Customers

Learn how to create customers in Helm using three simple methods: bulk upload via CSV, individual customer entry, or company account creation. This guide walks you through each option step by step, ensuring you can manage and organise your customer records with ease

How to Create a Customer

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Changelog

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Postman Docs

Actionable how-to articles to help you accomplish tasks in Helm quickly and confidently - from warehouse setup to daily operations

Getting Started with Helm

Choose between Basic and Full Warehousing Modes to match the complexity of your operation - from simple, single-location setups to advanced multi-location workflows with full pick-and-pack functionality.

Understanding Warehousing Modes in Helm

The My Store section in Helm is your central hub for configuring essential store-level settings. From connecting sales channels to setting up return reasons and branding your storefront, this area ensures that your store operates smoothly and reflects your brand accurately

My Store

Here’s a concise, professional article for Helm’s International Shipping panel.

International Shipping Settings

A Grand Tour of Variables, Layout Alchemy, and Customer‑Delighting Design

Print Templates in Helm

This article defines Helm user permission groups, the boundaries of their powers, and the etiquette of role elevation and invitation. 

User Permission Groups

Account and Login

This article will guide you through setting up your account in Helm, your warehousing management system. Before you begin using Helm’s powerful features, it's essential to configure your account settings correctly. This ensures that your organisation’s profile, access credentials, and API connections are securely and accurately managed from the outset

Account Setup in Helm

Getting started with Helm is quick and intuitive. Whether you’re a new user or returning to manage your warehouse operations, this guide will walk you through the registration and login process, including social sign-in options and password recovery

Account Registration & Login

Overview, inventory, sales and customer care dashboards

Dashboards

The Overview Dashboard is your control tower for Helm: one glance should tell you how busy your warehouse is, what has just arrived, and whether you are on track to hit your targets

The Overview Dashboard

This article walks through each metric and chart on the Inventory Dashboard, explains what the demo data is showing and helps you interpret the same information in your own live Helm account

Inventory Dashboard

This article walks through each section of the Sales Dashboard, explains how the demo data behaves and shows how your clients can interpret the same cards and charts in their own live Helm environment

Sales Dashboard

This is your command bridge for deliveries, exceptions and post‑purchase serenity, giving you a single vantage point from which to observe how successfully orders make their journey from warehouse shelf to delighted customer

Customer Care Dashboards

Orders

In Helm, you can create orders manually whenever you need to record a sale outside of your connected channels, process a bespoke customer request, or add test orders for training. This process gives you full control over every detail of the order, from items and shipping to customer information and custom fields

Creating Orders Manually

This article explains when you can split an order, how to do it in Helm, and a few best‑practice tips.

Splitting Orders

Order mastery in Helm encompasses the intelligent handling of awkward or exceptional order scenarios — such as pausing orders On Hold, managing Resend shipments after returns - giving you refined control over both your operational workflow & your stock

Order Mastery

This guide explains how to configure products for inventory counting and how to create and manage inventory counts within Helm.

Inventory Counting Setup & Execution

Inventory

Before you can create orders or begin despatching, your inventory must be added to the system. This is a crucial first step - once your products are in place, Helm can begin tracking stock levels, syncing with channels, and enabling fulfilment workflows

Getting Started with Inventory

In Helm, you can treat any stock item as packaging and have it automatically deducted from inventory whenever you use that packaging to send an order

Packaging Items & Free Gifts

Single shipments, despatch terminal, shipping history, Shipping rules & batch history

Shipping

This handheld application is your daily companion for scanning, locating, moving, and sorting inventory with celerity and precision. It reduces transcription errors, accelerates throughput, and provides an indelible audit of your actions

Despatch Terminal

A clear, step‑by‑step guide to sorting picked items into totes at the Sort Wall, with Pack Eye recording every scan for seamless packing and auditability

Sorting Orders with the Sort Wall

Purchase orders, deliveries and suppliers

Purchasing

A Perspicacious Guide to Vendor Linkage, Priority, and Procurement Prowess

Mastering Suppliers in Helm

Warehousing

Mastering Pick Faces, Storage, and Replenishment Rhythms

Mastering Stock Locations in Helm

Reporting

A quick way to get the right numbers to the right people.

Helm’s Settings area is the central nexus from which users can shape, configure, and refine every corner of their warehousing environment

Settings

Helm is organised into three principal settings areas - Company Settings, Despatch Settings and System Settings - each serving a distinct purpose in tailoring your fulfilment environment to your business needs

Understanding Helm Settings: Company, Despatch & System Settings

The Company Settings page in Helm is your control centre for organisational configuration. Here you can update your company profile and financial details, establish system defaults for inventory and despatch, manage user access, and import bulk data. Define tax groups, configure your warehouse parameters, and maintain store information - all from a single, unified interface

Company Settings

Helm’s Settings area is the central nexus from which users can shape, configure, and refine every corner of their warehousing environment. 

All Company Settings

This screen centralises your organisation’s master data, financial parameters, localisation preferences and security controls - all in one place

Company Settings Page

System Defaults in Helm establish the foundational parameters that your instance will apply automatically, reducing repetitive data entry and ensuring consistency across your operations

System Defaults Setting Page

Helm’s Import feature allows you to bring large volumes of data into the system in one go, eliminating tedious manual entry and ensuring consistency across your records

Importing Data into Helm

Helm’s Tax Group feature lets you define distinct tax rules tailored to different products, regions or customer segments - ensuring accurate tax calculation and compliance across your fulfilment operations

Tax Group Settings Page

Your My Store settings centralise all the information and integrations specific to each sales channel or brand you operate within Helm

My Store Page

The My Warehouse section allows you to configure and manage the identity, structure and operational logic of your warehouse within Helm. By keeping these settings up to date, you ensure that Helm accurately reflects your physical processes - from inventory handling to pick, pack and despatch workflows

My Warehouse

On the Sales Channels page you can connect and configure every marketplace or storefront you sell through. Sync orders, manage stock mappings, and set channel‑specific rules to ensure all incoming sales flow seamlessly into Helm’s fulfilment workflows

Sales Channels - My Store

The Despatch Settings page in Helm is your command centre for all shipping‑related configurations, allowing you to manage courier integrations, define automated shipping rules, and customise package types to match your physical workflows. Here you can set despatch target rules to meet your SLA commitments, configure document and order‑processing rules to automate paperwork and order handling, and detail your international export processes for seamless customs compliance. You can also tailor email notifications to keep customers informed at every stage of the fulfilment journey - all from a single, unified interface

Despatch Settings

The Despatch Settings page in Helm is your command centre for all shipping‑related configurations, allowing you to manage courier integrations, define automated shipping rules, and customise package types to match your physical workflows. Here you can set despatch target rules to meet your SLA commitments, configure document and order‑processing rules to automate paperwork and order handling, and detail your international export processes for seamless customs compliance. You can also tailor email notifications to keep customers informed at every stage of the fulfilment journey - all from a single, unified interface.

All Despatch Settings

Shipping Rules in Helm let you automate courier selection so that every order is sent via the optimal service - no manual intervention required

Shipping Rules Page

Document Rules give you unparalleled control over every piece of paperwork that Helm generates during your fulfilment process - from collections sheets and packing slips to delivery instructions and gift notes

Documentation Rules Page

The Couriers page is where you link and configure your shipping partners. Enter API credentials, set service options and collection schedules to automate label generation and carrier bookings directly from Helm’s interface

Couriers

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

System Setting

Whether you're adjusting templates, email systems, notifications or defining custom data structures, this section enables you to shape Helm to reflect the voice, rhythm, and intelligence of your organisation

All System Settings

The Email Template Settings area empowers you to craft and customise every email that Helm sends - whether it’s to customers, suppliers or your own internal teams

Email Template Settings Page

The Mail Account Settings page allows you to view and manage all the email accounts connected to Helm

Mail Account Settings

Help and Support

Welcome to the Helm Resource Hub – your central destination for mastering the Helm platform. Here you can access clear documentation, step-based video tutorials, and an interactive Playground to safely test label requests. Whether you’re configuring integrations, exploring the API, or refining your workflows, you’ll find everything you need to succeed. Our support team is also on hand whenever you need extra help

Help and Documentation

This document will guide you on how to contact support and create a ticket within Helm, It aims to assist you if you need help or have any questions

Contacting Support

Clear guidance for developers on creating, installing, and managing apps in TDC Products. 

TDC Products

Clear guidance for developers on creating, installing, and managing apps in TDC Products. Covers OAuth‑style authentication, exchanging codes for access tokens, HMAC verification, product‑specific install and view URLs, using iframes with secure query parameters, uninstall and data deletion webhooks, hooks for request/response customisation, menu hooks, and steps to publish public apps