Telephone Escalated Support & Order Status Workflow

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:

Table of Contents

Overview

Lunchbox offers telephone escalated support on failed orders. If an order is sent to Lunchbox our dedicated support team will contact the restaurants to help ensure the order makes it to the kitchen via in-store manual order entry from someone on the restaurant side.

Below you will see what a typical Sucessfull Order Workflow looks like. But, in the event that an issue occurs with an order that requires a Support Agent Phone Call, it is important to review the Failed Order Workflow steps to ensure that the orders that have been manually entered into the POS match the orders in Lunchbox (& 3P Marketplace Dashboards if you are using order aggregation), payment is captured and your accounting is correct.

Successful Order Workflow

Step 1: The guest places an order using a 3P Marketplace or Lunchbox-designed app or website. After the order has been placed the order reaches the Lunchbox Admin Dashboard and the following occurs…

Step 2a: The order will wait in a cue in the Yellow 'Held' Status if either Hold Same Day Future Orders and/or Hold Future Orders is checked off on the service type this status preauthorizes the payment.

Step 2b: The order will send to POS automatically if both 'Hold Same Day Future Orders' and 'Hold Future Orders' are Unchecked on the service type.

Step 2c: These orders will Start Red and then turn the Green ‘Sent to POS’ Status. This status still holds the order in a Preauthorized payment status.

Pre Auth Status view from the Order Details>Payment Screen

Once acknowledged by the point of sale system, by firing to the kitchen/closing the check in the POS the order will then turn the Grey ‘Completed’ Status. This status captures payment…

Step 3: When the order hits the admin dashboard and encounters an error, it will start in a Red Status and our system will continue to try and send the order to the POS a total of 10 times. If after 10 attempts the order is unsuccessful it is placed in the Orange ‘Administrative Hold’ Status.

Step 3a: When we hit the release button it will attempt to try and send the order to the POS again.

If the issue was corrected in the POS it will send to the POS and the order will turn Green and then Grey as mentioned above.

Failed Order Workflow & Phone Call Support

Step 3b: For issues that cannot be resolved immediately, Lunchbox will make a call to the restaurant so that the food can be made and Lunchbox will pass the ownership of the order status over to the restaurant manager. Lunchbox will not adjust the status of this order away from the orange status.

Step 4: Next the Restaurant Partner will need to go into the dashboard and select the ‘Release’ button which turns the order Red

Step 5: then Click ‘Accept’

Step 6: This turns the order to the Blue ‘Acknowledged’ Status this status will not send the order to the POS.

Step 7: and then Click ‘Complete’

Step 8: This will turn the order to the Grey ‘Completed’ Status and capture payment.

Cash Payment View

Cash payment orders will not show a payment history.