Streamline Your Warehouse with Helm’s Auto-Allocation Plugin

Manual stock allocation can be a significant bottleneck in modern warehouse operations. Assigning stock to orders manually takes time, increases the risk of errors, and slows down fulfillment; particularly for eCommerce brands or 3PLs managing high order volumes.  

Helm WMS offers an Auto-Allocation Plugin, designed to remove this bottleneck. By automatically assigning stock to orders based on rules you define, it ensures your warehouse operates efficiently while your team focuses on packing and shipping rather than administrative tasks.  

What is Auto-Allocation? 

Auto-Allocation is a warehouse automation feature that automatically assigns inventory to orders as stock becomes available. Instead of manually checking which orders can be fulfilled and reserving stock for them, Helm WMS does this automatically in the background.  

The system is designed to prioritize your oldest unfulfilled orders first, ensuring that back orders are handled promptly. Once stock is allocated, order statuses are updated in real-time, giving your team clear visibility into which orders are ready for the next stage of fulfillment.  

Key Benefits Include: 

• Reduced manual allocation and administrative work 

• Fewer fulfillment errors and overselling incidents 

• Faster order processing and improved customer satisfaction 

• Optimized warehouse workflow with automatic status updates 

Why Auto-Allocation is Critical for Warehouse Efficiency 

In high-volume warehouses, delays in allocating stock can lead to significant operational challenges: 

1. Backlog and Bottlenecks 

Without automated allocation, orders pile up in “awaiting stock” statuses, slowing down picking and packing. 

2. Human Error 

Manual allocation is prone to mistakes, especially when multiple SKUs and channels are involved.  

3. Channel Prioritization Issues 

Retailers often need to prioritize certain channels or customers. Manual allocation can make this inconsistent. 

4. Operational Visibility 

Without real-time allocation, warehouse managers cannot quickly see which orders are ready to process. 

Helm’s Auto-Allocation solves these issues by automating stock assignment and providing clear, real-time visibility of order readiness.  

How Helm’s Auto-Allocation Plugin Works 

The setup is simple, but the automation it provides is powerful: 

1. Activate the Plugin 

Go to the Helm settings, open the plugin store, select Auto-Allocation, and install.  

2. Set Your Rules 

Define which order statuses the plugin should monitor, and where orders should move once fully allocated. This allows customization based on workflow, channel, or priority. 

3. Automatic Allocation 

Once activated, the plugin continuously scans for new stock. When stock becomes available, it automatically allocates it to eligible orders, prioritizing the oldest unfulfilled orders first.  

4. Status Updates 

Allocated orders automatically move to the defined target status, keeping your warehouse team informed in real time.  

This combination of automatic stock checking, prioritization, and status updates ensures a smooth, efficient workflow and reduces manual intervention.  

Use Cases for Auto-Allocation 

High-Volume eCommerce Operations 

Retailers with hundreds or thousands of orders per day can rely on Auto-Allocation to prevent backlogs and overselling. The system ensures orders are allocated as soon as stock arrives, keeping fulfillment moving.  

3PLs Managing Multiple Clients 

For third-party logistics providers, Auto-Allocation ensures that stock for different clients is automatically assigned to the correct orders, respecting client-specific workflows and SLAs. 

Limited Stock or High-Demand SKUs 

Auto-Allocation prioritizes the oldest unfulfilled orders, ensuring that limited stock is used efficiently and high-demand products reach customers as quickly as possible.  

Benefits of Auto-Allocation for Warehouse Teams 

Time Savings

Less manual stock allocation means staff can focus on picking, packing, and shipping. 

Error Reduction 

Automatic allocation reduces mistakes that can occur when manually assigning stock. 

Workflow Efficiency 

Orders progress smoothly from awaiting stock to ready for dispatch. 

Real-Time Visibility 

Warehouse managers can instantly see which orders are fully allocated and ready to process. 

Scalability 

As order volumes increase, the system scales without requiring additional manual intervention.  

Watch Auto-Allocation in Action 

In this video, Arda demonstrates how to set up Auto-Allocation in the Helm WMS admin and shows how the plugin automates stock allocation and order status updates in real-time.  

Why Helm’s Auto-Allocation Stands Out 

Unlike basic stock reservation systems, Helm’s Auto-Allocation is: 

• Rules Based: You can define which orders the system should target and how allocated orders move through your workflow.  

• Integrated with Workflow: Works seamlessly with pick lists, digital picks, and other Helm WMS warehouse processes. 

• Customizable: Supports custom order statuses to fit your exact warehouse operation.  

• Automated: Runs continuously in the background without requiring manual checks. 

Get Started with Auto-Allocation Today 

Setting up Helm’s Auto-Allocation Plugin is quick and simple. Once installed, your warehouse gains:

• A smoother, faster fulfillment process 

• Reduced administrative workload 

• Greater control over stock and order prioritization 

For warehouses looking to scale and reduce manual intervention, Helm’s Auto-Allocation is a must-have. 

Frequently Asked Questions about Helm WMS Auto-Allocation 

What is the Helm Auto-Allocation Plugin? 

The Auto-Allocation Plugin automatically assigns stock to open orders based on rules you define. It scans for available inventory, prioritizes the oldest unfulfilled orders, and updates order statuses in real time.  

How do I set up Auto-Allocation in Helm WMS? 

Setup is simple. Go to Helm Settings > Open the Plugin Store > Select Auto-Allocation > Install > and activate it. Then define the order statuses the plugin should monitor and the target statuses for fully allocated orders.  

Can I Customize Which Orders the Plugin Allocates Stock To? 

Yes. You can select multiple order statuses for the plugin to monitor and define where orders should move once fully allocated. Helm also supports custom statuses to match your workflow.  

Does Auto-Allocation Work in Real-Time? 

Yes. Once stock becomes available, the plugin allocates it automatically and updates the order status immediately, giving your warehouse team clear visibility.  

Can I Prioritize Certain Orders or Channels? 

The system automatically prioritizes the oldest unfulfilled orders. For more complex prioritization by channel or customer type, you can define rules within Helm’s workflow settings.  

Will This Reduce Manual Work for My Warehouse Team? 

Absolutely. Auto-Allocation removes the need for staff to manually allocate stock, letting them focus on picking, packing, and shipping orders efficiently. 

Is It Suitable for High-Volume Warehouses or 3PLs? 

Yes. Auto-Allocation is ideal for high-volume operations and multi-client 3PLs because it scales automatically with order volumes and manages multiple workflows seamlessly. 

What Happens If Stock Is Insufficient for All Orders? 

Orders that cannot be fully allocated remain in their current status until stock becomes available. This ensures visibility into backorders and prevents accidental overselling.