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

How-To Centre

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.

Calculate packing box

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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

This 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.

From First Login to Full Control

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.

Address Manager

Import or update product listings and stock levels using CSV templates.

Inventory Management (CSV Imports)

Helm 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

Warehouse Locations

Helm 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.

Stock Levels / Inventory

Courier 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.

Courier Integrations

Supplier 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

Supplier or Customer Records

The 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.

Purchase Orders & Deliveries

The 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

Status Manager

Order 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

Order Rules

Shipping 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

Shipping Rules

Helm 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.

Picking & Packing Workflows

Helm’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.

Plugins

Explore 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

Additional Tools - Optimise Your Operations

Gain 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.

Reporting Suite

Extend 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.

Marketplace Integrations

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

New Improvements

We’re excited to introduce a flexible new system for calculating international taxes, designed to make cross-border sales easier and more accurate.

International Tax Calculation Feature

Choose to Integrate any of our many Sales Channels

Sales Channels

This page provides a comprehensive explanation of the configuration options available when setting up and managing a sales channel within Helm. Each option plays a pivotal role in ensuring orders, fulfilment, stock, and customer information are synchronised effectively between Helm and your connected marketplaces.

Sales Channels Additional Options

This page guides you through the process of integrating AliExpress as a sales channel within Helm. You’ll learn how to locate the integration, configure the required settings, and complete the authorisation flow to ensure a secure and seamless connection.

AliExpress Integration Setup Guide

This page walks you through the process of integrating the Amazon Selling Partner (SP) API as a sales channel within Helm. You will learn how to locate and install the integration, configure the required fields, and authorise access to ensure seamless order syncing and inventory management.

Amazon Integration Setup Guide

This guide walks you through the integration of Amazon Easy Ship as a sales channel within Helm. You’ll learn how to install the channel, enter the required credentials, configure your fulfilment options, and authorise the connection for seamless order and inventory synchronisation

Amazon Easy Ship Integration Setup Guide

This page provides a step-by-step guide for integrating Amazon Vendor Central as a sales channel within Helm. You’ll learn how to install the integration, configure the required fields, and establish a secure connection to begin receiving and managing your vendor orders.

Amazon Vendor Integration Setup Guide

This page outlines the steps required to integrate B2B Wave as a sales channel within Helm. You’ll be guided through retrieving your API credentials, installing the channel, and configuring the connection for seamless synchronisation of orders and customer data.

B2B Wave Integration Setup Guide

This page provides a step-by-step guide to integrating BigCommerce as a sales channel within Helm. You’ll learn how to generate the necessary API credentials from your BigCommerce store, configure your channel settings in Helm, and establish a secure connection for order and inventory synchronisation.

BigCommerce Integration Setup Guide

This page walks you through the steps to integrate Bluepark as a sales channel within Helm. You’ll learn how to generate the necessary API credentials from your Bluepark admin panel and how to configure these within Helm to enable seamless order syncing and stock management

Bluepark Integration Setup Guide

This page guides you through integrating Bol.com as a sales channel within Helm. You’ll learn how to generate the required API credentials via the Bol Seller Dashboard and configure them within Helm to enable seamless order and inventory syncing

Bol.com Integration Setup Guide

This page outlines the process for integrating C-discount as a sales channel within Helm. You will learn how to retrieve your API credentials, install the integration, and correctly configure the required fields to enable automated order importing and inventory synchronisation.

C-Discount Integration Setup Guide

This guide walks you through the process of integrating eBay as a sales channel within Helm. You'll learn how to create and name the channel, connect your eBay account securely, and complete the authorisation process to begin syncing orders and inventory.

eBay Integration Setup Guide

This page explains how to integrate EKM as a sales channel in Helm. You will learn how to create the channel, connect your EKM account, and authorise access to enable seamless syncing of orders and inventory

EKM Integration Setup Guide

This guide walks you through the steps required to integrate Etsy as a sales channel in Helm. You will learn how to install the channel, provide the necessary shop details, and authorise the connection to enable automatic order and inventory syncing

Etsy Integration Setup Guide

This guide explains how to integrate Fruugo as a sales channel in Helm. You will learn how to install the channel, provide the required login credentials, and activate the connection to enable seamless order and inventory synchronisation.

Fruugo Integration Setup Guide

This guide walks you through the process of integrating Interspire with Helm. You will install an extension on your Interspire store, configure the connection, and enter the credentials required to activate the sales channel. Once complete, Helm will be able to synchronise orders and inventory directly with your Interspire platform

Interspire Integration Setup Guide

This guide outlines the steps required to connect your Magento 1 store to Helm. You’ll create API credentials within your Magento admin panel, configure access roles, and enter the appropriate details in Helm to complete the integration

Magento 1 Integration Setup Guide

This guide outlines how to connect your Magento 2 store to Helm using either your admin credentials or a secure Access Token. Follow the steps below to create your Magento API integration and enable order and inventory sync.

Magento 2 Integration Setup Guide

This guide walks you through connecting your ManoMano account to Helm. Once connected, orders and inventory will sync automatically, helping you manage your ManoMano sales channel efficiently

ManoMano Integration Setup Guide

This guide outlines the steps to connect your Next store to Helm. Once the integration is complete, you’ll be able to sync orders and stock between your systems seamlessly

Next Integration Setup Guide

This page provides a step-by-step guide to help users configure and activate their OnBuy sales channel within Helm. It covers obtaining API credentials, setting up the integration in the platform, and configuring optional modules such as stock sync, branding, and notifications.

OnBuy Integration Setup Guide

Integrate your OpenCart V2 store with Helm to streamline order processing, synchronise inventory, and manage fulfilment seamlessly. To set up this sales channel, follow the steps below.

OpenCart V2 Integration Setup Guide

This page outlines the process for integrating OpenCart V3 as a sales channel within Helm. You will learn how to install the necessary module, retrieve your API credentials, and correctly configure the integration for seamless order importing and inventory synchronisation

OpenCart V3 Integration Setup Guide

This page outlines the process for integrating PrestaShop as a sales channel within Helm. You’ll learn how to generate your Web Service Key, assign the correct permissions, and configure the integration for automated order importing and inventory synchronisation

PrestaShop Integration Guide

This guide outlines the steps required to connect your ReCharge account to Helm. Once configured, the integration enables seamless order importing and product synchronisation between platforms.

ReCharge Integration Guide

This guide outlines the steps required to connect your Shopify store to Helm. Once the integration is complete, you’ll be able to automatically sync orders, products, and inventory levels between systems

Shopify Integration Guide

This guide outlines the steps required to connect your Shopware store to Helm. Once the integration is complete, you’ll be able to synchronise orders and inventory between your Shopware store and Helm with ease

Shopware Integration Guide

This guide outlines the steps to connect your Squarespace store to Helm. Once connected, your orders and inventory can sync seamlessly between platforms, ensuring a unified and efficient workflow.

Squarespace Integration Guide

This guide walks you through the steps required to connect your TikTok Shop store to Helm. Once integrated, Helm will be able to synchronise your orders and stock levels with TikTok Shop for seamless multi-channel fulfilment.

TikTok Shop Integration Guide

Integrate your Wish merchant store with Helm to enable seamless order and inventory synchronisation

Wish Integration Guide

This guide outlines the steps to connect your Visualsoft store to Helm. Once integrated, Helm will sync orders and stock seamlessly, helping to centralise your e-commerce operations

 Visualsoft Integration Guide

Integrate your Wix store with Helm to synchronise products, manage orders, and streamline fulfilment

Wix Integration Guide

Integrate your WooCommerce store with Helm to synchronise orders, stock, and streamline fulfilment operations

WooCommerce Integration Guide

Integrate your Wowcher store with Helm to streamline order management, automate inventory updates, and simplify your fulfilment operations

Wowcher Integration Guide

Integrate your Zoho Commerce store with Helm to streamline your order processing, automate inventory updates, and simplify fulfilment operations

Zoho Commerce Integration Setup Guide

This guide will walk you through the process of integrating your Wayfair seller account with Helm, allowing you to streamline your order and inventory management across platforms.

Wayfair Integration Guide

Integrate your Temu store with Helm to automate order management, maintain accurate inventory levels, and streamline fulfilment operations alongside your other sales channels

Temu Integration Guide

This guide elucidates the process of connecting your ASOS Marketplace account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your ASOS sales channel.

ASOS Integration Setup Guide

This guide explains how to connect your B&Q Marketplace account to Helm 3.6, enabling automatic synchronisation of orders and inventory, and supporting efficient management of your B&Q sales channel.

B&Q Marketplace Integration Setup Guide

This guide elucidates the process of connecting your Debenhams account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your Debenhams sales channel.

Debenhams Integration Setup Guide

This guide explains the process of connecting your Joules Marketplace account to Helm 3.6, enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your Joules sales channel.

Joules Integration Setup Guide

This guide elucidates the process of connecting your Superdrug Marketplace account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your Superdrug sales channel.

Superdrug Integration Setup Guide

This guide explains the process of connecting your Secret Sales Marketplace account to Helm, enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your Secret Sales sales channel.

Secret Sales Integration Setup Guide

This guide elucidates the process of connecting your Decathlon Marketplace account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your Decathlon sales channel.

Decathlon Integration Setup Guide

This guide elucidates the process of connecting your Fruugo Marketplace account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your Fruugo sales channel.

This guide elucidates the process of connecting your H&M Home Marketplace account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your H&M Home sales channel.

H&M Home Integration Setup Guide

This guide elucidates the process of connecting your Tesco Marketplace account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your Tesco sales channel.

Tesco Integration Setup Guide

This guide elucidates the process of connecting your Carrefour Marketplace account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your Carrefour sales channel.

Carrefour Integration Setup Guide

This guide elucidates the process of connecting your Macy’s Marketplace account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your Macy’s sales channel.

Macy’s Integration Setup Guide

This guide explains how to connect your Maisons du Monde Marketplace account to Helm, enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your Maisons du Monde sales channel.

Maisons du Monde Integration Setup Guide

This guide elucidates the process of connecting your Bloomingdale’s Marketplace account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your Bloomingdale’s sales channel.

Bloomingdale’s Integration Setup Guide

This guide elucidates the process of connecting your J.Crew Marketplace account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your J.Crew sales channel.

J.Crew Integration Setup Guide

This guide elucidates the process of connecting your MediaMarkt Marketplace account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your MediaMarkt sales channel.

MediaMarkt Integration Setup Guide

This guide explains how to connect your La Redoute Marketplace account to Helm, enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your La Redoute sales channel.

La Redoute Integration Setup Guide

This guide elucidates the process of connecting your Leroy Merlin Marketplace account to Helm, thereby enabling automatic synchronisation of orders and inventory, and facilitating efficient management of your Leroy Merlin sales channel.

Leroy Merlin Integration Setup Guide

This guide explains how to connect your Shop Apotheke Marketplace account to Helm, enabling automated import of orders and stock synchronisation so you can manage your Shop Apotheke sales channel from one central place.

Shop Apotheke Integration Setup Guide

This guide explains how to connect your Douglas Marketplace account to Helm, enabling automated import of orders and stock synchronisation so you can manage your Douglas sales channel alongside your other channels from a single central place.

Douglas Integration Setup Guide

This guide explains how to connect your Showroomprivé account to Helm, enabling automated import of orders and stock synchronisation so you can manage your Showroomprive sales channel alongside your other channels from a single central place.

Showroomprivé Integration Setup Guide

This guide explains how to connect your Slood account to Helm, enabling automated order import, real-time stock synchronisation and centralised fulfilment so you can manage your Slood channel alongside your other sales channels from one place.

Slood Integration Setup Guide

This guide explains how to connect your The Knot vendor account to Helm, enabling automated import of bookings/orders, synchronised inventory where applicable, and centralised management of your The Knot listings and fulfilment: so you can manage The Knot alongside your other sales channels from one place.

The Knot Integration Setup Guide

This guide explains how to connect your Urban Outfitters sales account to Helm, enabling automated import of orders, real-time inventory synchronisation, centralised fulfilment, and simplified channel management so you can run Urban Outfitters alongside your other marketplaces from one place.

Urban Outfitters Integration Guide

This guide explains how to connect your Aniel Marketplace account to Helm, enabling automated order import, real-time inventory synchronisation and centralised fulfilment so you can manage your Aniel sales channel alongside your other channels from one place.

Aniel Integration Setup Guide

This guide explains how to connect your Boelter account to Helm, enabling automated order import, real-time inventory synchronisation and centralised fulfilment so you can manage Boelter sales, wholesale or fulfilment flows alongside your other channels from one place.

Boelter Integration Setup Guide

This guide explains how to connect your Cencora account (supplier / distributor relationship) to Helm, enabling automated order and purchase-order import, real-time inventory and lot/expiry synchronisation, centralised fulfilment, and streamlined invoicing so you can manage Cencora flows alongside your other sales channels from one place.

Cencora Integration Setup Guide

This guide explains how to connect your Conrad Marketplace account to Helm, enabling automated order import, real-time inventory synchronisation, centralised fulfilment, and simplified reporting so you can manage Conrad alongside your other sales channels from one place.

Conrad Integration Setup Guide

This guide explains how to connect your Coperama account to Helm, enabling automated order import, real-time inventory synchronisation, centralised fulfilment, and streamlined supplier management so you can manage your Coperama operations alongside other sales channels from a single interface.

Coperama Integration Setup Guide

This guide explains how to connect your Driven Brands account to Helm, enabling automated order import, real-time inventory synchronisation, centralised fulfilment, and simplified reporting so you can manage Driven Brands operations alongside your other sales channels from a single interface.

Driven Brands Integration Setup Guide

This guide explains how to connect your Eiffage account to Helm, enabling automated order import, real-time inventory synchronisation, centralised fulfilment, and streamlined supplier management so you can manage Eiffage operations alongside your other sales channels from a single interface.

Eiffage Integration Setup Guide

This guide explains how to connect your Parts Town account to Helm, enabling automated order import, real-time inventory synchronisation, centralised fulfilment, and streamlined supplier management so you can manage Parts Town operations alongside your other sales channels from a single interface.

Parts Town Integration Setup Guide

This guide explains how to connect your Online Metals account to Helm, enabling automated order import, real-time inventory synchronisation, centralised fulfilment, and streamlined supplier management so you can manage Online Metals operations alongside your other sales channels from a single interface.

Online Metals Integration Setup Guide

This guide explains how to connect your SalonCentric account to Helm, enabling automated order import, real-time inventory synchronisation, centralised fulfilment, and streamlined supplier management so you can manage SalonCentric operations alongside your other sales channels from a single interface.