All System Settings

System Settings in Helm WMS holds the behind-the-scenes setup: your emails and paperwork, connections to other systems, the lists your team picks from, and the logs that show what has happened. This page explains what each part does and links to its full guide.

What System Settings Covers

System Settings is the third group on the Settings page. Company Settings describes your business and Despatch Settings decides how orders leave; System Settings holds everything else Helm needs to run smoothly in the background.

That includes the emails and paperwork Helm produces, its connections to your other systems, the lists your team chooses from every day, and the logs you check when something has not gone as expected. Most of it is set once and revisited only when your business changes.

Example: a customer says their despatch email never arrived. A team leader checks the email's design in Email Template Settings, confirms the address it sends from in Mail Account Settings, and, if the order never booked, looks for the failed attempt in Courier Logs.

Before You Start

Where to find it: go to Settings and scroll to the System Settings group, below Company Settings and Despatch Settings.
Search instead of scrolling: the search box at the top of the Settings page finds any tile by name.
Logs are records, not settings: the log tiles show what has happened. Nothing you open there changes how Helm works.

System Settings group on the Helm Settings page

System Settings at a Glance

The tiles fall into five groups. Each guide covers the page in full.

Emails & Paperwork

Tile	Use it to	Full guide
Email Template Settings	Design the emails Helm sends to customers and suppliers	Email Templates
Print Template Settings	Design packing slips, invoices, pick lists, gift notes and labels	Print Templates
Mail Account Settings	Choose the address Helm sends emails from, or connect your own provider	Mail Account Settings
System Notification Settings	Choose how Helm warns your team when stock reaches its warning level	System Notification Settings

Connections

Tile	Use it to	Full guide
Webhooks	Keep your other systems, such as an ERP or accounting software, updated automatically	Setting Up Webhooks
Payment Methods	Install payment providers and take payment through a payment link	Setting Up & Using Payment Providers
Inventory Linking	Match each sales channel listing to the product it represents in Helm	Inventory Linking

Lists Your Team Uses

Tile	Use it to	Full guide
Custom Field Settings	Add your own fields to products, orders, customers and suppliers	Custom Fields
Job Reasons	Set the reasons your team picks from when stock changes or an order line is returned	Job Reasons
Order Folders	Create shared folders that group orders needing attention	Order Folders
Manufacturers	Record who makes your products, for item-level customs data	Manufacturers

Stock & Sites

Tile	Use it to	Full guide
Virtual Stock Sources	Set up the places virtual stock is held	Virtual Stock
Transfer Destinations	Manage the sites and partners you can send transfer orders to	Setting Up Transfer Destinations
Storage Cost Groups	Put a daily storage cost against your warehouse locations	Storage Cost Groups

Logs

Tile	Use it to	Full guide
System Logs	See what Helm has done in the background	User, System, Channel & Request Logs
User Logs	See what each person has done across Helm	User, System, Channel & Request Logs
Channel Logs	See what has happened with your sales channels	User, System, Channel & Request Logs
Request Logs	See the requests Helm has sent and received	User, System, Channel & Request Logs
Courier Logs	See every call made to your couriers, including failed shipment attempts	Courier Logs

Where to Start

System Settings is not something you work through in order. Start from the job in front of you:

Send emails from your own address: connect your provider in Mail Account Settings, design the email in Email Template Settings, then link both in a customer notification.
Put your brand on your paperwork: duplicate a ready-made template in Print Template Settings and edit the copy.
Sell through a new channel: once the channel is connected, match its listings to your products in Inventory Linking.
Find out why something went wrong: start with the log closest to the problem: Courier Logs for labels, Channel Logs for orders and stock on a channel, User Logs for who changed what.

Note: stock changes on a single product are recorded on that product rather than in System Settings. Stock Logs explains where to find them.

Best Practices & Notes

Change One Thing at a Time

Many System Settings pages affect every order or every email. Make one change, check the result on a real order, then move on to the next.

Check the Logs Before Contacting Support

The logs usually show the exact reason something failed, such as a courier rejecting an address. Having that message to hand makes any support conversation much quicker.

Keep Lists Tidy

Custom fields, job reasons and order folders build up over time. Review them once or twice a year so your team only chooses from options that are still in use.

FAQ

Where are Company Settings and Despatch Settings?

They are the first two groups on the same Settings page. Understanding Helm Settings explains what each group is for.

Which log shows why a label failed?

Courier Logs. It lists every call Helm made to your couriers, including failed shipment attempts.

Where do I see a product's stock history?

On the product itself, not in System Settings. Stock Logs shows where to find it.

Do I need to set up every page here?

No. Helm works without most of them. Set up a page when you need what it does, such as your own mail account or a webhook to another system.

If you are still stuck, contact Helm Support.

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