2i - Create An Uplift Open $ Tax Included Menu Item in Toast

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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:

If you are using order aggregation and creating a higher priced menu in Toast where you don’t want the hassle of dealing with menu-specific pricing the options to have Uplifted Price through the use of an Open $ Tax Included Menu Item.

NOTE: Taking this approach will make all Toast item level and sales reporting look as if the charge for all items ordered are set at the lower dollar amount. The Menu Item has to be a non-taxable open price service charge in Toast, because we will send the markup that is over the Toast price check totals in one lump sum. We will send the order with standard prices and taxes (the only way we can otherwise Toast rejects as you know), the markup portion is sent to the service charge and will INCLUDE sales tax for the markup amount only.  

Example: If we end up sending $20.00 to the service charge, and the sales tax at that store is 10%,  $18.18 of the $20.00 will be sales and $1.82 will be sales tax.  Very easy to figure out by dividing the $20 by 1.1.

Setting Up Your Non Taxable Open Price Service Charge

Step 1: From the Toast Admin Dashboard home page go to Menu > click Advanced Properties

Step 2: Click into the blue link of the name of the menu that is being used for Lunchbox to enter the menu and scroll down to Groups, hit Add and create a group named Packing Instructions, Additional Service Charges & Open Item.

Note: If this group has already been built do not build another one simply click into the group and proceed to step 4.

Step 3: At the top right-hand corner of the screen hit Save.

Step 4: Click into the this new menu group and scroll down to Items, hit Add and create a $0 item called Packing Instructions Item.

Step 5: At the top right-hand corner of the screen hit Save.

Step 6: Click into the Packing Instructions Item and scroll down to Modifier Groups, hit Add, then create a Modifier Group called Packing Instructions Modifier Group.

Note: Please note that base off of the type of packing instructions the required, multiselect and min, max fields may be configured as needed.

Step 7: At the top right-hand corner of the screen hit Save. Then Publish.

Step 8: Click into the Packing Instructions Modifier Group and scroll down to Modifiers, hit Add, then create modifiers and name them the selection of packing instructions you wanted to include. (Example: Add Utensils, No Utensils, etc. or you can go more granular Add Ketchup, Add Napkin, Add Fork)

Step 9: At the top righthand corner of the screen hit Save. Then Publish.

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