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

Enhancements that quietly simplify your day

From fulfilment to reporting, this release focuses on precision, clarity, and operational grace: reducing noise, tightening controls, and keeping everyday work delightfully straightforward.

Enhancements

Fulfilment Reliability: Requests complete even if services change

We’ve strengthened job creation so requests continue even when a courier service is removed, improving audit continuity as records change. Fewer exceptions, steadier throughput, and cleaner fulfilment queues.

Supplier Files: Complete, consistent CSVs for Dropship POs

Supplier CSVs now include all required data, supporting data integrity across partner exchanges - no gaps, no guesswork. Faster vendor processing and fewer back-and-forths.

Shipping Method Integrity: Locked means locked

Order Rules now honour locked shipping methods; pricing and service commitments remain inviolate, preventing accidental overrides and preserving configured governance controls. Greater consistency, fewer surprises, and safer operations.

Sales Reporting: Clearer filters and accurate non‑fulfilment lines

The Stock Sales Report applies filters correctly and treats non‑fulfilment lines as intended; numbers are dependable for planning and reconciliations, supporting audit consistency across reporting. Trustworthy insights with less manual checking.

Merged Orders: Visible where you need them

Merged orders now surface correctly in the Full Orders Report; records are complete and traceable, simplifying operational reviews and strengthening data integrity for compliance needs. End‑to‑end visibility and easier tracking.

Relevant Error Messaging: The right signal for the right users

Fulfilment‑specific errors are shown only to fulfilment clients; dashboards stay calm, triage is faster, and role‑based visibility aligns with operational governance. Less noise, quicker fixes, and clearer focus.

App Enhancements

Location Selection: One step clearer

The location picker now displays one level higher; choosing the correct site is simpler on the first attempt, reducing mis‑selections and supporting clean operational records. Smoother navigation and fewer corrections.

Picking Flow: Identical items, picked together

Identical products are merged on the pick screen; you select once and proceed, reducing taps and time while maintaining accurate pick records for operational compliance. Faster picks and happier hands.

We build Helm to make complex operations feel artfully simple - thoughtful controls, elegant clarity, and results that serve you first. As ever, these enhancements are for you.

Your Team at Helm

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.