Getting Started with Helm
Welcome to Helm, your central command for warehouse operations. This guide is designed to help new users transition seamlessly from first login to a fully operational warehouse management system. You will learn how to configure core settings, manage inventory, integrate courier services, and optimise your fulfilment workflows. Whether you're onboarding a new team or setting up a new warehouse, this guide ensures you can get Helm up and running efficiently - with precision and confidence.
- From First Login to Full ControlThis guide elucidates the steps required to configure Helm’s warehouse settings and provides a step-by-step walkthrough to help new users set up and configure Helm effectively. By the end of this guide, users will have a working warehouse management system tailored to their needs, from managing stock and suppliers to integrating couriers and creating packing workflows.
- Address ManagerThe Address Manager in Helm is your central hub for configuring all key addresses used across your warehousing and fulfilment operations. These include your dispatch addresses, return locations, and invoicing addresses. Once configured, these addresses are automatically populated onto courier labels, packing slips, invoices, and internal records - ensuring consistency, compliance, and professionalism in every transaction.
- Inventory Management (CSV Imports)Import or update product listings and stock levels using CSV templates.
- Warehouse LocationsHelm enables you to configure precise warehouse location structures, allowing stock to be tracked and managed down to the shelf or bin. Locations are foundational to efficient picking, packing, replenishment, and stock auditing. Each item in your inventory can be assigned to a specific physical location within your warehouse, enhancing visibility and operational speed
- Stock Levels / InventoryHelm provides powerful tools to maintain precise stock quantities for each SKU, across every warehouse location. Whether you're handling daily goods-in activity, correcting discrepancies during stocktakes, or adjusting for returns, the stock levels interface ensures your data remains accurate and auditable.
- Courier IntegrationsCourier Integrations in Helm allow you to connect your third-party courier accounts—such as Royal Mail, DPD, or DHL - so you can automatically generate shipping labels, retrieve tracking information, and streamline your dispatch process. This eliminates the need for manual data entry and helps ensure shipping accuracy, speed, and scalability.
- Supplier or Customer RecordsSupplier Records in Helm enable you to create, organise, and manage detailed profiles for every supplier your business works with. Each record centralises essential information - such as contact details, product associations, lead times, and order history - making procurement more efficient and traceable. These records support automated purchase order (PO) generation and provide valuable insight into supplier performance and stock sourcing
- Purchase Orders & DeliveriesThe Purchase Orders & Deliveries feature in Helm streamlines the procurement process by allowing users to raise, issue, and track purchase orders (POs) with suppliers. Upon receipt of stock, the Goods-In workflow helps you verify quantities, log discrepancies, and book inventory into your warehouse. This ensures accurate stock control, visibility into inbound goods, and historical traceability for supplier performance.
- Status ManagerThe Status Manager in Helm allows you to create and manage custom order statuses tailored to your operational workflows. Whether you need to reflect the stages of a fulfilment pipeline or distinguish between different types of orders, status tags provide clarity, structure, and automation potential across teams. Each status can be colour-coded for visual reference, and optionally linked to automated triggers or used manually
- Order RulesOrder Rules in Helm allow you to automate decision-making during order processing based on specific conditions such as SKU, order value, shipping destination, or item quantity. These rules enable you to streamline your fulfilment process, reduce manual oversight, and increase operational accuracy
- Shipping RulesShipping Rules allow you to automatically assign couriers, packaging types, and service levels based on order parameters. These rules reduce manual shipping decisions and ensure consistent, accurate outbound logistics
- Picking & Packing WorkflowsHelm allows you to define how your warehouse team picks and packs items - whether it’s by order, SKU, or batch (wave). These workflows streamline your fulfilment process and reduce handling time, while maintaining accuracy and consistency.
- PluginsHelm’s plugin system allows you to extend and tailor your fulfilment workflow with modular, plug-and-play features. These lightweight tools enhance automation, improve accuracy, and streamline warehouse tasks - all without the need for custom development.
- Additional Tools - Optimise Your OperationsExplore our powerful suite of additional tools designed to boost your efficiency. From creating product bundles and executing bulk inventory updates to enabling silent printing and archiving seasonal products, we've got you covered. Seamlessly integrate with key platforms like Neuro, Voila, and Pack Eye for automated data flow, and fully customise your customer communications with automated email templates and HTML-based print designs. Get more control, less effort
- Reporting SuiteGain profound insights into your operational performance with Helm's comprehensive Reporting Suite. This documentation outlines the diverse reports available, enabling you to monitor inventory, orders, suppliers, and courier activity with real-time and historical data for informed, proactive decision-making.
- Marketplace IntegrationsExtend your reach and streamline operations by seamlessly connecting Helm to over 130 leading global sales channels. This section details how Helm's robust marketplace integrations centralise your e-commerce management, from synchronising stock to consolidating orders, ensuring accuracy and efficiency across all your online storefronts.