Recently Updated Pages
Returns
On Orders Landing Page, there are two statuses Returned and Partially Returned. View Order Detail...
Dashboard
Upon login this is the absolute first thing you will be greeted with, acting as Helms index. Glob...
Inventory Bulk Actions
On the Inventory Landing Page accessed via Inventory on the sidebar-navigation, a list of invento...
Despatch Details Overview
https://onlinefulfilmentcentre.myhelm.app/orders/despatch-details?id=385
Order Tracking
Once an Order has been despatched by us at OFC there will be new buttons available on the Order o...
Groups/Bundles
There may be cases where you would like to sell certain products together without it being a new ...
Create a Manual Order
How to create a Manual Order From the sidebar navigation select Orders At the top-right of the w...
Reports in Helm
Helm offers a fair amount of useful reports regarding Orders, Inventory, Batches, Orders, etc. Th...
Stock History Report
Check Historical Stock Levels on a specific date Access via the sidebar navigation directly by c...
Checking Batch Information
Check Per Inventory Item To check batch information, go to the inventory item that uses batching....
Creating a Purchase Order (ASN alternative)
CSV Upload (recommended) A CSV example directly from Helm can be downloaded from the Import/Expor...
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...
Check Inventory Levels
Inventory Landing Page On the landing page, accessed from the sidebar navigation and pressing Inv...
Copy an Existing Order
How to Copy an Existing Order Go to the Order Landing Page, accessible via the sidebar navigatio...
Order Bulk Actions
Order Overview
ProductsThe first box will be titled with the integration (or manual) and the date the order was ...
Inventory Overview
This is a WIP document, please bear with us Inventory Landing Page On the sidebar-nav select Inve...
Create Inventory Categories
Categories are useful for filtering specific inventory on the Inventory Landing page. Settings at...
Filters
At the top of most of the pages (especially in Landing pages) in Helm there is a bar that contain...