Manage Equipment Order Lines On Salesforce
Unaric’s Equipment Order Lines give you precise, flexible control over every piece of gear, supporting complex workflows with detailed line types, smart templates, and powerful date tools built for real-world operations.
Line-Level Detail
Equipment order lines act as individual line items within a larger equipment order.
Each line captures specific instructions for a piece of equipment, including its type, serial number, intended action, and custom start and end dates.
While an order sets overall parameters like recipient and order-wide dates, each line can operate independently. This flexibility ensures that organizations can fine-tune assignments, requests, reservations, loans, or shipments according to real-world requirements
Order Line Types
We support five distinct types of equipment order lines: Assign, Request, Reservation, Loan, and Consumable. Assignments and loans handle physical equipment distribution.
Requests and reservations manage planning workflows. Consumable lines are used for one-way shipments of items that are not expected to return and require an additional license. Each type follows specific logic and affects inventory or equipment availability differently, ensuring accurate records and smooth operations.
Add and Modify Equipment Order Lines
Adding equipment order lines is simple. From any equipment order, users can scroll to the Equipment Order Lines panel and click "New" to input item-specific details.
Dates on each line default from the overall order but can be edited. If the order hasn’t been committed, date changes at the order level will update the lines automatically. For committed orders, users can adjust line dates individually or use the Change Dates feature for efficient bulk updates.
Templates and Date Tools
Reusable templates streamline recurring shipments by allowing users to clone previous orders without re-entering details.
Templates cannot be processed or committed, making them safe for planning.
When dates change post-commitment, users can use Change Dates to update timeframes and verify availability. The Extend Order function is ideal for adjusting return dates on active orders, with a built-in check to flag any scheduling conflicts before finalizing.
