Company Settings Page

Company Settings page upon your initial login

Add or update all information to ensure it’s accurate and complete

Company Identity

Your Company Identity settings ensure that every communication, document and report generated by Helm carries the correct organisational information

Set Your Company Name and Logo

Click the pencil icon adjacent to the existing name or logo placeholder to open the editor panel
Here you can:

• Enter or update your official company name

• Upload a high‑resolution logo image (recommended dimensions: 300 × 100 px)

• Preview how your branding will appear on invoices, packing slips and email footers

Primary Contact

The Primary Contact details determine who receives all general system‑related notifications and enquiries

• Name – the individual responsible for day‑to‑day system management

• Telephone – the direct line for urgent operational alerts

• Email Address – used for notifications such as system updates, user invitations and non‑financial alerts

Keeping this information accurate ensures that all core communications reach the right team member without delay

Billing Contact

Billing Contact settings control where all invoices, credit notes and financial statements are sent

• Name – the person or department responsible for processing your invoices

• Telephone – the finance team’s dedicated line for payment queries

• Email Address – used by Helm to send automated billing notifications and PDF invoices

Correctly configuring this contact streamlines your accounts‑payable process and reduces the risk of missed or late payments

Company Address

Your registered Company Address appears on official documentation and is essential for compliance

• Search – begin typing your address in the search field and select the correct entry from the dropdown

• Manual Entry – if your address is not listed, click Add Manually and fill in each field (street, city, postcode, country)

Accurate address data populates invoice headers, shipping documentation and legal reports

Financial Details

Financial Details underpin all of your billing and compliance activities within Helm

Complete the following fields to ensure full regulatory alignment:

• Company Name – your legally registered trading or holding company name

• Company Number – the official registration number issued by Companies House (or equivalent)

• Tax ID – your domestic tax reference for VAT or sales tax purposes

• IOSS Number – EU Import One‑Stop Shop identifier for streamlined VAT collection on low‑value imports

• EORI Number – Economic Operators Registration and Identification code for customs clearance

Entering these details accurately ensures that invoices, customs documentation and financial exports adhere to statutory requirements and audit standards

By meticulously completing each section above, you establish a robust Company Identity within Helm - paving the way for consistent branding, seamless financial processing and regulatory compliance across your entire fulfilment operation

Item Cost Settings

Item Cost Type choose how you manage costs for items ordered from suppliers

• Fixed Cost manually set and manage the item cost

• It wont change unless you decide to change it yourself

Localisation and Currencies

Configure the regional settings that govern how dates, times and monetary values display throughout Helm

Exchange Rates Table

• Rates update automatically at midnight daily, sourced from openexchangerates.org

• Use these values for multi‑currency sales, reporting or channel integrations that require live conversion

Access Restrictions

Enhance your security posture by defining precise windows during which users are permitted to log in to Helm - all under your complete control

• Access Time designates the period during which logins are allowed

• Restricted Time indicates that no logins are permitted

• Click any row to customise the login window - whether narrowing access to standard business hours or permitting weekend operations

• Attempts to authenticate outside of the defined window are automatically denied, safeguarding your system against unsanctioned access

• Optionally exclude specific user roles (for example managers or administrators) from these restrictions to ensure critical personnel retain uninterrupted access

By tailoring these settings to your organisation’s operational rhythms, you maintain stringent control over who may enter Helm and when, reducing risk and reinforcing compliance with your security policies

IP Whitelist

Further bolster your system’s security by restricting access to only those network locations you explicitly trust

Enter Specific IP Addresses or Ranges

• In the whitelist field, input individual IPv4 or IPv6 addresses, or CIDR ranges (e.g. 192.168.0.0/24 or 2001:db8::/32) to define precisely which networks are permitted to connect

Limit Access to Whitelisted IPs

• Once you enable IP whitelisting, any login attempt originating from an IP address not on the list will be automatically blocked

• This safeguard prevents unauthorised access even if credentials are compromised

Support for IPv4 and IPv6

• Helm accepts both IPv4 and IPv6 formats, ensuring compatibility with modern and legacy network setups

Warning: No Entries Means Wide‑Open Access

• If your whitelist is empty, a prominent warning will inform you that “anyone can access your system from anywhere in the world”

• To eliminate this risk, add your corporate office IP, home‑office VPN, 3PL partner networks or any other trusted endpoints

Recommended Whitelist Workflow

1. Gather Approved IPs

   • Collect the external IP addresses of all environments that require system access: office routers, remote VPN endpoints, testing servers, etc

2. Add and Label

   • Enter each IP or subnet into the whitelist field and use descriptive labels (e.g. “HQ VPN 203.0.113.0/24”) to maintain clarity

3. Test Access

   • Verify that whitelisted devices can still log in as expected

   • Attempt a login from a non‑whitelisted network to confirm it is appropriately blocked

4. Maintain and Audit

   • Regularly review and update your whitelist when team members or infrastructure change

   • Remove stale entries to minimise your attack surface

By implementing IP whitelisting in tandem with strong user authentication policies, you can create a highly secure perimeter around your Helm WMS environment, ensuring that only known and trusted networks gain entry to your mission‑critical fulfilment platform

Quick Access

• A reminder to assign Quick Access codes in Users

• Enable Quick Access for each user for one‑tap entry via PIN