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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...
Reports
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...
Despatch Details
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...
Order Tracking
Once an Order has been despatched by us at OFC there will be new buttons available on the Order on the Order Landing Page. One of these is a file with a magnifing glass atop it. Hovering over this icon shows 'Despatch Details' Click on this, this will take you...
Despatch Details Overview
https://onlinefulfilmentcentre.myhelm.app/orders/despatch-details?id=385
Dashboard
Upon login this is the absolute first thing you will be greeted with, acting as Helms index. Global Search This is useful to navigate without quite knowing where you're looking. Click into the search-barThis will open a modal with another search-bar. Enter yo...
Returns
On Orders Landing Page, there are two statuses Returned and Partially Returned. View Order Details and Check Return History block, this lists the items and amount of returned along with one of our pre-filled returned options. Return Terminal From the sidebar...
User Management
For staff Helm accounts
Create a User
Create a User On the sidebar navigation select Settings then User Setup Click New User Fill out the:NameEmailLevel: Select either Admin or SupervisorPasswordConfirm Password and submit Get the User to Update their Password With a user created, they can now lo...
Stock Syncing
To Sync our warehouse stock to each of your integrations there are several locations to check/make sure are checked. This allows for finer tuning of what items should be synced, and not. Per Item First, ensure your items you want to sync to the marketplace a...
Purchase Orders
Creating a (Manual) Purchase Order in Helm
Manual Creation From the sidebar go to Purchasing->Purchase Orders Press the Create Purchase Order button Select Create Manual PO Add a PO NumberSelect your supplier from dropdown (can be yourself)Suppliers can be created on the Contacts page if neededSet war...
Purchase Order additional features
From the PO page, you can track deliveries related to the PO, any notes added (by yourself, or OFC), and any logs for updates of the PO. You can also print the PO for records, or to send to suppliers, or could send the PO directly to the supplier via Helm.