System Settings

The System Settings page in Helm lets you customise communications, payments, data fields and tracking all in one place. Manage email and print templates, mail accounts, notifications, payment methods and custom fields, then use detailed logs (user, channel, request) to monitor activity. Tie your SKUs together with Inventory Linking, standardise actions with Job Reasons and organise orders using Order Folders

All System SettingsSystem 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.
Setting Up WebhooksWebhooks let Helm WMS keep your other systems, such as your ERP, accounting software or website, up to date automatically whenever orders, stock, deliveries or shipments change in your warehouse.
Email TemplatesEmail templates in Helm WMS hold the design and wording of the emails Helm sends, from order updates for your customers to purchase orders for your suppliers. This article shows how to create and edit one, add order details with variables, and test it before it goes out.
Print TemplatesPrint templates in Helm WMS decide how your paperwork looks, from packing slips and invoices to pick lists, gift notes and barcode labels. This article shows how to create and edit one, choose its size, and set the default for each document.
Mail Account SettingsMail accounts decide where the emails Helm WMS sends come from. Helm's own account works straight away; this article shows how to connect your own Mailgun, Amazon SES or Brevo account so customers receive emails from your business.
Setting Up & Using Payment ProvidersHow to install and manage payment providers in Helm WMS, how the payment link that reaches your customer is created, and what happens on the order once the money arrives. Covers the Payment Providers list, sending a link from an order, editing or replacing credentials, and deactivating or deleting an account.
System Notification SettingsSystem Notification Settings is where you tell Helm WMS how to warn you that stock has fallen to its warning level: on screen, by email, how often, and with what sound. This article covers the one activity on the page, the way its interval is timed, and how to pause it for a shutdown, under Settings > System Settings > System Notification Settings.
Custom FieldsCustom fields let you record information Helm has no standard field for against your products, orders, customers and suppliers. This article covers defining a field in settings, filling it in on a record, filtering by it, defaulting it on new products, and the two things about a field you cannot change once it exists.
User, System, Channel & Request LogsSettings > System Settings holds four separate records of what has happened in Helm WMS: User Logs, System Logs, Channel Logs and Request Logs. This article covers which one answers which question, how to find a single entry, and how long entries are kept.
Courier LogsCourier Logs in Helm WMS records every call Helm makes to your couriers, from booking a label to cancelling a shipment. This article shows how to read the log, find a particular call, and see exactly why a courier turned a shipment down.
Inventory LinkingInventory Linking is where a listing on one of your sales channels is matched to the product it represents in Helm WMS. This article explains how a link is made, how autolinking on a matching SKU works, and why a linked product is not automatically a product whose stock is being kept in step.
Job ReasonsJob reasons are the picklist your team chooses from when a stock figure changes, or when an order line is returned, refunded or resent in Helm WMS. This article explains how to set them up in your system settings, what each of the four job types controls, and where the wording you enter ends up once an operator has picked it.
Order FoldersOrder folders give a team one shared view of what needs attention: put an afternoon's collection, a chased backlog or one person's workload into a named folder and everybody filters the Orders list to the same batch. Covers creating folders, filling them by hand, in bulk or with a rule, duplicating, merging and retiring them, and how folders and tags work together.
Storage Cost GroupsStorage cost groups are how you put a daily cost against your warehouse locations in Helm WMS, so that storage appears as a real number alongside your picking, packing and courier costs. This article covers creating a group, assigning locations to it, and how that daily figure becomes the storage cost you see reported.