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ShopOnTV

Client Guide Niche

For those of you selling on the teevee. You will need to export the orders, then convert them to ...

Updated 10 hours ago by Nathan

Create a Customer

Client Guide Contacts

When an order comes in through a Marketplace integration a customer will be created for automatic...

Updated 1 month ago by Nathan

Create a Manual Order

Client Guide Order Management

How to create a Manual Order From the sidebar navigation select Orders At the top-right of the w...

Updated 1 month ago by Nathan

Stock Syncing

Client Guide Misc

To Sync our warehouse stock to each of your integrations there are several locations to check/mak...

Updated 1 month ago by Nathan

Inventory Bulk Actions

Client Guide Inventory Management

On the Inventory Landing Page accessed via Inventory on the sidebar-navigation, a list of invento...

Updated 1 month ago by Nathan

Inventory Overview

Client Guide Inventory Management

This is a WIP document, please bear with us Inventory Landing Page On the sidebar-nav select Inve...

Updated 1 month ago by Nathan

Copy an Existing Order

Client Guide Order Management

How to Copy an Existing Order Go to the Order Landing Page, accessible via the sidebar navigatio...

Updated 1 month ago by Nathan

Create New Inventory/SKUs

Client Guide Inventory Management

Initial Creation Select Inventory from the side-navigation Press the blue Create Inventory butto...

Updated 1 month ago by Nathan

Cancel or Hold an Order

Client Guide Order Management

Order Landing Page On the Order Landing page, search or filter for the Order(s) you wish to canc...

Updated 1 month ago by Nathan

Filters

Client Guide Misc

At the top of most of the pages (especially in Landing pages) in Helm there is a bar that contain...

Updated 1 month ago by Nathan

Link Helm Inventory SKU to Marketplace SKU

Client Guide Inventory Management

If the SKU from the Marketplace (Shopify, etc) matches the SKU from Helm, this will link automati...

Updated 1 month ago by Nathan

Purchase Order additional features

Client Guide Purchase Orders

From the PO page, you can track deliveries related to the PO, any notes added (by yourself, or OF...

Updated 1 month ago by Nathan

Creating a (Manual) Purchase Order in Helm

Client Guide Purchase Orders

Manual Creation From the sidebar go to Purchasing->Purchase Orders Press the Create Purchase Ord...

Updated 1 month ago by Nathan

Uploading a Purchase Order CSV (ASN alternative)

Client Guide Purchase Orders

CSV Upload (recommended) A CSV example directly from Helm can be downloaded from the Import/Expor...

Updated 1 month ago by Nathan

Item Types

Client Guide Details/Terms/Glossary

Name Description CSV Value Inventory A normal item, be it a piece of clothing, poster, etc...

Updated 1 month ago by Nathan

Create a User

Client Guide User Management

Create a User On the sidebar navigation select Settings then User Setup Click New User Fill out t...

Updated 1 month ago by Nathan

Returns

Client Guide Misc

On Orders Landing Page, there are two statuses Returned and Partially Returned. View Order Detail...

Updated 2 months ago by Nathan

Dashboard

Client Guide

Upon login this is the absolute first thing you will be greeted with, acting as Helms index. Glob...

Updated 2 months ago by Nathan

Despatch Details Overview

Client Guide Despatch Details

https://onlinefulfilmentcentre.myhelm.app/orders/despatch-details?id=385

Updated 2 months ago by Nathan

Order Tracking

Client Guide Despatch Details

Once an Order has been despatched by us at OFC there will be new buttons available on the Order o...

Updated 2 months ago by Nathan