Address Manager

The 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.

Last updated 3 months ago

When to Use

Set up or update your address book when:

  • Initially onboarding with Helm

  • Adding a new warehouse, returns hub, or fulfilment site

  • Updating contact or location details

  • Configuring testing environments or staging setups

Steps to Add a Warehouse Address

  1. Navigate to Settings > Address Manager (found in the bottom left of the main menu)

  2. When launching for the first time, the address list will be empty

  3. A basic default warehouse entry is generated automatically

    • If you operate a single warehouse, simply edit and complete its details

  4. For multiple warehouses:

    • Click Create Address → Select the Create Warehouse checkbox

  5. Assign an Address Type:

    • Shipment – used on courier labels

    • Return – used for customer returns

    • Invoice – appears on financial documents

  6. Fill in the required fields:

    • Company Name

    • Full Address (including postcode)

    • Contact Details (phone, email, etc.)

    • Company Details ( ISO, VAT, Company Number, Eori, Xeori, Ioss, Ukims number, etc.)

  7. Click Save and repeat for any additional locations or address types

Example Scenarios

  • Separate Returns Hub
    Configure a dedicated returns address, such as a refurbishment centre, to keep return processing separate from outbound operations

  • Different Sender Addresses by Channel
    Use unique dispatch addresses for B2B vs B2C orders to reflect fulfilment origin accurately

  • Testing Environments
    Add dummy addresses to safely trial new courier integrations or document templates without dispatching live orders

Tips & Best Practices

  • Consistent Naming Conventions
    Use uniform and meaningful names (e.g., “Main Warehouse” instead of inconsistent labels like “MW” or “HQ”) to improve clarity in reports and filters

  • Use Permission Controls
    Restrict editing access to address data to prevent unintended changes by operational users

  • Group by Region or Function
    If managing multiple sites, prefix names (e.g., “UK – Returns Centre” or “EU – Dispatch Hub”) for easier identification in drop-downs and rules

  • Use Dummy Addresses for Testing
    Avoid dispatch errors by using non-live addresses when testing new workflows, templates, or integrations