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:
If you are using catering and need to submit an order with an additional taxed Admin Fee! This is most commonly used for catering. Lunchbox does not have the ability to send two different service charges on a single order.
NOTE: Taking this approach will require you to run an item report for these additional surcharge amounts.
Setting Up Your Open $ Tax Not Included Menu Item
Step 1: From the Toast Admin Dashboard home page go to Menu > click Advanced Properties
Step 2: Either create a new menu called Admin Fee Menu and scroll down to Groups, hit Add and create a group named Admin Fee. (Preferred Method)
OR
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 named Admin Fee.
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 Admin Fee
Step 5: At the top right-hand corner of the screen hit Save.
Step 6: Click into the Admin Fee Item and scroll down and ensure the following settings are set…
Basic
Name: Admin Fee (This nomenclature will be used for Item recognition in Menu Reports and will also appear on receipts printed from Toast.)
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: Open Price. This allows us to send the additional Admin Fee through a single GUID.
Modifiers
Modifier Groups: Leave Blank
Use parent group modifiers?: No
Default modifier POS display mode: Order Listed in Modifier Group
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?: No, specify rewards config here
Can be discounted?: No
Rewards
Inherit Rewards Config from Menu Group?: No, specify rewards config here
Exclude from the rewards program?: 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?: No, specify tax inclusion option here
Tax Inclusion Option: Tax not included
Warning: Making certain that this item is tax not included is very important otherwise we will not be able to send orders to the POS.
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.
