A Little Operational Elegance from Helm

This sprint, Helm adds a whisper of refinement to your workflows. Clearer figures; smarter confirmations; tidier menus; and a courteous nod to plugins: all tuned for swifter days and fewer faff.

Enhancement Highlights:

Global Account:

Now elegantly nestled within the user menu: top‑right for the discerning eye; presented only where a valid contract applies, ensuring relevance and decorum.

Contact Overview:

Figures for Contacts and Suppliers now crystal‑clear; ambiguity retired, accuracy applauded.

Global Search:

Press Enter; behold immediate, intentional results: swift, sensible, scholarly.

Print Templates:

Channel names with special characters now behave impeccably; JavaScript foibles politely shown the door.

Stock Locations Report:

Exports now positively nimble: even with abundant locations; performance optimised for generous inventories.

Order Currency:

Ledger-ready and lovely: print pages now honour the correct order currency: precision with poise.

 ✨ New Features

Audit Logging for Order Rules:

Creation, updates, and deletions now recorded with academic rigour; cause, effect, and provenance at your fingertips.

Bulk Action Confirmations:

Optional confirmation prompts across key pages. A genteel guardrail against over‑enthusiastic clicks. Enable via: General Settings: Defaults: Bulk Confirmation Before Action. 

🔌   Plugins

Multi Pick Pack Terminal:

Package dimensions now honoured when Enforce Packaging is enabled; correct measurements delivered to Voila for faultless dispatch. 

And so this sprint closes with everything in its proper place: figures speaking plainly; searches answering promptly; templates keeping their composure; reports moving at pace; and currency behaving like a seasoned accountant.

Your team at Helm

Features

Global Account in Settings

A refined Global Account entry now resides in Settings; it courteously guides you to the CMP for unified oversight and effortless governance.

Suggested Purchase Order - Global Available Precision

You may now include or exclude non‑pickable location stock when using Global Available detection; curate purchasing with surgical accuracy and zero guesswork.

System Maintenance Scheduler - Thoughtful Housekeeping

Cache files older than 7 days are now cleared automatically; performance remains crisp, storage remains tidy, and you remain delightfully unencumbered.

Return Terminal - Client‑First Notifications

Notify fulfilment client admins the moment a return is created; a courteous email: “A return is created”: arrives at the fulfilment client’s contact inbox. Prefer a quieter life? Adjust the default under: General Settings → Returns → Notify Fulfilments By Default.

Refinements

Status integrity for change orders

Change orders now respect the sanctity of already despatched POS orders; Picked status remains pristine and properly governed.

Purchase Order Upload - Status Sanctified

Uploads now honour submitted, cancelled, and completed purchase orders; statuses remain immovable, as decorum demands.

Pick Creation - Single Source of Truth

Selecting orders across tabs, pages, or accounts now yields impeccable discipline; if an order is already in a pick, the system courteously abstains from duplicating effort.

Create Order With Shipment - Options Preserved

Our API endpoint (/orders/create_with_shipment) now retains product options on order lines; fidelity in your data, serenity in your integrations.

Inventory Visibility - Precision Filtering

Archived inventory from archived fulfilment clients no longer appears in Stock Transfer or Purchase Order Delivery searches; your lists are now impeccably curated.

Purchase order lines - Context Restored

Submitted and completed purchase orders now display product notes and images; the narrative of each line item is complete and gloriously legible.

Plugin Enhancements

Pallet Management

General improvements to resilience and refinement; smoother operations, sturdier outcomes.

Shipment File Upload

Select couriers to exclude specific services from generated files; surgical control over your shipment uploads, tailor‑made and elegant.

Pre-generated Labels

HS Code and Country of Origin now calculate for non‑domestic orders; fully integrated with Advanced HS Code for compliant labelling without cognitive acrobatics.

Multi Pick Pack Terminal

Visual polish for orders with multiple items; clarity ascends, confusion retreats.

We do not merely ship features; we orchestrate advantage. Helm is your industrious co‑pilot: modern, meticulous, and marvellously opinionated. Expect fewer clicks; expect smarter decisions; expect your operations to hum like a well‑oiled concerto.

Today’s enhancements are the overture; tomorrow’s movements are already in rehearsal. Onward: let’s turn logistics into a competitive art.

- Your team at Helm

New Features & Enhancements

• PO Event Emails — Delivery Created & Completed You can now send emails when a purchase order is completed or a delivery is created. Enable at: Settings → Purchasing → Delivery Created Email Notification / Purchase Order Completed Email Notification Use case: Automated notifications with no manual follow-up.

• Webhook Log Retention Policy Webhook request database logs are now retained for 30 days, and file logs for 15 days, after which they are auto-purged. Use case: Keeps storage lean while preserving enough history for debugging.

• Purchase Order Deletion — System Logging Added deletion auditing for POs. View removal events in System Logs. Use case: Stronger traceability for compliance and incident review.

• Inventory Scrapping Module Introduces a controlled workflow to record stock losses for standard and batch inventory. Enable under: Settings → Stock Control When enabled, the Decrease option is removed from Move Stock (inventory edit page) and replaced with an Inventory Scrapping action (popup to enter quantity, reason, date). Each scrap creates an auditable log: product, quantity, reason, date, user. API support: create and read. Access scope: visible to Fulfilment Masters only (initial release). Use case: Accurate, auditable write-offs with clear reasons and reporting for operational shrinkage.

• Bulk Update — Minimum Pack Quantity (CSV) You can now import/update Minimum Pack Quantity in bulk (e.g., across suppliers) via CSV. Use case: Rapid master-data maintenance without record-by-record edits.

Bug Fixes

• Order Cancellation — Permissions Corrected permission checks that blocked valid order cancellation flows. Use case: Prevents false “access denied” errors for authorised users.

• B2B Packing Terminal — Packaging Barcode Scan Fixed an issue where packaging barcodes did not scan or increment counts correctly. Use case: Reliable, scan-first packing with accurate packaging quantities.

• Sales Channels — Duplicate Channel on Save Resolved a bug where clicking Save in Sales Channels could inadvertently recreate the channel. Use case: Prevents duplicate channels and keeps integrations clean.

• Location Searches — Pagination Added All in-system location searches now support pagination (previously only the first 50 results were returned). Use case: Find every matching location, even in very large warehouses. Toggle: Inventory Scrape Feature Active Configure: Scrapping Reasons

The Post–Black Friday Renaissance

A Toast to Tenacity

We did not merely survive Black Friday; we extracted data, distilled insight, and upgraded the machine. Consider us a meticulously engineered apparatus: quiet; decisive; ready.

The season ahead demands authority; we will provide it, with style. Christmas awaits; we intend not merely to participate but to dominate - with elegance.

New Features

Minimum Pack Quantity for Purchase Orders

Rationality meets rhythm: set a minimum pack quantity per supplier link, and let Helm’s suggestion engine propose quantities in precise multiples of that minimum. Ten becomes twenty; twenty sings into forty; purchasing becomes poetry in integers.

Packaging Parameter Barcode Support

Barcodes now enliven packaging parameters (PCS type excepted): scan multiple quantities in the packing terminal, multi pick‑pack terminal, or the app. Import/export flows and UI management options are all attuned to this symphony of speed.

Operational Enhancements

Order Data Fidelity on Invoices and Prints

Documents now mirror reality with scholarly exactitude: when order‑specific data is absent, Helm sensibly employs the contact’s default information.

Kitting - Instruction Files and Notes

Order Notes now host instructional files and documents: your kitting procedures gain clarity; your teams gain tempo.

Data Visibility Refinement for Retired Clients

Retired clients retreat as they should: visibility behaves across the system with genteel discretion.

Warehouse Dashboard Query Optimisation

We tuned queries; dashboards now load with zeal. Less waiting; more winning.

Plugin Enhancements

Multi Pick‑Pack Terminal - Queue Logic Re‑orchestrated

If the terminal closed mid‑session, statuses once hesitated; now they proceed correctly: a queue that behaves like a queue.

Pre-generated Labels - Weight Precision and Polish

Weights compute cleanly; labels present perfectly; the plugin looks as good as it works.

Helm’s Neuro & Temu - Configuration Harmony

We harmonised the channel configurations: Temu and Neuro now cooperate with courtly civility; interoperable, orderly, and impeccably aligned.

Stock Movement Logs - Narrative Notes

Every movement tells a tale: notes now accompany stock movements for audit trails with character.

Default Warehouse - Guardrails for Stability

The default warehouse is guarded: deletion is sensibly restricted to keep operations steady.

Features

Pick Tag Filtering

Filter picks by tags with scholarly precision: prioritise on what matters; dispatch with finesse.

Manual Sales Channel Management API

New endpoints for refined control over manual sales channels: configure, manage, and measure via API with professorial poise. Unique naming is now enforced for sales channels, and the configuration form has been polished for clarity and speed.

Enhancements to Flows and Interfaces

Order Edit Page Layout Refinement

UI elements now behave impeccably: the Select Batches button sits where decorum dictates; the page flows as intended.

Returned Order Editing Governance (API)

Returned and partially returned orders now observe proper governance: API editing is sensibly restricted; integrity is preserved; audits remain pristine.

Purchase Order Import Resilience

File uploads cooperate; imports proceed; purchasing remains brisk and dependable.

Shipping Services - Contextual Visibility

Fulfilment clients now see the services meant only for them: filtering is refined, confidence restored.

Collection Sheet - Transparent Status Logging

When printing a collection sheet, status updates are logged with the candour you expect.

Fulfilment Client - Inventory Export Selection

Client selection works flawlessly, banishing any JavaScript foibles; exports align with intent.

Archived Fulfilment Clients - Considerate Discovery

Entities tied to archived clients now remain discreet unless explicitly summoned by search.

Sales Channel Names - Duplication Discouraged

Unique naming prevails; channel configuration forms receive a civilising tidy‑up.

Stock Sales Report - Curated Accuracy

Exports exclude retired clients for a report that speaks only of the present.

Email Template Editor - Merge Tag Magnificence

All merge tags now appear with suitable fanfare: compose with confidence; personalise with precision.

Verify Products - Integrity Preserved

The packing terminal’s Verify Products screen no longer permits manual tinkering. Verification remains untouchable; process integrity intact.

Plugin Store - Visual Refinement

Elegance restored; browsing is a pleasure.

Dropship Purchase Order Files - Accuracy Ensured

CSV and PDF outputs for suppliers now align with expectations; submissions proceed smoothly.

Backorder Rules - Consistent Execution

With backorders enabled, order rules now execute predictably: logic behaves; throughput improves.

Inventory Import - Single Parcel Per Item

The import respects the Single Parcel Per Item option with delightful precision.

Plugin Fixes

Auto Pick Creation Profile - Steady Sequencing

Sequence inputs remain steadfast during updates; tag search performs reliably; auto‑pick creation follows your choreography.

Onwards to Christmas - With Panache

We have survived the retail tempest and converted it into momentum: Helm now hums with festive focus and industrial elegance. We convert pressure into performance and complexity into clarity.

For further mastery: contact our team; peruse the documentation; propose new capabilities.

We innovate habitually; we refine relentlessly; we deliver software that meets your needs with aplomb and keeps you ahead.

Christmas is a stage; Helm is your spotlight.

- “Maybe Christmas… perhaps… means a little bit more.” To our partners and customers - thanks for making it more, from Helm.

New Features & Enhancements

App Store – Partner Link Added

A new Partner Program link has been added to the Apps page, giving users quick access to resources for building integrations with our WMS. Developers can now easily join our partner ecosystem and begin creating their own applications.

API Enhancement – Partial Allocation Support

Partial allocation is now fully supported through the Public API, allowing more flexible and granular inventory allocation workflows for integrators.

Bug Fixes

Order Rules – Single Quote Issue Resolved

Using a single quote within certain order rule configurations previously caused the edit page to fail. This issue has been corrected to ensure stable rule management.

Report Email System – Queued Reports Now Send Correctly

Following a recent email system update, queued reports were not being delivered and were incorrectly marked as failed. This behaviour has been fixed, restoring normal report delivery.

Public API – Order Detail Endpoint Fixed

The Order Detail endpoint within the Public API was not functioning as expected. This issue has now been resolved.

Plugin Cron Stability Improved

Certain plugins were interfering with the cron system, impacting scheduled tasks. Stability improvements have been implemented, and the cron system now runs reliably.

👑 Ladies and gentlemen:

The drums of Black Friday are already audible; the chorus of carts is tuning up; the sleigh is idling somewhere beyond accounting.

Whether you expect snow or merely stern drizzle, this is your dress rehearsal for the grand commerce opera. Now is precisely the time to make your system smoother: tweak a setting; trial a new template; implement a measured change; observe the numbers.

The peak season rewards those who iterate early and measure mercilessly.

🎩 New Features & Enhancements

Assembly Manifest: Custom Printing Templates

A new setting has been added at Settings → Printing Templates → Assembly Manifest Template allows you to customise the assembly manifest printout. Because the default template resets on each update, replace it with a new custom template to preserve your changes across releases: brand‑consistent, update‑proof assembly documents without post‑deployment edits.

App Store: Partners API improvements

We have tuned compatibility and extensibility across the Partners API to prepare for forthcoming third‑party applications: quicker partner integrations and broader feature coverage for new apps.

Inventory Images: safe reindex script

A controlled tool is available to remove and fully reindex all inventory images when required. To run it safely, please contact Support: resolve legacy or corrupted image states and rebuild thumbnails and indexes in one well‑supervised pass.

Inventory: country‑specific HS codes

You can maintain country‑specific HS (Harmonised System) codes for inventories. Enable via Settings → Misc Settings → Use Advanced HS Code. Once enabled, manage HS codes on the Inventory Edit page, through CSV import/export, or via the Public API: accurate cross‑border declarations and carrier and commercial invoices; market‑specific compliance and smoother customs clearance.

✨ Enhancements:

PO Deliveries: packaging type search

Search now faithfully returns packaging‑type products during purchase order deliveries: accurate selection of packaging SKUs during receiving.

Mindsoft: sales channel setup

Setup now completes cleanly, including Client and Warehouse population: first‑time‑right channel configuration.

Inventory Edit: packaging parameters minimums

Packaging Parameters now enforce a minimum quantity of 2; 1 remains exclusive to piece type: valid pack definitions and clean downstream conversions.

Packeye: integration stability

Packeye runs reliably in the system Packing Terminal; packaging operations can be recorded as video. Enable via Integrations → Pack Eye: auditable packing flows with seamless Packeye usage.

Mailgun: “From Address” with own credentials

Messages are sent using the address specified in settings when using Mailgun with Own Credentials: consistent sender identity and branding on outbound emails.

Advanced Email Validation

Our email gateway now screens for spam‑like behaviour and suspicious addresses; only valid, high‑quality recipients make the list. Fewer misfires; cleaner deliverability.

🐣 We evolve together

Whether the sky delivers snow or merely gossip, the calendar does not negotiate as Black Friday surges; Christmas beckons.

Your system should feel calmer precisely because you’ve tuned it. If you want to refine your process or explore settings worth a trial, we are here to help: suggest improvements; instrument results; iterate with you.

Our platform evolves continuously; so should your operations. Choose one change today; measure it next week; keep what makes you smoother.

Progress is our shared habit; evolution our sport. Helm at your service.

Close the tab; make tea; toggle one setting; measure twice; smile once.

- Your team at Helm 🦆

We begin, as all good stories do, with a promise: foresight and forethought stitched into every seam; a quiet confidence that the tumult to come will find you prepared.

Black Friday’s splendid pandemonium approaches: carts multiplying; couriers caffeinating; inventory pirouetting; and we have set the stage so your systems remain serene and your teams stay swift.

Imagine the warehouse at dawn: scanners waking; totes arrayed like well‑behaved chess pieces; stock whispering its whereabouts while couriers rehearse their ballet of parcels.

In such a theatre, Helm keeps watch - not merely reactive, but prescient; listening for frictions and smoothing them before they creak; attuning each improvement to the particular rhythms of your operation, so Christmas does not crash upon you like a wave but arrives, graciously, like a well‑timed overture.

❄️  New Features

Stock Take: Barcode Search

You can now search inventories in the Stock Take module by barcode as well as SKU: faster item lookup during cycle counts and audits; especially when labels carry only barcodes.

Tote Settings: Relocated

Access to Tote settings has moved from Settings to the Picks page: find “Totes” in the top‑right table header: quicker workflow for pick teams; configure totes without leaving the picking context. 

PO Creation: Scoped to Assigned Warehouses

Fulfilment clients can create purchase orders only for warehouses assigned to them: stronger tenant isolation; fewer misrouted POs.

Shopify POS: Despatch and Location Handling

• Incoming unshipped POS orders are no longer auto‑marked as despatched: prevents accidental despatching from POS imports; keeps control with your team.

• If an order already has Shopify fulfilment, it is marked despatched; otherwise it is set to despatch‑ready: preserves fulfilment intent and queues unfulfilled POS orders correctly for review.

• Added fulfilment option “Specific location” with a selector; POS orders that arrive despatched will deduct stock from the selected location: aligns stock movements with the correct POS site and maintains accurate on‑hand balances.

Billing API: B2B or B2C Flag

The Billing API now includes whether an order is B2B or B2C: enables correct downstream tax treatment; invoicing rules; reporting segmentation.

NI ↔ GB Shipping: Windsor Framework Alignment

Batch Terminal and routing logic updated so NI → GB shipments are treated as domestic: multi‑parcel supported.

• GB → NI: domestic; customs data required: ensures compliant documentation for GB‑origin shipments into NI.

• NI → GB: domestic; no customs: enables NI → GB multi‑parcel shipments without international blocking or customs prompts.

• NI → IE: international; full customs data required: aligns export flows with proper customs declarations.

• IE → NI: international; no customs data required: streamlines inbound flows from IE to NI by removing unnecessary customs data.

🛍️  Enhancements to Reliability and Flow

Unpaid Orders: Calm Import Behaviour

Unpaid orders excluded from import now remain politely excluded; repeated import attempts no longer arise: tidier queues; quieter APIs; no duplicate processing.

Global Picked Location: Unblocked Stock Operations

Stock movement, stock transfer and stock level updates for the Global Picked location proceed without warehouse‑based permission checks: end‑of‑pick adjustments flow as intended; no permission dead‑ends.

Pre‑Fulfilment Validation: Early Guidance

A validation step now checks payloads before submission: immediate success or actionable feedback; fewer stalled fulfilments.

Auto Allocation and Box Splitting: Harmonised

Allow box splitting now coexists amicably with the Auto Allocation plugin: reliable allocation regardless of box‑splitting preference.

Purchase Orders: Sensible Delivery Dates

Leaving the delivery date blank no longer infers an incorrect timeline: accurate scheduling and clear lead‑time reporting.

Black Friday will be boisterous; Christmas will be sparkling; and Helm will be steady.

Each rush is a tutorial; each lesson becomes capability; each capability becomes your advantage.

With these improvements, your flows become smoother; your systems grow sturdier; your clients’ clients grow delighted - uber‑happy, even.

Proceed with confidence: may your counts be crisp; your picks be nimble; your stock be true; and your season unfold serenely - with Helm in control.

- Your team at Helm ⚡

A Discipline of Seamless Motion

In the quiet hours between dispatches and deliveries, Helm continues to refine the art of movement.

Every scan, every purchase order, every component working together — invisible choreography shaping the success of your warehouse. With this release, we’ve tightened the mechanisms that keep your teams flowing: less friction, more clarity, and performance that feels second nature.

This is software that doesn’t shout — it moves.

It gestures.
It anticipates.
It clears the path ahead.

And now, it’s just become even smoother.

✨ New Features & Enhancements

Verify Products — Streamlined Scanning Workflow
The verification screen now shows only the items that still require scanning — removing each line the moment it’s confirmed.
A much nicer implementation, that is customer focused.
Just a precise, guided scan flow — one item after another.

Dynamic Components — Group Links on Inventory Edit
Dynamic components now reveal their full network of linked inventories directly within the Inventory Edit view.
A single glance gives you understanding — allocation confidence, troubleshooting strength, and cleaner reporting.

Purchase Orders — Packaging Parameters with “Use Inners & Outers”
When Use Inners & Outers is active, Purchase Orders now fully respect packaging mappings — just like delivery creation and PO listing.
One source of truth for inner/outer quantities. Zero mental maths.

🐞 Fixes & Refinements

Courier Service Report — Correct Fulfilment Client Grouping
Grouping now behaves exactly as intended at the fulfilment client level — accurate and aligned.

PO Printouts — Dimensions Restored
Dimensions once missing when Use Inners & Outers was enabled now appear properly on printouts.

Multi PickPack Terminal (Plugin) — Stronger Packaging Enforcement
Enforce packaging and packaging stock deduction now operate correctly within Multi PickPack Terminal workflows.

Every detail we perfect brings the broader system into greater harmony — helping your warehouse flow with clarity, confidence, and control.

Thank you for driving us forward with your feedback and trust.

— Your team at Helm ⚡