How to Purchase and Manage Your Inventory with airSlate Payments

Streamline operations and manage your inventory with no-code workflow automation! Discover how to automate purchase orders online and process automatic payments once documents are eSigned. Set up automatic payments instead of dealing with piles of papers and overdue payments.
How to Purchase and Manage Your Inventory with airSlate Payments
About airSlate
Transcript

airSlate is everything you need to create, integrate, and automate your document workflows.

  • A single holistic platform ‒ no need to integrate multiple services or platforms
  • No‑code configuration and deployment decreases time to value by 10x
  • Natively integrates with hundreds of cloud services using no‑code Bots

Hello and welcome to airSlate, the best workflow automation solution out there. Watch this video to stay current with all the ways airSlate can benefit your business and streamline your day-to-day processes.

Do you still rely on a manual approach while handling quotes and creating invoices?

Running mission-critical operations manually results in major delays and unhappy customers.

On top of that, manual methods have proven themselves to be more expensive and time-consuming in the long run, while introducing the risk of duplicating payments, incurring past-due charges, and introducting bad data.

Change how you handle operations by transforming your most critical procurement processes into fully-automated document workflows with airSlate’s no-code automation.

Here are a few insights on using airSlate to optimize your processes so you can focus on strategic initiatives, not manual tasks.

Customize and process payments as soon as your documents are completed with the airSlate integration for Stripe.

To use this option, in your airSlate account, create a new Flow or select the Template you are currently working on. Then, proceed to documents. From the Add new dropdown, select Create from scratch, and then Payment request.

Once the document editor opens, connect your Stripe account, choose a currency, and make payment collection optional or required. Add a description to the form, specify the products, price, and quantity, and add an image if needed.

Use the Pre-fill Bots to automatically populate the payment amounts from different documents or apps into the payment processing form.

Click Show Preview to see how your form will appear to recipients. When finished, click Save.

Let’s see what else you can do with airSlate.

First of all, there are two ways of automating your document workflows. You can either build your Flow from scratch by clicking the Create New Flow button or choose one of the pre-built Flow Templates.

Browse the Flow Template collection from your Dashboard and pick the most appropriate workflow for your business needs.

Then, adjust your workflow and set up Documents, Workflows, and Bots.

Start by adding or creating documents and web forms in your workflow. You can create them from scratch or upload documents from your computer or cloud storage. Customize docs the way you want. Add fillable or signature fields, assign recipients to them, make fields mandatory or optional, and more.

Next, visualize your workflow. Drag and drop Steps and name each one based on the role or responsibilities of those who’ll complete it. Manage document recipients, assign fields and entire documents to them, and add conditions for the step execution if necessary. Add Branches if you need to send documents simultaneously to several recipients.

Finally, automate your workflow by adding no-code Bots. Use the Bots to send reminders and notifications, pre-fill documents, transfer data, update records in CRMs, and much more.

If you want to use the Flow more than once, you can make it a Template. Just choose the Save as a Template option while configuring your workflow.

Once you’ve set up your workflow, click Send so that the documents are completed by the right people. You can also send the documents via SMS or email or create a shareable link to add them to your website.

After your documents have been sent, use the airSlate Dashboard to track their completion and all the changes in your workflow.

For example, you can see the status of your Flow by opening the All Flows tab. Depending on your role in the Workspace and Flow access permissions, you may have different options available. For example, you can download, send, and remove a specific document.

View the Bots log to check if the Bots added to the workflow ran successfully, and if not, check the reason for failure.

If you have any trouble using airSlate, go to the Support Portal or get help from our Support team.

Want to develop new skills and gain recognition? Click the link in the top right corner to take one of our free courses.

If manual, time-consuming tasks are slowing you down, click the link in the description and try airSlate for 30 days, absolutely for free!

Courses you might like

Continue learning and growing with free airSlate Academy courses

Why study with us?

accelerate-your-career-icon
Master in-demand career skills
Get access to free learning resources that teach you how to create, innovate, automate, and digitally transform the way your organizations do business, all without writing a single line of code.
grow-your-business-icon
Grow your business
Learn how to apply the right automation strategy to your internal processes, eliminate time-consuming tasks inside your organization, and achieve efficient team collaboration.
master-career-skills-icon
Accelerate your career
Sign up for any of our 50+ free online courses and join over 10,000 HR, Finance, Insurance, and Healthcare professionals who advanced their careers by getting certified with us.

Receive a verified certificate and:

  • 01
    share it on social media to prove your acquired skills
  • 02
    attach it to your CV to expand your career prospects
  • 03
    download it as a PDF or print it out
Certificate illustration

Introducing How to Purchase and Manage Your Inventory with airSlate Payments

Welcome to airSlate Academy! Here, we believe in empowering businesses with efficient tools to streamline their operations. In this guide, we will delve into the ins and outs of purchasing and managing your inventory with airSlate Payments, our innovative solution designed with your convenience in mind.

Whether you are a seasoned entrepreneur or just starting your own venture, keeping track of your inventory is crucial. With airSlate Payments, you can bid farewell to the manual hassles of inventory management and embrace a digital solution that simplifies the entire process.

Our user-friendly platform allows you to effortlessly purchase and manage your inventory, ensuring that you have the right products at the right time. Gone are the days of combing through spreadsheets and laboriously updating data. With airSlate Payments, you can automate and optimize your inventory management system, saving valuable time and resources.

By integrating airSlate Payments into your business, you gain access to a range of features tailored to meet your specific needs. Seamlessly track your inventory levels, set alerts for low stock, and generate comprehensive reports with just a few clicks. Our intuitive interface ensures that you can navigate the system effortlessly, enabling you to focus on what truly matters – growing your business.

But that's not all! At airSlate Academy, we understand the importance of search engine optimization (SEO) for your online presence. Our expert content writers have meticulously crafted this guide with the best SEO practices in mind. From strategically placed keywords to informative descriptions, we have ensured that our content not only educates but also attracts the attention it deserves.

So, whether you are a business owner looking to streamline your operations or a budding entrepreneur seeking guidance, airSlate Payments is the solution you've been searching for. Join the growing community of satisfied customers who have witnessed the transformative power of airSlate and take control of your inventory management today.

Don't let inventory woes hold you back from achieving business success. Embrace airSlate Payments, the ultimate solution to purchasing and managing your inventory effortlessly. Start your digital transformation today and unlock a world of possibilities.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Need help?
Contact Support

To access the video instructions on How to Purchase and Manage Your Inventory with airSlate Payments, simply visit the airSlate Academy website. There, you'll find a dedicated page where you can watch the videos for free. Each video provides valuable insights into the process of purchasing and managing your inventory using airSlate Payments, ensuring you have a seamless experience.

Yes, transcripts are available for the video instructions on How to Purchase and Manage Your Inventory with airSlate Payments. These transcripts can be found alongside the videos on the airSlate Academy website. They offer a written overview of the content covered in each video, making it easier for you to follow along and absorb the information presented.

The video instructions on How to Purchase and Manage Your Inventory with airSlate Payments have a duration of 40 seconds to 1 minute each. These concise yet informative videos are designed to provide you with the essential knowledge and skills necessary to efficiently handle your inventory using airSlate Payments.

While having an airSlate account is not mandatory to watch the video guide on How to Purchase and Manage Your Inventory with airSlate Payments, it is highly recommended. By creating an airSlate account, you can maximize the benefits of the video instructions by actively incorporating the demonstrated techniques into your own account. This ensures a more personalized and effective approach to managing your inventory.

In addition to the comprehensive video guide on How to Purchase and Manage Your Inventory with airSlate Payments, there are other valuable resources available on the airSlate Academy website. These resources include step-by-step tutorials, articles, and case studies that delve deeper into the various aspects of purchasing and managing inventory using airSlate Payments. Exploring these additional guides will broaden your understanding and expertise in this domain.