Manage and Fulfill Equipment Requests On Salesforce
Unaric Equipment Track streamlines the entire request-to-loan process, enabling flexible type-based requests, smart fulfillment, one-click loan conversions, and real-time adaptability when plans change.
Flexible Equipment Requests
With Unaric Equipment Track, users can request equipment by type, rather than serial number , ideal for scenarios like sales demos or general availability inquiries.
Sales reps can submit individual or multi-line requests, specifying models like “Ultrasound Machine” without choosing the specific unit. Each request includes start and end dates, and can be associated with a contact, account, opportunity, or internal user.
A unique identifier (EQRQ format) is auto-generated for tracking, and optional notes or tracking numbers can be added. This flexibility ensures streamlined planning without overloading operational workflows.
Smart Fulfillment Process
Request fulfillment turns high-level requests into specific equipment reservations.
Users fulfilling requests can quickly locate eligible equipment using smart search logic, which filters by availability, assignment status, and any conflicting reservations or loans. Only active, assigned units with no booking conflicts are considered. Once a suitable unit is found, the reservation is created with margin padding, optional tracking numbers, and notes.
The system ensures no double-booking and provides full visibility into request status and history.
Convert to Loan
Once equipment is reserved, fulfilling users can convert the reservation into a formal loan with a single click.
This action marks the equipment as officially loaned out, ensuring real-time status updates and full traceability. Loan records include serial numbers, shipment tracking, and reservation history.
This process guarantees that only one unit is loaned per reservation, while maintaining a clear audit trail across the lifecycle of the equipment loan.
Easily Unfulfill Requests
If a reserved unit becomes unavailable or circumstances change, Unaric Equipment Track lets users quickly unfulfill requests.
The system automatically cancels the previous reservation, freeing up the equipment for other use. From there, users can reinitiate the fulfillment process and select another available unit. This ensures flexibility and accuracy in real-time resource allocation - without disrupting the overall request-to-loan workflow.
See Unaric Equipment Track in action
Request a demo and see how Unaric Equipment Track can help you extract maximum value from every asset you own.
We’ll show you the key features and benefits of Unaric Equipment Track
We’ll tailor the demo to your specific asset requirements and processes.
We’ll send you a follow up email with helpful materials to guide your decision making.
