Orderwise Integration Guide

Integrate your Orderwise ERP with Helm to create a seamless link between your back-office operations and multi-channel sales, enabling real-time inventory sync, automated order flow, and streamlined fulfilment

What is Orderwise

Orderwise is a powerful, UK-based ERP and warehouse management system designed for businesses managing complex stock, purchasing, sales and fulfilment processes

By connecting Orderwise to Helm, you can eliminate manual data entry, improve operational accuracy, and unify your fulfilment across multiple sales platforms

PROS ✅

CONS ❌

Designed for high-volume, multi-location warehousing

Requires technical setup and mapping of data fields

Seamless syncing of stock and orders between ERP and Helm

Onboarding may require Orderwise support or a dedicated account manager

Integrates purchasing, fulfilment and inventory at scale

Dependent on data consistency and API availability from Orderwise

Step-by-Step Setup

To connect Orderwise to Helm:

  1. Prepare Your Orderwise Account
    Ensure you have API access or web service endpoints enabled from your Orderwise implementation team

  2. Request Credentials
    You will need:

    • API Endpoint or Web Service URL

    • Authentication credentials (Token, Username/Password, or Client ID/Secret depending on your setup)

  3. Log in to Helm
    Go to Settings → My Store

  4. Add New Sales Channel
    Click Add New Sales Channel and select OrderWise from the integration list

  5. Enter Required Details

FIELD

DESCRIPTION

Sales Channel Name

e.g., Orderwise ERP

Sales Channel Logo

Upload the Orderwise logo or your own brand icon

API URL

Enter the web service or API endpoint provided by Orderwise

Authentication Method

Enter your credentials or token, depending on your configuration

  1. Click Continue to configure sync and automation settings

Interaction Settings

Adjust how Helm and Orderwise communicate:

INTERACTION SETTINGS

DESCRIPTION

Sync Inventory

Automatically pull product catalogue and SKU data from Orderwise

Sync Stock Levels

Keep Helm and Orderwise stock levels aligned in real time

Use Channel Names

Show product names from Orderwise in Helm orders

Max Stock Levels

Set an upper limit for stock visibility if desired

Stock Buffer

Reserve a quantity to help prevent overselling

Auto Merge Orders

Combine orders from the same customer or address

Order Importing Type

Set the starting point from which orders should be downloaded into Helm

Final Steps

  • Click Save once all settings are configured

  • Set the channel to Is Active at the top of the screen

Your Orderwise integration is now live - and you’re ready to Take the Helm

Common Issues

ISSUE

SOLUTION

Invalid Credentials

Confirm your API credentials with your Orderwise system administrator

Orders Not Importing

Ensure proper mapping and active status on the channel

Stock Not Syncing

Confirm SKU alignment and enable real-time stock sync

Sync Failures or Timeout Errors

Check OrderWise server availability and API rate limits

If you experience issues and need assistance, contact Helm Support