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.
| Legacy Product Catalog | Latest Product Catalog |
|---|
| Plan | Plan Item |
| |
| Not Applicable | Product Family |
| Invoice Name | External Name |
| Not Applicable | Internal Name |
| Description | Description |
| ID | Plan ID |
| Legacy Product Catalog | Latest Product Catalog |
|---|
| Plan | Plan Price Point |
| |
| Invoice Name | External Name |
| Name | Internal Name |
| ID | Plan Price Point ID |
| Description | Description |
Trial field during plan creation
| Legacy Product Catalog | Latest Product Catalog |
|---|
| Plan | Plan Item |
| |
| Free Trial | This plan has a trial period |
Billing interval fields during plan creation
| Legacy Product Catalog | Latest Product Catalog |
|---|
| Plan | Plan Price Point |
| |
| Bill Every | Billing Frequency |
| No. of Billing Cycles | Billing Cycle |
Pricing fields during plan creation
| Legacy Product Catalog | Latest Product Catalog |
|---|
| Plan | Plan Price Point |
| |
| Pricing Model | Pricing Model |
| Currency | Currency |
| Price | Price |
| Setup Cost | A 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 Catalog | Latest Product Catalog |
|---|
| Plan | Plan Item |
| |
| Product is shippable | The product is shippable |
| Legacy Product Catalog | Latest Product Catalog |
|---|
| Plan | Plan Price Point |
| |
| Ship every | Ships every |
Hosted Page & Customer Portal fields during plan creation
| Legacy Product Catalog | Latest Product Catalog |
|---|
| 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
| Legacy Product Catalog | Latest Product Catalog |
|---|
| 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
| Legacy Product Catalog | Latest Product Catalog |
|---|
| 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
| Legacy Product Catalog | Latest Product Catalog |
|---|
| 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 Legacy Product Catalog will be automatically created at the plan price point level in Latest Product Catalog and mapped.
