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Use the Location tab in the Building Optimization Broker Mapping window to link/unlink Signature Locations with BOB Sites as well as you can create a new BOB Site from this window.When  When you open the Building Optimization Broker Mapping window, your Signature Customers and Locations display, with each Customer Location on a separate row. This provides you with the ability to select which locations to link and track within BOB. 

  • If the BOB Client field is empty, you have the option from the ellipsis icon to Manage Client, which provides the ability to create the Client for BOB. See Creating a BOB Client.
  • If the BOB Client is mapped and the BOB Site field is empty, you have the option from the ellipsis icon to
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Columns in this window:

  • Tracked  - Indicates if the Location data is tracking in BOB.
  • Linked  - Indicates if the Customer's Location and Site are linked
  • ERP Customer - Displays the Signature Customer name.
  • BOB Client - Displays the BOB Client name.
  • ERP Location - Displays the Signature Location name.
  • BOB Site - Displays the BOB Site name.
  • Ellipsis - The availability of the following options depends on the BOB Client and/or Site availability and/or linked status.
    • Manage Client
    • Manage Contacts
    • Manage Site
    • Manage Equipment