Over time, order forms can get cluttered with users who no longer place orders or gift cards you no longer carry. Two quick settings let you tidy things up without deleting any historical data.
Why it matters: Beyond keeping your order forms tidy, this also helps with performance. Once a user or gift card dropdown contains more than 1,000 items, you'll start to notice slower load and search times on the order form. Hiding inactive users and unused gift cards is the easiest way to keep dropdowns responsive.
Hide old or inactive users from the user dropdown
If a user shouldn't appear in the dropdown when placing or assigning orders, update their ordering status:
- Go to the Users page and edit the user.
- Set their Ordering Status to Disabled in BOTH Admin and User Areas.
- Save.
Once that's set, the user will no longer appear in the order dropdowns. Their account, order history, and credit balance all remain intact — they're just hidden from the ordering workflow.
Hide unused gift cards from a specific order form
If a gift card is still active in your program but you don't want it showing up on a particular order form, you can hide it on a per-form basis:
- Go to Gift Cards and edit the card.
- Find the Visible On section.
- Uncheck the order form(s) where you don't want the card to appear.
- Save.
The card stays available for any order forms you leave checked, and it remains in your inventory and reports as usual. This is the cleanest way to slim down a specific order form without retiring the card across your whole program.
Tip: Both of these changes are fully reversible. If a user starts ordering again or you bring a gift card back to a particular form, just flip the setting back.