All Company Settings

Company Settings

Access and update the essential details relating to your company profile

This includes general company information such as name, contact details, and business identifiers, which form the backbone of many documents and communications throughout Helm

For a more detailed explanation explore this Company Settings Page

System Defaults

Tailor your default operating behaviours across the platform

From default warehouse selection to overarching order and inventory preferences, these settings subtly shape the underlying logic of how Helm responds to your business needs

For a more detailed explanation explore this System Defaults Settings Page

Users

View, add, and manage the users who interact with your Helm account

Assign roles, control access levels, and ensure operational security while maintaining visibility over user activity and permissions

Importing Data into Helm

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

• Step 1: Select Your Import Type

• Step 2: Download and Populate the Template

• Step 3: Choose or Create a Field Map

• Step 4: Upload and Confirm

Best Use Cases

• Bulk Product Onboarding – add thousands of new SKUs in one operation

• Customer Database Migration – bring your entire customer list into Helm with contact details and tags

• Order History Import – seed your system with historic or in‑flight orders to maintain continuity

• Recurring Updates – schedule regular imports to update inventory levels, order statuses or supplier lists

By leveraging structured import templates and field maps, you’ll maintain data integrity, speed up setup, and keep your Helm instance perfectly in sync with your business operations

For a more detailed explanation explore the Import Page

Tax Group Settings

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

By carefully structuring your Tax Groups and Country Tax Rates, you empower Helm to calculate, apply and report taxes accurately - minimising compliance risk and streamlining your financial processes

For a more detailed explanation explore the Tax Page

My Warehouse Settings

My Warehouse is where you configure and manage the core details of your primary warehouse facility. From naming and describing your site, through to defining pick locations, return areas, stock control and auto-archive settings, this section ensures that Helm mirrors the way your operation runs in the real world. Keeping this information accurate optimises everything from inventory visibility to carrier collections and pick routing efficiency

Here you can edit and manage the details of your primary warehouse facility for both Full and Basic Modes:

• Warehouse Modes

• Warehouse Information

• Location Information

• Auto Archive

• Stock Control / Empty Locations

• Warehouse Address

• Warehouse App Settings

For more in depth Detail click through to the My Warehouse section

My Store

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

This is where you maintain your store profile including branding and general settings

Your store data feeds into integrated channels, influencing how product and order information is displayed externally

By meticulously completing each section of My Store, you ensure that every order, communication and integration flows smoothly from this sales channel into your Helm fulfilment workflow

For a more detailed explanation explore the My Store Page

Add New Store

Create additional storefronts within your Helm ecosystem

Ideal for businesses operating multiple brands, channels, or trading entities, with individual settings per store

For further help, contact Helm Support