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:
Service Types Overview

Use this article to learn how to manage the Service Types offered by your store.


Table of Contents

Introduction

Under each service type subtab, you have access to the following:

  1. Enable and/or Disable Service Types

  2. Manage Methods of Payment

  3. Manage Lead Time and Manage Prep Time

  4. Set Order Minimums

  5. Manage Order Handling and Curbside Check-in

  6. Tax Rules

  7. Order Destination (POS Locations Only)

  8. Service Type Exclusions

  9. Dollar-Based Prep Time

Note: In this screenshot, pick-up is the only service type displayed


Enable and/or Disable Service Types

To enable and/or disable service types:

Step 1: From the Service Types Tab, choose the subtab for the Service Type that you wish to enable/disable

Step 2: Under the Status section, click the checkbox next to Enabled to enable the Service Type:

  • If box is checked, the Service Type is Enabled

  • If box is empty, the Service Type is Disabled

Step 3: Click Save Changes

Step 4: Repeat these steps for each Service Type you wish to Enable or Disable

Note: Service types must be Approved by Lunchbox before they can be Enabled


Manage Methods of Payment

You have the option of enabling different methods of payment for each service type offered. To enable payment for a particular service type:

Step 1: From the Service Types Tab, select the subtab of the service type that you wish to update payment information for

Step 2: Check the box next to each payment method you will offer for that particular service type

Step 3: Click Save Changes

Step 4: Repeat the above steps for each service type that you wish to update the payment types for

Note: Payment types must first be configured under the Payments Tab to be available as an option under the Service Types Tab.


Manage Lead Time & Prep Time

Manage Lead Time

The Lead Minutes are the earliest possible time that a customer can order.

Key Concepts of Lead Time:

  • Used to determine the earliest available time when the customer is placing an order

  • Manages customer expectations on the earliest order time

  • Used only when a customer starts an order

  • Configurable by service type (pick-up, delivery, catering) and location

  • Configurable using time slots by service type

  • Phone order use case:

    • Customer: “I’d like to place a catering order. How soon can I get it?”

    • Restaurant: “We need at least 4 hours on catering orders” before knowing what the customer will actually order

Edit Lead Time

To set the Lead Time for a location:

Step 1: From the Service Types Tab, select the subtab of the service type that you wish to update the lead time for

Step 2: Enter the decided time into the Lead Minutes field

Step 3: Click Save Changes

Step 4: Repeat the above steps for each service type that you wish to update the lead time for

Note: Lead Time should be at least 10 minutes higher than Prep Time. This allows the majority of customers to complete their order without being prompted with a new order time at check out.

Manage Prep Time

The Prep Minutes are the general time it takes to prepare and package an order.

Key Concepts of Prep Time:

  • Used to determine order ready time

  • Calculated at check out after the customer has added entire order to cart

  • Ensures restaurant has enough time to prepare customer’s order

  • Determines the time that the order is fired to POS, if you have a POS integrated system

  • Consists of 3 cumulative components:

    • Prep time per service type - configurable by location

    • Prep time by menu item - configurable at chain levelPrep time by order subtotal - configurable at the chain level

  • Phone order use case:

    • Customer: “I’d like to place a pick-up order. How early can I get it?”

    • Restaurant: “We need at least 15 minutes ”Customer places large order

    • Restaurant: “Due to the size of your order, we will need two hours to complete it. Would you like to pick it up in two hours or set another time?”

Note: For example, if a customer orders 2 items that each have a prep time of 3 minutes, the order will be fired to the POS and kitchen 6 minutes before the desired order ready time.

Edit Prep Time for a Location

To set the Prep Time for a location:

Step 1: From the Service Types Tab, select the subtab of the service type that you wish to update the prep time for

Step 2: Enter the decided time into the Prep Minutes field

Step 3: Click Save Changes

Step 4: Repeat the above steps for each service type that you wish to update the prep time for

Note: For large orders, the system will automatically adjust the order’s ready time based on the items ordered and quantities of items.

Edit Prep Time Globally (All Locations)

To set the Prep Time for all locations:

Step 1: From the Service Types Tab, select the subtab of the service type that you wish to update the prep time for

Step 2: Select the Global Sub-tab

Step 3: Enter the decided time into the Prep Minutes field

Step 4: Click Save Changes

Step 5: Repeat the above steps for each service type that you wish to update the prep time for

Note: For large orders, the system will automatically adjust the order’s ready time based on the items ordered and quantities of items.

Lead Time vs. Prep Time

 

Lead Time

Prep Time

Used when starting an order

X

Only if greater than Lead Time

Used in calculating total order prep time

 

X

Varies based on orders in the queue

X

 

Lead Time is used to set the earliest time a customer can place an order for, before we know what the order is, how big, etc. For example, if a customer comes to the site at 11:00 a.m. and wants to start an ASAP order, and the lead time is set to 15 minutes, then the earliest time they can select is 11:00 + 15 minutes = 11:15 a.m. This is before they’ve added any items to their cart, etc.

Prep Time is calculated, using the specified prep time rules, when the customer checks out. Using the example from above, if the same customer starts checking out at 11:03, with an order of $15.00, the prep time is calculated to be 10 minutes based on the prep time rules. Since 11:03 (current time) + 10 minutes (prep time) = 11:13 and is still less than 11:15, they are allowed to check out and keep the 11:15 promise time. However, if they place a $40.00 order, prep time is calculated to be 30 minutes based on the rules, and since 11:03 (current time) + 30 minutes = 11:33 and is greater than the original time customer selected (11:15), the customer is prompted to accept the new ready time of 11:33 or select a new, later time.

So lead time is a static value that is used to set customer expectation as to the earliest time they can place their order, and it’s set per Service Type in Management. Prep time is calculated at check-out time and order promise time is adjusted accordingly.

Dollar-Based Prep Time

Other than a global prep time, you can also set a prep time based on the dollar amount of the order. These rules can be set up globally, to apply to all orders, or be broken down by Service Type. Example: Pickup orders between $0.01 and $50 might have a prep time of 10 minutes, while orders between $50 and $100 have a prep time of 30 minutes. It’s all based on your preferences.

View Dollar Based Prep Time Rules

To view the dollar-based prep time rules:

Step 1: From the Service Types Tab, click the Edit Subtotal Prep Time Rules button

Step 2: You will be taken to the Local Subtotal Preptime Rules screen that allows you to view, edit, or delete subtotal prep time rules at the store level

Step 3: Select the Service Type from the drop-down that you wish to view, add, or delete rules for. Once selected, any current rules that are configured for that Service Type will display below

Add Dollar-Based Prep Time Rules

To add new dollar-based prep time rules:

Step 1: From the Service Types Tab, click the Edit Subtotal Prep Time Rules button

Step 2: You will be taken to the Local Subtotal Preptime Rules screen that allows you to view, edit, or delete subtotal prep time rules at the store level

Step 3: Select the Service Type from the drop-down that you wish to view, add, or delete rules for. Once selected, any current rules that are configured for that Service Type will display below

Step 4: Enter a Maximum Subtotal amount in the appropriate field (if you want to enter a rule for $0-$25, enter 25.00 in that field)

Step 5: Enter the Prep Time needed for orders up to that amount in minutes

Step 6: Click the Add Tier button

Delete Dollar-Based Prep Time Rules

To delete existing dollar-based prep time rules:

Step 1: From the Service Types Tab, click the Edit Subtotal Prep Time Rules button

Step 2: You will be taken to the Local Subtotal Preptime Rules screen that allows you to view, edit, or delete subtotal prep time rules at the store level

Step 3: Select the Service Type from the drop-down that you wish to view, add, or delete rules for. Once selected, any current rules that are configured for that Service Type will display below

Step 4: Click the x icon to the right of the prep time rule that you wish to delete


Set Order Minimums

To set the Order Minimums for a location:

Step 1: From the Service Types Tab, select the subtab of the service type that you wish to adjust the order minimum for

Step 2: Enter the amount in the Minimum Order field

Step 3: Click Save Changes

Step 4: Repeat the above steps for each service type that you wish to update the minimum order amount for

Note: Delivery order minimums are defined via your Delivery Rules. See the Delivery Training Section for details.


Order Handling & Curbside Check-in

Manage Order Handling

You have the option of our system holding future orders, including same day, before sending to the POS Agent or transmitting by fax. If you enable this option, the order is held on the Lunchbox servers and the POS Agent is not notified until the calculated firing time:

  1. Hold Same Day Future Orders: choose to hold an order based on order ready/firing time for same-day future orders. Check the box to enable, or uncheck to disable, Hold Future Same Day Orders and click Save

  2. Hold Future Orders: choose to hold an order based on order ready/firing time for future orders (next day and beyond). Check the box to enable, or uncheck to disable, Hold Future Orders and click Save

  3. Auto Send to POS (For POS locations only): enabling this option automatically sends the order to the POS system. The order is held on the Lunchbox servers and the POS is not notified until the calculated firing time. Check the box to enable, or uncheck to disable, Auto Send to POS and click Save

  4. Allow Check-in: select to allow Curbside Check-in for the specific Service Type. See Curbside Check-in

Curbside Check-in

Curbside Check-in allows customers that choose the pick-up order option to check-in upon arrival and have their order delivered to them, without ever leaving the car. The location will need to have numbered parking spaces designated for Curbside Check-in Only. When the customer checks-in via their mobile device, they will be prompted to enter their parking space number, so an employee will know exactly where to deliver the order to the customer.

To enable Curbside Check-in:

Step 1: From the Service Types Tab, select the subtab of the service type that you wish to enable Curbside Check-in for (typically this will be Pick-Up, but could be Catering Pick-Up, etc., if separate service types have been configured)

Step 2: Check the box next to Allow Check-in under the Pick-Up service type

Step 3: Click Save Changes

Step 4: Click the Locations Tab

Step 5: Click Edit under the location information

Step 6: Enter the number of parking spaces that your location has designated in the Check-in Spaces field

Step 7: Click Save


Tax Rules

To add a Tax Rule for a location:

Step 1: Navigate to the Service Types Tab and select the location that you wish to add a tax rule for

Step 2: Select the subtab of the service type that you wish to update

Step 3: Scroll down to the Tax Rules section

Step 4: Specify a Tax Class and Tax Rate from the drop-down

Step 5: Select Active

Step 6: Click Add Tax Rule


Order Destination (POS Locations Only)

You have the ability to send orders to different destinations in the POS based on Service Type. To enter an external ID that will apply to all locations (chain-wide), you will need to contact your Lunchbox Rep. However, users with Chain Admin access have the ability to update the local external ID. To update the local service type external ID for a specific location, you will first need to have the IDs from your POS and then enter those external IDs under the appropriate Service Types:


Service Type Exclusions

You may use exclusions to adjust the available service time if they will differ from your normal business hours

Step 1: Click Add Hours next to the service type for which you wish to add the exclusions

Step 2: Specify exclusion hours for any day of the week by choosing the open and close time from the appropriate drop downs

Step 3: If the service type should be unavailable on certain days, check the 24 hours box next to the appropriate day

Step 4: If the store will have the same exclusion hours for each day, simply enter the hours in the first row and click the blue down arrow to copy the hours to the below days

Step 5: Click Add Schedule

Note: You can specify each day individually, or you can select the down arrow icon to apply the exclusion hours to all days.

Setting Exclusions for Specific Dates

You can use specific date exclusions to adjust the available service time for future events or holidays

Step 1: Click Add Hours next to the service type for which you wish to add the exclusions

Step 2: Select the Specific Date button

Step 3: Click in the Date field and select the desired date from the calendar

Step 4: Use the dropdown menus to specify exclusion hours (these are the hours that the store is operational but not offering this service)

Step 5: Click Add Specific Date

Step 6: From the specific Service Type subtab, select the trash icon to delete an exclusion from the service type

Step 7: Repeat this for each service type offered, as needed


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