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Groups/Bundles

Client Guide Inventory Management

There may be cases where you would like to sell certain products together without it being a new ...

Updated 2 months ago by Nathan

Reports in Helm

Client Guide Reports

Helm offers a fair amount of useful reports regarding Orders, Inventory, Batches, Orders, etc. Th...

Updated 2 months ago by Nathan

Stock History Report

Client Guide Reports

Check Historical Stock Levels on a specific date Access via the sidebar navigation directly by c...

Updated 2 months ago by Nathan

Checking Batch Information

Client Guide Inventory Management

Check Per Inventory Item To check batch information, go to the inventory item that uses batching....

Updated 2 months ago by Nathan

Upload Order Documents

Client Guide Order Management

Certain orders may come in with a need for documentation to be attached. Add a New Document In t...

Updated 2 months ago by Nathan

Check Inventory Levels

Client Guide Inventory Management

Inventory Landing Page On the landing page, accessed from the sidebar navigation and pressing Inv...

Updated 2 months ago by Nathan

Order Bulk Actions

Client Guide Order Management

Updated 2 months ago by Nathan

Order Overview

Client Guide Order Management

ProductsThe first box will be titled with the integration (or manual) and the date the order was ...

Updated 2 months ago by Nathan

Create Inventory Categories

Client Guide Misc

Categories are useful for filtering specific inventory on the Inventory Landing page. Settings at...

Updated 2 months ago by Nathan