Tax, shipping & discount proration
How nohold splits totals so both Brightpearl SOs reconcile to the original Shopify order.
When nohold splits a mixed cart, the totals on both Sales Orders must sum back to the original Shopify total — otherwise your accounting won't reconcile. Here's how each component is handled.
Line items
Each line item lives on exactly one of the two SOs, based on its classification:
- A (immediate) — all line items classified as in-stock.
- B (deferred) — all line items classified as pre-order.
Quantities, unit prices, SKUs, and variant references are preserved exactly.
Taxes
Per-line tax amounts from Shopify are carried through to whichever SO the line landed on. Tax codes and rates are preserved; nohold does not recompute tax — it uses Shopify's authoritative tax breakdown.
Order-level tax adjustments (rare) are prorated by line subtotal.
Shipping
Shipping is a single line on the Shopify order, but both SOs need to ship — so nohold has to decide how to split it. You choose the strategy in Settings → Shipping cost strategy:
| Strategy | What happens | When to use |
|---|---|---|
| Allocate proportionally (default) | Shipping is split between A and B by line subtotal ratio. | Default. Both SOs reflect a fair share of shipping cost. |
| Duplicate on both | Shipping appears on both A and B at full value. | When you actually do ship both halves separately and charge for both. |
| Zero on deferred | Full shipping lands on A. B has zero shipping. | When you only charged shipping once and the customer pays nothing extra when the pre-order ships. |
Either way, the customer was charged whatever Shopify charged them — proration only affects how Brightpearl sees the cost split.
Discounts
Order-level discounts (whole-cart promo codes) are prorated by line subtotal across both SOs.
Line-level discounts (applied to a specific item) stay with that item on whichever SO it lands on.
The result: each SO's discount total is internally consistent, and the sum equals the original Shopify discount.
Currency, customer & references
These pass through unchanged on both SOs:
- Currency — same as Shopify.
- Customer record — both SOs link to the same Brightpearl customer.
- Original order number — preserved with an A/B suffix (
#1042-A,#1042-B) so your team can trace either half back to Shopify. - Channel — the SOs carry the Shopify channel reference so Brightpearl reporting still attributes them correctly.
Reconciliation check
After dispatch, the dashboard's Splits detail view shows the original Shopify total and the sum of both SOs. They should match to the cent. If they don't, that's a bug — please contact us with the order number.