---
title: Collections
slug: equipmenttrack/collections
description: Build reusable equipment collections in Unaric Equipment Track. Streamline quoting and bundling inside Salesforce.
docTags: 
createdAt: 2024-03-01T19:11:29.199Z
---

Collections are kits or groups of equipment typically loaned or used together as a single unit. For example, for an ultrasound machine, a collection could include the console, probes, power supply, and carrying case.

## How it works

- **Components hierarchy:** Each collection comprises a designated *Primary *equipment (typically the main piece of equipment) and various *Components* (the individual items that make up the set). To assign, loan, or reserve a collection, you may select the primary equipment record in the collection. When you press **Loan** or **Assign Equipment**, you will be changed to the master record for a collection. All component equipment records will be displayed.
- **Automatic loaning:** Borrowing any component of the collection automatically loans all other components associated with it. When you process the loan or assignment all records in the collection will be set to the same values for your loan or assignment.
- **System-maintained status:** A *Collection Status* field is maintained by the system to identify masters (*Master*) and components (*Component*) within the collection.
- **Restrictions**: Components that integrate collections can only be assigned, reserved, and loaned as a whole unit and not individually. Likewise, adding equipment to a collection that has an active loan or reservation is not allowed, you must return the loan or delete the reservation before adding the component to a collection.

## Create a collection

To create a collection, you must first establish the *parent equipment *from a component equipment record.

1. On the **Equipment** tab, open an equipment record you want to add to a collection as *component*.
2. On the equipment **Details** screen, scroll down to the **Equipment Settings** section. On **Collection Parent Equipment**, select the parent equipment for the collection.
3. Use the **Collection Status** dropdown menu to specify the equipment component level for the open equipment record.
4. Click the **Save** button. 
5. To add more equipment to this collection, repeat these steps, selecting the same parent equipment record.

::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/kmZIKG-vGvnVUAei-ULeE_collection.gif" size="90" isUploading="false" width="1280" height="720" darkWidth="1280" darkHeight="720" showCaption="false"}

## Managing components

To **add** a component to a collection, edit the **Collection Master Equipment** field on the component's detail page and select the appropriate master. To *remove* a component from a collection, simply clear the value in the **Collection Master Equipment** field on the component page.

## Manage collections

The **Related** tab in the **Equipment** record shows you all details from the equipment records on that collection. From this tab, you can remove individual components from the collection, even if they are currently loaned or part of a processed equipment order.

:::hint{type="warning"}
Before removing components, the system will inform you of any potential impacts on linked transactions (e.g., loans, orders) and automatically generate the necessary records to transform the removed component into a discrete (individual) piece of equipment within ELTON.
:::

To manage collections:

1. On the page of the equipment, click the **Related** tab.
2. Scroll down and click the **Component Equipment Records** list.
3. Click the **Manage Collection** button on the action bar.
4. Select the equipment you want to remove from the collection and click the **Remove** button to finish.

![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/XtinIdifgFY3ARDDcRpqy_collection2.gif)