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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 Legacy Product Catalog and Latest Product Catalog.

General information fields during plan creation

Legacy Product CatalogLatest Product Catalog
PlanPlan Item
Image
Image
Not ApplicableProduct Family
Invoice NameExternal Name
Not ApplicableInternal Name
DescriptionDescription
IDPlan ID
Legacy Product CatalogLatest Product Catalog
PlanPlan Price Point
Image
Image
Invoice NameExternal Name
NameInternal Name
IDPlan Price Point ID
DescriptionDescription

Trial field during plan creation

Legacy Product CatalogLatest Product Catalog
PlanPlan Item
Image
Image
Free TrialThis plan has a trial period

Billing interval fields during plan creation

Legacy Product CatalogLatest Product Catalog
PlanPlan Price Point
Image
Image
Bill EveryBilling Frequency
No. of Billing CyclesBilling Cycle

Pricing fields during plan creation

Legacy Product CatalogLatest Product Catalog
PlanPlan Price Point
Image
Image
Pricing ModelPricing Model
CurrencyCurrency
PricePrice
Setup CostA non-recurring charge is auto-created in Latest Product Catalog under Product Catalog > Charges with the naming convention 'Setup Fee'.

Shipping preference field during plan creation

Legacy Product CatalogLatest Product Catalog
PlanPlan Item
Image
Image
Product is shippableThe product is shippable
Legacy Product CatalogLatest Product Catalog
PlanPlan Price Point
Image
Image
Ship everyShips every

Hosted Page & Customer Portal fields during plan creation

Legacy Product CatalogLatest Product Catalog
PlanPlan Price Point
Image
Image
Display in Customer PortalDisplay in Self-Serve Portal
Checkout using drop-in-scriptDisplay in Checkout
Redirect URLRedirect URL

Tax Fields - Example of Avalara

Legacy Product CatalogLatest Product Catalog
PlanPlan Price Point
Image
Image
This plan is subject to taxesThis plan is subject to taxes
Tax ProfileNot Applicable
Avalara Tax CodeAvalara Tax Code
HSN CodeHSN Code

Accounting Fields - Example of Xero

Legacy Product CatalogLatest Product Catalog
PlanPlan Price Point
Image
Image
SKU / Alternative NameSKU / Alternative Name
Accounting CodeAccounting Code
Accounting Category 1Accounting Category 1
Accounting Category 2Accounting Category 2

Attached Addons

Legacy Product CatalogLatest Product Catalog
PlanPlan Price Point
Image
Image
Applicable addonsApplicable Addons and Charges
Mandatory/Recommended/Optional Recurring AddonsMandatory/Recommended/Optional Addons
Event-based Non-Recurring AddonsEvent-based Charges

Note

All plan-level custom fields created in Legacy Product Catalog will be automatically created at the plan price point level in Latest Product Catalog and mapped.

See also

  • Product catalog coexistence: A guide for upgraded sites

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