Refinements for Smoother, Smarter Operations

This release focuses on making Helm WMS more intuitive, reliable, and aligned with your day‑to‑day operations. Many of the changes below take existing behaviour and refine it, so that what you expect is exactly what happens, every time.

Shipping Rules: Clearer Postcode Matching

Postcode-based shipping rules now behave more predictably. The “use postcode” option has been refined so that Helm only matches postcodes that start with your chosen parameter, rather than matching anywhere within the postcode. This gives you more control over regional rules and avoids unexpected matches. For example, a parameter such as BCD will no longer match ABCD EFG, but ABC will continue to match ABC… postcodes as intended.

Commercial Invoices: Accurate Line Totals

Commercial invoices now calculate parcel line totals based strictly on quantity. This refinement ensures that the figures you see on documentation are consistent with your operational data, supporting both smoother customs processing and cleaner reporting, particularly where audit and compliance are in focus.

Neuro: Simplified Cancellation Options

To keep configuration tidy and aligned with supported behaviour, cancellation settings have been removed from Neuro channel settings in Helm WMS. As Helm does not support cancellation data from Neuro, these options no longer appear, reducing confusion and helping your team configure channels with confidence.

Webhooks: Richer Shipment Payloads

Shipment Webhooks now provide more complete data. The Shipment.created webhook payload includes the order_summary_id, making it easier to connect outbound shipment events to the right orders in your own systems. This small enhancement strengthens integrations and simplifies reconciliation between Helm and external tools.

Purchase Order Suggestions: More Reliable Recommendations

Purchase Order Suggestions have been refined to behave more consistently. Behind the scenes we have resolved several potential issues that could affect how suggestions were generated, so the recommendations you see are more trustworthy and aligned with your actual inventory and purchasing logic, helping you plan stock with greater confidence.

Deliverable Charges: Consistent Cost Centre Allocation

Deliverable Charges to Cost Centre calculations are now more robust. References are computed correctly, ensuring that charges flow to the right cost centres every time. This makes your financial allocations clearer and supports accurate, compliant reporting between clients, warehouses, and finance teams.

Client Billing

Automatic Cost Centre Allocation for Assemblies

For customers using Client Billing, assemblies are now automatically billed to the appropriate Cost Centre. This removes manual steps, reduces the risk of misallocation, and helps ensure that your billing remains consistent with how work is actually being carried out across your operation.

Automatic Cost Centre Allocation for Returns

Order returns are now automatically billed to the Cost Centre for Client Billing customers. This improvement ensures that reverse logistics are captured as cleanly as outbound orders, giving a more complete picture of costs and activity when handling returns on behalf of your clients.

Stock History Report

Improved access for Fulfilment Client Administrators

The Stock History Report works as expected for Fulfilment Client Administrators. This adjustment restores full access to historical stock information for relevant users, making it easier to investigate stock movements, respond to queries, and maintain transparent inventory records.

Helm App

Faster, Smoother On-the-Go Use

The Helm App has received a set of targeted improvements to support teams working on the warehouse floor. Inventory scraping is more reliable, scanning behaviour has been refined, and general performance has been improved. Together, these changes help your teams complete tasks more quickly and with fewer interruptions.

Overall Performance

Incremental Optimisations Across Helm WMS

Alongside these focused changes, we have made general performance improvements and optimisations throughout Helm WMS. These refinements are part of our ongoing commitment to keep the platform responsive, resilient, and pleasant to use, even as your volumes grow.

Thank you for continuing to build your operation on Helm. Every refinement in this release is designed to remove friction, strengthen compliance and reporting, and give you and your clients a simpler, more dependable warehouse management experience.

Your team at Helm

With this release, we’ve focused on smoothing the small edges of everyday operations so your teams can work with greater confidence, speed, and control.

Enhancements

Fulfilment Account Reuse

Accounts that were previously tied to deleted fulfilment clients can now be reused without issue. This keeps your account structures cleaner over time and avoids unnecessary duplication when clients or configurations change.

Smarter Packing for Identical SKUs

On the packing screen, scanning identical SKUs now automatically filters by products that are actually located in the selected warehouse. This removes the need to choose between identical items, making packing faster, reducing mis-picks, and supporting more accurate stock handling.

Reliable Report History Pagination

Pagination on the Report History page now behaves consistently as you move through past reports. This ensures you can comfortably navigate historical data for audits, performance checks, and operational reviews.

Resilient Purchase Order Imports

The Purchase Order Import feature now handles date formatting more robustly. Valid files import as expected, reducing friction for your teams and helping keep purchasing data aligned with your internal controls.

Accurate Projected Costs for Purchasing

Projected cost calculations on the Purchase Order Suggestions page have been corrected to reflect true expected spend. This supports clearer forecasting, more accurate buying decisions, and better financial oversight.

Protected Order Inventory Data

On the order edit screen, order inventory items can no longer be updated in ways that disrupt sorting or the status of already sorted orders. This preserves the integrity of your warehouse workflows and helps ensure that once orders are sorted, they remain stable and traceable.

Complete Batch Movement Visibility

The Stock Transaction Report now includes movement records for batch products. This gives you a fuller view of product traceability, which is especially valuable for compliance, quality control, and recall-readiness.

Flexible Courier Manifesting

Courier manifesting now works seamlessly across all supported couriers, so your teams can consolidate dispatch paperwork in one place. For any services that are not directly supported, you can use “Manifest Other Couriers” to generate and print a unified shipment manifest, keeping end-of-day despatch simpler and easier to audit.

Across the application, we’ve made a series of smaller improvements and optimisations to keep Helm responsive, reliable, and pleasant for your teams to use every day.

Thank you for trusting us with your operations. Every refinement we make is designed to help your teams move more confidently, ship more smoothly, and spend less time worrying about the system and more time delighting your customers.

Your Team at Helm

In this release, we have focused on refining everyday workflows so your teams can trust what they see, act faster, and stay comfortably aligned with both operational best practice and compliance needs.

🛠 Enhancements & Refinements

Low Stock Alerts: Focused on Active Inventory

Low stock warning emails now exclude archived SKUs, ensuring alerts only surface items that genuinely require attention. This keeps your replenishment signals clean, reduces noise for your teams, and helps you make more confident stock decisions.

Inventory Tools: Streamlined for What You Actually Use

The “Set Type” bulk action has been removed from the Inventory page, simplifying the interface and reducing the risk of unnecessary or accidental changes. This keeps your inventory tools focused, purposeful, and easier to navigate.

Stock Transfers: Clearer Movement History

Stock Transfer downloads now include the Source Warehouse, Source Location, and Target Location names. This additional context gives you a clearer audit trail for stock movements, supporting smoother investigations, reconciliations, and operational reviews.

Location Hierarchy: Protected Across Warehouses

Location selection now respects warehouse boundaries, so parent locations can no longer be chosen from a different warehouse. This preserves the integrity of your location hierarchy, reduces configuration errors, and supports more reliable reporting downstream.

Terms of Trade: Configurable per Courier

The Terms of Trade label in print processes is no longer fixed to DAP and can now be configured per courier. This flexibility helps you align documentation with your commercial agreements and customs requirements, supporting cleaner export paperwork and fewer compliance surprises.

Purchase Order Suggestion Engine: Sharper Recommendations

The Purchase Order Suggestion Engine has been refined to process inputs more accurately and provide more reliable suggestions. This leads to smarter purchasing decisions, fewer stockouts, and a more balanced inventory position across your network.

Commercial Documents: Accurate Values for Customs

For items discounted to 100%, customs documentation cannot legally be submitted with a value of £0. To keep you compliant while retaining control, the system now lets you specify a small declared value for these items. This ensures your shipping and commercial documents always carry a valid customs value, helping to prevent delays, disputes, or compliance issues at the border.

Reporting: Stronger Views of Stock & Value

The Global Inventory Stock Report and the Stock Value Report have received a series of improvements to make them more consistent and informative. Together, these refinements support clearer financial oversight, more precise stock valuation, and smoother collaboration between operations and finance.

We continue to polish Helm so that complex warehouse and logistics operations feel simple, predictable, and firmly aligned with your needs - because every change we ship is shaped around making your work easier, safer, and more efficient.

Your team at Helm

With this release, we are smoothing a few key workflows so your teams can work faster, with less friction and greater confidence in the data flowing through Helm.

Enhancements

Public API: PUDO ID now fully supported

You can now save and update PUDO ID information via all order creation and update endpoints in the Public API. This ensures your last‑mile and collection point data is captured consistently at source, supporting cleaner integrations and more reliable operational reporting.

Inventory Export: richer client visibility

The Inventory Export now includes the Fulfilment Client ID for each record. This gives you clearer insight into which client each stock line relates to, helping you reconcile inventory more easily across accounts and maintain accurate downstream reporting.

Pick Screen: smoother Force Complete flow

The Force Complete window in the Pick Screen can be opened for any item in the list, not only the first. This makes it simpler to manage edge cases on the warehouse floor, reducing delays for your team while keeping your pick records complete and auditable.

We continue to refine Helm so that complex warehouse and logistics operations feel straightforward, predictable, and on your side: because every improvement we ship is designed to make your day-to-day simpler, safer, and more efficient.

Your team at Helm

With this release, we continue refining Helm’s day‑to‑day experience so your teams can work more smoothly, with fewer interruptions and clearer operational control.

Enhancements

Interface clarity and consistency

We have improved the way date–time pickers behave across the system. These controls now appear cleanly in front of modals and remain fully clickable wherever they are used, supporting uninterrupted data entry and more confident scheduling.

Reliable batch assembly

To strengthen inventory accuracy during batch assembly, the system now validates target batch numbers before submission. This prevents incomplete or empty batch references from being saved, helping maintain clean batch records and smoother completion of assemblies.

Trustworthy shipment reporting

Shipment reporting now more accurately reflects what leaves your warehouse. Instead of relying on the first parcel’s dimensions, the report correctly calculates and presents the combined dimensions of all parcels in a shipment, giving you clearer data for carrier, costing, and analysis purposes.

Controlled purchase order processing

To protect against accidental duplication, additional checks have been introduced when processing Purchase Order deliveries. These safeguards reduce the risk of double‑processed receipts, supporting more reliable stock positions and tidy audit trails.

Smoother picking workflows

The Pick Page has been refined to behave more predictably. Interactions such as completing a pick work as expected, contributing to a more stable experience for your warehouse teams during high‑throughput operations.

Supervisor‑level users and above now have consistent access to the Reset UI Pick button. This control is always visible for authorised users, making it easier to recover and reset picks when needed without disrupting productivity.

Features

The Shipping Report now includes order inventory notes. This additional context is particularly valuable for grouped items and similar scenarios, ensuring that the special handling details your team records are visible alongside the shipment data you rely on.

To speed up configuration, you can now duplicate existing order rules with a single click. This capability makes it faster to build out complex rule sets while keeping your logic consistent across similar order flows.

The Inventory Scraping Module is now available directly within the application. Once enabled from Settings, it can be used inside Helm without separate tooling, helping you consolidate operational workflows in one place.

Plugins

For teams using pre‑generated labels, the Auto Allocation Plugin now offers a dedicated setting to support this workflow. When enabled, the plugin works seamlessly with pre‑generated labels, giving you more flexibility in how you combine allocation logic with carrier label strategies.

The Multi Pickpack Terminal now consistently respects order shipping locks and preferred shipping methods. This alignment between your shipping rules and the terminal workflow helps reduce mis‑shipments and supports operational compliance with your chosen carrier strategies.

The Terminal Sorting Plugin has been refined for a more streamlined experience. When only a single inventory batch is available, it is now selected automatically, and the flow between sorting and packing terminals is fully automated. This reduces manual decision‑making and supports faster, more reliable sort‑to‑pack operations.

Every change is aimed at making Helm a calmer, more dependable part of your working day; so your teams can focus on serving your customers, while we quietly take care of the details behind the scenes.

Your team at Helm

In this release, we’ve focused on making your reporting, operational workflows, and automation more reliable, consistent, and effortless behind the scenes. Every refinement is designed to remove friction for your teams and give you greater confidence in Helm as the backbone of your day-to-day operations.

Platform refinements

Reporting refinements for consistent oversight

We have aligned the data logic and filters used in the Courier Service Report and Shipping Report so that both now present a consistent view of performance and activity. This improvement supports smoother reconciliation, clearer analysis, and more dependable oversight across your delivery operations.

Greater control over purchase order and dropship lifecycle

High-level accounts can now soft delete purchase orders and dropship orders as originally intended. This enhancement restores full control over how you manage and tidy your order records, making it easier to maintain a clean, auditable system without losing visibility over historical activity.

Scalable manifest creation with asynchronous exports

Manifest creation for large volumes of shipments has been upgraded to an asynchronous export process. You can now generate manifest reports, mark shipments as manifested, and view manifest history directly from the export history section, even at scale. This change ensures more resilient performance during busy periods and supports operational continuity for high-throughput warehouses.

Flexible pick management for supervisors

Supervisors and above can now adjust pick assignments while a pick is in progress. This improvement gives your leadership teams the flexibility to rebalance workload on the fly, respond to staffing changes, and keep picks moving efficiently without disrupting overall picking performance.

Reliable fulfilment requests for Neuro auto-despatch POS orders

The creation of fulfilment requests on Neuro for auto-despatch POS orders has been strengthened to behave consistently and as expected. This enhancement helps ensure that your downstream fulfilment flows remain dependable, so your teams can trust that POS-driven orders move smoothly through to despatch.

Safer channel product updates from Neuro

We have refined how the Channel Product Update webhook from Neuro interacts with inventory link settings. Channels with Import Products enabled will now retain existing inventory link assignments rather than having them unintentionally cleared. This improvement protects the integrity of your product–inventory configuration and reduces the risk of inadvertent stock mapping changes.

Enhanced packaging barcode support

Packaging Parameter barcodes have been upgraded to work seamlessly with the B2B terminal. This enhancement ensures packaging configuration flows cleanly into your B2B processes, supporting accurate packing, smoother operations, and stronger compliance with your packaging rules.

Workflow upgrades

Batch label workflow improvements

The batch label workflow has been refined to give you more control and resilience when managing orders in bulk. Failed orders can now be removed from existing batches and re-batched, allowing you to recover quickly from exceptions without disrupting the whole batch.

In addition, a new bulk action lets you remove batch status from selected orders in a single step. When used, this action removes the order from the batch, cancels the associated label, clears the batch status, and removes related tags, helping you keep your batch data clean and unambiguous.

To support better visibility, new filtering buttons have been added to the batch history overview. These allow you to view orders by success status with a single click, making it easier to review performance, identify issues, and maintain operational control across your batch processing.

Automation intelligence

Smarter automation for deleted orders

The Auto Pick and Auto Allocation plugins have been updated to respect the deleted flag on orders. These automations will now correctly ignore orders that have been marked as deleted, reducing noise, preventing unintended actions, and aligning automated behaviour with the operational status of your data.

Every enhancement in this release is designed to simplify your day, strengthen the reliability of your processes, and give you more confidence in the systems that support your teams. As always, these improvements are driven by your feedback and our commitment to evolving Helm with you, so that your operations stay efficient, compliant, and effortlessly in control.

Your team at Helm

A smoother, smarter Helm experience

This release is all about quiet refinements that make your day-to-day operations clearer, safer, and more reliable – so your teams can move faster with confidence.

Order Returns: Complete visibility, even for archived inventory

The Order Returns Report now fully respects your “include archived inventory” setting, ensuring that historic and archived stock is reflected accurately. This gives your team a more complete operational picture when handling returns and audit queries.

Stock Schedules: resilient handling of special characters

We’ve strengthened how stock schedule items handle names with special characters, so adding items no longer risks interrupting your workflow. This improves reliability when working with diverse product naming conventions and reduces friction for your team.

Email Logs: extended retention for better traceability

Email logs now retain entries beyond the previous 30-day window, supporting better traceability and audit readiness. This enhancement gives you more confidence when reviewing historic notifications for compliance or operational checks.

Date Range Selection: a more intuitive experience

Choosing a date range is now smoother and more predictable. Once you select your first date, the picker remains in view so you can complete your range in one go, reducing clicks and keeping you focused on the task at hand.

Scanner-Based User Reporting: deeper insight into picking performance

We’ve introduced scanner-based user reporting to track picker activity and picking times per user. This provides clearer visibility into warehouse performance, helping you identify bottlenecks, support training, and celebrate efficiency gains.

User Accounts: safer controls before deletion

Account deletion is now safer and more controlled. Users are prompted to confirm before an account is removed, and you can no longer delete your own active account. This reduces the risk of accidental loss of access and supports stronger account governance.

Batch Processing: more accurate success tracking

Batch success logic has been refined to better handle timeouts and label-generation failures. Batches wont be falsely marked as successful when underlying issues occur, giving you more trustworthy operational data and faster routes to resolution.

Every refinement in this release is designed to reduce friction, improve clarity, and support your operational resilience. As always, we make these enhancements with your teams front of mind, so Helm can remain a simple, elegant foundation for your warehouse operations.

Your team at Helm

A Little Operational Elegance from Helm

This release, Helm quietly tightens a few loose threads while adding some rather useful superpowers around logging, printing, and plugins: fewer surprises; clearer histories; smoother shifts on the warehouse floor.

Enhancement Highlights: stability with manners

Stock integrity; rules that speak your language; imports that know when to behave; and locations that refuse to contradict themselves.

🪄 Refinements to Your Operational Backbone:

Stock Takes that respect reality

Stock Take Jobs now work only with valid inventories; entries linked to non‑existing items are no longer surfaced. Counting, reconciling, and reporting are therefore grounded in your actual stock picture rather than theoretical ghosts.

Secondary SKUs that respond properly

Secondary SKUs can now be updated consistently via both the API and the UI. Your catalogue maintenance becomes smoother; your integrations more predictable; and your data hygiene less reliant on workarounds.

Purchase Order Imports with sturdier footing

The Purchase Order Import process has been rewritten to handle edge cases with more grace. Imports that previously stumbled now complete cleanly; purchasing teams gain a more reliable path from spreadsheets to structured orders.

Suggested Purchase Orders that stay current

Suggested Purchase Orders now consider only active inventories. Archived and deleted items are politely excluded; planning therefore aligns with what you can actually sell and stock, not historical artefacts.

Order Rules in your internal dialect

Order Rules can now be defined using internal inventory names rather than display names alone. This aligns configuration with the naming conventions your teams use operationally; less translation; fewer mismatches; more faithful automation.

Location updates with proper discipline

Critical validation around updating location data has been reinforced. Previously bypassable checks now apply consistently; your locations remain coherent, auditable, and trustworthy across teams and time.

✨ New capabilities: visibility; traceability; smoother flows

More of your operational story is now captured, logged, and completed for you in the background, with a nod to compliance and a bow to your daily workflows.

Sales Channels with a clear audit trail

All Sales Channel actions are now logged: create; update; delete. These events can be reviewed under System Logs; giving you a precise history for governance, troubleshooting, and internal controls without additional admin.

Commercial Invoices that appear right on cue

Auto‑printing for Commercial Invoices is now available. Once a valid A4 printer is selected, commercial invoices print automatically at the packing terminal when orders are shipped; despatch teams gain consistent paperwork with fewer clicks and fewer forgotten pages.

You can enable this under: Sales Channel → Commercial Invoice → Auto Print Invoice at Terminal.

Tote Picking that resumes gracefully

If a picker steps away mid‑tote due to inactivity, breaks, or device battery loss, they can now continue where they left off. This keeps picking sessions flowing, reduces repetition, and softens the impact of everyday interruptions.

Batch inventory for Bundles and Kits

Assembly and Kitting now support batch inventory items. You can select and process existing batches or create new batches for produced inventory; supporting traceability, quality control, and regulatory comfort for more complex products.

🔌 Plugins: Sharper Tools for Tailored Operations

Plugins continue to evolve to match the shape of your warehouses and workflows: more flexible dashboards; quieter printers; better‑behaved terminals.

Custom Dashboard Picking rebuilt for control and speed

The Custom Dashboard Picking plugin has been rebuilt from scratch. With significant performance optimisations applied, teams see only what they need, where they need it, at a pace that keeps picking work moving.

You can now:
• define multiple dashboards with distinct profiles
• configure tiles and access per profile
• filter profiles by warehouse

Multi Pick Pack Terminal with silent invoice support

A new setting has been added to the Multi Pick Pack Terminal to complement auto commercial invoice printing. When enabled, and with an additional invoice printer configured, commercial invoices can automatically print during Multi Pick Pack terminal sessions whenever the sales channel is also set up; terminals, printers, and channels act in concert rather than in isolation.

You can enable this under: Settings → Silent Invoice Printing.

A small release; a gentler experience

Every adjustment in this version is designed to spare your team unnecessary friction: inventories are cleaner; histories are clearer; paperwork is more dependable; and plugins are tuned to your particular stage. As always, the refinements are for you: so your operations can feel composed, compliant, and quietly confident, even on the busiest of days.

Your team at Helm