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Table of Contents

In-Store Menu Controls

Learn how to set up your Flourish Software In-Store Menu from start to finish. Once you’ve configured your items , categories , and discounts , it’s time to set how your in-store menu looks and how y…

Table of Contents
Learn how to set up your Flourish Software In-Store Menu from start to finish.

Once you’ve configured your items, categories, and discounts, it’s time to set how your in-store menu looks and how you want to export or display it.

🚀 Accessing the Menu Preview

Depending on your access level, you can open the in-store menu from any page in the Flourish web application:

  • Click the Menu button in the top navigation bar to access the E-Commerce Menu preview.
    The image shows the Flourish Software top navigation bar on the dashboard's welcome screen, with a red arrow pointing to the green Menu (document) icon in the upper-right corner,…
The image shows the Flourish Software In-Store Menu Preview interface for a retail store called "Demo Grow," displaying the Bubble V1 layout with the "w/ Live Data" toggle enabled.

🏪 Store Selector

Choose the store you want to preview or configure the menu for. Each store may have its own eligible inventory and discount settings. You can only select stores that you can access.

The image shows the Menu Preview panel in Flourish Software with the "w/ Live Data" toggle enabled, and an open store selector dropdown listing available facility types:…

🔄 "w/ Live Data" Toggle

Enable this to preview the menu with live data. Only items that are available to sell and discounts that are currently eligible will display.

The image shows the "w/ Live Data" toggle control in the Flourish In-Store Menu interface, displayed in its enabled (green/on) state.

🧩 Version Selector and Builder

🔘 Bubble V1 / Bubble V2

Choose between two visual layouts for how the menu is displayed.

🧱 Builder

Use the Builder to fully customize your menu layout, including how items and discounts are organized and shown.

The image shows a dropdown menu from the Flourish Software In-Store Menu interface displaying three version options: Bubble V1 (currently selected, highlighted in green), Bubble…

⚙️ "Custom Config"

When you first open the configuration builder to create a custom version, the system uses a placeholder name—"Custom Config"—for your new setup. This is a temporary default label that helps distinguish it from standard or pre-existing configurations.

The image shows the Flourish in-store menu Builder interface displaying a configuration entry labeled "Custom Config," accompanied by a green gear icon.

📄 Recent Exports

Quickly access your most recent menu exports:

  • PDF Downloads
  • Web Page Versions

The image shows a small icon depicting a green circular refresh or history symbol, likely representing the "Refresh" button or the "Recent Exports" / export history feature within…

The image shows the Recent Exports dropdown panel in Flourish Software's In-Store Menu interface, listing previously generated exports grouped into two sections: PDF Documents and…

📤 Export Options

Choose how you'd like to share or display your menu:

  • Export as PDF — Great for printing or sharing offline
  • Export as Web Page — View or display online
  • Print — Print the current menu view directly from your browser

The image shows a small icon depicting a square with an outward-pointing arrow in the upper-right corner, commonly recognized as an "external link" or "open in new window" symbol,…
The image shows the Export Options dropdown panel in the Flourish Software In-Store Menu interface, displaying three available actions: Export as PDF, Export as Web Page, and…

🔁 Refresh the Menu

Click the Refresh button to regenerate the menu based on any changes you've made to items, discounts, or layout settings.

The image shows a green circular refresh/reload icon consisting of two curved arrows forming a cycle symbol, displayed against a white background.

User Access

Explanation of User Access

Admins can manage how much access a user has to the In-Store Menu by adjusting two permission toggles:

  • Can view & print in-store menu
  • Can export & configure in-store menu

These toggles combine to create three distinct access levels:

Access Setting

User Permissions

No Access

• Can view & print in-store menu: OFF

• Can export & configure in-store menu: OFF

The user cannot open or interact with the In-Store Menu in any capacity.

View-Only Access

• Can view & print in-store menu: ON

• Can export & configure in-store menu: OFF

The user can:

• Open the In-Store Menu

• Select Facility and Template

• Choose configuration (if the template is configurable)

• Access the Export History dropdown

• View the Preview section

The user cannot:

• Access the Export/Print dropdown

• See or change any configuration values in the left panel

Full Access

• Can view & print in-store menu: ON

• Can export & configure in-store menu: ON

The user can:

• Open the In-Store Menu

• Select Facility and Template

• Configure all available settings

• Access the Export/Print dropdown

• Access the Export History dropdown

• View and modify the configuration panel

• View the Preview section

Set The User Access
  1. Click The image shows a small green gear/settings icon (⚙️ or 🔧 style), which represents the configuration or "Builder" control used to access Builder Mode within the Flourish In-Store… Settings.
  2. Select User Roles.
  3. Make sure to select the facility you need.
  4. Click the The image shows a small icon depicting a pencil overlaid on a square (commonly representing an "edit" or "configure" action), which corresponds to the Configure button referenced… icon to CONFIGURE.
  5. Locate the Application Settings card.
  6. Set the access level using both toggles.
    The image shows the Edit Role configuration screen in Flourish Software for an "Admin" role, displaying the Application Actions permission section with three toggle switches:…
  7. Click Save.
Log in and log out to see the setting updates take effect.
Display of user access

Flourish Displays the user access level in the bottom left corner of the Menu Preview.

The image shows a green text label reading "Can export & configure in-store menu," which represents one of the two permission toggles that administrators use to control user access…

The image shows the Flourish Software In-Store Menu Preview interface for a store called "Green Point Retail," displaying the Bubble V1 layout with Live Data enabled, and featuring…

🧱 Builder Mode

Builder Mode allows you to customize both the layout and content of your in-store menu to align with your brand identity and sales strategy.

Configure option

With Builder Mode, you can:

  • Organize items by category, priority, or tag
  • Choose which discounts to feature and how they appear
  • Customize item display settings such as name, price, and grouping
  • Adjust visual layout to fit your store’s aesthetic or display hardware

Use this mode to create a menu experience that’s as functional as it is visually aligned with your store’s goals.

How did we do?

In Store Menu Eligibility: Items and Discounts

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