Over time, order forms can get cluttered with users who no longer place orders or gift cards you no longer carry. A few quick settings let you tidy things up without deleting any historical data.
Why it matters: Beyond keeping order forms tidy, this also helps performance. Once a user or gift card drop-down 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 drop-downs responsive.
Removing inactive users from the user drop-down
If a user shouldn't appear in the drop-down when placing or assigning orders, you have two options.
Option 1: Archive the user
- Go to the Users page.
- Either click the action menu (⋮) on the user's row and choose Archive, or open the user and click Archive User at the bottom of the Edit page.
Archived users' orders, credits, and balances stay in the system and continue to appear on reports when within the report's date range. Their names no longer appear in any drop-downs or search filters. For more, see the Archived Users article.
Option 2: Disable ordering for the user
If you want to keep the user available elsewhere but remove them from order form drop-downs only:
- Go to the Users page and edit the user.
- Set Ordering Status to Disabled in Both Admin and User Areas.
- Save.
The user will no longer appear in order drop-downs. Their account, order history, and credit balance all remain intact — they're simply hidden from the ordering workflow.
Removing unused gift cards from order forms
If a gift card is no longer needed at all, archive it. If it's still active in your program but shouldn't appear on a specific order form, hide it on a per-form basis instead.
Option 1: Archive the gift card
- Go to the Gift Cards list.
- Click the action menu (⋮) on the gift card's row and choose Archive.
Archived gift cards no longer appear on any order form, in the gift card list (by default), or in selection drop-downs anywhere in Scrip Manager. Existing orders and historical reports continue to show the card as before. For more, see the Archived Gift Cards article.
Option 2: Hide the gift card from specific order forms
If the gift card is still active but you don't want it on a particular order form:
- 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: All of these changes are fully reversible. If a user starts ordering again, or you want to bring a gift card back to a form, just flip the setting back or unarchive.