After you have mapped the Clients and Sites, you can use the Location tab in the Building Optimization Broker Mapping window to link/unlink Signature Contacts with BOB Contacts, as well as you can create a new BOB Contact 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.
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