Doordash Order Aggregation Onboarding & Configuration

In this article, we’ll detail the process for Onboarding and Configuring a brand or location for Doordash Order Aggregation.

Table of Contents

Onboarding

To get started with onboarding your Doordash Marketplace for Order Aggregation, refer to the following steps.

1. If you have a Doordash Account Manager, introduce them to your Lunchbox POC (Point of Contact) so they can assist with providing any specific Doordash information.

2. If you are comfortable with sharing, provide your Lunchbox POC with access to your Doordash Merchant Portal by creating a login for them. This will help will testing and troubleshooting.

3. Provide the following information to your Lunchbox POC for each of your locations:

   1. Location Name

   2. POS External Location ID

   3. Location Address

   4. Location Hours

   5. Location Lead & Prep Times

   6. Doordash URL

   7. Doordash POS External Service Type ID

      1. Alternatively, you can use 1 “3PD” External Service Type ID for all Order Aggregation Marketplaces.

   8. Doordash POS External Payment ID

      1. Alternatively, you can use 1 “3PD” External Payment Type ID for all Order Aggregation Marketplaces.

4. Determine if you would like to use a Doordash (or 3PD Marketplace) specific menu or if you are going to use a menu that will require an Uplift % for the entire menu being sent to Doordash.

5. Provide the POS External Menu ID or Name to your Lunchbox POC.

6. Once this initial information is provided, your Lunchbox POC will have Doordash added as an integration to your Lunchbox Dashboard.

7. Once all of the Location information above is provided, your Lunchbox POC will provide you with your Doordash Store IDs which will be needed when submitting a request to change your Order Protocol.

8. Once you are provided your Doordash Store IDs from your Lunchbox POC, navigate to your DoorDash Merchant Portal and complete the instructions outlined in their POS Order Protocol Help Article following these steps:

   1. Click on Help

   2. Select Marketplace or Storefront

   3. Select Account Support, scroll down to Change Order Protocol and click Next

   4. Click Next again, then select the appropriate option for one or multiple locations. Select Point of Sale, then provide the store location information. You will also have the option to upload a file containing the required store information or for multiple stores.

      1. Store Name

      2. Store Address

      3. POS Provider Name: Novadine

      4. Unique ID for your Store/Brand: Doordash Store ID provided above

      5. Preferred Go Live Date

   5. Then scroll down and select your point of sale or middleware Provider = Lunchbox/Novadine

   6. Click on Submit Form

9. Look out for an email from Doordash about the next steps. You’ll be able to start testing and taking orders when the integration is complete.

11. Once the integration is complete, Lunchbox will schedule time to test orders and make sure they are flowing properly from Doordash to Lunchbox to your POS and follow up with any additional information or requirements.

12. When you are live, please utilize support@lunchbox.io and Doordash support for any assistance.

Lunchbox Configurations

The Lunchbox Onboarding and Configurations Team will perform the following in your Admin Dashboard to prepare, test and launch Doordash for Order Aggregation (the following instructions are for the older version of the Lunchbox 2.0 Dashboard:

1. Gather Location & Menu information provided by the RP (Restaurant Partner) as mentioned above.

2. Request Doordash to be added to the Integrations page of the RP’s Admin Dashboard by submitting an Engineering Change Request ticket.

3. Populate Location information from the POS on the Locations page (if it is not auto-populating from the POS)

4. Navigate to Menus > Admin Links > Service Types and create a Doordash Service Type

   1. Add the Global External Service Type ID (if applicable) that will used when sending orders to the POS. If there is a Local External Service Type ID, populate that in Service Types.

   2. Mark as Visible and Internal Use so it is not displayed to customers on the 1st party order site.

   3. Select Pick-up as the Service Group ID.

   4. Alternatively, you can use 1 “3PD” Service Type for all Order Aggregation Marketplaces

5. Navigate to Menus > Admin Links > Edit Provider and select Doordash

   1. Enter the Global Service Type ID and select the Take Out Service Type.

6. Navigate to Menus > Admin Links > Payment Types and create a Doordash Payment Type.

   1. Add the Global External Payment Type ID (if applicable) that will used when closing orders out in the POS (as an “Other Payment option”). If there is a Local External Service Type ID, populate that in Payments.

   2. Alternatively, you can use 1 “3PD” Payment Type for all Order Aggregation Marketplaces

7. Navigate Menus > Admin Links > Edit Order Provider and select Doordash

   1. Enter the Global Menu ID that will be used for All locations. If there is a Local Menu ID, populate that in Integrations > Order Providers > Doordash for each location.

8. Navigate to Integrations > Order Providers > Doordash and populate the following:

   1. Doordash ID = location code @ tenant (for example 0003@gdsalads):

      

   2. Service Type Ext ID = Only populate Doordash (or 3PD) Local External ID if the RP is not using a Global External ID for all locations

   3. Menu ID = Only populate the Local Menu ID if the RP is not using a Global Menu ID for all locations

   4. (Optional) Open Offset Minutes = Negative time that you would like to allow orders to start being placed from Doordash (for example if your business hours open at 11 AM and you want to start taking Doordash orders at 11:15, set this to -15.

   5. (Optional) Close Offset Minutes = Negative time that you would like to stop orders from being placed from Doordash (for example if your business hours close at 10 PM and you want to stop taking Doordash orders at 9:45, set this to -15.

   6. Item Upcharge % = Local Menu Upcharge percentage that you would like to add to your menu items if not using a Global Menu Upcharge.

   7. Enable Menu Integration = Set the date for when the menu should be sent to Doordash

   8. Enable Order Integration = Set the date for when the integration with Doordash should begin.

9. Navigate to Menus and click on the Menu you are using to send to Doordash. Ensure that the new Doordash (or 3PD) Service Type is checked off

10. Navigate back to Menus, select Edit Menu for a Location, and add the Menu that you are using to send to Doordash.

11. Navigate to Business Hours, select the Location, select the Menu being sent to Doordash, and update the Custom Hours.

    1. If you have the same hours for all locations, leave the location unselected and set up Default Hours to be used across your brand. Custom (local) will always override Default (global) hours.

12. Navigate to Payments, select a location and add the Doordash (or 3PD) Payment Type. Enter the Local External Payment ID if it is specific to the location (this will override the Global External Payment ID)

    1. You will need to add the Doordash (or 3PD) Payment Type individually for all locations.

13. Navigate to Service Types, select a location, Approve the Doordash (or 3PD) Service Type and Save.

    1. Once Approved, configure the following and Save:

       1. Status = Enabled

       2. Payment Processing = Doordash (or 3PD)

       3. Order Fulfillment = Enter Lead Minutes, Prep Minutes and Minimum Order Amount

       4. Order Handling = Auto Send to the POS & (optional Hold Same Day & Future Orders if you want send scheduled orders to the POS based on Prep time).

       5. Tax Rules = Will populate with the Menu

       6. External ID = Enter Local External Payment ID if it is specific to the location (this will override the Global External Service Type ID)

    2. You will configure the Doordash (or 3PD) Service Type individually for all locations.

14. (Optional) Configure Order Throttling Rules for Doordash by navigating to Order Processing > Order Throttling Rules, selecting the Doordash (or 3PD) Service Type and configuring the rules.

15. Once the above has been completed and Doordash has alerted Lunchbox and the client that they are ready for Lunchbox to send the menus, navigate to Menus > Edit Menu for a Location. Select the location and click Publish Menu. This will send the menu and integration information to Doordash.

    1. Do this individually for all locations.

16. Navigate to Event Logging, select the location and make sure there are no errors when sending the integration to Doordash. This is what a successful integration looks like:

    

17. Navigate to the Doordash Location URL and ensure that all of the settings that you’ve configured along with the menu structure are correct.

    1. Do this for all locations.

18. Communicate with the RP and place a test order to ensure that the order is flowing into Lunchbox and being sent to the POS without error. Provide the Restaurant Partner with the Testing Checklist: https://drive.google.com/file/d/1lwbR0OBEFqriBxOY7p1HosbO3OEopPOH/view?usp=sharing