Get Your Warehouse Peak-Ready with Helm WMS

Peak season is coming fast and the pressure on your warehouse operations has never been greater. To help you stay ahead, we’re hosting a live session where Adam will walk you through the latest updates to Helm WMS, showing you how to streamline processes, cut costs, and deliver a world-class customer experience.

In this practical, hands-on webinar, you’ll discover how to:

• Automate Picking with Auto Pick – speed up fulfilment and reduce errors by letting Helm do the heavy lifting in your picking process.

• Master Stock Accuracy with Our New Stock Take Function – maintain real-time control and eliminate inventory blind spots.

• Unlock Smarter Insights with Custom Dashboards – tailor your Helm dashboard to surface the data that drives better decisions in the warehouse.

• Elevate the Post-Purchase Experience with Voila – explore automated post-purchase emails, branded tracking pages, and delivery statistics that keep customers informed and engaged.

• Simplify Returns with Our Self-Service Returns Portal – reduce admin, delight customers, and reclaim stock faster.

Whether you’re preparing for Black Friday, Christmas, or simply want to tighten up daily operations, this session is designed to equip you with the tools and strategies to run a faster, leaner, and more connected warehouse.

Watch the Recording

In-Depth Webinar Recap: How To Get Your Warehouse Peak Ready

If you’re after the nuts and bolts of what was actually shared in the session, here’s a detailed breakdown: straight from the transcript.

Welcome & Agenda

Callum (commercial lead) set the scene: Helm and Voila have rolled out a raft of new features, and peak season is the time to put them to the test. Adam led the demo, focusing on practical changes that help brands optimise for volume and complexity.

Auto-Pick Creation (Helm 3.6)

Adam showed the Auto-Pick plugin in action. Instead of manually filtering and creating picks each day, you can set up profiles and schedules to automate the lot. Profiles can be tailored by warehouse, order type (single/multi), and even tagged for priority. Time-restricted picks let you control when picks are created: say, not on weekends, or only at certain times.

If there’s a stock allocation issue, orders are flagged with custom statuses for quick troubleshooting. Bulk, order-by-order, and totes options are all supported, and you can default the number of totes per pick run.

Stock Management: Warnings, Replenishment, Transfers

The new stock features allow you to set warning limits globally or by location, triggering replenishments from bulk to pick faces. If you run multiple warehouses, you can now transfer stock between them, with clear status tracking (shipped, pending, delivered). Creating a transfer is as simple as picking source and destination, adding products, and marking progress with a click.

Stock Takes: Scheduling & Jobs

Stock takes can be scheduled (one-off, daily, weekly, monthly), by zone, location, or product. Tolerance levels can be set as values or percentages. Once a count is done, discrepancies between system and physical counts are reported, along with who counted what.

Post-Purchase Communications (Voila)

Voila now integrates tracking dashboards, showing at-a-glance delivery performance, late deliveries, exceptions, and a UK heatmap for order volumes. Brands can use this data for marketing and operational tweaks.

Notification triggers can be set for every delivery event (booked, collected, in transit, out for delivery, delivered) with fully customisable email templates, including marketing offers. These notifications keep customers informed and reduce WISMO queries, especially during peak.

Returns Manager & Portal

The new returns portal is fully brandable, lets you connect couriers and sales channels, and gives you a dashboard for live order and return data. Returns can be processed by item and quantity, with reasons, images, and additional info fields. Paid and free returns are supported (Stripe integration for payments).
Brands can set return windows, connect sales channels, and trigger webhooks for ERP/CRM integration. Courier and shipping rules can be configured so customers see the right options for their order.

Branded Tracking Portals & Hey Voila (AI ChatBot)

Voila’s new builder lets you create branded tracking portals with custom domains, meta tags, and design assets. You can publish instantly on a subdomain or your own.

The AI-powered chatbot bot (Hey Voila) can be embedded as a widget or iframe, answering customer queries using live tracking data and uploaded documentation (returns, delivery info). It’s fully brandable and can be your first line of support during peak.

Q&A Highlights

Setting picks for single-SKU or multi-item orders?

Use collection statuses and tags for granular control.

Want picks filtered by courier?

Set up order rules and statuses to group and process accordingly.

Notifications based on Helm statuses?

Yes. Triggered emails can be sent at every stage, with custom templates for each status.

Further Reading

Auto-Pick Plugin

Pack Eye

Stock Takes

Final Thoughts

Adam and Callum wrapped up with a reminder: most brands are still only scratching the surface of what Helm and Voila can automate. The aim is to reduce manual effort, keep customers informed, and give support teams room to breathe, even when orders are flying in.

If you need help implementing any of the above, please reach out.