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Insights on production scheduling, lean manufacturing, and manufacturing software from 35+ years of industry experience.
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How the EDGEBIC Gantt Refreshes After a Change
Why the schedule board sometimes patches a few bars and sometimes reloads everything, what each behavior protects, and the one case that clears your pending drags.
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.
How to Save a Named Scheduler Configuration in EDGEBIC
Save scheduler display settings under a new name in EDGEBIC, switch between named configurations, set one as your default, and share it with Export and Import.
How to Show, Hide, Freeze, and Multi-Sort Report Columns in EDGEBIC
Reshape any EDGEBIC report grid: use the column chooser to show or hide columns, fix a column to the left while scrolling, and sort by two columns at once.