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