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Kimberly Onnen

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  1. Go to Cards > Service Management > Service Manager.
  2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.
  3. On the Location tab, mark the Tracking check box OR To the right of the ERP Customer/Location, select the ellipsis Image Removed icon ellipsis icon and then select Manage Client.
  4. In the New Client window, from the Client Name drop-down, select <Create a new BOB Client>.

  5. The ERP Customer information defaults into the following fields, however you can edit this information for the new BOB Client. 

    Note

    Editing the BOB Client information will not update the Signature Customer information.

    • Client Name: Defaults from the ERP Customer.
    • Business Type: Select the type of business associated with this client.
    • Street Address: Defaults from the ERP Customer. This address must be the physical rooftop address.
    • City: Defaults from the ERP Customer.
    • State: Defaults from the ERP Customer.
    • Postal Code: Defaults from the ERP Customer.
    • Country: Defaults from the ERP Customer.
  6. Select Create.On
  7. the Map2BOB window, The New Site window automatically opens so that you can create the new BOB Site for the BOB Client displays to the right of the ERP Customer. This indicates that the ERP Customer and BOB Client are now linked. See Creating a BOB Site for more information.

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Linking Mapping to an Existing BOB SiteLinking
Mapping to an Existing BOB Site
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