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Product Catalog 2.0
Businesses are continually exploring opportunities to grow and generate higher profits. Business expansion strategies include expansion to new markets, locations, product offerings, or mergers & acquisitions. To meet regional requirements based on compliance, taxation, and legal guidelines or internal operational criteria, most businesses choose to establish independent entities.
Let's review this example, AcmeFarms a farm-tech company headquartered in Texas, USA decides to operate from India, Singapore, and Australia. To ensure compliance with the legal and taxation guidelines established by each of these countries, it is recommended to set up independent entities. In addition to the benefits associated with compliance, each entity will cater to its unique market needs and help measure performance separate from its parent organization.
Chargebee's Multi-Business Entity solution enables you to manage such multiple businesses as independent entities from a single Chargebee site. This solution is built to ensure you can manage each of your entities as you would an independent Chargebee site. This feature aims to improve the overall functionality of your Chargebee site with the following benefits:
Note
To enable Multi Business Entity for your Chargebee site, follow these steps:
Note
Once the default business entity is created, if the organization address is specified at the site, it will be set as the organization address for the default business entity as well.
To create multiple business entities for your Chargebee site, follow the steps below:
Entity ID: This is a unique business entity ID that helps you identify a specific business entity.
Follow the steps below to update business entities for your Chargebee site:
Once the business entities are created, your left navigation pane includes an additional option that allows you to switch between your entities.
Follow the steps below to switch between entities:
Note
The ability to switch between entities is dependent on the access assigned to the user. Users can only view entities for which they are assigned access.
Follow the steps below to invite team members to a site or entity and assign access levels:
A Site admin user can invite another user to have the same access as themselves or lower. In this example, we will review a Site Admin providing Entity Admin access to a user.
A Business Entity Admin user can invite users to have the same access or lower. In this example, we will review a Business Entity Admin providing Business Entity Admin access to a user.
The configuration of your site and the addition of business entities are now complete. It is now imperative that you add team members and assign them access to the site or entities created.
Select Entities | Assign Roles |
All entities | Administrative access:
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Business entity-level access:
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Role-based access: This allows you to assign access based on the roles configured on your site.
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Specific entities | Business entity-level access:
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Role-based access: This allows you to assign access based on the roles configured on your site.
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Note
It is important to note that the access level that a user can assign while inviting a new user is limited to their own access or lower.
Advise your team members to review the receipt of an email and click Accept Invite to be added to the Chargebee site.
Early Access This feature is in Early Access. For enabling this feature reach out to eap@chargebee.com.
When creating a product family in the product catalog, you can specify whether it is available across the entire site or only within a specific business entity. All products associated with the product family---including plans, addons, charges, their prices, and variants---inherit this property from the product family.
The Product Family list page with the Business Entity column.
The details page of a plan showing the Business Entity field.
Create generic products at the site level that can be accessed by all business entities. Additionally, create business entity-specific products to address entity-specific market needs.
Suppose your company, Acme, sells project management software with four generic plans and two plans specifically for the EU business region. A recommended setup is as follows:
See also: Upcoming features
Information
User role required: Site Admin
You can create site-wide products that are available across all business entities.
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Tip: Use site-wide products for core offerings that are available to all business entities.
Warning
Once set, the business entity of a product family (and all its products) cannot be changed. If you need to make changes, you must delete and recreate the product family.
Information
User role required: Buisness Entity Admin or higher
You can create products that are specific to a single business entity.
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Tip: Create entity-specific products to meet localized market requirements.
Warning
Once set, the business entity of a product family (and all its products) cannot be changed. If you need to make changes, you must delete and recreate the product family.
The creation and management of customers can be fulfilled by users based on the access that is assigned to them.
To elaborate, a site admin can add customers to any of the entities while an entity-level user can only add customers to the entity to which access is provided.
In this example, the site admin user with access to multiple entities is creating a customer for the Australian entity:
When using the site view, the All Customers list is an effective way of viewing all customer records associated with the site and/or entity.
However, the increased number of entities may result in additional records making it harder to navigate and locate a required customer record. The filter options have been optimized to now include Business Entity allowing you to view customers associated with a business entity.
An entity admin can create customers, however, the customers can be created only for entities that the user has access to. Review the screenshot below for user limited to creating customers for associated entities only.
Subscriptions are created based on the access levels that are associated with the user. Follow the steps below based on the access level assigned to you:
A site admin user may have access to multiple entities and can create a subscription using the customer base from all entities. However, it is important to note that the entity of the customer determines the entity of the subscription too.
Follow the steps below to create a subscription for a customer:
A business entity admin can only create subscriptions for entities assigned only. Follow the steps below to create a subscription for a customer associated with an entity.
Branding is a key element of your business while interacting with your prospects and customers. While using Chargebee for your billing automation, you can ensure that all the customer-facing essentials such as emails, invoices, checkout pages, and portal that are generated and managed by Chargebee reflects your brand logo, icon, and color schemes.
If you are a business with multiple entities, you could be using the same branding across all your entities, or you could be using exclusive branding for each of your entity. Either way, Chargebee allows you to configure brand styles for your business with ease. By default, the brand style for each entity is inherited from your site. You can override this default brand style and create a custom style for each entity as required.
Click here to learn more about branding.
Note
The site admins have access to the brand style management for the site and all entities, and the business entity admins can only access and update the brand styles of their respective entities.
To configure brand styles at the site-level, follow these steps:
Once you've configured the brand style for your site, your entities will inherit this same style automatically. While the site-level branding carries your parent or the core brand elements, your business entities could each have a brand style of its own. Using a single brand style across all your entities might not serve you entirely right.
In such cases, you can override the default site style for each of your entities thereby enabling them to speak for themselves with relevant customers. You can choose to override one or all of your brand elements. For instance, you can override the brand elements for checkout and self-serve portal alone at the entity-level to display your entity branding, while your emails and invoices inherit your site branding. While updating the brand elements for entity, you will be prompted with an additional alert message to confirm the override operation as follows:
Note
If you've overridden the brand style of invoices, email, or any other tab for one or more entities, any changes that you make further to the site-level branding will not be updated to these entity changes.
To configure brand styles at the entity-level, follow these steps:
At any point, if you want to consolidate your branding or do it all over again for an entity, click Restore default styles to remove the custom brand style that you've added to your entity and restore the default style of your site for this entity.
Note that the Restore default styles option will restore the brand elements for all the tabs - Logo & Color, Email, Invoice, Checkout, and Self-serve Portal and not any single tab in particular.
Welcome to Chargebee's business entity-specific time zone feature, where precision meets flexibility. Set distinct time zones for each of your business entities, ensuring impeccable time tracking and seamless customer communication. This is a game-changer, especially for multi-business entity organizations that span the globe.
How it Works Dates and times are transformed to match the time zone of the owning business entity. Here's how to leverage this feature:
Key Considerations:
Get ready to experience precise time management and localized communication like never before with Chargebee's business entity-specific time zones.
Wondering how business entity-specific time zones in Chargebee will impact you? Let's follow the impacts and changes you can expect across various features.
There is no impact on Chargebee APIs for the following feature tables.
UI Display | User Inputs | Backend Logic | Import | Export |
Subscription List:
Subscription Details:
Edit Subscription:
| Create Subscription (Billing Info - Start Date): Choose the date & time zone | All dates are stored in UTC format, there's absolutely no impact | Inputs will be given as per the time zone (No change in current behavior) | If the UTC Option is "NOT" checked, then Export has dates in saved time zone format |
UI Display | User Inputs | Backend Logic | Import | Export |
Customer List:
Customer Details:
| Not Applicable | All dates are stored in UTC format, there's absolutely no impact | Inputs will be given as per the time zone (No change in current behavior) | If the UTC Option is "NOT" checked, then Export has dates in saved time zone format |
UI Display | User Inputs | Backend Logic | Import | Export |
Invoice List:
| Invoice Details:
| All dates are recorded in UTC format, taking into account the specific time zone associated with each business entity | Inputs will be given as per the time zone (No change in current behavior) | If the UTC Option is "NOT" checked, then Export has dates in saved time zone format |
UI Display | User Inputs | Backend Logic | Import | Export |
Credit Notes List:
| Credit Notes Details:
| All dates are recorded in UTC format, taking into account the specific time zone associated with each business entity | Inputs will be given as per the time zone (No change in current behavior) | If the UTC Option is "NOT" checked, then Export has dates in saved time zone format |
UI Display | User Inputs | Backend Logic | Import | Export |
Quotes List:
| Create Quote, For a new subscription (Essentials ~ Start Date): Choose the date & time zone Quote Details:
| All dates are stored in UTC format, there's absolutely no impact | Not Applicable | Not Applicable |
UI Display | User Inputs | Backend Logic | Import | Export |
Transactions List:
| Transactions Details:
| All dates are stored in UTC format, there's absolutely no impact | Not Applicable | If the UTC Option is "NOT" checked, then Export has dates in saved time zone format |
UI Display | User Inputs | Backend Logic | Import | Export |
Events List:
| Events Details:
| All dates are stored in UTC format, there's absolutely no impact | Not Applicable | If the UTC Option is "NOT" checked, then Export has dates in saved time zone format |
You have the flexibility to set distinct time zones for your business entities on both Test and Live sites.
For Test Sites, Chargebee initially follows your browser's time zone during sign-up. This time zone is then applied to the associated business entities. You can later modify the time zone settings for these entities.
As for Live Sites, when you transition from a Test Site to a Live Site, you will be prompted to adjust the time zone for your business entities. You can customize this setting as needed.
It's essential to note that the chosen time zone applies to all users within the business entity, regardless of their physical location. For example, if your business entity's time zone is set to EST, all users under that business entity will view records in EST.
To change the time zone for a specific business entity on your site, follow these steps:
The above information will help you to tailor time zone settings for optimal efficiency in managing your business entities across different regions.
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