Your first split
Place a test order to verify Shopify, nohold, and Brightpearl are wired up correctly.
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.
The Overview page tracks this for you. A setup checklist there shows the six steps between installing and nohold splitting real orders, marks off the ones you have done, and links to whatever is next. It is derived from your account rather than a stored progress flag, so it always reflects what is actually true. It disappears once every step is done, and you can hide it before then.
Your first split will be a preview: new accounts start in test mode, so nohold builds both Brightpearl sales orders and shows them to you without writing anything. That is deliberate — read the payloads first, then click Go live and place a second order to see the real thing. See Settings → Test mode.
Set up the test
- 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).
- 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:
- nohold receives the webhook, verifies the HMAC signature, and writes an idempotent record.
- The classifier looks at each line item's product tags / metafield / inventory state and labels the cart as mixed.
- The order is split into two payloads. Tax, shipping, and discounts are prorated by line subtotal (see Proration).
- Two Sales Orders are dispatched to Brightpearl:
#NNNN-immediate— the in-stock SO, in your "Immediate" status.#NNNN-deferred— 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.