Recently Updated Pages
Purchase Order additional features
From the PO page, you can track deliveries related to the PO, any notes added (by yourself, or OF...
Uploading a Purchase Order CSV (ASN alternative)
CSV Upload (recommended) A CSV example directly from Helm can be downloaded from the Import/Expor...
Create New Inventory/SKUs
Initial Creation Select Inventory from the side-navigation Press the blue Create Inventory button...
Groups/Bundles
There may be cases where you would like to sell certain products together without it being a new ...
Set Marketplace Integration to get Orders
In Settings > Sales Channels, after selecting the channel type (Amazon, etc.) then selecting the ...
Inventory Linking and Alternate SKUs
With marketplace integrations now in place (and active), we can match the inventory items from th...
Add a Marketplace Integration
Ensure you have account details, and/or any API keys, tokens, login details before adding an inte...
ShopOnTV
For those of you selling on the teevee. You will need to export the orders, then convert them to ...
Create a Customer
When an order comes in through a Marketplace integration a customer will be created for automatic...
Create a Manual Order
How to create a Manual Order From the sidebar navigation select Orders At the top-right of the w...
Stock Syncing
To Sync our warehouse stock to each of your integrations there are several locations to check/mak...
Inventory Bulk Actions
On the Inventory Landing Page accessed via Inventory on the sidebar-navigation, a list of invento...
Inventory Overview
This is a WIP document, please bear with us Inventory Landing Page On the sidebar-nav select Inve...
Copy an Existing Order
How to Copy an Existing Order Go to the Order Landing Page, accessible via the sidebar navigatio...
Cancel or Hold an Order
Order Landing Page On the Order Landing page, search or filter for the Order(s) you wish to canc...
Filters
At the top of most of the pages (especially in Landing pages) in Helm there is a bar that contain...
Link Helm Inventory SKU to Marketplace SKU
If the SKU from the Marketplace (Shopify, etc) matches the SKU from Helm, this will link automati...
Creating a (Manual) Purchase Order in Helm
Manual Creation From the sidebar go to Purchasing->Purchase Orders Press the Create Purchase Ord...
Item Types
Name Description CSV Value Inventory A normal item, be it a piece of clothing, poster, etc...
Create a User
Create a User On the sidebar navigation select Settings then User Setup Click New User Fill out t...