Changelog

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

As the last petals fall from the hawthorn and warehouses settle into the steady hum of early summer, Helm returns with a release devoted to clarity, precision and the kind of quiet improvements that make a long shift feel a little shorter.

This version sharpens the Packing Terminal, refines several integrations and restores a few finer details across billing and reporting; everything has been tuned so your teams can pack, despatch and account for the day’s work with fewer detours and more confidence.

Sharper Visibility & Smarter Touches On The Packing Terminal

The Packing Terminal has gained a brand-new Time Tracking system. You can now capture and store detailed timing data for every packing operation, giving supervisors a clean, reliable view of how long packs really take and where the day naturally speeds up or slows down. This makes it considerably easier to plan staffing, set realistic targets and spot quiet wins for efficiency, whether you are reviewing yesterday’s shift or preparing for next month’s peak.

Auxiliary Packaging is now properly weighed in with the rest of your parcels. You can select parcels directly in the Packing Terminal and scan auxiliary items straight onto them; those items are then assigned to the chosen parcel and counted accurately in the total shipment weight. So when a packer adds a void-fill bag or an extra protective box to a fragile order, the carrier label and your billing both reflect the true weight: no nasty surprises at the depot, no awkward discrepancies at month-end reconciliation.

On the Verify Products screen, scanning a box barcode now behaves exactly as you would expect. Box scans no longer affect product quantities, so packers can move through verification with the same steady rhythm as the rest of the workflow, confident that each scan does precisely what it should.

Refined Integrations & Billing Precision

The Packeye integration has been upgraded to support the latest Packeye version, with a refreshingly simple set-up. Head to Integrations > Packeye and activate it; the integration configures itself automatically, sparing your team the usual fiddle with settings and saving the IT inbox from a flurry of “how do I…” messages.

Smart Shipping billing now uses the correct shipping service name on shipment charges, rather than the Smart Shipping Group name. This brings billing detail neatly back in line with the actual carrier service used, making invoices easier to read, easier to reconcile against carrier statements and easier to defend if a client ever asks about a specific charge.

You can also now choose which data field is used as the Order ID on return billing charges. Configure your preferred field under Integrations > Client Billing and your returns invoicing will reference the identifier that suits your operation best, whether that is the original sales order, an RMA reference or a custom value. This is particularly handy for clients with their own back-office numbering conventions who need return charges to slot cleanly into existing reporting.

Custom Report Builder, Restored To Full Form

The Custom Report Builder now exports every inventory line on every order, just as it should. When you include order inventory item data in a report, each item is faithfully written to its own row in the export, giving finance, operations and account teams the complete picture they rely on. Whether you are auditing pick accuracy, reconciling client billing or simply looking back at last quarter’s despatches, the numbers will be all there: tidy, complete and ready to interrogate.

Every refinement in this release has been crafted to give your teams more time, cleaner data and quieter confidence in the systems they use every day. Thank you for trusting us with your operations; we will keep polishing, listening and improving so that Helm continues to feel less like software and more like a steady, dependable colleague.

Your team at Helm

As the British spring tidies itself up between the last frosts and the first proper beer-garden afternoons, we have been doing much the same with Helm: polishing, refining and adding a few clever flourishes to keep your operations humming along nicely.

Every adjustment here is in service of one thing: making life smoother, simpler and more profitable for you and your teams, whether you are in a Yorkshire warehouse or a glass tower in the City.

Thoughtful Refinements To Core Workflows

We have refined how your collection paperwork is managed. Instead of a single default tucked away in Settings, you can now configure your collection sheets from the more advanced Print Templates page. This gives your operations teams the freedom to tailor collection documents to different carriers, clients or compliance requirements, without feeling like they have to wrestle the system into submission.

User Management has also had a behind-the-scenes polish. We have strengthened how records are handled in the database when users are removed, particularly where those users are linked across multiple tables. The result is cleaner data, smoother administration and fewer worries when you are keeping your user list lean and audit-ready.

For customers who live and breathe integrations, Shipment Webhooks have become more talkative and more useful. The shipment.created and shipment.cancelled webhooks now include full order data alongside inventory details, giving your downstream systems everything they need in one well-organised payload. This helps keep finance, analytics and third-party tools aligned, without anyone needing to gather information together by hand.

Smarter Features For Confident Despatch

Before an order reaches the terminal, we now perform a pre-dispatch allocation check whenever stock control is enabled. When you click the “Despatch Order” button on the Order Details page, Helm quietly verifies allocations before redirecting you to the terminal. This reduces the need to hop back and forth to reallocate items, so your team can keep parcels moving instead of playing warehouse pinball.

Your Sales Figures have also become more discreet and more configurable. You can now set a minimum user level for dashboard sales visibility or switch it off entirely in General Settings: Misc. This gives you elegant control over who can see commercial performance: ideal for maintaining confidentiality in larger teams, and for keeping sensitive numbers away from wandering eyes on shared screens.

Plugin Enhancements To Keep Terminals Flowing

In Terminal Sorting, completed work is now cleared away automatically. Finished picks are removed from containers without the need to return to the terminal simply to tidy up. When you dispatch an order on the packing terminal that originated from Terminal Sorting, a clear visual indicator now prompts you to scan the next item into the Terminal Sorting Plugin. The effect is a calm, continuous rhythm on the shop floor, cutting down on hesitation and keeping the line moving as smoothly as a well-brewed Yorkshire tea.

Multi PickPack Terminal has gained several quality-of-life improvements for busy teams handling long pick lists. Inventory is now ordered by location priority, making it much easier to work through large runs in a logical path, rather than wandering the warehouse on an impromptu step-count challenge. Session information now includes total quantity and total inventory counts, helping supervisors and operators alike to understand workload at a glance and to keep the shift on track.

To round things off, we have introduced support for Silent Error Printing in the Terminal. When enabled in settings, the Terminal will prompt you to select a printer for error labels only when it is actually needed. This ensures that exceptions are still captured cleanly, without subjecting everyone to a chorus of pop-ups and dialogues each time something misbehaves.

Every refinement in this release is designed to save you clicks, prevent confusion and keep your teams confidently in control of their operations. From quieter, cleverer terminals to more informative webhooks and finely tuned access to commercial data, our aim is to let your warehouse run with the easy assurance of a well-rehearsed orchestra: precise, reliable and just a little bit impressive to watch.

As ever, we build and polish Helm with you in mind; your feedback keeps us improving and your success is the reason we keep reaching for the next, better version.

Your team at Helm