Product Catalog Coexistence: User Interface Changes
Create a Plan
To identify these changes, navigate to Product Catalog > Plans. Click Create a Plan. Learn more about creating a plan in Product Catalog 1.0 and 2.0.
General information fields during plan creation
Product Catalog 1.0
Product Catalog 2.0
Plan
Plan Item
Not Applicable
Product Family
Invoice Name
External Name
Not Applicable
Internal Name
Description
Description
ID
Plan ID
Product Catalog 1.0
Product Catalog 2.0
Plan
Plan Price Point
Invoice Name
External Name
Name
Internal Name
ID
Plan Price Point ID
Description
Description
Trial field during plan creation
Product Catalog 1.0
Product Catalog 2.0
Plan
Plan Item
Free Trial
This plan has a trial period
Billing interval fields during plan creation
Product Catalog 1.0
Product Catalog 2.0
Plan
Plan Price Point
Bill Every
Billing Frequency
No. of Billing Cycles
Billing Cycle
Pricing fields during plan creation
Product Catalog 1.0
Product Catalog 2.0
Plan
Plan Price Point
Pricing Model
Pricing Model
Currency
Currency
Price
Price
Setup Cost
A non-recurring charge is auto-created in product catalog 2.0 under Product Catalog > Charges with the naming convention 'Setup Fee'.
Shipping preference field during plan creation
Product Catalog 1.0
Product Catalog 2.0
Plan
Plan Item
Product is shippable
The product is shippable
Product Catalog 1.0
Product Catalog 2.0
Plan
Plan Price Point
Ship every
Ships every
Hosted Page & Customer Portal fields during plan creation
Product Catalog 1.0
Product Catalog 2.0
Plan
Plan Price Point
Display in Customer Portal
Display in Self-Serve Portal
Checkout using drop-in-script
Display in Checkout
Redirect URL
Redirect URL
Tax Fields - Example of Avalara
Product Catalog 1.0
Product Catalog 2.0
Plan
Plan Price Point
This plan is subject to taxes
This plan is subject to taxes
Tax Profile
Not Applicable
Avalara Tax Code
Avalara Tax Code
HSN Code
HSN Code
Accounting Fields - Example of Xero
Product Catalog 1.0
Product Catalog 2.0
Plan
Plan Price Point
SKU / Alternative Name
SKU / Alternative Name
Accounting Code
Accounting Code
Accounting Category 1
Accounting Category 1
Accounting Category 2
Accounting Category 2
Attached Addons
Product Catalog 1.0
Product Catalog 2.0
Plan
Plan Price Point
Applicable addons
Applicable Addons and Charges
Mandatory/Recommended/Optional Recurring Addons
Mandatory/Recommended/Optional Addons
Event-based Non-Recurring Addons
Event-based Charges
Note:
All plan-level custom fields created in product catalog 1.0 will be automatically created at the plan price point level in product catalog 2.0 and mapped.
