Client Guide
Dashboard
Upon login this is the absolute first thing you will be greeted with, acting as Helms index. Glob...
Inventory Management
Create New Inventory/SKUs
Initial Creation Select Inventory from the side-navigation Press the blue Create Inventory butto...
Check Inventory Levels
Inventory Landing Page On the landing page, accessed from the sidebar navigation and pressing Inv...
Inventory Overview
This is a WIP document, please bear with us Inventory Landing Page On the sidebar-nav select Inve...
Groups/Bundles
There may be cases where you would like to sell certain products together without it being a new ...
Inventory Bulk Actions
On the Inventory Landing Page accessed via Inventory on the sidebar-navigation, a list of invento...
Checking Batch Information
Check Per Inventory Item To check batch information, go to the inventory item that uses batching....
Link Helm Inventory SKU to Marketplace SKU
If the SKU from the Marketplace (Shopify, etc) matches the SKU from Helm, this will link automati...
Order Management
Create a Manual Order
How to create a Manual Order From the sidebar navigation select Orders At the top-right of the w...
Copy an Existing Order
How to Copy an Existing Order Go to the Order Landing Page, accessible via the sidebar navigatio...
Upload Order Documents
Certain orders may come in with a need for documentation to be attached. Add a New Document In t...
Cancel or Hold an Order
Order Landing Page On the Order Landing page, search or filter for the Order(s) you wish to canc...
Order Overview
ProductsThe first box will be titled with the integration (or manual) and the date the order was ...
Order Bulk Actions
Purchase Orders
Creating a (Manual) Purchase Order in Helm
Manual Creation From the sidebar go to Purchasing->Purchase Orders Press the Create Purchase Ord...
Uploading a Purchase Order CSV (ASN alternative)
CSV Upload (recommended) A CSV example directly from Helm can be downloaded from the Import/Expor...
Purchase Order additional features
From the PO page, you can track deliveries related to the PO, any notes added (by yourself, or OF...
Despatch Details
Reports
User Management
For staff Helm accounts
Misc
Filters
At the top of most of the pages (especially in Landing pages) in Helm there is a bar that contain...
Create Inventory Categories
Categories are useful for filtering specific inventory on the Inventory Landing page. Settings at...
Returns
On Orders Landing Page, there are two statuses Returned and Partially Returned. View Order Detail...
Stock Syncing
To Sync our warehouse stock to each of your integrations there are several locations to check/mak...
Details/Terms/Glossary
General details and descriptions of certain keywords, and things that may come up throughout usin...
Contacts
Customer and Supplier Contacts