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Order Overview

Client Guides Order Management

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

Client Guides Order Management

Inventory Bulk Actions

Client Guides Inventory Management

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

Client Guides

Stock History Report

Client Guides Reports

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

Client Guides Reports

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

Client Guides

Groups/Bundles

Client Guides Inventory Management

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

Client Guides Despatch Details

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

Client Guides Despatch Details

https://onlinefulfilmentcentre.myhelm.app/orders/despatch-details?id=385

Dashboard

Client Guides

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

Client Guides

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...