Your first split

Once you've installed and connected Brightpearl, the fastest way to confirm everything works is to place a real test order with a mixed cart.

Set up the test

1. In Shopify, pick or create two products:
   • One with stock on hand (will be classified as in-stock).
   • One tagged pre-order (or with whatever tag you've configured in Settings).
2. From your storefront — or via the Shopify admin's Draft orders — place an order with one of each.

What happens

Within ~200 ms of Shopify's orders/create webhook firing:

1. nohold receives the webhook, verifies the HMAC signature, and writes an idempotent record.
2. The classifier looks at each line item's product tags / metafield / inventory state and labels the cart as mixed.
3. The order is split into two payloads. Tax, shipping, and discounts are prorated by line subtotal (see Proration).
4. Two Sales Orders are dispatched to Brightpearl:
   • #NNNN-A — the in-stock SO, in your "Immediate" status.
   • #NNNN-B — the pre-order SO, in your "Deferred" (held) status.

Single-status carts (all in-stock, or all pre-order) pass straight through unchanged and don't count against your monthly quota.

Verify

Open the dashboard:

• Splits — the order shows up with both halves and a green "Dispatched" indicator.
• Brightpearl — search the customer or the order ID. You'll see two Sales Orders, both referencing the original Shopify order number.

If the dashboard says "Dispatched" but Brightpearl shows nothing, the SO may still be propagating — give it 30 seconds. If it's still missing after a minute, see Troubleshooting → ERP dispatch stuck.

Clean up

If this was a real test order, refund or cancel it from Shopify the way you normally would. Both halves in Brightpearl will be cancelled in turn — see Edits, refunds & cancellations.