My Warehouse Dashboard

In My Warehouse you can edit and manage the details of your primary warehouse facility - fine‑tuning its identity, operational parameters and fulfilment logic to suit your business

Warehouse Modes

Choose the mode that best reflects your operational style

Basic Mode

Streamlined stock tracking with direct dispatch workflows

• Warehouse Information

• Stock Control

• Address

Full Mode

Has all the basic features and advanced functionality with multi-location pick-and-pack processes, zone management and detailed stock visibility

When operating in Full Warehousing Mode, the My Warehouse dashboard provides a clear overview of your warehouse’s performance, capacity, and configuration

This view helps you quickly assess space usage, stock distribution, and system settings that directly affect your workflows

• Location Information

• Auto Archive

• Empty Locations

• Warehouse Address

• Warehouse App Settings

Warehouse Information

Name

Assign a clear and recognisable name for this warehouse location

• Choose something meaningful that reflects its role within your network (for example, Main Distribution Centre, London Hub, or Returns Depot)

• This name will appear across Helm when allocating stock, routing orders, or reviewing reports, so clarity is key

• Avoid vague names like “Warehouse 1” if you operate multiple facilities, as this can cause confusion when scaling operations

Location Structure

Decide how you would like to define the structure of this warehouse

Location only

Use this option if you want to manage stock at a single-site level without breaking it down into smaller areas. Suitable for simpler operations or where stock is stored in open, non-segmented spaces

Location and Zone

Use this option if your warehouse is divided into functional zones (for example, Cold Storage, Fragile Goods, or High-Rotation Aisles). This gives greater control for pick routing, replenishment strategies and detailed reporting

Choosing the right structure ensures Helm mirrors the way your physical warehouse is organised, making processes intuitive for your team

Description

Provide a concise but informative summary of this warehouse’s purpose, capabilities or unique functions

• Highlight any special storage conditions or operational features (for example, High-ceiling racked storage with pick-to-light technology or Dedicated bulk goods facility for pallet storage)

• Include capacity notes if relevant (for example, 5,000 sq ft with temperature-controlled areas)

• This description helps distinguish sites at a glance when managing multiple warehouses in Helm and is particularly useful for onboarding new staff

Stock Control

Determine how Helm monitors and reports inventory

• Available Stock Levels
  Displays the percentage of committed versus on-hand stock, providing real-time insight into replenishment and capacity requirements

Address

Add or update the physical address of your warehouse

• Enter the full street address (or search existing entries) to ensure accurate mapping for carrier pickups, route optimisation and geofencing features

Location Information

Define how Helm routes stock and orders within your warehouse

• Default Picked Location
  The area where picked items are staged before packing

• Default Delivery Location
  The location used to stage outbound goods ready for despatch

• Default Assembly Location
  The location used for combining components into a finished order or product before shipment

• Default Returns Location
  The area where returned goods are received, inspected and processed

Location Settings

Fine-tune how Helm manages the behaviour of your warehouse locations

Remove Empty Stock Locations – Auto-Archive

• Enable this option to automatically remove a location from active inventory once all stock has been depleted

• This ensures your inventory view stays clean and uncluttered, displaying only locations that currently hold stock

• Archived locations are not deleted, they remain in Helm for historical reference and can be reactivated if stock is later assigned to them

• Useful for warehouses with a high turnover of dynamic or temporary storage areas, where locations frequently open and close depending on stock flow

Auto-Archive

The Auto-Archive settings allow you to control how long completed jobs remain visible in your warehouse dashboard before being automatically archived. Archiving keeps your workspace clear and focused on current activity, while still preserving full records for future reference

You can toggle each job type on or off, and choose the time frame that best suits your operational needs

Auto-Archive Options

Picks

Decide when completed pick jobs should automatically archive
Options include: Midnight (same day), 3 days, 1 week, 1 month, 1 year

Delivery

Manage the archive schedule for completed delivery jobs
Options include: Midnight (same day), 3 days, 1 week, 1 month, 1 year

Movement

Control how long movement jobs remain active before being archived
Options include: Midnight (same day), 3 days, 1 week, 1 month, 1 year

Best Practice

• Use shorter timeframes (Midnight or 3 days) for high-volume warehouses where job lists can quickly become cluttered

• Use longer timeframes (1 month or 1 year) if you regularly need to review completed jobs before they are archived

• Remember: archiving does not delete records — all jobs remain accessible in Helm’s history and reporting modules

Empty Locations

• Displays the percentage of warehouse locations that are currently empty

• Helps you identify available storage capacity and plan replenishments or inbound deliveries more effectively

• Example: 46.2% indicates that nearly half of all configured locations are free for use

Locations

• Shows the total number of active locations configured in your warehouse

• Example: 13 active locations currently set up and tracked in Helm

Warehouse Address

Displays the registered address of the warehouse for carrier collections, routing, and reporting

The Warehouse Address section ensures your facility is correctly registered within Helm for carrier collections, routing, and reporting. Keeping this information accurate is essential for successful despatch workflows and integration with couriers

When editing your warehouse address, you can enter the following details

• Email
  The primary contact email associated with the warehouse, used for notifications and carrier communication

• First Name / Last Name
  The main contact person at this warehouse location

• Phone Number
  A direct contact number for the warehouse, ensuring carriers or support teams can reach the site quickly if needed

• Company Name
  The business or trading name associated with the warehouse (example: Magical Cleaners)

• Address Line 1
  The first line of the address (example: 76 Warfield Road)

• Address Line 2
  Optional field for additional address details such as unit number, suite, or building name

• City
  The town or city in which the warehouse is located (example: Driffield)

• County
  The county or region for the warehouse (example: Yorkshire)

• Postcode
  The postcode for accurate courier routing and address validation (example: YO25 9FQ)

• Country
  Select the country from the dropdown list (example: United Kingdom)

📌 Tip: Always ensure your warehouse address is kept up to date. Couriers rely on this information for accurate collections, and Helm uses it to match orders, calculate shipping routes, and validate service availability

Warehouse App Settings

Fine-tune how the Helm Warehouse App interacts with your facility by toggling the following options

• Include Movements
  Enable this to allow stock movements to be processed and tracked via the Warehouse App

• Include Picks
  Include pick jobs so that warehouse operatives can pick stock directly from the app interface

• Include Inventory Counts
  Allow cycle counts and inventory checks to be performed via the app for real-time stock accuracy

• Exclude Items Without Barcodes
  Enforce barcode scanning by excluding any items without a barcode from app-based operations
  Useful for ensuring accuracy and reducing human error during picks and counts

• Count Injection Percentage
  Define a percentage threshold for partial counts to be injected into the system
  Helps maintain stock accuracy even when full location counts cannot be completed

Why It Matters

By reviewing and maintaining your My Warehouse settings, you ensure Helm mirrors your physical warehouse operations. This alignment enables more accurate stock tracking, efficient pick routing, reliable carrier collections, and smoother returns handling