Inventory
Create and manage your inventory
- Getting Started with InventoryAdd your products to Helm WMS by connecting a sales channel, importing a file or creating items by hand, then find your way around the Inventory list.
- Manual Inventory CreationSet up a new item in Helm WMS from its item page, panel by panel, so it is ready to sell, pick and ship.
- Nested HeightsTell Helm WMS how much height each extra unit adds when a product nests or stacks, so parcels holding several units are measured accurately.
- Packaging Items & Free GiftsIn 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
- Stock LogsStock Logs is the per-product record of physical stock in Helm WMS: every change to a product's stock is written there with the quantity before and after, what caused it, and who did it. This article explains how to read an entry and use the page to answer the question it exists for: why did my stock change?
- Batches & Expiry DatesBatch tracking lets Helm WMS hold a product's stock as separate batches, each with its own batch number and optional expiry date, so you can trace a unit back to the delivery it arrived on and send the shortest-dated stock out first. This article covers switching it on, capturing batches at goods-in, how expiry drives picking, and where the history sits.
- Serial NumbersSerial tracking records every individual unit of a product in Helm WMS, so months later you can say which exact unit went to which customer: the answer a warranty claim or a recall needs. This article covers switching it on, getting serial numbers in, capturing them at despatch, and tracing one back to its order.
- Group Products, Families & ContainersGroup products, product families and containers are three structural ideas that live on a product record in Helm WMS, and they are routinely mistaken for each other. This article separates the three, explains how a group product's components behave for stock, picking and paperwork, and shows how each one is set up and imported.
- Stock Levels & Replenishment Stock levels are how you tell Helm WMS when a product needs reordering, how much to order, and how much stock a picking location should hold. This article explains where those levels live, what each one does, and what to check when the reordering you expected has not happened.
- Virtual StockUse Virtual Stock in Helm WMS to keep selling products that a supplier or other third party holds for you, without that stock ever appearing on your shelves, picks or stock counts.
- Manufacturers | Item-Level Customs Data for US & EU ShipmentsRecord each product's manufacturer, part number and US product safety (CPSC) declaration in Helm WMS, so customs get the detail they need on every US and EU label.
- Stock Logs & Inventory TimelineStock Logs and the Inventory Timeline are the per-product history in Helm WMS: Stock Logs records every change to physical stock, and the Inventory Timeline adds the fuller story around it, from allocations and channel syncs to cancelled orders and product changes. This article explains how to read both and use them to answer the question they exist for: why did my stock change?