Changelog

As summer eases towards its close, Helm has been focused on the flow of the warehouse floor: picking, receiving and the small day-to-day interactions that either speed a shift along or quietly slow it down. This release brings a genuinely handy new picking capability, smoother receiving on the Delivery Terminal, and a run of refinements that keep rules, permissions and on-screen detail behaving exactly as they should — all rounded off with a wave of performance and security work under the bonnet.

Smarter, More Flexible Picking

Picking has gained a real flourish of flexibility: you can now reallocate Order Picks while a pick is still in progress. Open the Reallocation menu, choose your source and target locations, enter the quantity to move, and the selected pick allocation transfers across cleanly. It means a picker who hits an empty or awkward location no longer has to abandon the pick — they can simply redirect it and keep moving.

Picking is also more dependable behind the scenes. Previously deleted picks no longer get in the way; you can delete picks and create fresh ones for the same orders without running into errors, so re-planning a pick is as smooth as setting one up in the first place.

Smoother Receiving On The Delivery Terminal

The Delivery Terminal under Purchase Orders > Deliveries now understands inner and outer packaging quantities. Scan a packaging barcode and the correct inventory quantity is received automatically, sparing your team the mental arithmetic of unpacking cases into units and keeping goods-in both faster and more accurate.

Clearer Picking & Reporting Visibility

A few thoughtful touches make the Pick page tell the truth at a glance. Users no longer appear to be assigned to picks when they are not, and the page now correctly displays users who have no warehouse assignments, giving supervisors an accurate picture of who is doing what.

Reporting is a little more self-sufficient too. Supervisors can now reach Report History to download the reports they have created, without needing to call on someone else to retrieve them.

Dependable Rules & Cleaner Access

Several refinements keep the system consistent and correctly scoped. Fulfilment Client and UI order cancellation rules are now fully in step with one another, so there are no discrepancies between the two and cancellations behave predictably wherever they are triggered. A small visual refinement to Order Rules keeps that screen tidy and behaving as expected.

Accounting channels can now be disabled reliably whenever you need to take one out of use, giving you proper control over which channels are active.

Beneath all of this, the release also includes numerous performance improvements and security enhancements — the steady, unglamorous work that keeps Helm feeling quick and secure day after day.

Every change here is a step towards a Helm that keeps your floor moving and your data honest: picking you can redirect on the fly, receiving that does the sums for you and screens that show exactly what is true. Thank you for trusting us with your operations. We will keep polishing and refining so that Helm continues to feel like a steady, dependable colleague.

Your team at Helm

The height of summer brings a release with real substance. Helm has been busy on two fronts: smoothing the everyday rhythms of the Packing Terminal and stock handling, and adding a few genuinely useful new capabilities around printing, bulk data and billing. Whether you are labelling parcels, printing shelves of barcodes or fine-tuning how charges are referenced, this release is designed to make the work feel that little bit more effortless.

Smarter Touches On The Packing Terminal

The Verify Products screen has gained a welcome convenience: Packaging Inventory can now be scanned without leaving the screen, so packers stay in a single, uninterrupted flow rather than hopping away mid-task.

We have also refined where Verify Products appears. The feature is now disabled on the B2B Packing Terminal, keeping that workflow focused on exactly what B2B operations need and nothing they don't.

Sharper Labels & Accurate Calculations

Your S19 labels now carry more of the detail that matters, including the order's email address and phone number, so the right contact information travels with the parcel.

Behind the scenes, several calculations are now more dependable. Open Order stock figures for component-type inventory items have been tweaked correctly, giving you a trustworthy view of availability. And weight and dimension figures for Group Items now stay reliably in sync: updating a group's components or configuration automatically recalculates the group's weight and dimensions, so your shipping data always reflects the current make-up of the group.

Effortless Location Barcode Printing

Printing large volumes of Location Barcodes used to be a genuine obstacle. We have redesigned the Location Barcode Printing process from the ground up, now powered by QZ Tray for fully automated printing. You can send whole batches of location barcodes to print automatically and watch the progress as they go, turning what was once a stubborn manual chore into a smooth, hands-off task.

Bulk Data & Billing Refinements

Managing inventory data in bulk just got easier. Import/Export now supports the Inventory Export Value field, so you can review and update Inventory Export Values across your catalogue in one go rather than one record at a time.

There is also more control over how charges are referenced. A new option lets you choose which value is sent as the Reference Number for Delivery Charges in the Cost Centre. Configure it under Settings → Integrations → Client Billing → Delivery Billing Reference Option so your delivery invoicing references exactly the identifier that suits your operation.

Every change in this release is a step towards a Helm that does more of the heavy lifting for you: printing that runs itself, data you can update in bulk and calculations you can simply trust. Thank you for trusting us with your operations. We will keep polishing and refining so that Helm continues to feel like a steady, dependable colleague.

Your team at Helm

As midsummer settles in and the working days run long and busy, Helm has been quietly tightening the bolts. This release is all about dependability: cleaner webhook data, calmer logins, sharper access controls and a handful of refinements across ordering, stock and reporting. Nothing here demands your attention — these are the steady, behind-the-scenes improvements that simply make the day run more smoothly.

A Stronger, Cleaner Webhook System

Webhooks now carry more of the picture. Previously, some payloads were sent with certain data fields missing; outbound webhooks now include the fullest set of data available at the moment they are dispatched. Anything you have wired up to listen for those events receives a richer, more complete picture, so downstream systems stay properly in step with Helm.

Refined Ordering & Billing

A few thoughtful touches make order handling feel more dependable. Tax Exclusion rules within Order Rules now apply exactly as configured, so your tax handling behaves precisely the way you have set it up.

Fulfilment Client Administrators have also gained a small but welcome convenience: notes can now be added to despatched orders, keeping useful context attached to an order even after it has left the building.

Calmer, More Secure Access

Signing in is now as straightforward as it should be. Users with Two-Factor Authentication (2FA) enabled were, in rare cases, prompted to log in twice; we have reworked the 2FA process so a single, smooth sign-in is all that is needed.

A permissions refinement keeps sensitive information properly scoped. Access to the Global Account page is now restricted to Administrators, ensuring system-level details stay visible only to the roles that need them.

Sharper Stock & Order Accuracy

Several refinements keep your operational figures trustworthy. The Ship By Date filter now works reliably across every scenario, so narrowing orders down to the right despatch window behaves exactly as expected.

The Back Order system now calculates stock levels using active orders only; deleted orders are no longer counted, giving you a cleaner, more accurate view of what is genuinely on back order.

Over on the Stock Replenishment page, selecting a target location is once again smooth and reliable, letting your team direct replenishment exactly where it needs to go.

Plugin Enhancements

Empty Location Collector has been given a more patient touch. Where a short delay between creating a stock location and filling it could previously see the location swept away before stock arrived — most often during Batch Stock operations — the collector now only removes empty locations that are more than 15 minutes old. Newly created locations are given room to breathe, so your stock lands exactly where it should.

The Volumetric Report now supports values with up to four decimal places, giving you finer precision for those measurements where every fraction counts.

Every change in this release is a small step towards a Helm that asks less of you and gives back more confidence: data you can rely on, access that stays neatly in place and figures that always add up. Thank you for trusting us with your operations. We will keep polishing and refining so that Helm continues to feel like a steady, dependable colleague.

Your team at Helm

As the year settles into its midsummer rhythm, Helm has been busy sharpening the tools your teams reach for every day. This release brings greater control over shipping dimensions, richer visibility into your orders, and a steady round of refinements across integrations, terminals and the Public API — all designed to make your warehouse run that little bit more smoothly.

Smarter Shipping & Sharper Order Insights

This release gives your dispatch and planning teams more precise control over how shipments are validated and clearer visibility into the orders moving through your operation.

We have improved how dimensions are handled in Shipping Rules. New Dimension Rule types let you validate shipments on a parcel-by-parcel basis rather than combining the dimensions of every parcel into one figure. You can now select the new Flexible Dimensions, Per Parcel rule type, giving you far more accurate validation for multi-parcel shipments and fewer surprises at the point of dispatch.

Order Weight is now available as a column on the Orders screen, and you can filter orders by their weight. This makes it considerably easier to spot heavier consignments, plan handling and prioritise the work that matters most to your day.

A More Capable Public API

The Public API continues to grow in both reach and reliability, giving your integrations more to work with.

You can now attach and detach Pre-Sort Locations to picks directly through the Public API, allowing your integrations to manage sort locations programmatically and keep your picking flows perfectly in step with the rest of your systems.

We have also strengthened how the Public API handles discounts. Orders can now be updated reliably even when the discount amount exceeds the order total, so your integrations behave predictably no matter how the figures fall.

Dependable Integrations & Everyday Refinements

A handful of quiet improvements keep the day-to-day running smoothly across integrations and core workflows.

Channel options provided through Neuro integrations now work exactly as intended, keeping your connected channels behaving consistently and reliably.

On the Purchase Order Delivery Terminal, Product Lookup now displays a clear confirmation message when you scan an inventory item that already exists, giving your team helpful reassurance and a smoother path through deliveries.

Plugin Enhancements To Keep Terminals Flowing

Our plugins have gained some thoughtful touches to keep your terminals moving at pace.

The Terminal Sorting Plugin now supports Packaging Barcodes. Scanning a packaging barcode adds the correct quantity of packaging inventory to the list, making it quicker and more accurate to record the materials your team uses.

The Multi PickPack Terminal has gained several quality-of-life improvements. It no longer shows a success message when shipment creation fails due to incorrectly configured dimensions, so your team always sees an accurate result, and inventory-related failures are now logged with far more detail, making any issue much easier to understand and resolve.

Every change in this release is designed to give your teams more precision, clearer information and quieter confidence in the systems they rely on each day. Thank you for trusting us with your operations; we will keep polishing and improving so that Helm continues to feel less like software and more like a dependable colleague.

Your team at Helm

As early summer settles in, Helm has been turning its attention to the quieter machinery of fulfilment: the moments where orders flow between you and your clients, where files need to attach cleanly, and where a new fulfilment client should arrive fully set up and ready to work. This release sharpens those everyday interactions, with smarter batch processing, more dependable client onboarding and a handful of thoughtful refinements that simply make the day run more cleanly.

Smarter, Smoother Batch Processing

Requested Packaging now works hand in hand with the Batch Terminal. You can define your preferred packaging for orders and have it selected automatically as batches are processed, so the right packaging follows the order through without anyone needing to choose it again.

The Batch Terminal now also supports Single Parcel per Item logic, giving you finer control over how items are split across parcels during batch processing. Where each item needs its own parcel, the terminal handles it for you, keeping batch despatch moving at a steady, confident rhythm.

We have also introduced a new status setting, Allow Fulfilment Client Cancel, which controls whether fulfilment clients are permitted to cancel orders while those orders sit in a particular status. This gives you precise control over exactly when a client can step in and cancel, keeping your order flow predictable and firmly in your hands.

A More Dependable Experience For Fulfilment Clients

Fulfilment clients can now attach files to submitted purchase orders exactly as intended, so supporting documents travel with the order rather than being left behind.

Creating Fulfilment Clients via the API is now a complete, reliable process. Essential setup steps that previously could be missed, including the creation of email templates and a manual channel, are now carried out properly every time, so each new client arrives fully configured and ready to operate. The Public API also now supports assigning locations to fulfilment clients, giving you more control over client setup straight from your integrations.

Thoughtful Refinements To Core Workflows

The Advanced HS Codes window now handles long lists gracefully, with selectors sitting exactly where they should even as the list grows. Working through detailed code lists stays clear and tidy.

Item descriptions now appear on Detailed Picking Note printouts as expected, giving pickers the full context they need on the page in front of them.

Purchase Order emails now send reliably even when a supplier's company name contains a comma. Whatever the supplier is called, the email reaches them as intended.

Every change in this release is designed to make fulfilment feel a little more effortless, from batch processing that selects the right packaging on its own to client onboarding that simply works. Thank you for trusting us with your operations; we will keep refining and polishing so that Helm continues to feel like a steady, dependable colleague.

Your team at Helm

The long days of early summer are good for tidying the details, and Helm has done exactly that. This release brings sharper accuracy to your numbers, a clearer view of returns, and a richer set of tools for managing assemblies and storage billing. Whether you are reconciling VAT, watching parcel counts on the dashboard or shaping how you bill for storage, the changes here are all about trustworthy figures and confident control.

Sharper, More Trustworthy Numbers

VAT and subtotal values on Purchase Order printouts are now calculated with full accuracy, based on the tax rates configured for your inventory items. Your printed purchase orders reflect the correct figures every time, so reconciliation stays straightforward and your records stay dependable.

The Warehouse Dashboard now reports parcel counts against the correct shipment dates. Because shipment records can be created ahead of their actual despatch date, for instance when working with pre-generated labels, counts now follow the date that truly matters rather than the day a record happened to be created. The result is a dashboard you can read at a glance and genuinely trust.

On the Purchase Order Edit page, submitting a delivery now registers cleanly the first time. A delivery can no longer be submitted more than once before the page refreshes, sparing your team duplicate entries and keeping your purchase order records tidy.

A Clearer View Of Returns

A new Returns page lets you view and manage returned items alongside their details, listed from the most recent through to the oldest. It gives your team a single, well-ordered place to see what has come back and to act on it, so handling returns feels organised rather than scattered.

A More Capable Public API

The Public API has gained a new set of endpoints for assembly management. You can now list, view, confirm, cancel and revert assembly operations directly through the API, opening the door to tighter automation and smoother integration of your assembly workflows with the systems you already rely on.

More Flexible Storage Billing

Storage Billing can now be configured to use Cubic Volume in place of recurring billing. This lets you bill clients according to the storage rates set in your Cost Center settings, so charges reflect the space genuinely used. It is a more precise, more equitable way to bill for storage that suits operations where footprint, not a flat recurring fee, tells the real story.

Every refinement in this release has been crafted to give you numbers you can trust, clearer visibility over your operations and more flexibility in how you run them. Thank you for trusting us with your logistics; we will keep polishing and improving so that Helm continues to feel like a steady, dependable colleague.

Your team at Helm

The summer keeps its steady pace, and so does Helm. This release is built around one central theme: reliability. From the way data flows through webhooks to the way your team navigates stock movements on the Mobile App, every change here is designed to make the system feel more solid, more predictable and more pleasant to work in.

A Stronger, Cleaner Webhook System

The webhook system has been redesigned from the ground up to deliver more consistent, clearly structured data with every request. Each payload now carries exactly what it should, in a format your downstream systems can depend on, without any risk of on-the-fly order modifications slipping in uninvited and muddying the picture. If your integrations rely on webhook data for finance, fulfilment or analytics, they will now receive a cleaner, more trustworthy signal every time.

Smoother Operations On The Mobile App

Finding the right location during a stock movement is now considerably easier. The movement location selection screen in the Mobile App displays the product name, SKU and, where one is available, the product image alongside each option. Your team gets the confirmation they need at a glance, reducing the chance of a mis-pick or a misplaced item on a busy shift.

Box scanning on the Mobile App now works reliably with the correct inventory quantities, so operators can scan with confidence knowing the numbers behind each scan are accurate and up to date.

Pallet Management: Printing Without The Hassle

Pallet label printing in the Pallet Management Plugin has been moved to a fully app-managed process. Labels are now generated and handled directly by the Mobile App interface, rather than routing through each device's native printing platform. In practice, this means your team no longer needs to configure a printer on every individual mobile device; printing just works, wherever they are on the floor.

Refined Integrations & Reporting

Packeye recordings can now be created reliably even after a session has been open for more than 15 minutes. The system refreshes itself correctly in the background, so operators working through longer packing sessions will no longer encounter a recording failure simply because time has passed.

The Custom Report Builder now exports exactly the data you ask for. Column output is accurate and consistent across all report configurations, so the exports you rely on for client billing, stock reconciliation and operational review will reflect the correct values every time.

A permissions refinement ensures that fulfilment client users can no longer be assigned to assemblies. Access is now correctly scoped to the roles that need it, keeping your user management clean and your operational data secure.

Every update in this release is a step towards a Helm that requires less intervention and delivers more confidence: systems that refresh themselves, data you can trust and a Mobile App that gives your team the right information at the right moment.

Thank you for being with us on this journey. We build every release with your operations in mind.

Your team at Helm

This release is a quiet but purposeful one. As the long evenings of early summer settle in, Helm has been attending to the details: sharpening how stock and packaging data are tracked, bringing the Public API back to its precise best and making sure the Mobile App behaves consistently from screen to screen.

No fanfare required. These are the kinds of improvements that just make the working day feel that little bit more reliable.

Cleaner Records & Smarter Packaging Insights

Stock records updated via Async Purchase Order Delivery now correctly display the name of the person who performed the action. Previously, because the process ran through the queue system, the update was attributed to the system user rather than the actual member of staff. That attribution is now accurate, giving you a proper audit trail and sparing supervisors the mild frustration of wondering who actually did what and when.

A new Packaging Usage Report has been added under Inventory Reports, giving you a clear, detailed view of how your Packaging and Auxiliary Packaging inventories are being consumed across operations. Whether you are keeping an eye on consumable spend, reconciling materials against order volumes or preparing for a re-order conversation with a supplier, the data is now there, organised and ready to use.

A More Dependable Public API

The Public API pagination has been restored to full reliability. The next_page_url and prev_page_url fields now faithfully carry forward any filters and page references you have applied, so navigating through large result sets works exactly as it should. Systems that page through orders, shipments or stock records will now move cleanly from page to page without losing their place or dropping their filters mid-journey.

Order updates that include the email_shipping field can now be processed without issue. The field is handled correctly in all cases, so any integration or workflow that passes shipping email data alongside other order updates will continue without interruption.

For operations using Shopify, a rare edge case that prevented one of a pair of merged orders from being fulfilled has been resolved. Merged orders now proceed through to fulfilment as expected, regardless of changes to Order Inventory at the point of merging. The kind of issue that only shows itself in specific circumstances, but thoroughly unwelcome when it does.

Consistent Behaviour Across The Mobile App

Quantity input on the Mobile App now behaves the same way everywhere that Packaging Barcode Scanning is supported. Whether your team is working in Bulk Deliveries Item Lookup, Location Count, Replenishment Jobs, Stock Count or Warehouse Transfer, they will find the same familiar, predictable input behaviour on every screen. Consistency of this kind might not make headlines, but it is exactly what keeps a busy team moving confidently through a shift without having to think twice about how a screen works.

Every change in this release is designed to make Helm a little more trustworthy and a little less surprising: the kind of software that does what you expect, shows you what you need and stays out of your way while your team does the real work.

Thank you, as always, for your continued trust and feedback.

Your team at Helm