Injecting your Inventory

Before you can process orders or start despatching, you’ll need to add your products to Helm. Once your inventory is in, Helm will track stock, sync listings across channels, and power fulfilment workflows like pick lists and low‑stock alerts.

This page shows three ways to add inventory, connecting sales channels, importing a CSV, or creating items manually, and how to choose the right method for your setup.

There are three ways to populate your Inventory page, depending on what works best for your business:

1. Connect Your Sales Channels

If you're already selling through platforms like Shopify, Amazon, or The Range, the fastest way to add your products is by connecting your sales channels

Once connected, Helm will automatically download your active listings and generate inventory records for each item

This helps ensure consistency across platforms and saves you time on manual entry

You can manage connected channels from Settings > MyStore > Add Sales Channel

For a more in depth article, read through our Sales Channels Section

2. Import a File

Prefer to work from a spreadsheet? Helm supports bulk imports using CSV files

Use our template to list your SKUs, names, barcodes, quantities, and other essential details

Once uploaded, your products will appear in the inventory section, ready to be edited, updated, or linked to locations

Importing Your Data

• Import your general inventory

• Import your warehouse locations (Only if you've selected Full warehousing mode)

• Import stock levels (Only if you've selected Full warehousing mode)

Download the latest import template and view file requirements under Processing > Import Data, select your Import Type and then download the associated template provided

For a more in depth article, read through our Importing Data into Helm article

3. Create Items Manually

For smaller catalogues or one-off items, you can create inventory records manually

Click Create Inventory in the Inventory section to enter product details like Item code, name, inventory type

You can also link the item to specific warehouse locations, assign reorder levels, and manage stock per location

for a more thorough and in depth article here is our full guide Manual Inventory Creation

Once your inventory is added, Helm will begin tracking stock movement across despatches, returns, and channel activity. You’ll also gain access to powerful features like pick lists, stock reports, and low-stock alerts

Not sure which method is right for you? You can use a combination of all three depending on your workflow