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:
POS Agent Overview

This article will explain what the Lunchbox POS Agent is and how it works with your online ordering.


Table of Contents

POS Agent Order Processing

A customer will place an online order using the restaurant’s online ordering website. The POS Agent will then automatically send the online order to a designated computer or the restaurant’s POS (POS locations only)

Agent to Computer (Non-POS locations only)

  • The POS Agent is the software used to manage online orders received. It will need to be installed prior to activation

  • The POS Agent checks for orders every 60 seconds using a unique username and pulls them down

  • Once the Agent has an order it will send it to the designated PC at the location when the prep time has been met

    • Prep time is set by service type, item total, or order value total

Receiving Orders (Non-POS locations only)

  • When the online order is handed off to the ND Agent, an alert will pop-up indicating there is a new order along with the chime of a cymbal

  • The Order Management screen will open up and the order will appear RED. A copy of the receipt will automatically print to the designated printer and you will hear a sound resembling a telephone ring

Agent to POS (POS locations only)

  • The POS Agent is the software used to manage online orders received. It will need to be installed prior to activation

  • The POS Agent checks for orders every 60 seconds using a unique username and pulls them down

  • Once the Agent has an order it will pass it to the POS Web Service, which will then send the order to the designated POS station when the prep time has been met

    • Prep time is set by service type, item total, or order value total

Note: It is important that you do NOT accept any online orders directly on the POS Agent. The POS will accept the order when the Agent hands it off. If you manually accept the order, the order will not send to the POS.

Receiving Orders via Fax (Non-POS locations only)

If the location does not have a computer, or the internet is down, there is an option to receive orders via Fax. If the location is set up to receive orders via fax, a Lunchbox Technical Support Agent will call the location and verify that the order was received.


POS Agent Installation

Installation Preparation (Non-POS locations only)

Before installing the POS Agent, it is important to make sure that your computer is up to date

Verify Windows Updates (Non-POS locations only)

Before installing the POS Agent, ensure that all Windows updates have been run. To do so, follow the below steps:

Step 1: Open Internet Explorer

Step 2: Click on Tools in the Menu Bar

Step 3: Select Windows Updates from the menu

Step 4: Follow the prompts to run updates

Step 5: Once updates are complete, please restart your computer

Verify Printer (Non-POS locations only)

Please also check to ensure your computer has a printer installed. To do so, follow the below steps:

Step 1: Open the Control Panel on your computer

Step 2: Double-click the Printers and Faxes icon or View devices and printers, depending upon your version of Windows

Step 3: Confirm that the correct printer is marked as the default (default printer will have a checkmark)

Step 4: If you need to set your printer to the default, right click and choose “Set as default printer”

POS Agent Download and Install

Step 1: Go to the Lunchbox (ND) Agent URL: http://yoursite.com/files/NDAgent.msi

Step 2: Choose Run and follow all of the additional prompts. Agree to any security alerts that may appear on your screen

Step 3: Go to your computer desktop and double click on the  icon to launch the POS Agent. You can also access the program from your programs list from the Start button

agenticon

To install the POS Agent from the command-line or script, use:

  • For unattended installs, use “msiexec /i NDAgent.msi /quiet /qn”

  • Use “msiexec /i NDAgent.msi /passive” if someone will be monitoring the install


Agent Configuration Using YML File

The Agent’s configuration can be set initially, or can be updated by placing the desired configuration in a file named config_update.yml in the Agent’s folder and restarting the Agent. The Agent’s folder location varies depending on the version of Windows it is running.

On XP it can be found at: C:\Documents and Settings\All Users\ApplicationData\Lunchbox\NDAgentOn Windows 7, 8, or 10 it can be found at: C:\ProgramData\Lunchbox\NDAgent

Note: Files and folders may be hidden depending on your operating system and settings

If the Agent has already run, the config_update.yml file is renamed to NDAgent.yml and an NDAgent.log file is created in the folder. The config_update.yml can be used at any time to update the configuration. The yml files are only read at startup, so if you create one for an existing Agent it will not take effect until the Agent is restarted

The configuration files (NDAgent.yml for saved configuration and config_update.yml for updates) are in YAML format and contain indented “key: value” lines grouped in sections. To update a running Agent, place a config_update.yml containing the updated configuration in the Agent’s installation folder. The updated file will be read, merged into any existing configuration, and then deleted

Note: Each location has a unique username, password, and restid for the Agent. You can request a CSV file of all Agent usernames and passwords from Lunchbox.


Guided Agent Configuration

Setup Tab

You will now need to enter setup information into the Agent to link it to the appropriate store.

Step 1: Click on the Windows Start button

Step 2: Type ND Agent into the programs and files search box

Step 3: In the POS Agent, click Setup

Step 4: Click OK on the standard warning that new orders will not be downloaded during setup

Find POS Agent Username and Password

Step 1: Click the my profile icon in the top right corner of your site

Step 2: Log in with your management account credentials

Step 3: Click the gear icon in the top right corner that displays after successful login, which will open your Backend Management site in a new tab

Step 4: Select the Location Users tab

Step 5: Click the POS Agent User subtab

Step 6: Click the pencil icon next to Agent User to find the Username and Password

General Tab

On the General tab of the POS Agent:

Step 1: Delete any default information from the Username and Password fields

Step 2: Paste the Username and Password copied from the store’s website

Step 3: In the Restaurant URL, enter your chain’s website:

The Restaurant URL is “https://” plus the beginning characters of the Username up through .com. Example: If Username is demo.Lunchbox.com_0015, Restaurant URL would be https://demo.Lunchbox.com

Step 4: Enter your Restaurant ID:

The numbers listed at the end of your Agent Username is your Restaurant ID Example: If Username is demo.Lunchbox.com_0015, your Restaurant ID would be 15

Step 5: Choose your POS System from the dropdown (select ‘Lunchbox’ if you will be using the Agent as a standalone system/non-POS)

Step 6: Click Apply

Note: For security purposes, please ensure your Restaurant URL in the Agent begins with “https://“

Printers Tab

On the Printers tab, you can configure your printer:

Step 1: Click the first dropdown field under Printer Name and choose the printer you selected prior to installing the Agent

Step 2: Select Standard from the first dropdown field under Print Style

Step 3: Click Apply

Notifications Tab

The Notifications tab is where you can choose how you prefer to be alerted when new orders arrive:

Step 1: Click checkboxes next to any of your preferred notification methods

Step 2: Click Apply

Tests Tab

On the Tests tab, you can verify that your login, popups, printing, and sounds are all configured and working correctly:

Test Login

Step 1: Click Test Login

Step 2: You will receive a pop-up message stating whether or not the login was successful

Step 3: If the login was successful, click OK. If not, repeat the General Tab section

Test Printing

Step 1: Click Test Printing

Step 2: A test page will be sent to your printer

Step 3: If the test page printed successfully, continue to next step. If not, repeat the Printers Tab section

Complete Agent Install

Once you have completed the above sections:

Step 1: Click Save

Step 2: Your Agent installation is now complete


Navigating the POS Agent

Check Orders Tab

Click the Check Orders Tab to manually check for any new, incoming orders

Orders Management Tab

By clicking the Orders Management Tab, you will bring up the Order Management Screen that displays open orders and any future orders

Export Menus Tab

Click the Export Menus Tab to manually export a copy of your location’s menu to Lunchbox’s System

Hide Me Tab

By clicking the Hide Me Tab, you will minimize the Agent to your computer’s taskbar. The Agent will still be running, but minimized. An alert box will pop up letting you know that the Agent is still running.

Terminating the Agent

By clicking the Terminate Tab, you are saying that you want to fully shut down the Agent on your computer. This is not advised unless it’s during off hours, when you would not be receiving orders

Once you click the Terminate Tab, you will be asked to enter your AGENT username and password as a security precaution before the Agent will fully shutdown

Note: You can terminate the POS Agent through the Task Manager on your computer, but using the Terminate Tab is the suggested method.


Accepting and Completing Orders (Non-POS Locations Only)

Accepting Orders through the Agent

Step 1: Click the Accept button to acknowledge the order

Step 2: You can elect to send the customer a confirmation email that states that the location has received their online order by checking the box Send Confirmation prior to accepting the order:

Step 3: After accepting the order, the status color will change to TEAL, which indicates the order is currently in progress:

Completing Orders through the Agent

Step 1: Click the Complete button once the order has been picked up. This final process will also capture the credit card pre-authorization:

Step 1: After completing the order, the status color will change to GRAY:


Agent Troubleshooting

  • I am unable to download the .msi program. What should I do? When you go to download the POS Agent, you will click on the installation link which will first download the file. After you try to run or open the downloaded file in order to install the agent, the agent should install it. If a pop-up comes up that asks which “program would you like to use to open the file”, that means the standard .msi file extension is missing. To correct this, go here and download/install the proper file. Once this is done, go on to complete the ND Agent installation. This is uncommon and may occur because of a bad virus.

  • Received a ‘login failed’ error message: Verify that you entered the correct AGENT username and password

  • The agent will not start: Verify yml file settings

  • I installed the Agent but the Setup button is not displaying. What do I do? Check the configuration/.yml file to see if hide_setup: is set to true. If it is set to true, and you would like for the Setup button to be displayed on the Agent toolbar, then you would need to change to ‘hide_setup: false’

  • The Order Management Screen is displaying a completely white screen. What should I do?

    1. Verify that internet is working properly

    2. Check content advisor has been disabled

    3. Verify Anti-virus is not blocking the POS Agent (see Support General Support Guides/McAfee issues)

    4. Verify the URL is correct within the ND Agent

  • The POS Agent is not “ringing” when an order is received at the location Verify the following:

    1. Check physical speakers to be sure that the speakers are turned on and the volume is turned up

    2. Verify that volume on the computer is turned up and not muted, and verify the audio driver is installed.

    3. Check that POS Agent Notifications are checked to Play a notification sound (see Notifications Tab)

  • Why is the Agent not notifying the location when new orders arrive? Verify the following:

    1. Check that proper POS Agent Notifications are checked (see Notifications Tab)

    2. Verify internet is working properly

    3. Reboot computer

  • The agent won’t shut down: Please see Terminating the Agent

  • No Agent Check-In: The POS Agent installed at each store checks for new orders every minute. If an Agent doesn’t check in for a period of one hour, this event is logged and email alerts are sent. This can be caused by multiple issues, mainly a loss of internet connectivity at the store or an unsecured Restaurant URL assigned in the Agent. Requested action from the chain would be:

    1. Verify the Restaurant URL listed in the POS Agent, for security purposes, begins with “https://“

    2. Correct any internet issues as quickly as possible so the store can receive orders

  • Orders aren’t going to our printers. What do I do? Verify the following:

    1. Verify that the correct printer is set up in the Agent

    2. Export the menu for the store so the prices are synced

  • POS Agent Task Status ‘Not Running’: Verify the following:

    1. Test Login in the Tests tab. If it fails, correct URL and/or username and password in the General tab

    2. The correct POS is selected as the POS type in the General tab

    3. Settings in Agent POS (IRIS, Maitre’D) tab are correct, including the installation directory for POS

  • POS Agent is not picking up orders and sending it to the POS: Verify the following:

    1. Check order on the ND Agent

    2. General Setting & POS Setting in the ND Agent

    3. The host computer is connected to the internet


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