February 4th, 2026
Refinements That Keep Helm Working Quietly in Your Favour
This release focuses on making Helm feel calmer, more predictable, and more capable in the background, so that your teams can concentrate on running operations rather than managing systems.
From infrastructure and navigation through to inventory accuracy, partner integrations and everyday clarity, each refinement is designed with your day-to-day work in mind
Infrastructure & Navigation – Smoother Flow, Less Friction
Behind the scenes, the PTE bucket has been migrated from S3 to Backblaze, strengthening resilience and positioning Helm for more efficient file handling going forward. On the surface, interacting with orders is now more intuitive: clicking on the order status in the dashboard opens the order in the same tab, while the adjacent button opens it in a new tab for easier multi-tasking across multiple orders
To bring greater consistency to movement across Helm, all data tables with navigational row clicks now share a unified context menu. Users can open items in a new tab using right-click or mouse wheel click in a predictable, standard way, and refreshing the Inventory Detail page now keeps you on the same page instead of redirecting you back to the dashboard. Together, these changes make moving around Helm feel more deliberate and more under your control
Compliance & Cross-Border Details – Staying in Step with the Rules
For IOSS handling, Helm now takes the default IOSS number from Company Settings > Financial Details unless a specific IOSS value is provided by Amazon or eBay for an order, in which case the order-level value is respected. This approach keeps your cross-border configuration aligned with marketplace expectations while reducing manual checks and adjustments
On the Single Shipment page, inventory-specific custom information - such as Custom Description and Country of Origin - is now reliably applied whenever those values exist, rather than falling back to system defaults. This ensures that your documentation reflects the detail you have already invested in at item level, supporting both compliance and operational clarity with minimal extra effort
Partner Apps & API Security – Stronger Guardrails, Clearer Scope
Partner App Access Tokens have been introduced to give you more precise control over external app access. Each token grants admin-level access that is carefully scoped to a specific company and app, so you can authorise integrations with assurance about what they can see and do
User context is now appended to API requests via HMAC-signed email addresses, ensuring request integrity and preventing email spoofing. All API calls require a valid token, user email, and HMAC signature, and authenticated requests are logged for auditing. This elevated security posture is designed to protect your data without adding complexity to your workflows. Future enhancements will introduce hooks for app-specific event handling that honour both app permissions and company scope, enabling richer automation within clear operational boundaries
Support Visibility – Understanding Activity at a Glance
Within Support Login, the Companies page now includes a Last Login Date column. This makes it easier to see which companies have been active recently, helping support and account teams identify where attention may be required and where environments are actively in use
Channel Presentation – Clearer Brands, Faster Recognition
Manual channel logos now display correctly throughout the application, reinforcing visual recognition and making it quicker to identify channel-specific activity. This small refinement contributes to a more confident reading of your sales and fulfilment landscape at a glance
Inventory & Filtering – Accuracy You Can Rely On
Inventory views have been refined so they better match your expectations. Filtering by Cost Price and Available Quantities now returns the correct set of records, while filtering by custom fields no longer interrupts your work. These adjustments mean that when you define a filtered view, the list in front of you faithfully matches the criteria you have set
On the Inventory Card page, the alignment of the Archive and Delete buttons has been corrected to match the intended design, creating a cleaner and more assured experience when managing item lifecycle
Inventory & Channel Linking – One Truth for Stock Levels
Where multiple channel items are linked to a single inventory item, sales from any of those linked items now correctly decrement the shared stock. This ensures that inventory levels remain accurate regardless of which listing sells, reducing the risk of overselling and keeping stock counts aligned with real-world movements
To support this further, a Sales Channel SKU column has been added next to the Item Code column. This makes the relationship between your internal codes and channel SKUs immediately visible, helping teams reconcile and manage listings more confidently
Guides & Learning – Documentation That Meets You Where You Are
The Popular Guides section has been reworked to make it easier to discover and use help content. Sections such as Settings and Account Setup now appear as dropdowns with clear lists of available options. When you select a guide, it opens in an embedded iframe so you can follow instructions without leaving your current context, with the option to open the guide in a dedicated page if you prefer a full-window view
This arrangement supports both quick reference and more in-depth exploration, depending on what your teams need in the moment
Demo Experience – A Tidier Playground
Demo Mode has been refined to feel more natural and less intrusive. The Generate and Reset buttons have been removed from the Account section; when Demo Mode is active, demo data is generated automatically, so users can begin exploring immediately without needing to trigger anything manually
A dedicated Demo Environment Settings menu is now available in the Settings page, where you can enable or disable Demo Mode and reset demo data via a central Reset button. This keeps demo controls in an appropriate administrative space while leaving everyday account areas quieter and more focused for production use
Labels, Despatch & Reporting – Details That Keep Operations Moving
When processing orders via Batch Despatch, S19 labels now generate as configured, ensuring label production stays aligned with your operational setup and carrier requirements. On the Manual Single Shipment terminal, the Package Type defined on the Inventory Card is now correctly reflected in the Package Type field, keeping shipment creation in step with how items have been configured
In the Overview Dashboard, vertical markers on the revenue graph have been adjusted to align properly with circle markers and x-axis points. This makes performance trends visually clearer, allowing you to read revenue patterns with greater confidence and less effort
Interface Simplification – Reducing Noise, Preserving Focus
To keep Helm feeling calm and purposeful, a number of redundant interface elements have been removed. The success notification that previously appeared after saving changes in the My Account section no longer shows, instead relying on predictable behaviour to signal that settings have been applied
Similarly, the “Bulk action requested!” message has been removed from bulk tag and folder actions in the Order List. These changes are designed to reduce visual noise and allow your teams to focus on the substance of their work rather than on repeated confirmations
Weight & Dimensions – Information Without Clutter
Unnecessary trailing zeros have been removed from dimension values displayed in the Inventory list weight tooltip. This makes the information easier to scan and reduces visual clutter, while still preserving the precision you need for operational decisions
Reliability Enhancements – Quietly Correcting the Edges
Across the release, a series of recently introduced issues have been identified and resolved, including search bar visibility in the Inventory Linking – Link Product popup, redirect behaviour when refreshing the Inventory Detail page, and other regressions arising from previous feature work. These corrections restore the expected behaviour of Helm so it continues to act as a stable, dependable part of your operational toolkit
With precision, with polish, with panache: every refinement in this release is crafted to make Helm simpler to live with and more powerful to rely on, so that your teams can move with confidence, knowing the system is working steadily - and quietly - in their favour
With precision; with polish; with panache: the Helm team
January 7th, 2026
Welcome to a sharper, tidier Helm - built to keep work moving smoothly.
Shipment history now records imported and manual dispatches, and quietly hides Download/Print where no labels exist - neat and sensible.
Orders without enough stock can’t be dispatched anymore. You’ll see a clear error.
Courier credential fields no longer accept browser autofill or password managers, keeping setups accurate.
The mode-switch warning now excludes “Purchase Orders” and “Supplier,” since their data remains safely untouched in Basic mode.
Help Center walkthrough videos have been refreshed, guidance is cleaner, faster, and up-to-date.
Bug fixes
Demo mode issues have been settled.
“No matching results” now appears correctly in Settings searches.
Login/logout in demo behaves reliably.
Reporting Chat AI button works as expected.
Customer email filtering is fixed.
Comboboxes behave consistently across the system.
Warehouse mode now switches correctly after changing company.
Known issues
Occasionally, walkthroughs may overlap each other or a popup. We’re on it.
Still the promise: clearer control, smoother operations, fewer surprises.
With precision; with polish; with panache: the Helm team
December 22nd, 2025
Welcome to the Christmas edition of Helm, a straight‑talking, graft‑loving system that keeps the warehouse humming, warmed by cocoa, lit by fairy lights, and driven by a stubborn Yorkshire will to outclass every WMS that fancies itself clever, with proper ingenuity and elegant efficiency
Bulk order status metamorphosis enters the Order List with bulk actions, letting you update many orders in one elegant gesture
CSV imports now enjoy automatic column matchmaking whenever headings align, turning setup into a quick handshake between files and fields
Cheat sheet print and download now run an inventory‑savvy check, pausing dispatch when stock is short and showing clear next steps so operations stay spotless
The “Instructions” button for adding or editing mail accounts now takes you straight to the right guidance with professorial poise
Inventory’s “See Documentation” points you to the right answers at once, reducing the meander from puzzled to poised
Courier installation now shows courier‑specific documentation, guiding each setup with tailored precision and a wink of festive competence
System‑generated emails now come from hello@thedespatchcompany.com, a refined address that signals reliability with gentle charm
S3 storage now separates public and private assets with neat discipline, giving your files the velvet rope while keeping performance brisk
The walkthrough now opens highlights automatically, retires manual start, and polishes progress and skip logic for guidance that simply glides
Here’s the promise we stand by: fewer headaches, finer control, faster wins, and a system that keeps its word even when the schedule is fierce and the weather turns
With precision; with polish; with panache: the Helm team
October 22nd, 2025
The Hallowed Awakening
Esteemed conjurers of commerce and custodians of fulfilment, gather round the phosphorescent cauldron of innovation, for tonight our industrious laboratory hums with galvanic splendour
Like an enlightened Victor Frankenstein armed not with hubris but with user insight, we have sutured together elegant enhancements, refined anatomies, and nimble cerebral faculties, animating our creation with ever-greater agility
Your feedback is the lightning; our craftsmanship the electrodes; and Helm, the marvellously improving monster, strides forward with decorum and purpose
Highlights of our latest enchantments and refinements
Gift Note Alchemy:
A new toggle: “Auto Print Gift Note”: now graces the default Gift Note print template. Enable it, and any gift note elegantly accompanies the label, as if by invisible hand
Lucid Lists:
Default columns for list pages have been thoughtfully defined and implemented, ensuring clarity without faff
Purchase Order Etiquette:
“Mark as Sent” now allows you to register dispatch intent without dispatching the missive: administrative grace for busy minds
Stock-at-a-Glance:
When adding a product to an order, available quantity appears directly in the search menu: an end to peering into the abyss, replaced by immediate enlightenment
Help Center Renaissance:
A refreshed design, an Enterprise Edition view, and a new treatise: “Understanding Storage Modes”: in the Guides section
The Help Center now resides within Account Settings for orderly access. Today, Walkthroughs and Guides present unified static content; in due course, they shall adapt per page with exquisite pertinence
Videos open in a centred modal, may be popped into a new tab, minimised above the settings button, or dismissed with a dignified “X”: and, naturally, you may resume viewing with a single click
Conversational Familiar:
A dedicated chatbot page joins the menagerie, ready to parley with your queries
Inventory Linking Vernacular:
“Product Name” is now “Channel Name” and “Linked Product Name” becomes “Inventory Name”. Plain and simple: we’ve renamed the columns to match how you actually use them.
Dashboard Deportment:
Titles now don classic black attire for all dashboards
A tasteful flat-line style presents empty data, including a variant for wholly empty customer care tableaux
Sales: “Revenue Over Time” title has been subtly reduced for compositional harmony, with total value elegantly nestled in the icon beside the tile
Inventory: “Inventory Value” title likewise adjusted; total value resides within the info icon by the title
Overview: “Recently Added” now fills its height responsively: no more corseted confines
Stock Vigilance:
An instructive tooltip adorns the Inventory Card’s warning section: when physical stock dips below the threshold, we will notify all users with unflinching alacrity
IP Address Diplomacy:
In Company Settings, upon adding IPv4, a confirmation appears; once approved, IPv6 format is graciously appended, ensuring dual-stack civility
Industrious Queue Stewardship:
Jobs languishing “In Progress” for three hours without background activity are compassionately reclassified as Failed, conferring operational lucidity
Import Composure:
Matched columns now retreat from dropdowns: less scrolling, more doing, serenity preserved
Batch Despatch Eloquence:
Bulk actions now include “Item Custom Description” and “Package Custom Description,” enabling contextual poetry at scale
Tracking Taxonomy:
A new state: “Tracking Not Supported”: clarifies expectations and prevents existential dread
Inventory Imagery:
Hovering over a product image reveals an enlarged visage for confident identification, no magnifying glass required
Shipping Rule Sorcery:
“Return Service” backend connections are in place; when specified, return JSON joins the create-label request with scholarly punctuality
System Default Counsel:
When the Despatch Terminal (our desktop print accomplice) requires an update, we now proffer a cordial message: “The desktop application is running. Please open it now to install the required update”: and we inform Teams upon new releases, fostering communal readiness
Combobox Refinement:
System-wide comboboxes have been re-engineered to harmonise with our new design ethos
Reports Reimagined:
The Reporting module has been redesigned and implemented to mirror the new visual philosophy: beauty serves utility, utility serves you
Advanced Filter, Advanced Mind:
The system’s Advanced Filter has been refactored for dexterous analysis, less rummaging, more revelation
Known curiosities (soon to be tamed)
Print Template Downloads
They may exhibit minor alignment mischief; our custodians of geometry are already sharpening their instruments
A final peroration from the laboratory
Dear patrons of progress, your insights electrify our apparatus and accelerate our ascension
With each suggestion, you supply the thunderbolt that animates our refined, benevolent colossus
We shall continue to iterate, innovate, and inoculate against mediocrity: building a bigger, better, more agile monster, elegant in motion and erudite in mind
On this Halloween-tinted release, we tip our silk top hats to you. The creature advances; the work endures; the future sparkles with possibility
October 8th, 2025
A Candlelit Oath to Progress
On this crisp October eve, as pumpkins grin and shadows lengthen, we present a bewitched spectacle of refinements, meticulously conjured to transform warehousing and shipping from nocturnal fright into daylight delight
Consider this your invitation to a grand re‑founding of the system: a system so resplendent it will make previous platforms look like cobwebbed reliquaries of a bygone age
Steel yourself: Helm is metamorphosing into a magnificent, mechanised familiar: a revolutionary system that will outshine antiquated contraptions and make your operations positively purr
Enhancements
Purchase Orders, now lucid:
The column formerly muttering ‘deliveried status’ has been civilised to ‘delivery status’, with statuses refined to ‘partial’ and ‘full’: clarity without compromise
Movement & Pick, with impeccable discernment:
The ‘Assigned User’ filter now includes ‘unassigned’, enabling you to summon orphaned movements with a single, aristocratic click
Inventory List, semantically splendid:
‘On demand’ graduates to ‘reorder’, while demand signals speak in icons: a Green Checkmark for high, a Red Cross for low: no ambiguity, just instantaneous comprehension
Customer Card, curated like a gallery:
‘Shipping Service’ takes a graceful bow; ‘Order Date’ enters stage left, to give each order clear timing and context
Order List, numerically nimble:
‘Channel Alt ID’ joins the cast, bestowing secondary identifiers for cross‑channel enlightenment
Rates, elegantly precise:
‘Movement Rate’ and ‘Pick Rate’ now display two decimal places: neat, dependable, and suitably exacting
Imports, clarified to the bone:
‘Import Template’ is reborn as ‘Import Data’, and ‘Drop your template files here’ now sensibly reads ‘Drop your import file here’
Progress, illuminated:
The ‘Complete Percentage’ column materialises on Movement and Pick lists, quantifying momentum with dignified candour
Inventory Cost, revealed:
A new column and filter surface the average rolling cost of items, so pricing and planning are guided by clarity, not guesswork
Performance, turbo‑enchanted:
Quicker pages and smoother loading via optimised queries, fewer frivolous API calls, CDN‑served assets, elastic search housekeeping, and refined skeleton loaders: fleetness without fright
Store & Channel, intelligible at last:
‘Sync Inventory’ is rechristened ‘Download Inventory’; ‘Auto Merge Orders’ now clearly states it merges new orders from the same customer imported from the same store
Archive, now suave:
the Archive button relocates to the right of filters and left of search, appears as an icon with a discreet tooltip, and ushers you into the archive view with gentlemanly restraint
Column Selector, tastefully re‑composed:
We removed the title and container, moved ‘Reset to Default’ up to the top header, added ‘Import View’, expanded space to show more columns, and combined ‘Show Labels’ and ‘Show Items’ into two tidy boxes on a single line
Stock Warning emails, refreshed:
Notifications now announce themselves with polish rather than panic
System‑wide theatrics, smoothed:
Improved notifications and loading animations for Ongoing Process, Modal Success and Floating Button Success glide through the UI like well‑rehearsed apparitions
Custom fields, liberated:
Filtering by custom fields is now enabled across Inventory, Customer, Order, and Supplier lists, letting your data don exactly the costume you command
From Apparitions to Aspirations
Know this: we are industriously architecting a revolutionary Helm that will serenely eclipse the phantoms of legacy systems. Light the lantern; the labyrinth obliges
With Helm, warehousing becomes choreography and shipping becomes serenade: no more nightmares, only lucid, luminous dreams
Architecting an enchanted WMS so your Halloween is haunted by productivity, not poltergeists
September 18th, 2025
Welcome to the next epoch of warehouse management, where sophistication and ingenuity converge to create the future of fulfilment.
At Helm, we are not merely refining a product: we are orchestrating a renaissance, reconstructing our most beloved Warehouse Management System from the ground up.
Every enhancement, every elegant detail, is meticulously designed to empower both the seasoned professional and the novice explorer, ensuring your journey is seamless, intuitive, and replete with possibilities.
Orders & Shipments
Experience an elevated workflow, where bulk actions such as Purchase Order creation and Manual Despatch are now elegantly housed under a singular Create button, simplifying navigation for all.
Quick Despatch and Despatch Order buttons have been adorned with new icons and informative tooltips, rendering your actions lucid and immediate.
The system now responds instantaneously: Despatched Order and Shipment buttons activate the moment your Cheat Sheet is downloaded, so you are never left waiting.
Tracking is clearer than ever, with the “Resent” flag refined to maintain pristine order history.
Inventory & Purchase Orders
Command greater control over your inventory, with Vendor Details now editable even after orders are sent. The Inventory Code column has been renamed for clarity, and once an item is added to Delivery, it is safeguarded against accidental deletion.
The inventory list now reveals precise dimensions: Length, Width, and Height: while new Supplier Code filters and lead time tooltips offer deeper insight. The dashboard presents Inventory Value, dynamic Charts, and streamlined Product Reorder sections with unfaltering reliability. Stock Movement Rate calculations have been honed for accuracy.
Emails & Notifications
Improved Email and Print templates were uploaded to each user’s account.
Brand consistency is paramount; branch logos now grace every email and print template.
Email communications have been reimagined with a modern aesthetic, unified sans-serif typography, and refined visuals. Inviting new users is now more intuitive, with the Invite User button elegantly rebranded as “Set Up Account”.
Payment Request emails and notification reliability have been enhanced, ensuring seamless status transitions and flawless popup behaviour.
Dashboards & Customer Care
Navigate with newfound flexibility: fixed timeframe filters now enrich the Customer Care Dashboard, while shipment regions display only meaningful, high-value data.
Visual clarity reigns, with density scales and maps harmoniously balanced, and the Active Status section now requiring fewer columns for a more succinct view.
Search & Filters
Unlock smarter searching with AI-powered suggested filters, and enjoy instant access as the Search bar appears with a graceful animation. Filters have been reorganised for coherence, and alignment across pages is now impeccable.
Usability & System
The Despatch Terminal now offers an accessible setup guide, silent printing, and direct links within banners. Printing has been modernised with DC Print instead of QZ Tray, and multi-company users will appreciate the clarity of new radio buttons for switching companies. Layouts in Orders and Customer Lists have been subtly refined for optimal spacing.
On the 3rd page of Create/Edit Notification, clicking the ‘Template Settings’ button used to open the email template page directly. It has been updated so that the page now opens in a separate tab and the notification popup remains visible.
Removals
To further elevate your experience, we have streamlined the interface by removing superfluous elements: tooltip page numbers in movement pop-ups, reading times in Help Center pop-ups, the “Custom fields” column in inventory lists, and nested buttons under bulk actions. The image was removed from the shipping service tooltip in the order list, and a tracking code was added for orders with the status ‘Despatched’. The ‘Custom Field’ column was removed from the inventory list. The excluding/including option was removed from the filters on the Channel Logs page.
This is not merely an update; it is a testament to our unwavering commitment to your success.
Helm is being crafted with every bell and whistle, every nuance, to serve as the definitive foundation for your business’s growth. Whether you are embarking on your first foray into warehousing or are a seasoned logistics virtuoso, Helm stands as your partner.
Building the WMS of the future, for you and with you.
- The Helm Team
September 2nd, 2025
Building the most powerful, user-friendly WMS: one release at a time
This release brings a wave of new features, smarter workflows, and refined experiences across Helm. We’ve been busy making things sharper, faster, and more reliable so you can focus on running your operations, while Helm quietly does the heavy lifting
Let’s take a look 👇
✨ New Features
Default Sorting Location
A brand new location type: Default Sorting Location has been added to the Warehouse page
Only goods-out locations now appear in the dropdown; and a To Be Sorted location is automatically created for every warehouse
Customer Care Dashboard
Active Statuses now take you straight to the Shipment History page instead of Orders, helping you get to the details faster
Mark Item for Resale Popup
Clearer wording now explains that this action sets the stock level to zero across all channels and pauses stock sync
Access Restrictions Text
We’ve polished the labels for clarity: Manager is now Administrator; and the restriction setting now reads Exclude administrators from time restrictions
International Orders Tooltip
When VAT or EORI numbers are missing, the Despatch Order button now provides a clear message with a shortcut to Company Settings for quick resolution
Helm Site Security Message
Login error text is clearer: You are unable to log in due to your organisation’s security settings
Pick Routine List Page
Empty state messaging has been updated to: Create a routine first to view this list
Packaging Tooltip
You’ll now see a tooltip in Inventory > Advanced Settings that guides you on how to mark products as Packaging Items, making it easier to manage packaging stock separately from sellable goods
Sales Dashboard
The Sales Dashboard has been re-engineered to include all relevant records (except draft, cancelled, and archived)
Status checks, calculations, and comparisons are now more consistent and reliable
🧪 Enhancements & Refinements
Navigation polish: The Notification page Back button behaves as intended
Draft orders: Deleting items is now seamless
Archived Orders: The missing Restore quick action has been reinstated
Document Rules: Lists over 10 records now display properly without refresh
Custom fields: No more duplicates when creating or scrolling through fields
Filters & imports: Status filters and order imports are now even more consistent and reliable
UI polish: Buttons (like Save Changes) now only activate when changes are made
Data entry checks: Fields like Supplier Cost and System Titles now validate input correctly
Login flow: Removed the brief “Something went wrong” alert during successful login
Customer imports: Shipments work seamlessly with imported customer records
Order Cheat Sheet redirects: Links now always take you to the correct shipment pages
Sales Dashboard: Currency displays are consistent across reports
Order cancellations: You can undo cancelled orders with confidence
Financial IDs: VAT/EORI numbers display correctly in Shipment History
Profile pictures: File names now update automatically after uploading a new image
Sales Channel popup: Checkboxes now retain their state as expected
Package type: User Defined packages now display correctly in shipment dimensions
❌ Retired Features
Delivery Instructions have been removed from Print Templates, Print Template Settings, and Document Rules
Order Cheat Sheet has been retired as a print option for despatched orders
🚧 Known Issues
Email & Print Templates: Redesigned templates (with logo support and higher resolution) are still in testing — they’ll be rolled out in the next release
Print Template Downloads: A known download issue remains under investigation
🌟 Wrapping Up
This release is another step forward in our mission to make Helm the most powerful, intuitive, and future-ready WMS
From smarter dashboards to clearer tooltips and smoother order flows, every update is designed to give you more clarity, more control, and more confidence in your operations
⚡ Powering What’s Next, Helm
August 20th, 2025
Elevating Every Interaction
A new release is here, designed with you in mind focussing on refinement, clarity and seamlessness
From smoother workflows to smarter defaults, every update is a step toward making Helm feel lighter, sharper and more intuitive
Here’s what’s new in your toolkit
💡 Enhancements that Refine the Everyday
Email Compliance
When an order arrives without a customer email, Helm now generates a synthetic one using the customer name + @example.com
Every order pulls into the system flawlessly
Simpler UX
The Select Import popup now closes when you click outside of it - no extra clicks required
Improved Layout
The scroll inside Access Restrictions in Company Settings has been removed - page height now adjusts elegantly on its own
Safer Access
The Helm account on the Mail Account page is protected from edits - this account is added automatically to prevent errors - now it simply works without risk of misconfiguration
Cleaner Print Types
Duplicate Order Cheat Sheet templates are unified into a single one
Selecting Order Cheat Sheet + 6x4 gives you the correct template every time
Filtering by Order Cheat Sheet shows everything relevant at once
Purchase Order Delivery
Expected Delivery Dates now display with the year at the end - tooltips have been removed for a cleaner input experience
Default Templates Auto-Select
Whenever you print, the system automatically chooses your default template in dropdowns - less hunting, more doing
Read-Only Item Cost
The Item Cost type field in Company Settings is now read-only - one clear option, no distractions
🛠️ Improvements that Smooth the Flow
Pick Routines
Pick routines now support multiple selections, executing all that meet the conditions - greater flexibility and control, no longer restricted to just the highest priority
Silent Printing
Rapid toggling on and off works seamlessly without error
Dashboard Accuracy
Revenue chart now rounds neatly to 2 decimals in proper currency format
Setup Wizard Popups
Channel and Courier install popups reappear reliably when clicked again
Wizard Progress
Progress recalculates correctly when moving between companies or accounts
Warehouse Mode
Documentation links in the change warehouse popup now guide you directly to the correct resource - clarity and accuracy right where you need it
Default Templates
Updated defaults now apply instantly to existing orders
Custom Fields
Custom fields for customers and orders save and display as expected
Currency Names
All currencies display with proper names in Company Settings
Setup Guide
Now consistently appears after logout and login - gives users freedom to complete steps at in their own time
Order Cheat Sheet Templates
The correct system default prints, not just the most recently created template
Bulk Instant Movement
Location code filters now work smoothly when creating bulk instant movements
Shipment History
Secondary references appear correctly in shipment history lists
🧪 In Progress
Email Templates
All existing issues have been resolved - a new enhancement to update the company logo is still in design, so templates are excluded from this release and will be updated in a future one
Print Templates
Downloading is still being refined - printing itself runs smoothly via Despatch Terminal on both macOS and Windows
Sales Dashboard
Status rule changes are being refactored - minor errors may appear in data display during this process
🌟 Why this release matters
Helm is about removing friction and letting you focus on what matters most - every improvement builds momentum toward a faster, cleaner and more intuitive Helm
The little things add up - and together they create a smoother way to work
✨ Until next time
Keep exploring and optimising your workflows in Helm and let us carry the weight while you move faster, smarter and with confidence
August 15th, 2025
🚀 Helm V7 - Built for You, Better Than Ever
Every Helm update is a chance to make your day easier, smoother, and a little more delightful
In this release, we’ve fine-tuned visuals, streamlined onboarding, expanded customisation options, and added thoughtful touches that keep you moving
Here’s what’s new
🎯 Enhancements You’ll Notice Straight Away
Clearer Checkboxes on List Screens - Selected, unselected, and hovered states now pop with distinct colours so you always know what’s what
Pick List Status Pre-Selected - The Status column is now ready to go by default, saving you a click every time
Smarter Company Hours Tooltip - Now explains that Company Hours sync with Access Restrictions from Company Settings, plus includes a one-click shortcut straight to those settings
Print Template Success Messages that Speak Your Language - Messages now match the template type you’re setting, for instant clarity
Help Centre Reading Times Updated - So you know exactly how much time you’ll need before diving in
Refined Tooltips - The ‘Exclude Qty from Available’ tooltip on the Location page now provides a clearer, more detailed explanation
Zero-Rated Tax Groups Now Possible - Perfect for creating VAT-free categories where needed
New Email Template Variables - Address fields on separate lines, plus clickable phone numbers and email addresses for quick action
Setup Wizard with Added Substeps - Onboarding is now smoother, clearer, and easier to follow
Tidier Date Display - Seconds removed from order date variables in email and print templates for a cleaner look
Permission Group Options Simplified - Owner and Support options hidden where they’re not needed, making user setup cleaner
Setup Wizard Now on Your Terms - It opens only when you click it, giving you control over when you dive in
🐝 Polished and Perfected
Leave Editor button now appears exactly where it should in the Print Template Editor
Default and custom template display fixed in creation pop-ups for specific sizes and types
Order list sorting for Print Templates now behaves exactly as expected
Turkish characters now print correctly in default templates (custom templates with non-Arial fonts still pending)
Default Barcode printer now correctly applied in Location Barcode printing
No more warning messages if you print too quickly after shipment
Orders added via channel/import now display on the Sales Dashboard
Delivery Status in Purchase Orders now shows correctly
Order List now loads as expected after picking and sorting
Take a Payment pop-up now closes when you click outside the page
Name field on Pick Route page no longer disappears after deletion
🚧 Still in Progress
Email template issues resolved, but redesigned logo templates will arrive in a future release
Download issue in Print Templates still present - fix incoming
Sales Dashboard display errors remain while we refactor status rules for accuracy
Helm is evolving with every release - not just to fix what’s broken, but to sharpen what already works
Because a system that feels effortless lets you focus on what matters most: running your business with confidence
- The Helm Product Team
August 8th, 2025
🚀 New Release – Client-First Enhancements Are Live
A fresh batch of updates to make Helm smoother, sharper, and more intuitive - from visual polish to behind-the-scenes fixes, we’ve got you covered
Branding & Visual Enhancements
Updated text in the Courier Services install window to “install services now” for a friendlier nudge
Days in the Access Restrictions section of Company Settings updates dynamically based on your system language
Mode change notification emails have had a clarity boost to keep everyone in the loop
User Experience Improvements
Notification popups only show “order” type email templates when choosing one to send
Apply button in date filters now lights up only when a date range is selected - no more false clicks
Shipment and secondary reference fields save correctly when re-entering orders
“Select All” works perfectly for default printer label sizes, and the “barcode” option can be selected without hiccups
Store and channel field errors in Despatch Target Rule have been tidied up
Setup Guide & System Enhancements
Setup Guide logo updated with corrected dimensions for a cleaner look
Package type selection in System Defaults now behaves as expected
Currency conversion errors squashed when adding inventory in a different currency after setup
Fixed a dimension conversion quirk that blocked access to Package Type Settings
Printing & Template Updates
All attached tags now display properly in the order tag filter
Test Print works smoothly for Invoice with Picture templates
Default print templates now run smoothly thanks to improvements in System Defaults’ package type handling
Order List status column sorting is now crisp and reliable
Bug Fixes Across Modules
Supplier email in Notify Supplier popup now sticks around after closing
Batch History status updates correctly after bulk cancellations
Email Template Editor changes now save exactly as you set them
Despatch Terminal launches from the sidebar without complaint
🌟 Coming Soon
Downloading print templates can sometimes cause file corruption - printing itself works fine and the fix is on the way
Some special characters (including Turkish) may not display perfectly in default print templates - this will be addressed in an upcoming release