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How to See Which Jobs Are Behind a Capacity Number in EDGEBIC
Click an assigned hours or backlog cell in the EDGEBIC Resource Calendar to open the Job Detail list and see the exact jobs, shifts, and hours behind that number.
How to Tidy Up the Routing Diagram Layout in EDGEBIC
Tidy up the routing diagram layout in EDGEBIC: arrange nodes, use zoom and fit to window, and save positions so the drawing opens the same way every time.
How to Un-Start an Operation in EDGEBIC
Clear the actual start date on an EDGEBIC operation so it returns to not started, becomes free for the scheduler to re-plan, and stops reporting progress it never made.
How to Assign Multiple Roles to a User in EDGEBIC
Assign multiple roles to a user in EDGEBIC: tick every role on the user dialog and the person gets the union of all their permissions, with no priority or ranking.
How to Change a Quote's Status in EDGEBIC
Change a quote's status in EDGEBIC: open the quote, pick Submitted, Approved, Rejected, or Expired from the Status dropdown, and save without touching Converted.
How to Change Your Own Password in EDGEBIC
Change your own password in EDGEBIC: sign in, open the change-password prompt, enter your current password and a new one that meets the policy, and save.
How to Deactivate a Customer in EDGEBIC
Retire a closed or dormant customer in EDGEBIC without deleting anything: uncheck Is Active, keep every historical quote and order, and clean up the dropdowns.
How to Deactivate a Shift in EDGEBIC
Retire a shift definition in EDGEBIC without deleting it, then clean up the work centers that still reference it so capacity does not quietly disappear.
How to Deactivate a User in EDGEBIC
Deactivate a user in EDGEBIC: select the account on the Users tab, click Activate / Deactivate, and block sign-in without deleting the person's history.
How to Export the Product List to Excel in EDGEBIC
Export your full EDGEBIC product list to Excel or CSV in three clicks, with the column caveats that decide whether the file is useful or misleading.
How to Rename or Retire a Product Category in EDGEBIC
Rename a product category in EDGEBIC from the Manage Categories window, or untick Active to retire it, without breaking the products already assigned to it.
How to Reset Scheduler Settings to Defaults in EDGEBIC
Reset scheduler display settings to factory defaults in EDGEBIC: click Reset to Defaults in the Schedule configuration panel, confirm, and start clean.