If a Location is not linked, the visual indicators that the Location is not linked would be that mapped, the Linked column does not display the link icon link icon and the BOB Site field is empty. Before you can map to an existing BOB Site, you will need to have that Site's Client records mapped. See Mapping Customers and Clients.
- Go to Cards > Service Management > Service Manager.
- From the Service Manager menu bar, go to Additional > Map2BOB Sites.
- On the Technician Mapping Location tab, select the ellipsis to ellipsis to the right of the BOB Site field .Select and then select Manage Site.
- In the New Technician Site window, select the Site drop-down to display a list of BOB Sites that have not been linked to Signature ERP Locations. Once the BOB Site has been linked, that name no longer displays in this list. If the Site has not been created in BOB yet, select Create Location. See Creating and Linking and Creating a New BOB Site below.
- The BOB Site information displays in the appropriate fields. (Note that these fields are not editable.)
- Select Create.
- On the Location Mapping tab, the Location row is updated to now display the link icon indicate the Location/Site is tracking, linked, and the BOB Site name displays.
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