July 31st, 2026
Backorders On Autopilot, Printing That Behaves And A Lighter Step All Round
High summer, and while the vans shimmer on the tarmac, Helm has delivered a busy run of releases with a single idea running through them all: hand the routine work to the system and make every part of the day feel that bit lighter. Backorders now manage themselves, picking can run to a schedule, printing does exactly what you set, the mobile app has learned a clever new trick at goods in, and a quiet speed improvement has put a spring in the step of every screen.
Backorders, Handled Automatically
The headline of the week: Helm now looks after backorders from the moment an order lands to the moment stock returns.
Introducing Backorder Automation
New settings in Store and Channel Settings move orders into Backorder status automatically when available stock can't cover them. A companion setting can split an order instead, sending the part that can be fulfilled on its way while only the short lines wait.
Helm checks whether waiting backorders can now be fulfilled in full; the moment they can, they move back to New Order and rejoin the flow. Switch it on at Store level to lock the behaviour across every channel, or leave the store setting off and let each channel decide for itself.
No lists, no manual shuffling, no orders waiting longer than they need to.
Picking, Purchase Orders And Goods In, Moving Themselves Along
Time-savers for the warehouse floor, the buying desk and the goods-in bench.
Scheduled Pick Routines
Pick Routines can now run themselves. Tell Helm when each routine should run and picks are generated automatically to your schedule; set the morning wave for before the team arrives, and the pick list is ready and waiting with the kettle.
Sharper Search When Building A Pick
The Product SKU filter in pick creation now matches partial codes, so typing part of a SKU finds exactly the products you're after rather than drawing a blank.
A New Mark As Sent Action For Purchase Orders
Purchase Orders can now be marked as Sent with a dedicated action, available in Helm and through the API. If your PO emails travel by another route, the record stays straight with one click (or one call).
Add Items To A Delivery From A Photo
On the mobile app you can now add items to a Delivery straight from an image. Take a photo of the paperwork that arrived with the goods and AI turns it into suggested delivery lines, ready for you to review, adjust and confirm.
It makes goods in noticeably quicker and kinder on the thumbs. A pallet lands with a delivery note: snap it, check what the app suggests, confirm, and get on with your day.
Printing And Paperwork, Straightened Out
Printing is one of those things nobody thinks about until it goes sideways. This tidy-up makes sure labels and paperwork come out exactly as you intended, whichever route they take to the printer.
Print Labels Straight From The Order List
A Print Label option now appears on the Order List for dispatched orders, as both a bulk action and a single-order action. Select the orders, print the labels, off you go; only the orders that actually have labels will print, so there are no surprises in the tray.
Packing Slips That Follow Your Defaults, Everywhere
Your Packing Slip printing defaults now apply consistently across every print path. Whether a slip is printed from a single order, as part of a bulk action or out at the terminal, the template and settings you chose are the ones that print. Set your preferred defaults once and every corner of Helm respects them.
The Right Size, Even When A Rule Is Resting
When a Document Rule is switched off, printing falls back neatly to your Print Template's default size. You can pause or retire a rule with confidence: documents keep coming out at their proper size, with no surprises at the printer tray.
Crisp, Scannable 6x4 Labels
6x4 label printing now comes out even sharper and true to size, ensuring barcodes scan first time. Fewer reprints, less squinting, and even if the courier's scanner is in a fussy mood, it will find nothing here to complain about.
Lists That Work The Way You Do
The list pages have had a proper going-over, and it shows.
One Click Straight Through
Every list page now opens a record with a single click, while hovering still shows the quick preview. Less clicking, more doing, on every list in the product.
Shipments That Point Home
Every Shipment page now links back to the order it came from, so tracing a parcel back to its paperwork is one click rather than a search.
Order Tags Without The Detour
Typing an existing Order Tag and pressing Enter applies it straight away, just like a brand-new tag. Tagging the third, fourth and fiftieth order is as quick as the first.
Richer Order Imports
Order Imports now accept Dispatched Date and Date Placed columns, and where a placed date isn't supplied, the import date steps in sensibly. Historic orders arrive carrying their real dates.
Storage Cost Groups In Bulk
On the Location List, Assign Storage Cost Group is now a bulk action. Tick the locations, assign the group once, and the billing side of the warehouse keeps pace with the physical one.
Quicker Pages And Quiet Work Behind The Scenes
The reliability work you may never notice, which is rather the point.
A Quicker Step On Every Page
This week's work has trimmed load time right back. Every page load, print and save shares the benefit; the whole product simply feels more eager.
Friendlier Imports
When an import excludes a record, the Import Problems screen now shows the exact CSV row number alongside it, so the culprit line can be found and fixed in moments. The resend action also works smoothly for channel orders that have already been dispatched.
The Despatch Terminal, Kept Perfectly In Step
The Despatch Terminal has been updated in line with changes to the order lookup service it relies on in Helm, keeping order checks at the terminal quick and dependable. There is nothing to change at your end; it is simply the sort of quiet maintenance that keeps busy pack benches running smoothly.
Quiet Fixes And Polish
As ever, this week's releases also include a wide round of smaller fixes and general improvements throughout Helm, all in the name of keeping things running smoothly and reliably. Nothing for you to do; everything simply works that little bit better.
Hand the routine to Helm and give your team their attention back. Thank you for trusting us with your warehouse; every change here exists to keep your orders moving beautifully, for you and your customers.
Your team at Helm
July 16th, 2026
Simpler Deliveries in Basic Mode
Deliveries in basic mode now focus on what matters most: getting stock levels updated. The Shelf field is no longer part of the flow, keeping the process quick and straightforward. Publishing a delivery simply adds the quantity to your stock level. If a Shelf is offered during the delivery, it's added only to inventory that doesn't already have a Shelf defined - existing shelf assignments stay untouched.
Steady, clear, and built for the way you work: the Helm team.
July 14th, 2026
Create Deliveries Straight From a PO
Creating a delivery from a Purchase Order is now a single, guided action. Click Create Delivery to open a popup with all PO items and quantities pre-filled, plus a clear view of what's already delivered and what's sitting on draft or open deliveries. Adjust quantities, deselect anything that isn't shipping yet, and finalize - all in one flow.
Smarter Item Filters for Order & Shipping Rules
Item filters in Order Rules and Shipping Rules now support Any / All logic. Choose whether a rule triggers when any item matches your filter criteria, or only when all items do - giving you tighter control over when rules and shipping services apply.
More Variables for Packing Slips & Invoices
Channel Order ID and Channel Alt ID are now available as variables in Print Templates, so you can surface them directly on packing slips and invoices.
Steady, clear, and built for the way you work: the Helm team.
July 9th, 2026
Build an App with AI
Describe the app you need - a view, a workflow, a tool built around exactly how you work - and AI builds it for you. No code, no developers. Your warehouse, your rules.
Customer Comments - Now in Packing Slip Templates
Customer comments show up directly on packing slips. Add the new customer comments variable to any Print Template, and the note travels with the order all the way to the warehouse floor - no more digging through order details to catch a special request.
Batch Despatch - Faster and Better
Batch despatch just got an upgrade, allowing you to process even faster on high-volume days.
Folders - Now Live on Your Overview Dashboard
Folders come to the Overview Dashboard. Open View Manager to choose exactly which folders and columns show up, then drag to arrange them in the order that works for you. Click into any folder straight from the dashboard to jump right to its orders - one click, no extra navigation.
Steady, clear, and built for the way you work: the Helm team.
July 8th, 2026
Pick Reservation - No More Double-Picking
Two people, one pick, zero conflicts. Picks are now locked to whoever starts working on them first - shared across mobile and web.
When someone starts making changes on a pick, it's locked to them.
Anyone else who opens it sees "User X is currently working on this pick" and can view, but can't edit.
The lock releases automatically when the holder finishes, or after 10 minutes of inactivity - then the next person to make a change becomes the new holder.
Example: User X is picking items.User Y opens the same pick, sees the warning, and can't edit. If User X is inactive for 10 minutes, User Y can now work on it.
Open Order Demand - Cleaner Numbers
Open order demand no longer counts orders that are already draft or despatched - so the quantities reflect what's actually still open. Payment status has no bearing on this calculation either way.
Steady, clear, and built for the way you work: the Helm team.
July 2nd, 2026
See Your Order's Full Weight, At a Glance
The order detail page now shows the total weight of the order - no more adding it up by hand or jumping to another screen. If any product in the order is missing a weight, we flag it with a warning so you know the total might not tell the whole story.
Know Your Purchase Order Emails Went Out
Purchase order emails now CC the sending user's email address, so you have visible confirmation that the email was actually sent - no more wondering if it went through.
Steady, clear, and built for the way you work: the Helm team
July 1st, 2026
Tidier Lists, Sharper Tracking, Steadier Fulfillment
Location List – Bulk Deletion, Built In
You can now delete multiple locations at once from the Location List using Bulk Actions, so cleaning up outdated or unused locations no longer means clicking through them one by one.
Despatch Terminal – Barcode Support for Package Types
Package types can now be identified by scanning their barcode directly in the Despatch Terminal, making packaging selection faster and less error-prone on the floor.
Shipment History – More Reference, Less Guesswork
Channel Order ID, Despatched By and Channel Alt ID are now visible as columns on the Shipment History page, giving you the order reference you need right where you're already looking for improved tracking and visibility.
Allocation – Recompute, Reinforced
The allocation recompute process has been refactored for better performance, scalability, and accuracy. Large-scale recomputations run more efficiently, fulfillment status calculations stay consistent, and the system holds steady under heavier allocation loads.
Neuro Order Import – Refunds, Handled Properly
Refunded items in Neuro order imports are now brought in as deleted items, staying visible on the order with a timeline entry marking their refunded status. All other import behavior remains unchanged.
Steady, clear, and built for the way you work: the Helm team.
June 24th, 2026
From Import to Despatch: Sharper at Every Step
Import Problems – A Clearer Count at a Glance
The "Import Problems" popup header now shows a count badge with the total number of failed records (e.g. "24 failed"), so you know the scale of what needs attention before you start working through it.
Invoice Templates – More Variables, More Flexibility
Channel logo and product option are now available as template variables in the invoice template, giving you more control over how your invoices look without extra workarounds.
Orders – Copy Order Action (Bulk & Quick)
A "Copy Order" action is now available in both bulk and quick actions on the order list. It creates a new draft order by duplicating the selected order's items and customer information, so repeating or correcting an order no longer means starting from scratch.
Order Import – Validation Messages That Tell You What to Do
Validation error messages during order import now clearly identify which field failed, why it failed, and what's needed to fix it. Improvements cover shipping address, customer last name, phone number, and email - including clear separation between shipping and invoice fields where those differ.
Performance – Faster Imports, Fewer Interruptions
The import process now parses and chunks Excel files locally rather than reading from the remote server on each pass - a significant speed improvement. Additional performance fixes and deadlock resolutions have been applied to both order import and channel order import, so large imports run more smoothly and reliably.
Steady, clear, and built for the way you work: the Helm team.
June 19th, 2026
Webhooks: Your Warehouse, Wired Up
This one is for the builders. We've opened up webhooks for orders, inventory, and stock - meaning the events happening inside Helm can now flow directly into the tools and workflows your business already runs on. Order updated, available stock updated, inventory created: Helm fires, your systems react, no manual handoff required.
This is the infrastructure layer. The kind that sits quietly beneath your operations and makes everything around it faster, more reliable, and easier to trust. More events are on the way - we're just getting started on connecting Helm to the rest of your world.
You can find webhooks in Settings > System Settings > Webhooks.
May 28th, 2026
From the Warehouse Floor to the Bottom Line: Helm’s Biggest Release Yet
This release is about depth. Not just more features, but smarter infrastructure, the kind that makes your warehouse hum with precision whether you're tracking a serial number to its shelf, understanding exactly what each despatch costs, or managing a team of pickers in real time
We've expanded the reporting suite, introduced batch and serial inventory tracking, built a Cost Dashboard that speaks the language of your finance team, and wired up a Team Manager that puts operational oversight at your fingertips. This is Helm growing into the complexity your business demands
Reporting & Visibility – the Full Picture, Finally
The Reporting Module has taken a significant leap forward. Eleven new report types are now available - inventory, pick performance, movement performance, packing performance, delivery performance, purchase orders, purchase order lines, shipments, locations, location items, and customers - giving you the granular, custom-built views your operations have always deserved. Alongside this, the Request Logs pages have been completely redesigned: every API request and response is now captured with correlation tracking, status codes, and full payload visibility, complete with advanced filtering and a detailed log view. Transparency, all the way down
Inventory Management – Precision at Every Unit
Inventory now speaks the language of batch and serial. A new Batch Type field at item creation lets you designate stock as either Batch or Serial, unlocking serial number fields, batch stock location management, expiry date tracking, and dedicated warehouse settings - including Serial Validation Mode and Enforce Single Batch Per Location. Expired batch stock is handled automatically: when an expiry date passes, stock is zeroed and transferred to a new inventory record with an "-EX" suffix, ensuring nothing past its date ever ships. A "Batch Expired" filter on the Inventory List keeps things easy to manage at a glance
Dimension calculation logic has also been refactored for greater accuracy, with values now sorted and summed consistently across quantities. For items that ship alone, a new Advanced Setting on the Inventory Card lets the Packing Terminal and Despatch screen automatically assign each unit to its own parcel - with sensible rules that respect grouped item behaviour
International shipments now have a cleaner fallback for valuation. A new Custom Value field on the Inventory Card defines the price to use when no value comes through from the channel - with Export Value always taking priority when both are set. It's a small field that prevents a surprisingly common gap
Order & Channel Management – Smarter Rules, Fewer Surprises
Pick Routine creation now supports an "Exclusive Product" filter type, giving you precise control over which orders qualify based on exact product combinations. For multi-channel operations, Auto Merge Orders has been disabled for Amazon, Temu, and TikTok - with clear, informative tooltips and warnings explaining why - while eBay merging now prompts a confirmation step with full transparency about what changes under the hood. Channels ship more reliably when the guardrails are in the right places
The "Notify Customer" toggle in Channel Settings is now on by default for Shopify, and address lookup has been focused exclusively to UK addresses to reduce noise elsewhere. A single email address can now belong to only one user across the system, closing a long-standing gap around duplicate accounts
The Collection Sheet document is now restricted to Basic Mode only. In Full Mode, the print/download toggle has been removed from the Batch Dispatch popup - and in Basic Mode, the Location column has been replaced with a cleaner Shelf column, making the document more relevant to how pickers actually use it
Courier & Integration Accuracy – the Right Carrier, Every Time
Final mile courier handling has been standardised across Exelot and other 3PL Integrations such as GLS. The system now stores and uses the actual final mile carrier - returning the correct courier name (Evri, for example, rather than Exelot) back to the sales channel - while continuing to send unified data to Voila under the hood. The result is better tracking accuracy and full support for marketplace requirements like Amazon VTR
A new Primary Reference ID field, sourced from Neuro, is now stored and used as the default Primary Shipment Reference sent to Voila, as well as the Primary Order Reference across the system. A new Order Defaults section has been added to System Defaults to house this and future order-level configuration
Team & Cost Intelligence – Oversight You Can Act On
Two powerful new modules make their debut in this release. The Team Manager gives managers a live view of every team member's task queue, with drag-and-drop assignment from the Task Pool across picks, movements, deliveries, sorting, and inventory checks, plus Quick Tasks for recurring warehouse work. The Cost Dashboard brings financial clarity to your operations: total cost, inbound, storage, and outbound cost per item, cost as a percentage of revenue, dispatch cost over time, and filterable breakdowns by supplier, store, product, courier, and service. Now your warehouse data and your cost data live in the same conversation
Refinements & Fixes – the Details That Matter
Delivery document capture is now AI-assisted: users can photograph a delivery document via the "Add Items" popup, and the system will extract items and quantities automatically. Pre-generated label generation has been enabled through order rules. A label size field has been added to the Courier edit popup. Purchase Order lists now include a Created At column, and the Order ID on the Pick Detail page is now clickable, taking you straight to the related order. The "Split Movement" bulk action is hidden when only a single item is present, keeping the interface clean and contextually relevant
Pick Creation now follows a consistent navigation flow throughout the system: a single pick takes you straight to the pick detail page, while multiple picks surface a notification with a direct link to your pick list. Across the system's filter sections, selecting a field now automatically surfaces the relevant operator options, making rule-building and filtering noticeably faster
With ambition, with accuracy, with care: the Helm team