If a Location is not linked, the Linked column does not display the link  icon and the BOB Site field is empty. Before you can link a BOB Site, you will need to have that Site's Client records linked. See Mapping Customers and Clients.

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, select the ellipsis  to the right of the BOB Site field and then select Manage Site.
4. In the New Site window, select the Site drop-down to display a list of BOB Sites that have not been linked to 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 a BOB Site.
5. The BOB Site information displays in the appropriate fields. (Note that these fields are not editable.)
6. Select Create.
7. On the Location tab, the Location row is updated to indicate the Location/Site is tracking, linked, and the BOB Site name displays.

Buttons on this window

• Reset: Resets the window to its original information without closing the window.
• Create: Creates the link between entities. (If you are also creating a new entity, this saves the entity and creates the link.)
• Cancel: Closes the window without making any changes.