nohold / docs

Settings reference

Every field on the Settings page — what it does, defaults, and what to set it to.

The Settings page lives at Dashboard → Settings. All fields are saved together; there's no per-field auto-save.

Pre-order detection

Controls how nohold classifies a line item as pre-order. See Detection for the full priority order.

Pre-order tag

The Shopify product tag that marks a product as pre-order.

  • Default: pre-order
  • Case-insensitive. Pre-Order, PRE-ORDER, pre-order all match.
  • Required — leave blank only if you exclusively use a metafield (below).

Pre-order metafield key

Optional. Format: <namespace>.<key> — for example, custom.preorder.

When set, nohold checks this metafield on each product. A truthy value (true, yes, 1, any non-empty string except false/no/0) marks the product as pre-order.

Use this when product tags are reserved for other systems (marketing automation, search facets, etc.) and you can't repurpose them.

The metafield takes priority only over inventory fallback — tag detection still runs first.

Shipping & notifications

Shipping cost strategy

How shipping is split between the immediate and deferred SOs. See Proration for details.

ValueBehavior
Allocate proportionally (default)Split shipping by line subtotal ratio.
Duplicate on bothFull shipping on both A and B.
Zero on deferredFull shipping on A. Zero on B.

Notify customer on split

When on, the customer receives a brief Shopify-native email after their cart is split:

Your order has been confirmed. Items in stock will ship today; pre-order items will follow as stock arrives.

When off, the customer hears nothing extra — they only see your normal Shopify order confirmation.

  • Default: on.
  • Most merchants leave this on. Customers tend to appreciate the heads-up.

Brightpearl order statuses

By default, nohold auto-discovers your Brightpearl Sales Order statuses on the first dispatch and stores the IDs internally. Override these only if auto-discovery picks the wrong status.

Immediate order status ID

The Brightpearl status ID for A (the in-stock SO).

  • Default: auto-discovered from your Brightpearl /order-status list. nohold picks the first non-held, ready-to-pick status.
  • Leave blank to keep auto-discovery active. Setting an ID disables auto-discovery for this field.

Deferred order status ID

The Brightpearl status ID for B (the pre-order SO).

  • Default: auto-discovered. nohold picks the first held / on-hold status.
  • Same blank-to-auto-discover behavior.

How to find your status IDs

In Brightpearl:

  1. Go to Settings → Sales → Order statuses.
  2. Hover the status in the list — the URL preview shows ?id=N. That number is the status ID.

Or use the API: GET /accounting-service/order-status returns all statuses with IDs. Available to any user with API access.

Brightpearl connection

The connection panel above the form shows:

  • Account code — read-only after connection. To change accounts, disconnect and reconnect.
  • Connected at — timestamp of last successful auth handshake.
  • Health — green (recent dispatch succeeded), yellow (circuit breaker open), red (auth failed).

Click Disconnect to revoke the staff token and clear nohold's stored credentials. New orders will queue but not dispatch until you reconnect — they won't be lost. See Failure handling.

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