ahead when this feature is enabled. If you choose to enable this feature, you MUST have ‘Hold Future Orders’ enabled on ALL service types.

When enabled, category descriptions and category names you have set up in your POS will pull over to Lunchbox.

When enabled, item descriptions and item names you have set up in your POS will pull over to Lunchbox.

When enabled, this setting overrides the Toast Order # with the Lunchbox Order #. See how to enable it.

Toast partners typically enable this setting to make finding order and reporting/reconciling easier.

Orders with a higher number are placed through Lunchbox online ordering. This includes Web or App, Native Ordering, Catering, Curbside, and Order Aggregation. Lunchbox order numbers always count up and DO NOT reset.

Orders with a lower number starting with 1 are orders placed in-store and using Lunchbox Scan to Pay and Scan for Loyalty. Toast order numbers start from 1 every day.

Do you want customers to add their CVV for saved cards at checkout? Disabling this setting will remove the requirement for saved cards only. Guests and anyone adding a new card would still need to add their CVV at checkout.

Identify whether or not the location will be offering Pickup.

Identify the name of the menu that this location will be using for Pickup. The name should match what’s in your POS.

Identify the menu GUID that this location will use for Pickup. The Menu GUID can be found in your POS.

Identify the operating hours of the menu you’ll be using for Pickup. The hours provided should reflect the full-time frame during which the menu is in use.

Identify whether you want customers to be able to pay with cash upon Pickup rather than paying at checkout online (via web/app).

Toast Customers have the option of using Toast Revenue Centers to help simplify reporting. If you are interested in having your Lunchbox Sales flow through using Toast Revenue Centers. Please create revenue Centers in Toast and share over the Revenue Center GUID.

Dining Option in Lunchbox means Service Type. Identify the pickup dining option GUID that this location will use for Pickup. The pickup dining option GUID can be found in your POS.

Identify the operating hours for the Pickup service type. These hours will reflect the times that customers can order Pickup. If you close at 7pm, but would prefer that customers stop placing orders for Pickup 15 minutes before close, you’d set your Pickup Operating Hours to be from open - 6:45pm.

Identify the appropriate tax rates for the Pickup service type.

If you want to place an order minimum on the Pickup service type, identify the desired minimum. Provide the minimum in dollars.

If you want to place an order maximum on the Pickup service type, identify the desired maximum. Provide the minimum in dollars.

If you want to limit the amount of days a customer can order the Pickup service type in advance, identify the desired number of days.

Identify whether or not you want Tips enabled at checkout for the Pickup service type. Tips per service type is a global setting. Once enabled, Tips for Pickup is available at all locations.

Provide 3 tip options for the Pickup service type (15%, 18%, 20%). Tip options are global per service type, meaning the options will be the same at every location.

Provide one default tip option for the pickup service type. This percentage will be selected by default at checkout. The default tip option is global per service type, meaning the default will be the same at every location.

❗Optional (you can choose to have no default)

Identify the email address from which you want your pickup order confirmations/cancellations to come “from” (i.e. [email protected]).

Identify the prep time needed for Pickup at this location. Provide the prep time in minutes. Prep time is the amount of time it will take for the location to prepare the order. Prep time is calculated at check-out to ensure the location has enough time to prepare the order and that the order promise time is adjusted accordingly at checkout.

Identify the lead time needed for Pickup at this location. Provide the lead time in minutes. Lead time is the earliest possible time that a customer can order. This status value sets customer expectations as to the earliest time they can place their order.

If you want to incorporate subtotal prep time rules for Pickup, identify the desired subtotal prep time rules for the location. Subtotal Prep Time Rules allow you to set different tiers of prep times based on how much a customer spends on an order.

Identify whether or not you want to enable Hold Future Orders for the Pickup service type.

Identify whether or not you want to enable Hold Same Day Future Orders for the Pickup service type.

Identify whether or not you want to enable Auto Send to POS for the Pickup service type.

Identify whether or not you want to enable Loyalty the Pickup service type. Enabling Loyalty simply means that customers can accrue loyalty when they order from the Pickup service type.

❗Optional

If you want to incorporate the use of order throttling for Pickup, identify the time increments you want your order throttling based on. Provide the Order Throttling Time in minutes. We suggest using 15 minute increments.

Order Throttling is a way to limit the amount of orders your location/s will be able to accept in a set amount of time. For example, if you have a maximum of $500 for Catering orders with an interval of 60 minutes, the store will only accept up to $500 worth of Catering orders in a 60-minute time frame. Any orders placed after that will be pushed back 1 hour.

This feature is used by chains to avoid a location having orders over-placed and could help to prevent poor customer experience when picking up food (Not ready, long lines, etc)

If you want to incorporate the use of order throttling for Pickup, identify the dollar increments you want your order throttling based on. If your Order Throttling Time is set to 15 minutes, and your Order Throttling Dollar is set to $100, then every 15 minutes your store will accept $100 worth of orders. If the dollar threshold is exceeded, that order will be pushed to the next 15 minutes.

❗Optional

If you want to incorporate the use of order throttling for Pickup, identify the value increments you want your order throttling based on. If your Order Throttling Time is set to 15 minutes, and your Order Throttling Value is set to 5, then every 15 minutes your store will accept 5 orders. If the value threshold is exceeded, that order will be pushed to the next 15 minutes.

❗Optional

Identify whether or not the location will be offering Delivery.

Identify the delivery provider you’ll be using.

Identify whether or not this location will be charging the same delivery fee that DoorDash Drive charges at the restaurant.

Identify the DoorDash Drive Restaurant Business Name per location. If you're using DoorDash Drive as your delivery provider, you must set up a contract with DoorDash Drive. If you haven’t already done so, follow the linked directions to do so → How to Sign Up for DoorDash Drive. Once you're signed up, DoorDash Drive will provide you with the external business name.

Identify the DoorDash Drive External Business Name per location. This is provided by DoorDash Drive.

If you would like the Driver Arrival Time to appear on the kitchen ticket with the Toast Integration, Lunchbox has the option to leverage an open item to pass this information. Call this open item ‘Driver Arrival Time’ and set it to an open dollar amount.

If you would like the Driver Arrival Time to appear on the kitchen ticket with the Toast Integration, Lunchbox has the option to leverage an open item to pass this information. This category needs to be built to allow the driver arrival time open item GUID to be sent to POS.

Identify the name of the Delivery Rule you’d like set up for this location. If you’re planning to use the same rule for an entire service type (delivery), consider making the Delivery Rule Name more general (Native Delivery Rule). If you’re planning to make location-specific Delivery Rules, consider making the Delivery Rule Name more granular (LOCATION NAME - Native Delivery Rule).

Identify the Delivery Rule type you’d like to use. You can choose between:

Identify the delivery distance for your delivery rule. Provide the distance in miles.

Identify the minimum amount that a customer would need to spend to qualify for delivery.

Identify the base delivery fee that you want all customers to pay regardless of delivery distance and/or basket size.

If you’d like an additional charge to be added to the order total based on the order subtotal, identify the percentage you’d like added.

If you’d like an additional charge based on mileage from the location added to the order total, identify the amount you’d like to charge per mile.

For restaurants where the delivery fee is different by restaurant, they will have a GUID/POS ID for every location.

For Toast - link here

Revel - link here

Brink - link here

Identify the name of the menu that this location will be using for Delivery. The name should match what’s in your POS.

Identify the menu GUID that this location will use for Delivery. The Menu GUID can be found in your POS.

Identify the operating hours of the menu you’ll be using for Delivery. The hours provided should reflect the full time frame that the menu is in use from day to day.

This is the ID that ties a Lunchbox service type to the service type in the POS

For Toast, you will have to give the name of the dinning option

Toast Customers have the option of using Toast Revenue Centers to help simplify reporting. If you are interested in having your Lunchbox Sales flow through using Toast Revenue Centers. Please create revenue Centers in Toast and share over the Revenue Center GUID.

Identify the operating hours for the Delivery service type. These hours will reflect the times that customers can order Delivery. If you close at 7 p.m. but would prefer that customers stop placing orders for Delivery 30 minutes before closing, you’d set your Pickup Operating hours to be from open to 6:30 p.m.

Identify the appropriate tax rates for the Delivery service type.

If you want to place a maximum order using the delivery service type, identify the desired maximum and provide the maximum in dollars.

If you want to limit the number of days, a customer can order the delivery service type in advance.

Identify whether or not you want Tips enabled at checkout for the Delivery service type. Tips per service type is a global setting. Once enabled, Tips for Delivery is available at all locations.

Provide 3 tip options for the Delivery service type (15%, 18%, 20%). Tip options are global per service type, meaning the options will be the same at every location.

Provide 1 default tip option for the delivery service type. This percentage will be selected by default at checkout. The default tip option is global per service type, meaning the default will be the same at every location.

Identify the email address from which you want your order delivery confirmations/cancellations to come “from” (i.e. [email protected]).

Identify the prep time needed for Delivery at this location. Provide the prep time in minutes. Prep time is the amount of time it will take for the location to prepare the order. Prep time is calculated at check-out to ensure the location has enough time to prepare the order and that the order promise time is adjusted accordingly at checkout.

Identify the lead time needed for Delivery at this location. Provide the lead time in minutes. Lead time is the earliest possible time that a customer can order. This status value sts customer expectation as to the earliest time they can place their order.

If you want to incorporate subtotal prep time rules for Delivery, identify the desired subtotal prep time rules for the location. Subtotal Prep Time Rules allow you to set different tiers of prep times based on how much a customer spends on an order.

Identify whether or not you want to enable Hold Future Orders for the Delivery service type.

Identify whether or not you want to enable Hold Same Day Future Orders for the Delivery service type.

Identify whether or not you want to enable Auto Send to POS for the Delivery service type.

Identify whether or not you want to enable Loyalty for the Delivery service type. Enabling Loyalty means that customers can accrue loyalty points when they order from this service type.

If you want to use order throttling for delivery, please identify the time increments on which you want your order throttling based. Provide the Order Throttling Time in minutes. We suggest using 15-minute increments.

If you want to incorporate the use of order throttling for Delivery, identify the dollar increments you want your order throttling based on. If your Order Throttling Time is set to 15 minutes, and your Order Throttling Dollar is set to $100, then every 15 minutes your store will accept $100 worth of orders. If the dollar threshold is exceeded, that order will be pushed to the next 15 minutes.

If you want to incorporate the use of order throttling for Delivery, identify the value increments you want your order throttling based on. If your Order Throttling Time is set to 15 minutes, and your Order Throttling Value is set to 5, then every 15 minutes your store will accept 5 orders. If the value threshold is exceeded, that order will be pushed to the next 15 minutes.

Identify whether or not the location will be offering Curbside.

Identify the menu name that this location will use for Curbside. The name should match what’s in your POS.

Identify the menu GUID that this location will use for Curbside. The Menu GUID can be found in your POS.

Identify the operating hours of the menu you’ll be using for Curbside. The hours provided should reflect the full-time frame during which the menu is in use.

Identify whether you want customers to be able to pay with cash Curbside rather than at checkout online (via web/app).

Identify the Curbside Dining Option POS ID. The Pickup Dining Option POS ID can be found in your POS.

Toast Customers have the option of using Toast Revenue Centers to help simplify reporting. If you are interested in having your Lunchbox Sales flow through using Toast Revenue Centers. Please create revenue Centers in Toast and share over the Revenue Center GUID.

Identify the operating hours for the Curbside service type. These hours will reflect the times that customers can order Curbside. If you close at 7 pm but would prefer that customers stop placing orders for Curbside 15 minutes before closing, you’d set your Curbside Operating Hours to be from open - to 6:45 pm.

Identify the appropriate tax rates for the Curbside service type.

If you want to place an order minimum on the Curbside service type, identify the desired minimum. Provide the minimum in dollars.

If you want to place an order maximum on the Curbside service type, identify the desired maximum. Provide the minimum in dollars.

If you want to limit the amount of days a customer can order the Curbside service type in advance, identify the desired number of days.

Identify whether or not you want Tips enabled at checkout for the Curbside service type. Tips per service type is a global setting. Once enabled, Tips for Curbside is available at all locations.

Provide 3 tip options for the Curbside service type (15%, 18%, 20%). Tip options are global per service type, meaning the options will be the same at every location.

Provide 1 tip default tip option for the Curbside service type. This percentage will be selected by default at checkout. The default tip option is global per service type, meaning the default will be the same at every location.

Identify the email address you want your Curbside order confirmations/cancellations to come “from.” (i.e. [email protected]).

Identify the prep time needed for Curbside at this location. Provide the prep time in minutes. Prep time is the amount of time it will take for the location to prepare the order. Prep time is calculated at check-out to ensure the location has enough time to prepare the order and that the order promise time is adjusted accordingly at checkout.

Identify the lead time needed for Curbside at this location. Provide the lead time in minutes. Lead time is the earliest possible time that a customer can order. This status value sets customer expectations as to the earliest time they can place their order.

If you want to incorporate subtotal prep time rules for Curbside, identify the desired subtotal prep time rules for the location. Subtotal Prep Time Rules allow you to set different tiers of prep times based on how much a customer spends on an order.

Identify whether or not you want to enable Hold Future Orders for the Curbside service type.

Identify whether or not you want to enable Hold Same Day Future Orders for the Curbside service type.

Identify whether or not you want to enable Auto Send to POS for the Curbside service type.

Identify whether or not you want to enable Loyalty to the Curbside service type. Enabling Loyalty means that customers can accrue loyalty when they order from the Curbside service type.

If you want to incorporate order throttling for Curbside, identify the time increments you want your order throttling to be based on. Provide the Order Throttling Time in minutes. We suggest using 15-minute increments.

If you want to incorporate order throttling for Curbside, identify the dollar increments on which you want your order throttling based. If your Order Throttling Time is set to 15 minutes and your Order Throttling Dollar is set to $100, then your store will accept $100 worth of orders every 15 minutes. If the dollar threshold is exceeded, that order will be pushed to the next 15 minutes.

❗Optional

If you want to incorporate order throttling for Curbside, identify the value increments you want your order throttling to be based on. If your Order Throttling Time is set to 15 minutes and your Order Throttling Value is set to 5, then your store will accept 5 orders every 15 minutes. If the value threshold is exceeded, that order will be pushed to the next 15 minutes.

Identify whether or not the location will be offering Catering Pickup.

Identify the menu item that will be used for catering pickup at this location. The name should match what’s in your POS.

Identify the menu GUID that this location will be using for Catering Pickup. The Menu GUID can be found in your POS.

Identify the operating hours of the menu you’ll be using for Catering Pickup. The hours provided should reflect the full time frame during which the menu is in use.

Identify whether you want customers to be able to pay with cash upon Catering Pickup rather than paying at checkout online (via web/app).

Identify the Catering Pickup Dining Option POS ID, which can be found in your POS.

Toast Customers have the option of using Toast Revenue Centers to help simplify reporting. If you are interested in having your Lunchbox Sales flow through using Toast Revenue Centers. Please create revenue Centers in Toast and share over the Revenue Center GUID.

Identify the operating hours for the Catering Pickup service type. These hours will reflect the times that customers can order Pickup. If you close at 7 p.m. but would prefer that customers only place catering orders to be picked up between 10 a.m. and 5 p.m., you’d set your Catering Pickup Operating Hours to be from 10 a.m. to 5 p.m.

Identify the appropriate tax rates for the Catering Pickup service type.

If you want to place an order minimum on the Catering Pickup service type, identify the desired minimum. Provide the minimum in dollars.

If you want to place a maximum order on the Catering Pickup service type, identify the desired maximum and provide the minimum in dollars.

If you want to limit the amount of days a customer can order the Catering Pickup service type in advance, identify the desired number of days.

Identify whether you want Tips enabled at checkout for the Catering Pickup service type. Tips per service type are a global setting. Once enabled, Tips for Catering Pickup are available at all locations.

Provide 3 tip options for the Catering Pickup service type (15%, 18%, 20%). Tip options are global per service type, meaning the options will be the same at every location.

Provide one tip default tip option for the Catering Pickup service type. This percentage will be selected by default at checkout. The default tip option is global per service type, meaning the default will be the same at every location.

Identify the email address you want your Catering Pickup order confirmations/cancellations to come “from.” (i.e. [email protected]).

Identify if there are specific email addresses you’d like to receive emails when Catering Pickup orders are made.

Identify the email from which you’d like catering quotes to be sent.

Identify the prep time needed for Catering Pickup at this location. Provide the prep time in minutes. Prep time is the amount of time it will take for the location to prepare the order. Prep time is calculated at check-out to ensure the location has enough time to prepare the order and that the order promise time is adjusted accordingly at checkout.

Identify the lead time needed for Catering Pickup at this location. Provide the lead time in minutes. Lead time is the earliest possible time that a customer can order. This status value sets customer expectations as to the earliest time they can place their order.

If you want to incorporate subtotal prep time rules for Catering Pickup, identify the desired subtotal prep time rules for the location. Subtotal Prep Time Rules allow you to set different tiers of prep times based on how much a customer spends on an order.

Identify whether or not you want to enable Hold Future Orders for the Catering Pickup service type.

Identify whether or not you want to enable Hold Same Day Future Orders for the Catering Pickup service type.

Identify whether or not you want to enable Auto Send to POS for the Catering Pickup service type.

✏️Auto Send to POS

Identify whether or not you want to enable Loyalty the Catering Pickup service type. Enabling Loyalty simply means that customers can accrue loyalty when they order from the Pickup service type.

If you want to incorporate the use of order throttling for catering pickup, identify the time increments on which you want your order throttling based. Provide the Order Throttling Time in minutes. We suggest using 15-minute increments.

If you want to incorporate order throttling for Catering Pickup, identify the dollar increments you want your order throttling to be based on. If your Order Throttling Time is set to 15 minutes and your Order Throttling Dollar is set to $1,000, then your store will accept $1,000 worth of orders every 15 minutes. If the dollar threshold is exceeded, that order will be pushed to the next 15 minutes.

If you want to incorporate order throttling for Pickup, identify the value increments you want your order throttling to be based on. If your Order Throttling Time is set to 15 minutes and your Order Throttling Value is set to 2, then your store will accept 2 orders every 15 minutes. If the value threshold is exceeded, that order will be pushed to the next 15 minutes.

Enabling this option will require your customers to enter guest count when creating an order for Catering Pickup.

Enabling this option will include the company name field in the ‘Your Info’ section of the checkout page when ordering Catering Pickup. This inclusion will allow the customer to add or update their company name in case they missed it during registration.

Identify whether or not you want customers to be allowed to use Gift Cards when purchasing Catering for Pickup.

Identify whether or not the location will be offering Catering Delivery.

Identify the delivery provider you’ll be using.

Identify whether this location will charge the same delivery fee that DoorDash Drive charges at the restaurant.

Identify the DoorDash Drive Restaurant Business Name per location. If you're using DoorDash Drive as your delivery provider, you must set up a contract with DoorDash Drive. If you haven’t already done so, follow the linked directions to do so → How to Sign Up for DoorDash Drive. Once you're signed up, DoorDash Drive will provide you with the external business name.

Identify the DoorDash Drive External Business Name per location. This is provided by DoorDash Drive.

Identify the DoorDash Drive External Business Name per location. This is provided by DoorDash Drive.

Identify the DoorDash Drive External Business Name per location. This is provided by DoorDash Drive.

Identify the name of the Catering Delivery Rule you’d like set up for this location. If you’re planning to use the same rule for an entire service type (delivery), consider making the Catering Delivery Rule Name more general (Datering Delivery Rule). If you’re planning to make location-specific Delivery Rules, consider making the Delivery Rule Name more granular (LOCATION NAME - Catering Delivery Rule).

Identify the Catering Delivery Rule type you’d like to use. You can choose between:

Identify the delivery distance for your Catering Delivery rule. Provide the distance in miles.

Identify the minimum amount that a customer would need to spend to qualify for delivery.

Identify the base delivery fee that you want all customers to pay regardless of delivery distance and/or basket size.

If you’d like an additional charge to be added to the order total based on the order subtotal, identify the percentage you’d like added.

If you’d like an additional charge to be added to the order total based on mileage from the location, identify the amount you’d like to charge per mile.

?

Identify the name of the menu that this location will be using for Catering Delivery. The name should match what’s in your POS.

Identify the menu GUID that this location will be using for Catering Delivery. The Menu GUID can be found in your POS.

Identify the operating hours of the menu you’ll be using for Catering Delivery. The hours provided should reflect the full time frame that the menu is in use from day to day.

Identify the Catering Delivery Dining Option POS ID, which can be found in your POS.

Toast Customers have the option of using Toast Revenue Centers to help simplify reporting. If you are interested in having your Lunchbox Sales flow through using Toast Revenue Centers. Please create revenue Centers in Toast and share over the Revenue Center GUID.

Identify the operating hours for the Catering Delivery service type. These hours will reflect the times that customers can order Pickup. If you close at 7 pm, but would prefer that customers only place catering orders to be picked up between 10 am - 5 pm, you’d set your Catering Delivery Operating Hours to be from 10 am - 5 pm.

Identify the appropriate tax rates for the Catering Delivery service type.

If you want to place a maximum order on the Catering Delivery service type, identify the desired maximum and provide the maximum in dollars.

If you want to limit the amount of days a customer can order the Catering Delivery service type in advance, identify the desired number of days.

Identify whether you want Tips enabled at checkout for the Catering Delivery service type. Tips per service type are a global setting. Once enabled, Tips for Delivery are available at all locations.

Provide 3 tip options for the Catering Delivery service type (15%, 18%, 20%). Tip options are global per service type, meaning the options will be the same at every location.

Provide 1 tip default tip option for the Catering Delivery service type. This percentage will be selected by default at checkout. The default tip option is global per service type, meaning the default will be the same at every location.

Identify the email address from which you want your order Catering Delivery confirmations/cancellations to come “from” (i.e. [email protected]).

Identify if there are specific email addresses you’d like to receive emails when Catering Delivery orders are made.

Identify the email you’d like catering quotes to come from.

Identify the prep time needed for Catering Delivery at this location. Provide the prep time in minutes. Prep time is the amount of time it will take for the location to prepare the order. Prep time is calculated at check-out to ensure the location has enough time to prepare the order and that the order promise time is adjusted accordingly at checkout.

Identify the lead time needed for Catering Delivery at this location. Provide the lead time in minutes. Lead time is the earliest possible time that a customer can order. This status value sets customer expectations as to the earliest time they can place their order.

If you want to incorporate subtotal prep time rules for Catering Delivery, identify the desired subtotal prep time rules for the location. Subtotal Prep Time Rules allow you to set different tiers of prep times based on how much a customer spends on an order.

Identify whether or not you want to enable Hold Future Orders for the Catering Delivery service type.

Identify whether or not you want to enable Hold Same Day Future Orders for the Catering Delivery service type.

Identify whether or not you want to enable Auto Send to POS for the Catering Delivery service type.

Identify whether or not you want to enable Loyalty the Catering Delivery service type. Enabling Loyalty means that customers can accrue loyalty when they order from the Catering Delivery service type.

If you want to incorporate the use of order throttling for catering delivery, identify the time increments on which you want your order throttling based. Provide the Order Throttling Time in minutes. We suggest using 15-minute increments.

If you want to incorporate order throttling for Catering Delivery, identify the dollar increments you want your order throttling to be based on. If your Order Throttling Time is set to 15 minutes and your Order Throttling Dollar is set to $100, then your store will accept $100 worth of orders every 15 minutes. If the dollar threshold is exceeded, that order will be pushed to the next 15 minutes.

If you want to incorporate order throttling for Catering Delivery, identify the value increments you want your order throttling to be based on. If your Order Throttling Time is set to 15 minutes and your Order Throttling Value is set to 5, then your store will accept 5 orders every 15 minutes. If the value threshold is exceeded, that order will be pushed to the next 15 minutes.

Enabling this option will require your customers to enter guest count when creating an order for Catering Pickup.

Enabling this option will include the company name field in the ‘Your Info’ section of the checkout page when ordering Catering Delivery. This inclusion will allow the customer to add or update their company name in case they missed it during registration.

Identify whether or not you want customers to be allowed to use Gift Cards when purchasing Catering for Delivery.

Identify whether or not you’ll be using the Lunchbox Order Aggregation feature.

Identify whether or not you are opting to increase your prices on items when sold on 3rd party marketplaces.

Toast POS Only if NOT Using Menu Specific Pricing All Other POS Allow for Price Overrides.

Toast POS Only if NOT Using Menu Specific Pricing All Other POS Allow for Price Overrides.

Toast POS Only if NOT Using Menu Specific Pricing All Other POS Allow for Price Overrides.

Identify which locations use Uber Eats marketplace pickup

Identify which locations use Uber Eats marketplace delivery.

If you have a direct contact you speak with/work with at Uber Eats, provide their name.

If you have a direct contact you speak with/work with at Uber Eats, provide their email.

Identify the menu name that this location will use for the Uber Eats marketplace. The name should match what’s in your POS.

Identify the operating hours of the menu you’ll be using for Uber Eats. The hours provided should reflect the full-time frame during which the menu is in use.

Identify whether Uber Eats pays the sales tax at each location. To do that, contact your Ubereats Rep to confirm.

If you answered Yes to the above, provide the percentage of sales tax that Uber Eats pays.

When enabled, all prices are rounded to the nearest $0.09. For example, if a menu item is $9.46, the item price will be rounded to $9.49.

Identify if there are specific email addresses you’d like to receive emails from when Catering Pickup orders are made.

Identify whether or not you want to enable Hold Future Orders for Uber Eats marketplace.

Identify whether or not you want to enable Hold Same Day Future Orders for Uber Eats marketplace.

Identify whether or not you want to enable Auto Send to POS for Uber Eats marketplace.

Identify the prep time needed for Uber Eats at this location. Provide the prep time in minutes. Prep time is the amount of time it will take for the location to prepare the order. Prep time is calculated at check-out to ensure the location has enough time to prepare the order and that the order promise time is adjusted accordingly at checkout.

Negative values will open the store earlier.

Positive values will open the store later.

Negative values will close the store earlier.

Positive values will open the store later.

Provide the URL that directly links to each location’s online presence on Uber Eats.

This information should be in your POS. If you are unsure where to get it, please contact your POS rep to request it.

This information should be in your POS. If you are unsure where to get it, please contact your POS rep to request it.

Identify which locations use DoorDash marketplace pickup

Identify which locations use DoorDash marketplace delivery.

If you have a direct contact you speak with/work with at DoorDash, provide their name.

If you have a direct contact you speak with/work with at DoorDash, provide their email.

Identify the menu name that this location will use for the DoorDash marketplace. The name should match what’s in your POS.

Identify the operating hours of the menu you’ll be using for DoorDash. The hours provided should reflect the full-time frame during which the menu is in use.

Identify whether or not DoorDash pays the sales tax at each location.

If you answered Yes to the above, provide the percentage of sales tax that DoorDash pays.

When enabled, all prices are rounded to the nearest $0.09. For example, if a menu item is $9.46, the item price will be rounded to $9.49.

Identify if there are specific email addresses you’d like to receive emails when DoorDash orders are made.

Identify whether or not you want to enable Hold Future Orders for DoorDash marketplace.

Identify whether or not you want to enable Hold Same Day Future Orders for DoorDash marketplace.

✏️Hold Same Day Future Orders

Identify whether or not you want to enable Auto Send to POS for DoorDash marketplace.

Identify the prep time needed for DoorDash at this location. Provide the prep time in minutes. Prep time is the amount of time it will take for the location to prepare the order. Prep time is calculated at check-out to ensure the location has enough time to prepare the order and that the order promise time is adjusted accordingly at checkout.

Negative values will open the store earlier.

Positive values will open the store later.

Negative values will close the store earlier.

Positive values will open the store later.

Provide the URL that directly links to each location’s online presence on DoorDash.

This information should be in your POS. If you are unsure where to get it, please contact your POS rep to request it.

This information should be in your POS. If you are unsure where to get it, please contact your POS rep to request it.

Identify which locations use GrubHub marketplace pickup

Identify which locations use GrubHub marketplace delivery.

If you have a direct contact you speak with/work with at GrubHub, provide their name.

If you have a direct contact you speak with/work with at GrubHub, provide their email.

Identify the menu name that this location will use for the GrubHub marketplace. The name should match what’s in your POS.

This information should be in your POS. If you are unsure where to get it, please contact your POS rep to request it.

Identify the operating hours of the menu you’ll be using for GrubHub. The hours provided should reflect the full time frame during which the menu is in use.

Identify whether or not GrubHub pays the sales tax at each location.

If you answered Yes to the above, provide the percentage of sales tax that GurbHub pays.

When enabled, all prices are rounded to the nearest $0.09. For example, if a menu item is $9.46, the item price will be rounded to $9.49.

Identify if there are specific email addresses you’d like to receive emails when GrubHub orders are made.

Identify whether or not you want to enable Hold Future Orders for GrubHub marketplace.

Identify whether or not you want to enable Hold Same Day Future Orders for GrubHub marketplace.

Identify whether or not you want to enable Auto Send to POS for GrubHub marketplace.

Identify the prep time needed for GrubHub at this location and provide the prep time in minutes. Prep time is the amount of time it will take for the location to prepare the order. It is calculated at check-out to ensure the location has enough time to prepare the order and that the order promise time is adjusted accordingly at checkout.

Negative values will open the store earlier.

Positive values will open the store later.

Negative values will close the store earlier.

Positive values will open the store later.

Provide your Lunchbox POC with each store’s Grubhub CIDs. These CIDs can be retrieved from the URL of the each store's specific location:

Provide the URL that directly links to each location’s online presence on GrubHub.

This information should be in your POS. If you are unsure where to get it, please contact your POS rep to request it.

This information should be in your POS. If you are unsure where to get it, please contact your POS rep to request it.