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Upgrade Product Catalog

Product Catalog 2.0 includes a host of new features and capabilities that enable you to unlock the full potential of your Chargebee app. This upgrade is designed to support the continued growth of your business with a keen focus on high operational efficiency—to reduce the go-to-market time for new product offerings.

See also

Features and Benefits

Let's review some of the salient features of Product Catalog 2.0 and why you must upgrade immediately!

Product Catalog Items and Price Points

Do you currently sell an offering in multiple currencies and billing frequencies? With Product Catalog 1.0, you must create and configure numerous plans for each currency and billing frequency—a time-consuming process.

Upgrading to Product Catalog 2.0 lets you define a single plan and create multiple price points for different currencies and billing frequencies. Each price point inherits the plan's properties by default. Here’s an example:

XYZ is a subscription-based graphic tool that is popular in North America and gaining traction in Europe. They want to sell the same tool in the EU, using local currencies and preferred billing frequencies.

Product Catalog 1.0Product Catalog 2.0

Each offering must be created as Individual Plans based on their currency and billing frequency. This leads to the complexity associated with managing multiple plans.

  • Plan 1: Monthly USD
  • Plan 2: Semi-Annual USD
  • Plan 3: Annual USD
  • Plan 4: Monthly EUR
  • Plan 5: Semi-Annual EUR
  • Plan 6: Annual EUR

A Single Plan can accommodate all the needed selling options in currencies and billing frequencies as various price points. Product Catalog 2.0 supports subscription price overriding, even for the products with tier-based pricing models. Also, Non-recurring addons such as setup fees are now decoupled from plans as an independent item within Product Family as Charges.

XYZ Subscription Plan

USD

  • Monthly USD
  • Semi-Annual USD
  • Annual USD

EUR

  • Monthly EUR
  • Semi-Annual EUR
  • Annual EUR

Learn more about creating plans with Product Catalog 2.0 here.

Product Families

Do you have multiple product offerings that would be easier to manage as a bundle? The Product Families feature lets you group your offerings into a simple, organized structure. Here’s an example:

XYZ Inc. is a learning technology company that builds learning management system (LMS) software and learning content. They recently decided to group their offerings into segments to optimize development and management.

Product Catalog 1.0Product Catalog 2.0

The offerings would continue to exist as multiple individual plans that are bound to be laborious to manage in the long run.

  • Learning Management System - Plan
  • Learning Management System - Addon
  • Learning Content - Plan
  • Learning Content - Addon

The offerings are grouped into a family structure allowing for optimal management.

Learning Management System

  • Plans
  • Addons

Learning Content

  • Plans
  • Addons

Learn more about creating Product Families here.

Differential Pricing

Do you offer the same addon at different prices depending on the plan purchased?

With differential pricing, you no longer need to duplicate addons. You can define pricing for addons and charges based on the subscription plan. Differential pricing supports your unique bundling strategies and keeps your product catalog organized—no more manual price overrides when creating subscriptions. Here’s an example:

Suppose your plan includes a support fee bundled with all subscription plans, but the price varies by plan.

Product Catalog 1.0Product Catalog 2.0

Multiple Individual Addons must be created and bundled with each variant of the subscription plan. The creation of multiple addons is a time-consuming effort that may lead to errors due to manual intervention. Additionally, the consolidation of these duplications for reports will require significant effort.

An Addon or Charge can be configured with multiple price points based on the subscription plan it is purchased with. This automated approach enables you to save time and avoid errors due to manual intervention. Learn more about configuring Differential Pricing here.

Advanced Coupon Configuration

Do you want to create customized coupons that apply only to specific products or billing frequencies? Product Catalog 2.0’s enhanced coupons let you create coupon codes that customers can use based on your defined criteria. Here’s an example:

XYZ is a subscription-based graphic tool that is popular in North America and gaining traction in Europe. They want to create coupons available for specific plans based on currency.

Product Catalog 1.0Product Catalog 2.0

Coupons can be configured to be applicable for a set of plans and addons. This could possibly lead to increased effort to manage multiple coupons and there is a need for manually extending their validity to the future items created in the catalog.

A Single Coupon can be configured to be applicable to plans, addons, or charges based on defined criteria. Hence, the availability of these coupons can be extended to any future product catalog items if the defined coupon criterion is met. This makes it easier to manage the coupons and their availability to customers. Learn more about configuring Differential Pricing here.

Metered Billing

Metered Billing lets you charge customers based on their usage or consumption of products and services. With Product Catalog 2.0, you can configure metered billing for plans, addons, and charges. Chargebee can also calculate charges based on usage data you provide.

Product Catalog 1.0Product Catalog 2.0

Plans can be configured with metered billing. However, this feature is not available for addons. Hence, Charges must be passed directly.

Plans and Addons can be configured with metered billing. Charges need not be passed directly; you can choose to send only the usage units, and the charges are computed based on the pricing model configured for the respective items.

Upgrade Process

Once you decide to upgrade, our team will guide you through a seamless transition to the latest catalog. Here’s how the upgrade process works:

  1. Initiation: Contact Chargebee support to express your interest in Product Catalog 2.0.
  2. Review and Demo: Our team will provide a quick review and demo of Product Catalog 2.0, highlighting its key features and benefits.
  3. Migration Template: You’ll provide input to map your existing plans and addons into the Product Family structure of Product Catalog 2.0.
  4. Compatibility Review: Review your existing integrations, including Chargebee APIs and third-party tools for accounting, CRM, and reporting. This helps identify any changes needed on your end.

First, we’ll upgrade the catalog in your test site using your input to complete the mapping from Product Catalog 1.0 to 2.0. After you review and validate the changes in the test site, we’ll apply the upgrades to your live site once you approve.

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