Warehouse Management System (WMS)

Ensure data transparency in stock control management


  • Minimizing labor expenses

  • Enhancing customer service

  • Improving inventory accuracy

  • Increasing Efficiency

Warehouse Management System



The Helix Warehouse Management System (WMS) leverages Helix ERP, mobile ID data collection, and wireless communications to seamlessly link your warehouse with your order processing and manufacturing operations—optimizing your pick, pack, ship, and receiving processes. Functionality includes:

  • Bin management

  • Warehouse team creation

  • Fulfillment workbench

  • Allocation template

  • Wave picking

  • Cross-dock tracking

  • Paperless picking

  • Queue management


Supply Chain Management Module Outline:

  • Multi-site Management

  • Functionalities

  • Multi-site Management

  • Functionalities

  • Forecasting and Master Production Scheduling

  • Material Requirements Planning

  • Forecast Pro for Helix

  • Mobile Warehouse



Multi-site Management

Not only are manufacturers and distributors looking for new tools to oversee multi-plant operations, but they’re also looking to maximize the use of existing resources. Alternative production methods management helps optimize the production processes for specific parts in each plant, based on the resources available. Another optimization tool includes the transfer of material or semi-finished components to another plant for completion.



  • Receiving – Provides complete functionality to process an inbound container or purchase order, as well as intercompany and transfer order receipts. It provides users with effective and efficient serial and lot processing and multiple UOM scanning. Users can search for all open PO’s for a part by scanning parts barcode.

  • Material management – Provides core warehousing functions allowing users to initiate adjustments and movements from the warehouse floor. Offers an increased efficiency with cycle counts and stock takes. Enables efficient entry with automated workflows triggered by scan events.

  • Material queue – Users can efficiently pick items assigned to their queue, grab items from the available queue, or return items back to the queue. Users can select an outbound order and select all material queue transactions related to the order, to the users’ queue. Advanced sort and filter functionality allows users to save to a named query and dynamically add to the sub-menu. Unpicking sales or transfer orders functionality is also included.

  • Shipping – Scan pick validation option included. Process outbound shipments direct from the device. Functions include creating Master Packs and standard Pick Lists for customers not licensed for Advanced Material Management (AMM).

Trackers – Trackers help the shop/warehouse users in completing their daily routine.



Forecasting and Master Production Scheduling


Forecasting and Master Production Scheduling (MPS) in Helix are included with the Material Requirements Planning module and are designed to assist manufacturers and distributors with both day-to-day control and long-range planning and decision making. Forecasting and MPS support businesses that operate multiple, mixed-mode strategies simultaneously. Forecasting & Master Production Scheduling functionality includes:

  • Forecasting – Forecasts can be generated from multiple historical sources (e.g., sales, invoice, and inventory usage history). Users can also manually enter forecasts for companies, plants, customers, dates, and parts, cut-and-paste from other applications into the forecast system, or generate forecasts from multiple historical sources (e.g., sales, invoice, and inventory usage history). Another option is to export and import forecasts to and from other applications or customers. Import options allow forecasts to be broken down by part, customer, plant, date, and company. This import can update the existing forecast, be a new forecast, or be a complete clear and re-load.

  • Forecast Buckets – Bucket forecasts for variable periods: daily, weekly, monthly, yearly, etc.

  • Forecast Analysis – Forecast any number of variables (e.g., revenue) rather than just forecasting product units. Forecasting allows any number of tiers to be forecast and analyzed (e.g., forecasting product units by company, state, city, and customer).

  • Inter-Company – Trading Dynamically accept forecasts from other companies within the enterprise. This allows companies to give visibility to the supply company of future demand without needing to raise a firm intercompany order.

  • Master Production Schedule – Enter production forecasts for specific end parts using the MPS function. Perform an iterative process of entering a planned schedule, viewing the effect on your resources, then modifying the plan until you have achieved an optimal schedule. Manually enter or cut-and-paste MPS from other applications or automatically generate the MPS from the forecast.

  • Driving Capacity and Raw Material Procurement – Make and alter MPS decisions based on constraints. Both forecasting and MPS can independently drive future demand.

Planning and Scheduling


Performance-driven companies have mastered the art of predicting and responding quickly to changes in customer demand with minimal business interruption. Whether you are a global, multisite enterprise or a single site manufacturer or distributor, precise and flexible planning and scheduling is imperative to efficient and profitable operation. Helix offers a comprehensive solution for forecasting, material requirements planning (MRP), scheduling, and advanced planning and scheduling to meet the needs of today’s agile businesses. 

Available as an extension to Scheduling, Helix Advanced Planning and Scheduling incorporates the strength of the Scheduling engine and enhances it with advanced functionality such as multiple constraint scheduling, a wide range of scheduling methods, visual drag-and-drop scheduling, capability and dependent capability-based scheduling, real-time capable-to-promise functionality, and advanced material planning functionality. Helix Advanced Planning and Scheduling includes:

  • Capable-to-Promise – Easily manage customer expectations with real-time capable-to-promise functionality in Order Management. Helix capable to-promise uses the scheduling engine to determine accurate promise dates and offers order processing single-click confirmation or order cancellation based on the projected due date.

  • Multiple Resource Scheduling Board – Easily manipulate the schedule with drag and-drop manipulation and drill-down techniques for multilevel assemblies and operation details. A main control center for scheduling resources graphically displays schedules for a group of resources in one screen. Dynamically change the timeline of the view to see minute operations and quickly analyze the impact of long running operations. Add memos to a schedule on the Multi-Resource Scheduling Board about any aspect of a current schedule.

  • Multiple Constraints – Set up every operation with multiple constraints or resources (e.g., machines, tools, skilled labor, raw materials, or available subassemblies)

  • Resource Eligibility – Define resources within a specific resource group with individual characteristics to improve scheduling accuracy.

  • Automated Scheduling by Capability – Define a capability or skill level that can be tied to multiple resources rather than a resource group or individual resource in the planning process. The APS engine then determines, based on the available resources, which individual resource to schedule for the operation.

  • Dependent Capabilities – Link dependent capabilities that the scheduling engine schedules along with the primary capability when operations require dependent skills to perform the operation.

  • Finite or Infinite Capacity – Define each resource with either finite or infinite capacity. When a piece of the schedule is moved, the resource is rescheduled according to its type.

  • Minimum WIP Scheduling – Use a unique scheduling algorithm designed to minimize work in process by scheduling a job to ship as early as possible. APS then back schedules to start working on the job as late as possible.

  • Dimensional Planning – Schedule by volume and quantity using dimensional planning that is not time-constrained.

  • Rate-Based Scheduling – Schedule cells based on production throughput rates rather than time.

  • Material Constraints – Consider material availability as a scheduling constraint. Integrated directly with Inventory and Purchasing, the APS system knows when material is due and schedules accordingly.

  • Advanced Material Planning – Increase throughput by considering material and component availability as a constraint. Advanced material planning, an integral feature of APS, facilitates intelligent stocking and procurement of material requirements. The schedule function recognizes materials earmarked as constraints, gives the master scheduler material availability, and considers supplier calendars for a more realistic schedule.

  • Change Impact Analysis – See the immediate impact of proposed changes on other orders to make informed decisions about desired changes.

  • Time Adjustment – Automatically take into account resource utilization and resource group efficiency for more accurate load calculation.

  • Optimization Rules – Generate a schedule based on rules assigned to individual resources.

  • Balanced Optimization – Concurrently consider priority, slack time, and setup time when determining load balance.

  • Single Cell Scheduling – Schedule an entire job or assembly within a single work cell.

  • Unlimited What-If – Create unlimited what-if scenarios to view the effect of changes on your shop floor.

  • Multi-Plant Communication – Help to ensure that interdependent plant schedules are coordinated.



Demand Planner

Demand Planner provides cloud-based statistical forecasting that automatically selects the right forecast model for each item—accounting for trend, seasonality, and promotion/event-driven demand. For companies that manage many items like component parts, service parts, material requirements planning, or high-tech equipment, it includes an intermittent demand model so you can accurately forecast the inventory needed to hit desired service levels. Once the baseline forecast is produced, it is available for collaborative review and consensus planning by authorized stakeholders. In addition, forecast accuracy can be measured to ensure the best possible forecast is delivered to the business at both the aggregate and item-mix levels. Helix Smart Demand Planner seamlessly integrates with Helix ERP software using an “out of the box” connector that simplifies implementation and support.

Material Requirements Planning

Built for the needs of a single site as a well as extended enterprise, MRP offers cross-plant and cross-company planning. Enhanced to offer plant source as well as product group sourcing of materials and assemblies, MRP automatically and visually extends the enterprise to efficiently manage supply and demand, from forecasting and MPS to MRP generation, and more. Material Requirements Planning functionality includes:

  • Sourcing By Plant – Define a unique source per part or plant— whether its default sourcing is purchased, produced, or transferred. What is produced in one location may be purchased—or transferred in—from another.

  • Available-to-Promise – View running balances with the available-to-promise function. Enter a quantity, and the system will find the earliest date that quantity will be available. Enter a date, and see how many parts are available on that day. MPS, forecast, order, and planned receipt quantities are visible to help you in your production planning tasks.

  • Planning Types – Maximize your planning accuracy with multiple types of inventory planning, including minimum/maximum/multiple, days of supply and run out.

  • Rough Cut Horizon – Enable MRP to process more efficiently by removing the time spent scheduling beyond a specified threshold or rough-cut horizon.

  • Recycle Jobs – MRP reuses un-firm jobs for optimum MRP performance.

  • Short Horizon Days of Supply – To optimize MRP performance, a Short Horizon Days of Supply field is included within the Part Maintenance program on the Plant Detail sheet. This field defines a material value that will be used when MRP determines that the needed materials fall within the Short Horizon.

  • Calculate Manufacturing Lead Time – Plan for part components lower down in the assembly structure for accurate MRP scheduling.

  • Start Minimum Quantity – Account for partial material availability in MRP calculations to get started earlier with available material and improve delivery performance.

  • Bill of Materials Check – MRP checks the revision level and verifies approvals before pulling in a standard BOM and routing. For parts that do not have a current approved revision, a job suggestion is created in the new/change order queue to help ensure requirements are not lost.

Forecast Pro for Helix

Forecast Pro is designed to support large-scale forecasting jobs, collaborative forecasting, working with complex hierarchies, maintaining multiple forecast overrides, documenting your forecasting sessions and integrating with historical data from your ERP and other systems. With Forecast Pro you can create accurate forecasts quickly and easily using proven statistical forecasting methods such as Exponential Smoothing, Box-Jenkins, Event Models, Multiple-level Models, Seasonal Simplification, Low Volume Models, Intermittent Demand Models, Moving Averages, Curve Fitting, and Simple Methods.

Handheld Support: Whether doing physical inventory or material moves, or looking up serialized part information, the Helix Handheld application offers an easy-to-use interface that is designed for plant and distribution employees. The Helix Handheld module allows you to track your inventory as it moves throughout your enterprise with real-time data capture to improve inventory accuracy and speed up the order-to-ship cycle. Providing your users with event-based directing and routing of all managed tasks in real-time, the Handheld module not only helps you maintain complete transaction event history for analysis and reporting purposes, but when coupled with Advanced Material Management, it also provides detailed tracking of material requirements and WIP information through mobile access to the material and pick orders queue. Complete functionality also includes:

  • Auto-print-control support

  • Labeling support

  • Auto put away processing



Mobile Warehouse


Designed and fully-integrated into Helix ERP, the Helix Mobile Warehouse is the next generation of handheld applications for the warehouse environment. A modern and intuitive application, Helix mobile warehouse provides complex sort and filter options for users that include both part level and bin level validation. Scan validation is a configurable feature as well. Shortcuts to favorites and the frequently visited, as well as automated workflows triggered by scan event, improve the user experience. Helix Mobile Warehouse optimizes workflow for fast and accurate scanning, improves time to process transactions, increases accuracy, and reduces errors. It is compatible with the latest scanning devices running on Android® 5 or higher from Honeywell® and Zebra®. Simply download the application from the Google Play™ store into your device and start using it with minimal setup.