Your Path to Operational Excellence

1. System Overview

2. First Steps

   • Logging In.

   • Navigating the Dashboard.

   • Configuring Company Settings.

3. Key Setup Areas
   (Each item below links to its own full subpage/documentation)

   • Address Manager.

   • Inventory Management (CSV Imports).

   • Warehouse Locations.

   • Stock Levels.

   • Courier Integrations.

   • Supplier Records.

   • Purchase Orders & Deliveries.

   • Status Manager.

   • Order & Shipping Rules.

   • Picking & Packing Plugins.

   • Additional Tools and Utilities.

   • Reporting Suite.

4. Fulfilment Provider Setup (coming soon)

5. Support & Help Resources

Effortless Onboarding: Your 12-Step Path to Helm Success

Ready to revolutionise your operations? We've distilled your journey into just 12 straightforward steps to get you live with Helm.

The last three are pure power-ups, ensuring you don't just launch, but truly thrive. It's simpler than you think.

Each step in the initial setup journey:

1. Start → Address Manager →

2. Import Inventory →

3. Define Locations →

4. Set Stock Levels →

5. Marketplace Integrations →

6. Link Couriers →

7. Add Suppliers →

8. POs & Deliveries →

9. Status Manager →

10. Order Rules →

11. Shipping Rules →

12. Select Picking & Picking Method →

13. Plugins →

14. Additional Tools and Integrations →

15. Reporting → Go Live!

System Overview

Helm is a robust, modular warehouse management system built for growing businesses. With Helm, you gain precise control over your inventory, suppliers, and shipping processes. Its scalable design means it adapts as you grow - from multi-location inventory to complex courier logic and barcode-driven workflows.

Whether you're managing a single warehouse or a complex network of distribution hubs, Helm brings transparency, efficiency, and control to your entire operation.

First Steps

1. Logging In

• Visit Helm → helmwms.com.

• First-time users will be prompted to book a demo.

2. Navigating the Dashboard

• The dashboard provides a real-time summary of many things like stock levels, pending orders, and recent deliveries.

• The left-hand menu allows access to all major modules, including Inventory, Orders, and Reports.

3. Configuring User Settings

Accessing Your Account Settings

1. Navigate to the top right corner of the interface and click on your profile name (e.g. "Helm Demo")

What You Can Do

My Account
Update your name, email address, and reset your password for enhanced account security.

Support
Click Support to open the help centre, submit a ticket, or access documentation and training resources.

Switch Between Warehouses
If your account has access to multiple warehouse environments, use this option to toggle between them.

Logout Securely
Select Logout to end your session safely.

Tips

• For best results, use a secure password with a combination of letters, numbers, and symbols.

• Set up multiple warehouse addresses early - even if unused - for easier order routing later.

• Always double-check your warehouse selection before making stock or order changes.

• Contact support via the same menu if your access needs updating or you require role changes.

Key Setup Areas

Each of these areas has a dedicated help page with detailed steps and practical examples:

1. Address Manager

Navigate to Settings and then to Address Manager. Define and manage your operational addresses, including:

• Sender Addresses: Used to populate the “ship_from” address.

• Return Addresses: Where undelivered or returned items should be routed.

• Invoice Addresses: Where automated invoices take the data from.

• Distribution Points: Assign different addresses to individual stores, warehouses, or sales channels. These address profiles are automatically applied during order routing and label generation.
  
  → Learn more about Address Management.

2. Inventory Management (CSV Imports)

Quickly populate Helm with your existing product catalogue by importing via CSV.

You can:

• Map fields such as SKU, Product Name, Barcode, Stock Quantity, Cost Price, and more.

• Use standard import template.

• Perform bulk updates to product data at any time - Ideal during initial setup or when migrating from another system.
  
  → Learn more about Inventory Management

3. Warehouse Locations

Create structured warehouse layouts by defining:

• Create a custom Location type if needed (call it something like Section, Bins or something unique to your business).

• Set unique properties per location (to determine how far away that location is to the packing terminal, or whether that location is used for bulk storage or fulfilment etc.).
  
  → Learn more about Warehouse Locations

4. Stock Levels

Manage your inventory quantities manually or via automated updates:

• Update stock through Purchase Orders and Deliveries, CSVs, manual entry, API endpoints.

• Set Minimum / Maximum Stock Thresholds.

• Configure Low Stock Alerts to alert you to reorder. You will receive an email taking you directly to the stock in question.

• Examine your Stock Replenishment Overview to stay on top of availability across all channels.
  
  → Learn more about Stock Levels

5. Marketplace Integrations

Extend your reach and streamline operations by seamlessly connecting Helm to over 130 leading global sales channels.

In today's dynamic retail landscape, selling across multiple online marketplaces is paramount for maximising reach and revenue. Helm's Marketplace Integrations provide the essential bridge between your internal operations and a vast network of global sales channels. By automating crucial data flows, Helm ensures that your product listings, inventory levels, and order management are perfectly synchronised, eliminating manual effort and significantly reducing the risk of errors like overselling.

→ Learn more about Marketplace Integrations or Sales Channels

6. Courier Integrations

Seamlessly connect Helm to leading delivery providers such as Royal Mail, DPD, DHL, Evri, and more

• Pre-generate your labels in the background to save time when processing via our plugin (Pregen).

• Assign Courier Rules based on weight, region, or delivery service.

• Print shipping labels directly within Helm.
  
  → Learn more about Courier Integrations

7. Supplier or Customer Records

Maintain centralised and structured supplier and customer information:

• Contact details.

• Link products to multiple suppliers.

• Track past orders - this ensures smoother PO creation and better purchasing decisions.
  
  → Learn more about Supplier Records

8. Purchase Orders & Deliveries

Create and manage purchasing workflows:

• Generate POs (lead times) and send directly to suppliers via email.

• Book in deliveries, match stock received against POs.

• Highlight over-delivered or under-delivered items which improves purchasing accuracy and inbound stock control.

• Generate Suggested Purchase Orders based on your open orders.
  
  → Learn more about Purchase Orders and Deliveries

9. Status Manager

Customise your order workflow by defining bespoke order statuses:

• Create statuses for easier categorisation (e.g. “QC Check”, “Awaiting Courier”).

• Apply colour coding for visual clarity.

• Set status-specific properties to minimise status-related human errors.
  
  → Learn more about Status Manager

10. Order Rules

Automate and streamline how orders are handled from the moment they are received to the point they’re ready for despatch. Helm enables intelligent decision-making through configurable Order Rules, helping you:

• Prioritise orders by SKU, sales channel, or customer type.

• Auto-hold, flag, or split orders depending on quantity or item combinations.

• Trigger automated actions when the order is updated. Useful for team accountability, tracking, and internal process visibility.

These automations ensure your fulfilment team can focus on accuracy and speed, rather than manual decision-making.

→ Learn more about Order Rules

11. Shipping Rules

Configure Helm to intelligently assign courier services using automated Shipping Rules.

Rules can be defined based on:

• Order weight or dimensions.

• Destination country or postcode.

• Delivery service level (e.g., next-day, standard, international).

• Specific SKUs requiring special handling.

• And many more.
  
  This helps reduce errors, lower shipping costs, and ensure a consistent outbound process.
  
  → Learn more about Shipping Rules

12. Picking & Packing

Configure your fulfilment style according to your operation’s needs:

• Picking Types: Order-based, batch/wave picking, or barcode-driven picking.

• Packing Options: Customise packing slip layouts, box types, and label formats (depending on couriers).

• Supports both B2C and B2B workflows via integrated plugins.
  
  → Learn more about Picking & Packing

13. Plugins

Extend Helm’s functionality with the following plug-and-play modules:

• Auto allocating Plugin.

• Auto pick creation plugin.

• Confirmation Orders.

• Empty Location Collector.

• Pick Pack Terminal.

• Pre-generated Bulk Batching.

• Pre-generated Labels.

• Stock History Report.

• Terminal Sorting.
  
  → Learn more about Plugins

14. Additional Tools and Integrations

Additional utilities to support your day-to-day operations:

• Bulk data exports and imports.

• System-wide batch updates.

• Integrations (Voila, Neuro, Mailgun, Pack Eye, Amazon SES etc).

• Automated Email Templating; despatch emails and feedback emails.

• Html-based.tpl files to customise everything you can print from the system.
  
  → Learn more about Tools & Utilities

15. Reporting Suite

Helm’s native reporting tools empower you to make data-driven decisions:

• Analyse supplier fulfilment.

• Track order volume, turnaround time, and return rates
  Export reports in CSV format for internal reporting.
  
  → Learn more about Reporting

Support & Help Resources

• Our documentation clarifies each stage of your initial warehouse setup journey with Helm. Keep exploring to deepen your understanding and unlock the full potential of the platform.

• For immediate assistance, you can also call the support team at +44 1377 455 180 or you can fill in our support form where you can add screenshots and get more in depth with your needs, Create Support Ticket.

• Browse our FAQ section for quick answers.

• Join onboarding webinars or book a demo to learn more. Book me in!!