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Order Tracking

Client Guide 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 Guide Despatch Details

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

Dashboard

Client Guide

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 Guide Misc

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...

Create a User

Client Guide User Management

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

Client Guide Misc

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...

Creating a (Manual) Purchase Order in Helm

Client Guide Purchase Orders

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

Client Guide Purchase Orders

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.

Link Helm Inventory SKU to Marketplace SKU

Client Guide Inventory Management

If the SKU from the Marketplace (Shopify, etc) matches the SKU from Helm, this will link automatically after a short period. If you would like to verify, link the inventory manually, or setup alternate SKUs you can do so from the Link Inventory page.    Go to...

Create a Customer

Client Guide Contacts

When an order comes in through a Marketplace integration a customer will be created for automatically. For manual orders, B2B, etc. once a customer has been added to an order once, it doesn't get saved to make things easier, so this will need doing manually. ...

ShopOnTV

Client Guide Niche

For those of you selling on the teevee. You will need to export the orders, then convert them to a Helm valid format, then finally upload to Helm. https://wms.shopontv.co.uk/downloadorder/downloadorders https://onlinefulfilmentcentre.myhelm.app/imports_exports...