2j - Review Menu Configuration (Toast)

minute read

Disclaimer: This article is for Lunchbox 2 Enterprise customers only. If your dashboard header looks the same as below, you are in the right place:


Lunchbox Menus are pulled into the Admin Dashboard through two types of Menu Syncing: Initial Menu Syncs, and Subsequent Menu Syncs.

Table of Contents


Note: Importing Multiple Menus is supported through the Toast and Lunchbox integration through the use of Modes. Every single menu needs to be assigned a unique mode. Example: 4 Menus 4 different Modes. Click here to learn more about modes.

Initial Menu Sync 

This is the first time that Lunchbox pulls your menu(s) into the Lunchbox Dashboard. It is important to make sure that your menu items are set up properly in Toast before the sync is started.

Note: In order for menus to import the Online orders: Ordering Partners checkbox must be checked off.

The initial sync includes:

Menus

Name, Menu Groups and Menu Subgroups

Note: Menus are assigned to locations using the Admin Dashboard and setup during menu configuration.

Menu Groups

Name, description, items in the group, Item subgroups and location availability

Note: Subgroup funcitonality is supported differently in Enterprise.

In enterprise subgroups will appear as a Menu Category not as a single item.

Menu Option Groups

Name, menu modifier options, modifiers in the group, min/max selections, and location availability ^

Menu Items

Name, description, price, image, and location availability ^^

Menu, Menu Group, Item and Modifier Groups

Menu Modifiers

Name, description, price, location availability, menu modifier groups and modifiers within those groups. ^^

Note: Calories are not currently imported from Toast and must be maintained on the admin dashboard.

Note: Priority can be adjusted on the admin dashboard to adjust the sort order.


Subsequent Menu Syncs

Subsequent menu syncs are any sync placed after the initial onboarding phase. These include new and previously imported menus, modifiers and items. Please read the following list of settings included in each of these syncs.

Menus

  • New Menus - Name, menu groups and menu item groups ^

  • Previously Imported Menus - ^^

Menu Item Groups

  • New Menu Item Group - Name, description, menu items in a group, and location availability ^

  • Previously Imported Menu Item Group - Location availability, descriptions ^^

Menu Option Groups

  • New Menu Option Groups - Name, menu modifier options, modifiers in the group, min/max selections, and location availability ^

  • Previously Imported Menu Option Groups - Descriptions, Min/max selections, and location availability ^^

Menu Items

  • New Menu Items - Name, description, price, image, and location availability

  • Previously Imported Menu Items - Descriptions, Price and location availability

Menu Modifiers:

  • New Menu Modifiers - Name, description, price, location availability, menu modifier groups and modifiers within those groups.

  • Previously Imported Menu Modifiers - Descriptions, Price, and location availability,

Item and Sequence Priority can be overridden on the Dashboard for sequence and profitability.


Menu Building Rules

The following is a list of menu-related rules that must be adhered to on the Toast Admin Dashboard before doing the initial menu sync. There are a few Rules when configuring the menu in order to make sure it communicates properly with Lunchbox.

Make sure to read through all of these carefully before proceeding to edit or build your menu.

RULE 1: Price It Right - Toast Menu & Modifier Pricing Limitations

Supported Toast Pricing Structures - Base Price, Size Price, Menu Specific Price, Location Specific Price, Location Pricing Overriden to Menu Specific Price

 

Unsupported Toast Pricing Structures - Time Specific Price, Modifier Group Override Pricing, Sequence Based Pricing, Modifier Pricing Overrides, Open Price, Menu Group Provides Pricing

Screen_Shot_2022-02-22_at_3.44.14_PM.png

NOTE: Menu Items should never be based on unsupported pricing structures on the item level, on the restaurant group level, or through some sort of inherited functionality. These types of menu pricing are not yet supported.

Note: Menu group pricing inheritance is not currently supported

Modifier Sequence Pricing Alternative - We recommend using two separate groups, free options in the first group, and limiting the amount that can be ordered in the group. Then create a second group with additional charges. The GUIDs will have to be separate for all of those options to support the pricing change.

Modifier Specific Pricing Limitations - Adjusting prices through price inheriting (or on the outside layer of modifier groups) is not yet supported.

RULE 2: Multiple Menus Require Multiple Unique Modes in Lunchbox

When setting up a location it is important to set up unique Modes in the Lunchbox Admin Dashboard for each menu. We will assign these during onboarding. See this link for Setting up Modes in the Admin Dashboard.

RULE 3: Don’t Create Redundancy

Don’t have a nested modifier reference an item that contains the parent modifier. (it creates a circular reference) For example, do not nest item (GUID 123) as a modifier inside of itself (GUID 123)

RULE 4: Subgroup Limitations

Don't go two layers deep with subgroups. This means that you should not put a subgroup inside of a subgroup. If you do, by default Lunchbox drops the parent subgroup and just flattens both into one.

Example:

→ Drinks

→ → Cold Drinks

→ → Hot Drinks

Becomes just:

→ Cold Drinks

→ Hot Drinks

 

Subgroups can be turned similar to an item should you need to have them visible on the Lunchbox Ordering Screen (you can see this in Sticky's and Wings Over). A special request would need to be made through your CSM or Delivery Manager.

RULE 5: Image Sizing Requirements

It is important that menu images be uploaded in the proper format. If images aren’t uploaded properly, it can cause resolution problems, scaling issues, and delayed image loading times. Please follow these guidelines carefully:

Menu Item Images

Size: 1280x720px; landscape (16:9) ratio
File: JPG recommended or PNG
160kb or smaller

Menu Modifier Images are NOT SUPPORTED

RULE 6: Target Your Menus, Items, and Modifiers Properly

Menu Items should be owned and targeted to the parent restaurant group in order to ensure that all locations have visibility. The three restaurant groups listed below are examples of how to limit menu visibility:

  • Parent Group/All Locations Target - Includes all restaurants. This means all restaurants will have access to this Menu or Menu Item.

  • Region Group Target - Includes restaurants within a specific region.

  • Location Specific Target - This will allow one restaurant to see this menu item.

 

NOTE: When you want to limit visibility on an item, the Owner needs to be set to the parent restaurant group and the target needs to be set to the subgroup, which should be added to the Parent Restaurant Group in the restaurant group section of Toast to ensure visibility.

Screen_Shot_2022-02-20_at_1.34.18_PM.png

RULE 7: Copying Menu Items & Modifiers

Toast has two ways to copy Menu Groups, Items and Modifiers: Copy & Deep Copy.

  • Copy: Refers to when the item is copied and a separate GUID has been created for that new item or modifier. Make sure all of your functionality settings have been set and they will copy over to the new menu item of modifier on Toast as well.

  • Deep Copy: Refers to when the item is copied and a separate GUID has been created for that new item or modifier as well as all items groups and modifiers nested within that item as well.

Screen_Shot_2022-02-20_at_1.35.03_PM.png

Deep Copies are made when the Make Deep Copy Checkbox has been checked. This is most typically used for copying modifiers without nested modifiers inside of them to ensure the external & internal layer of the modifier are copied.

Screen_Shot_2022-07-01_at_10.43.40_AM.png

 

WARNING: This is not recommended for Menu Groups that contain Menu Items with Modifiers and nested modifiers or Modifier Groups With Modifiers with nested modifiers. Don’t use Deep Copy unless you intend to make a copy of every item and modifier nested below the group or item! Selecting Deep Copy will create a copy of the selected Menu Groups and any items, subgroups, modifier groups, and modifiers it contains. Any changes made to these copies will not impact the originals.

 

Always double-check where your targets are when copying menu items, modifiers.

RULE 8: Maintain Fewer GUIDs for Inventory Depletion & 86ing

When building your menu for simplified depletion and 86ing purposes it is important to try and maintain a small number of GUIDs on like items. (For example, a modifier group containing a side portion of fries that is also sold as an item should have the same GUID across both the side item and the side item built as a modifier.)

NOTES:

  • Exceptions include price changes and portion changes unless you are using an external party to interpret the information into your inventory system. These instances are required to have separate GUIDs and will have to be manually toggled off across multiple GUIDs.

  • When nesting items as modifiers inside of a modifier group, it is important that any layers nested below that item not have any additional items as modifiers. The second layer of modifiers should be modifiers only.

(Example: I want to sell popular additions on an item. So I add a brownie item as a modifier. Any modifiers nested below the brownie cannot have items as modifiers, they must be modifiers only.) The only way that Lunchbox can process a request like this is if all modifiers in the second popular additions group are modifiers not items as modifiers.

Item

>Modifier Group

>>Item As Modifier

>>>Modifier Group

>>>>Modifiers Only

Screen_Shot_2022-06-19_at_10.38.53_AM.png

RULE 9: Let’s Help Guests Eatza Pizza the Toast Way!

The following is the recommended setup for Pizza Restaurants that sell pizza of varying sizes with size-based ingredients.

Note: This setup uses…

  • Portions - 1st HALF 2nd HALF (names must match exactly)

  • Size based items & modifiers - Small Medium Large X-Large (names must match exactly)

Creating Portions

Step 1: On the Toast Admin Dashboard homepage, scroll down and click Portions under the Menu section.

Step 2: Click +Add button

Step 3: Add the text 1st HALF to the Name field and click Save.

Step 4: Repeat steps 2 & 3 and add the text 2nd HALF to the Name field and click Save.

Step 5: Click Save on the Portions listing page

Applying Portions To Menu Items and Modifiers

Step 1: On the Toast Admin Dashboard homepage, scroll down and click Advanced Properties under the Menu section.

Step 2: Locate and click the blue link of the Menu Item you wish to apply portions.

Step 3: Scroll down to Portions and check the newly created portions that you wish to apply to the Menu Item and click Save.

Step 4: For Modifier Groups that contain ingredients that can be added to half or the whole pizza, click into the modifier group link.

Step 5: Scroll down to Enable Portions? and click Yes, this modifier group will appear under portions. Then click Save

Set Up Multi-Select Size Based Pricing on Items and Corresponding Modifiers

Step 1: Set the item to Size Price 

Step 2: Click the blue link of the modifier groups that house the size-based toppings.

Step 3: Scroll down to Properties and set the following…

  • Multi-select? - More than one modifier can be chosen

  • Duplicate Modifiers - By default, the same modifier can be added more than once in this group (Overridable on the modifier).

Step 4: Scroll down to Size Configuration and select Modifier sizes match item sizes and do not prompt for size then click Save.

Step 5: Click into all of the toppings modifiers inside of the modifier category and set to size-based pricing. Be sure to click Save.

Location-Based, Size-Based Pricing

Note: This setup is for locations who have varying pricing across multiple restaurants.

Step 1: On the Toast Admin Dashboard homepage, scroll down and click Advanced Properties under the Menu section.

Step 2: Locate the item and click the dropdown to find the Size-Specific Price Modifier.

Note: This modifier group was created when you set the item to sized based pricing. It is not clickable from inside of the item.

Step 3: Click this modifier and set it to Location Specific Price and use the + Add button and drop downs to assign the prices by restaurant group or location.

Step 4: Click Save. Repeat for all Sized-Based Modifiers.

Menu-Specific, Location-Specific Pricing

Step 1: From the size-based modifier screen, scroll down to the Location Prices. Click into the blue Location/Restaurant Group link created by adding location-specific pricing.

Step 2: Set this Pricing Strategy to Menu Specific Price and add the Price by menu type.

Step 3: Click Save. Repeat for all size-based modifiers that require Menu Specific Pricing uplifts.

RULE 10: Finish Your Menu on Toast and Be Thorough

Make sure your menu is finalized in Toast before pulling the initial sync following all of the aforementioned rules and you should be all set to go and ready to sync!

Screen_Shot_2022-02-20_at_1.35.03_PM.png

 

For a full detail on how to build out the Menu on Toast check out the Toast article below:

Intro to Menu Management

Menu Hierarchy

Creating Menus

Arranging Order of Menus

Archive/Delete Menus

Rename Menus

Creating Menu Groups 

Creating Subgroups

Renaming Groups & Subgroups

Arranging Order of Groups & Subgroups

Delete Groups and Subgroups

Creating Menus, Groups, and Items in the Menu Builder 

RULE 11: Sync It Before You Sink It!

Before pulling a menu sync, remember to publish the menu to all affected locations and this will automatically sync to the Admin dashboard.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.