Use the Location tab in the Building Optimization Broker Mapping window to link/unlink Signature Customers with BOB Clients as well as you can create a new BOB Client from this window.
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
- Manage Site: Provides the ability to create the Site for BOB. See Creating and Linking a BOB Site.
- Manage Contacts: Provides the ability to create and link the Contact. See Creating and Linking a BOB Contact.
- Manage Equipment: Provides the ability to create and link the Equipment. See Creating and Linking BOB Equipment
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