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Cancel or Hold an Order
Order Landing Page On the Order Landing page, search or filter for the Order(s) you wish to cancel/hold. Select each of these Orders with the checkbox on the far left Press Set Status on the bottom of the page Click Set As Cancelled or Set As On Hold Order P...
Check Inventory Levels
Inventory Landing Page On the landing page, accessed from the sidebar navigation and pressing Inventory you will see an overview of you inventory here. Two of the pieces of information you will see if Stock Available, and Stock Open. There is also a button on ...
Create a Manual Order
How to create a Manual Order From the sidebar navigation select Orders At the top-right of the white box, press the blue Create Order button.This will open a modal asking for an Order ID. Enter this here.You will be redirected to a new page for the new order ...
Create New Inventory/SKUs
Initial Creation Select Inventory from the side-navigation Press the blue Create Inventory button at the top right Here you will see a very simple page to fill out. Title Description Name The name of the new item SKU The item's SKU Secondary SKU A...
Checking Batch Information
Check Per Inventory Item To check batch information, go to the inventory item that uses batching. This can be accessed via Inventory and then clicking the manage button on the far right of the item. Scroll down to Stock Location Information and click the first...
Creating a Purchase Order (ASN alternative)
CSV Upload (recommended) A CSV example directly from Helm can be downloaded from the Import/Export Purchase Order page accessed through Imports/Export->Purchase Orders This consists of the following (but may alter, so I recommend checking the CSV download from...
Copy an Existing Order
How to Copy an Existing Order Go to the Order Landing Page, accessible via the sidebar navigation and selecting Orders. Search for the Order you would like to duplicate using the search bar or filters Check the box on the left of the Order you would like to c...
Upload Order Documents
Certain orders may come in with a need for documentation to be attached. Add a New Document In these cases we would go to the Order page via the sidebar navigation, and clicking Orders. Then find the order that requires documents and click the Eye icon on the...
Item Types
Name Description CSV Value Inventory A normal item, be it a piece of clothing, poster, etc. 1 Group A pseudo inventory item to group/bundle different inventory and quantities together.E.g. A StarterBundle group could have 2xRed T-shirts and 1xBlue T-s...
Inventory Overview
This is a WIP document, please bear with us Inventory Landing Page On the sidebar-nav select Inventory. This will bring you to an overview page that displays a paginated list of all your inventory items. By default this will list any and all your inventory, bu...
Filters
At the top of most of the pages (especially in Landing pages) in Helm there is a bar that contains certain elements that are vastly useful when it comes to searching for certain things. Search Pretty self explanatory, this will filter the items on the page by ...
Create Inventory Categories
Categories are useful for filtering specific inventory on the Inventory Landing page. Settings at the bottom of the sidebar navigation, then select Inventory Categories Create Category Using the blue Create Category button at the top right will open a modal th...
Order Overview
ProductsThe first box will be titled with the integration (or manual) and the date the order was created, this is where we add/remove/edit products for the order. The + icon at the top will allow you to add products to the order. Simply search the product in t...
Order Bulk Actions
Inventory Bulk Actions
On the Inventory Landing Page accessed via Inventory on the sidebar-navigation, a list of inventory will be displayed with check boxes to the left of each of them (and one at the top in the headings that will select all inventory visible on this page). Clickin...
Stock History Report
Check Historical Stock Levels on a specific date Access via the sidebar navigation directly by clicking Stock History Report Select the specific Inventory item, or leave blank to get data for all inventory. Select the date required Download Report This will ...
Reports in Helm
Helm offers a fair amount of useful reports regarding Orders, Inventory, Batches, Orders, etc. These are all accessed via Reports in the sidebar navigation. You can scroll through all of the reports, search for them, or click the relevant category to be scroll...
Groups/Bundles
There may be cases where you would like to sell certain products together without it being a new product all together, or you want to sell boxes of 2,3,4 items while not wanting to have to manage different amounts of stock for the same thing. This is where gro...