When to Use

Set up warehouse locations when:

• Configuring a new warehouse or expanding an existing site

• Introducing structured picking zones or batch routes

• Implementing barcode scanning workflows

• Assigning physical storage points to optimise space usage

• Preparing for assembled stock tracking and internal movements

1. Warehouse Locations

Steps to Create a New Location

1. Navigate to:
   Warehouse → Locations

2. Click Add Location

3. Complete the following fields:

   • Location Code – e.g. A1-Shelf-1

   • Description – e.g. "Top Shelf, Zone A – Small Parcels"

   • Assign to Default Warehouse – select from dropdown if applicable

4. Click Save

5. Repeat for each additional storage zone required

Example Scenarios

• Setting Up a New Pick Face
  Add front-facing, accessible bins for fast-moving items to streamline high-volume picking

• Organising by Product Category
  Cluster product types (e.g. cosmetics, electronics) into separate aisles for intuitive navigation and stocktaking

• Seasonal Overflow Zones
  Set up temporary locations to house Black Friday or Christmas overflow without disrupting your default configuration

Tips & Best Practices

• Start with Broad Zones
  Begin with high-level zone codes (e.g. Zone A, Zone B) before refining to aisles and bins

• Use Barcode Labels
  Generate and apply scannable location labels to enable seamless barcode-based put away and picking

• Create Logical Naming Conventions
  Structure codes such as Z1-Aisle2-Bin5 for easy recognition and intuitive sorting

• Align Across Systems
  Use the same location codes in Helm, physical signage, and third-party integrations for consistency

2. Assembly Management

The Assembly module allows you to manage assembled inventory - products that are created from other stock items based on a defined bill of materials (BoM)

Key Views in Assembly

• Suggested Assembly

  • View demand and stock availability

  • Displays: SKU, Name, Stock Available, Open Orders, Stock Required

  • Enter assembly quantity to begin process

• Assemble Inventory

  • Choose Assembled Product

  • View the Assembly Formula

  • Confirm required stock location movements

  • View current stock levels

• Assembly History

  • Track completed assemblies with: Reference, Status, Inventory, Quantity, Assembly Date, Created At, Assigned To

When to Use

• When building kits or bundles from component parts

• For managing light manufacturing or in-house assembly

• To maintain clear audit trails of built stock
  

Tips

• Ensure all component SKUs are stocked and accurately located

• Use assembly suggestions to forecast production demand

• Review assembly history regularly to track usage patterns

3. Helm Dashboard

The Helm Dashboard provides a real-time operational snapshot of your warehouse activity - ideal for wall-mounted displays, it motivates teams and informs decisions

Key Metrics Displayed

• Total parcels despatched

• Items on open orders vs items shipped

• Top 5 users by activity

• Daily despatches per user

When to Use

• For daily team briefings or shift handovers

• To monitor KPIs and flag workflow bottlenecks

• To encourage healthy competition among team members
  

Tips

• Refresh the dashboard frequently or keep it live on a central screen

• Use Top Users to recognise high performers and encourage best practices

• Monitor daily dispatch volumes to assess peak load times