Company Settings
The Company Settings page in Helm is your control centre for organisational configuration. Here you can update your company profile and financial details, establish system defaults for inventory and despatch, manage user access, and import bulk data. Define tax groups, configure your warehouse parameters, and maintain store information - all from a single, unified interface
Articles
- All Company SettingsCompany Settings in Helm WMS is where you set up your business, your team, your tax rates, your warehouses and your stores. This page explains what each part does and links to its full guide.
- Company SettingsCompany Settings in Helm WMS holds your company's name, logo, contacts, address and financial details, plus the currency, time zone and login rules that apply across your business.
- System DefaultsSystem Defaults in Helm WMS sets the values Helm fills in for you when products, shipments and orders are created, plus your measurement units and default printers.
- UsersAdd your team to Helm WMS, give each person the permission group that matches their job, and choose whether they log in with an email and password or a quick access code at a shared terminal.
- Importing Data into HelmImport in Helm WMS lets you create or update customers, products, locations, stock, orders and suppliers in bulk from a spreadsheet, using the same rules as creating them by hand.
- Exporting Data From HelmHelm WMS can hand you any of its main lists as a spreadsheet: orders, products, customers, purchase orders, deliveries, suppliers and warehouse locations. This article covers where the export action lives, what ends up in the file, who receives it, and how long you can still get at it.
- Tax Group SettingsTax groups in Helm WMS hold the tax rates you charge in each country or region, so the right rate is applied to the products and orders they're linked to.
- Warehouse SettingsHow to set up your warehouse in Helm WMS: its name and structure, default locations, auto-archiving, address and the rules your team follows in the Warehouse App.
- Adding a WarehouseAdding a warehouse in Helm WMS gives you a second site of your own to hold and despatch stock from, linked to your existing site so you can move stock between the two. This article covers what running more than one site lets you do, how to add one, and how to set it up ready for its first delivery.
- Store SettingsYour store page in Helm WMS holds everything that belongs to one store: the sales channels it sells through, its backorder behaviour, the notifications its customers receive, and the name, logo, contact details and addresses that appear on labels, emails and documents.