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Actionable how-to articles to help you accomplish tasks in Helm quickly and confidently - from warehouse setup to daily operations.

How-To Centre

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.

Getting Started with Helm

Finding ways to make the system work harder for you, so that you don't have to

New Improvements

Choose to Integrate any of our many Sales Channels

Sales Channels

Access courier integrations and add courier services effortlessly.

Courier Integrations

Connect your sales data seamlessly with your accounting software
Easily integrate platforms like QuickBooks Online and Sage to automate invoicing, track payments, and simplify financial reporting across all your sales channels

Accounting Channels

Setting up Handheld Devices in Helm

The Frequently Asked Questions (FAQs) section provides clear, concise answers to the most common queries raised by Helm users. It is designed to save you time by addressing recurring topics such as system setup, daily operations, troubleshooting, and best practices. Each article offers practical guidance in a straightforward format, ensuring you can resolve issues quickly and make the most of Helm 3.6’s features.

Whether you are a new user seeking clarification or an experienced operator looking for quick reminders, this section serves as your first point of reference before contacting support.

FAQs

Managing imports and exports in Helm allows you to maintain control over your inventory, inventory location, orders, purchase orders, and contact records with efficiency and precision. 

Helm Imports and Exports Guide

The following guide will walk you through the process in a clear and comprehensive manner.

How to Set Up Allowed Despatch Dates in Helm

Dropshipping is a modern fulfilment method that enables businesses to sell products without holding physical stock. Instead, when a customer places an order, the item is purchased from a third-party supplier who ships it directly to the customer. This approach streamlines inventory management, reduces overhead costs, and allows for greater flexibility in product offerings.

Dropshipping with Helm WMS: A Comprehensive Guide

This article explores the latest enhancements, focusing on stock warnings, replenishment, transfers, and stock takes: each aimed at helping businesses maintain optimal inventory levels and streamline fulfilment.

Stock Takes Made Easy: Schedule, Count & Reconcile with Helm

TikTok Shop requires merchants to provide reliable shipping for all orders, and the platform provides guidelines to ensure consistent delivery experiences for customers. Shipping management involves fulfilment options, shipping rates, tracking, and timelines.

TikTok Shop Shipping Overview

Terminal Sorting streamlines packing by directing items from a bulk-picked container to their rightful orders; then straight into the Despatch terminal for labelling. In short: pick in bulk, sort at the terminal, ship with aplomb.

Guide on Terminal Sorting

This page explains how to enable and use batch control in Helm for products tracked by batch numbers and expiry dates.

Turning on Batch Control in Helm

Select the right packaging: box, bag, bubble wrap, tape: per order with traceability, stock control, and reporting; reduce waste; avoid tragic under‑boxing; delight auditors.