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