Orders
Creating and Managing orders
- Order Statuses ExplainedWhat each order status means, how orders move between them and the extra labels you may see.
- Working with the Orders ListFind, sort and act on your orders, one at a time or in bulk, from the main orders list.
- Creating Orders ManuallyCreate an order by hand for phone, email or trade sales: add the customer, products and shipping, then save it as a draft or a new order.
- Splitting OrdersMove some items into a new order so they can ship separately, before picking with Split From Order or after a partial pick with Split Picked.
- Merging OrdersCombine orders for the same customer into one parcel, and unmerge them if plans change.
- Putting Orders On HoldPause an order so it cannot be picked or despatched while you sort out an issue, then release it to carry on, one at a time, in bulk or with Order Rules.
- Cancelling, Archiving & Deleting OrdersWhen to cancel, archive or delete an order, how each one works and how to undo it.
- Allocation, Stock Reservation & Backorders Allocation is how Helm WMS works out which of your open orders can go out today, and holds the stock back for them so the same unit is never promised twice. This article covers the figures behind that answer, when allocation runs, how Helm chooses between competing orders, and how orders move into and back out of Backorder.
- Setting a Collection DateChoose when the courier collects a shipment in Helm WMS, on one order, on many orders at once, or automatically with an order rule.
- Returns, Refunds & ResendsReturning goods, refunding money and sending a replacement are three separate actions in Helm WMS, and all three run from the item list on the order itself. This article explains what each one records, what it does to your stock, and how to read the tags and timeline entries it leaves behind.