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

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 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

Get Support

Changelog

Our Website 

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

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

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

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 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

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

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

International Shipping Settings

Mastering Pick Faces, Storage, and Replenishment Rhythms

Mastering Stock Locations in Helm

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

Mastering Suppliers in Helm

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

Print Templates in Helm

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

Reporting

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

User Permission Groups

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

Sales Channels allow you to synchronise inventory, manage orders, and update stock levels across multiple marketplaces. Helm supports both OAuth-based and manual integrations. This guide is divided into three parts to help you configure your sales channels efficiently.

Setting up a Sales Channel

The Sales Channel Setups page provides a comprehensive catalogue of over 125 marketplaces and storefronts you can connect to Helm. Simply choose a channel, enter your API or integration credentials, configure order import and stock sync settings, and save. Once activated, Helm will automatically pull in orders, update inventory levels, and apply channel‑specific rules - streamlining multichannel operations from a single dashboard

Sales Channel Setups

Connect your Aero Commerce store with Helm to automate order processing, synchronise inventory, and streamline your fulfilment workflow

Aero Commerce Integration Guide

Integrate your AliExpress store with Helm to automate order syncing, manage stock across platforms and streamline fulfilment operations from one centralised dashboard

AliExpress Integration Guide

Integrate your Amazon account with Helm to streamline your shipping operations, automate tracking, and ensure reliable fulfilment

Amazon Integration Guide

Integrate your Amazon Easy Ship account with Helm to automate order syncing, streamline local deliveries, and manage shipping with pickup directly from your warehouse

Amazon Easy Ship Integration Guide

Integrate your Amazon Vendor Central account with Helm to automate order ingestion, sync stock availability and streamline fulfilment directly with Amazon’s retail systems

Amazon Vendor Integration Guide

Integrate your Back Market account with Helm to automate order syncing, manage stock levels, and streamline fulfilment for refurbished electronics and certified pre-owned products

Back Market Integration Guide

Integrate your BigCommerce store with Helm to seamlessly sync orders, manage stock, and automate your fulfilment process

Big Commerce Integration Guide

Connect your BluePark store with Helm to automate order processing, synchronise stock levels, and streamline your fulfilment across channels

BluePark Integration Guide

Integrate your bol.com account with Helm to automate order imports, synchronise stock levels and manage fulfilment operations from one streamlined system

Bol.com Integration Guide

Integrate your Brightpearl account with Helm to centralise operations, streamline order flow, and ensure real-time synchronisation of stock and fulfilment data


BrightPearl Integration Guide

Connect your B2B Wave store with Helm to automate order processing, synchronise stock levels, and streamline your fulfilment operations

B2B Wave Integration Guide

Integrate your Cdiscount seller account with Helm to automate order syncing, keep inventory accurate and simplify fulfilment management across platforms

Cdiscount Integration Guide

Integrate your eBay account with Helm to sync orders automatically, maintain accurate stock levels and manage your listings from one central system

eBay Integration Guide

Integrate your EKM online shop with Helm to automate order syncing, maintain accurate stock levels, and centralise your fulfilment operations across all channels

EKM Integration Guide

Integrate your Etsy shop with Helm to automate order syncing, manage your product catalogue and ensure your stock levels remain accurate across platforms

Etsy Integration Guide

Integrate your Fruugo seller account with Helm to centralise your operations, automate order flow and synchronise stock levels across your marketplaces

Fruugo Integration Guide

Integrate your Groupon account with Helm to automate order processing, synchronise inventory, and streamline fulfilment for daily deals and local commerce offerings

Groupon Integration Guide

Connect your Interspire store with Helm to automate order management, synchronise stock levels, and streamline fulfilment across your sales channels

Interspire Integration Guide

Integrate your Linnworks account with Helm to synchronise stock levels, automate order imports and streamline your fulfilment operations across all channels

Linnworks Integration Guide

Integrate your Macy’s Marketplace account with Helm to automate order management, maintain real-time inventory accuracy, and centralise fulfilment workflows alongside your other sales channels

Macy’s Integration Guide

Integrate your Magento store with Helm to automate order syncing, maintain accurate stock levels, and unify your multi-channel fulfilment operations - all from a single dashboard.

Magento 1 & 2 Integration Guide

Integrate your ManoMano account with Helm to streamline order management, keep inventory levels synchronised and consolidate fulfilment across platforms

ManoMano Integration Guide

Integrate your Mintsoft fulfilment system with Helm to automate order flow, streamline stock management and simplify third-party logistics operations across all your sales channels

Mintsoft Integration Guide

Integrate your Mirakl marketplace account with Helm to streamline order processing, synchronise inventory, and simplify multi-channel fulfilment

Mirakl Integration Guide

Integrate your Afound account with Helm to automate order processing, synchronise inventory, and streamline fulfilment for discounted fashion and lifestyle products

Afound Integration Guide

Integrate your Aniel Marketplace account with Helm to automate order imports, maintain accurate stock levels, and streamline your automotive parts fulfilment process across Europe

Aniel Integration Guide

Integrate your Anthropologie sales channel with Helm to automate order imports, synchronise stock levels, and streamline fulfilment operations for high-end lifestyle and fashion products

Anthropologie Integration Guide

Integrate your ASOS Marketplace account with Helm to automate order syncing, streamline fulfilment, and maintain accurate stock levels across platforms

ASOS Integration Guide

Integrate your Baby Bunting account with Helm to automate order syncing, keep stock levels accurate, and streamline fulfilment across your baby and maternity product lines

Baby Bunting Integration Guide

Integrate your Best Buy Marketplace account with Helm to automate order processing, keep your inventory synchronised, and streamline fulfilment alongside your other retail channels

Best Buy US Integration Guide

Integrate your Best Buy Canada sales channel with Helm to automate order syncing, maintain accurate stock levels, and streamline your fulfilment process across Canadian customers

Best Buy Canada Integration Guide

Integrate your BestSecret sales channel with Helm to automate order processing, keep inventory synchronised, and simplify fulfilment across one of Europe’s most exclusive fashion marketplaces

Best Secret Integration Guide

Integrate your BILD Marketplace account with Helm to streamline your order management, synchronise inventory, and automate fulfilment workflows for Germany’s leading tabloid-driven eCommerce platform

BILD Integration Guide

Integrate your Bloomingdale’s Marketplace account with Helm to streamline order processing, keep inventory up to date, and consolidate fulfilment operations across all your sales channels

Bloomingdale’s Integration Guide

Integrate your Boelter Marketplace account with Helm to automate order flow, manage inventory in real time, and streamline your fulfilment process for foodservice and hospitality products

Boelter Integration Guide

Integrate your B&Q Marketplace account with Helm to automate order syncing, manage stock levels, and streamline your fulfilment workflow

B&Q Integration Guide

Integrate your Bunnings sales channel with Helm to automate order syncing, maintain accurate inventory, and streamline fulfilment for one of Australia's leading home improvement and hardware retailers

Bunnings Integration Guide

Integrate your Carrefour Marketplace account with Helm to automate order syncing, keep inventory accurate, and simplify your fulfilment operations across sales channels

Carrefour Integration Guide

Integrate your Castorama sales channel with Helm to automate order syncing, maintain accurate inventory, and streamline fulfilment across one of Europe’s leading home improvement and DIY retailers

Castorama Integration Guide

Integrate your Cencora Marketplace account with Helm to automate order syncing, manage medical and healthcare inventory in real time, and streamline fulfilment across your distribution network

Cencora Integration Guide

Integrate your Conrad Marketplace account with Helm to automate order management, synchronise inventory in real time, and streamline fulfilment for electronics, tools, and industrial supplies

Conrad Integration Guide

Integrate your Coperama Marketplace account with Helm to automate order imports, synchronise stock in real time, and streamline B2B fulfilment across the hospitality and procurement supply chain

Coperama Integration Guide

Integrate your Debenhams Marketplace account with Helm to automate order syncing, manage stock levels, and streamline your fulfilment workflow

Debenhams Integration Guide

Integrate your Decathlon Marketplace account with Helm to automate order imports, synchronise inventory, and streamline fulfilment across all your retail channels

Decathlon Integration Guide

Integrate your Douglas Marketplace account with Helm to automate order flow, maintain real-time stock accuracy, and streamline fulfilment for beauty and wellness products

Douglas Integration Guide

Integrate your Driven Brands account with Helm to automate B2B order flow, maintain accurate stock levels across stores and service centres, and centralise fulfilment for the automotive aftermarket and repair sector

Driven Brands Integration Guide

Integrate your Eiffage procurement account with Helm to automate order processing, synchronise stock levels in real time, and streamline fulfilment for construction, infrastructure, and engineering supply operations

Eiffage Integration Guide

Integrate your FairPrice sales channel with Helm to automate order syncing, maintain accurate inventory, and streamline fulfilment across one of Singapore’s leading supermarket and grocery retailers.

FairPrice Integration Guide

Integrate your Fanatics sales channel with Helm to automate order imports, synchronise inventory in real time, and streamline fulfilment for licensed sports merchandise across global customers

Fanatics Integration Guide

Integrate your Free People sales channel with Helm to automate order management, synchronise inventory in real time, and streamline fulfilment for bohemian-inspired fashion and accessories across North America and beyond

Free People Integration Guide

Integrate your Fressnapf sales channel with Helm to automate order importing, synchronise stock in real time, and streamline fulfilment for pet supplies across Europe.

Fressnapf Integration Guide

Integrate your H&M Marketplace account with Helm to automate order syncing, maintain stock accuracy, and manage fulfilment from a single platform

H&M Integration Guide

Integrate your H&M Home Marketplace account with Helm to streamline order syncing, manage stock levels in real time, and consolidate fulfilment across all your sales channels

H&M Home Integration Guide

Integrate your Home24 sales channel with Helm to automate order imports, synchronise inventory, and streamline fulfilment for one of Europe’s largest online furniture and home décor marketplaces.

Home24 Integration Guide

Integrate your Janie & Jack sales channel with Helm to automate order imports, synchronise inventory in real time, and streamline fulfilment for premium children’s apparel and accessories.

Janie & Jack Integration Guide

Integrate your J.Crew Marketplace account with Helm to automate order syncing, manage stock in real time, and streamline your fulfilment operations alongside your other retail channels

J.Crew Integration Guide

Integrate your Joules Marketplace account with Helm to automate order syncing, manage stock levels, and streamline your fulfilment process

Joules Integration Guide

Integrate your Kohl’s marketplace channel with Helm to automate order syncing, maintain accurate stock levels, and streamline fulfilment for one of the largest department store brands in the United States.

Kohl’s Integration Guide

Integrate your Kroger marketplace channel with Helm to automate order synchronisation, maintain precise inventory levels, and streamline fulfilment across one of the largest grocery retailers in the United States.

Kroger Integration Guide

Integrate your Leroy Merlin Marketplace account with Helm to automate order syncing, manage stock accurately, and simplify fulfilment across your retail operations

Leroy Merlin Integration Guide

Integrate your Liverpool Mexico marketplace channel with Helm to automate order synchronisation, maintain accurate stock levels, and streamline fulfilment on one of Mexico’s leading department store platforms.

Liverpool Marketplace (Mexico) Integration Guide

Integrate your La Redoute Marketplace account with Helm to automate order imports, keep inventory synchronised, and centralise fulfilment alongside your other retail channels

La Redoute Integration Guide

Integrate your Madewell marketplace channel with Helm to automate order synchronisation, maintain accurate stock levels, and streamline fulfilment on one of the leading fashion platforms in the United States.