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2i - Creating an Open Item for Order Notes & DoorDash Drive Estimated Delivery Driver Arrival Time Item (Toast) (LB 2.0)

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Written by Mark Robert Turner

Overview

The Lunchbox to Toast integration uses Toast open items to send specific Lunchbox values onto the Toast kitchen receipt, KDS, or customer receipt. Each open item is dedicated to a single value type, and the Toast configuration steps are the same regardless of which use case is being set up.

Supported Toast open-item use cases

Order-level notes

  • Purpose: pass order-level customer comments to the Toast KDS, kitchen tickets, and customer receipt.

  • Value passed: the order note text entered by the guest at checkout. Item name to create in Toast: LB Customer Order Note.

DoorDash Drive estimated driver arrival time

  • Purpose: print the estimated driver arrival time on the kitchen receipt so the kitchen can pace delivery prep against driver pickup.

  • Value passed: the estimated driver arrival time returned by DoorDash Drive. Item name to create in Toast: Estimated Delivery Driver Arrival Time.

Curbside check-in print notification

  • Purpose: print a notification on the configured Toast printer when a guest checks in for curbside pickup, so the kitchen or front of the house staff can see the arrival.

  • Value passed: the order ID and the vehicle details captured at check-in. The full string prints on the receipt. Example: Order #18688 - Black Honda Civic, 4. Item name to create in Toast: CURBSIDE ARRIVAL. The item name prints on the receipt, so a clearly recognizable label is recommended.

  • Dependency: curbside check-in must already be enabled on the Lunchbox 2.0 dashboard.

Setting Up Your Order Note &/Or Driver Arrival Time Item

IMPORTANT NOTE: Once you have completed creating the category and item, you will need to share the Menu GUID, Category GUID and Item GUID with Lunchbox, and they will need to escalate an ENG ticket for implementation.

Step 1: From the Toast Admin Dashboard home page go to Menu > click Advanced Properties

Step 2:

Preferred Method

  • Create a new menu called Lunchbox Open Items Menu

  • Scroll down to Groups, hit Add

  • and create a group named Lunchbox Open Items Category

Alternative Method

  • Click into the blue link of the name of the menu that is being used for Lunchbox Online Ordering to enter the menu and

  • Scroll down to Groups, hit Add and

  • Create a group named Delivery Driver Arrival Time.

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 a $0 item called...

  • Estimated Delivery Driver Arrival Time- This will send the estimated

    OR

  • LB Customer Order Note - This will send Order Level comments to the KDS, Kitchen Tickets and the Customer Receipt.

Step 5: At the top right-hand corner of the screen hit Save.

Step 6: Click into the Newly Created Item and scroll down and ensure the following settings are set…

Basic

  • Name: Estimated Delivery Driver Arrival Time or LB Customer Order Note

  • POS Name: (This setting does not affect the integration and is up to the restaurant partner.)

  • Kitchen Name: (This setting does not affect the integration and is up to the restaurant partner.)

  • Button Color: (This setting does not affect the integration and is up to the restaurant partner.)

  • KDS Color: (This setting does not affect the integration and is up to the restaurant partner.)

  • Target: Target to your master groups (ONLY FOR MLM CLIENTS NON MLM CLIENTS WILL HAVE TO CREATE THESE BY STORE.)

  • Owner: Target to your master groups (ONLY FOR MLM CLIENTS NON MLM CLIENTS WILL HAVE TO CREATE THESE BY STORE.)

Pricing

  • Pricing Provider: Specify pricing on this item

  • Price Strategy: Base Price.

  • Base Price: 0.00

Modifiers

  • Modifier Groups: Leave Blank

  • Use parent group modifiers?: No

  • Default modifier POS display mode: No, follow the order in which modifiers are listed.

Advanced Properties

Inventory

  • Inventory: In stock (This item must stay in stock otherwise it will become unavailable for use in the integration.)

Properties

  • Description: Leave Blank (This setting should not affect this integration)

  • Calories: Leave Blank (This setting should not affect this integration)

  • Image: Leave Blank (This setting should not affect this integration)

  • Tags: Leave Blank OR Third Party Pricing (Create Tag) This tag can be useful for menu reporting filtering.

  • Does this item contain alcohol?: Select one

  • Visible To: Online Orders: Ordering Partners Required (Lunchbox does not utilize this setting. However, should we wish to leverage this option in the future be sure this setting is checked off.)

  • Inherit Hide Modifier Prices from Menu Group: Yes (This setting should not affect this integration because there should be no modifiers attached to this item.)

  • Prompt For Quantity: No

  • SKU: Leave Blank

  • PLU: Leave Blank

Preparation

  • Preparation Time: Leave Blank

  • Inherit Course from Menu Group?: Yes

  • Inherit Prep Stations from Menu Group? Yes (This determines where it should print. Typically clients set this value to a Prep Station that is set to not print.)

  • Sort Order: Leave Blank (Unless you want this value to print in certain areas on kitchen tickets.)

  • Production Items: Leave Blank

Barcode Scanner Configuration

  • Menu Group when scanned: No containing Menu Group is set to be the scanned parent. This item will not be scanned for barcodes with embedded amounts, and we may have unpredictable results if scanned via full-length barcodes.

  • Inherit Embedded Amount Type from Menu Group?: Yes (This will not affect the integration)

  • Inherited Embedded Amount Type: This item has no Menu Groups when scanned to provide amount type

Weighing

  • Inherit Tare Weight from Menu Group?: Yes (This setting does not affect the integration)

Reporting

  • Inherit Sales Category from Menu Group?: Yes (This is optional and depends on what sales category you want these additional sales to fall under.)

  • Defer Revenue: No

Discounting

  • Inherit Discount Config from Menu Group?: Yes

Rewards

  • Inherit Rewards Config from Menu Group?: Yes

Taxes

  • Inherit Tax Rates from Menu Group?: Yes (We will override this with the Tax Inclusion Option below)

  • Inherit Tax Inclusion Option from Menu Group?: Yes

  • Inherited Dining Option Tax from Menu Group?: Yes (item has no dining option specific tax exemptions)

  • Disqualifying Dining Option Tax Exemption: Modifier has no effect

Step 7: At the top right-hand corner of the screen, hit Save. Then Publish.

💡 Once this is complete, add the category and item GUID to your configuration workbook and share with support by emailing [email protected] and notify them that you are interested in enabling this feature. They will create a ticket with our OTS team for implementation. If you don't have access to your configuration workbook, simply email the category GUID and Item GUID in the support request.

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