Catalog Organizer

The Catalog Organizer helps you reorganize and consolidate item prices within your Product Catalog setup. It allows you to merge (move) item prices from one item to another without recreating them.

This is especially useful for reducing catalog clutter after migration or when consolidating region, currency, or frequency specific items into a cleaner structure.

Who This Is For

This feature is intended for:

• Customers using Latest Product Catalog
• Customers in Coexistence Mode
• Teams reorganizing plans, addons, or charges
• Businesses consolidating multiple prices under a single item

What You Can Do

With Product Catalog Organizer, you can:

• Merge (move) one or more item prices into another item
• Bulk move multiple item prices in a single operation
• Preview changes before confirming
• Retry failed moves
• Clone an existing item to use as a destination
• Preserve subscriptions and downstream references

What Is Not Affected

Merging item prices does not impact:

• Existing subscriptions
• Historical invoices or line items

The item price ID remains unchanged.

Limitation

• Your site must not have Salesforce or RevRec integration enabled.

Prerequisites

Your site must:

• Be on Latest Product Catalog
  OR
• Be in Coexistence Mode

How to Access Product Catalog Organizer

1. Log in to your Chargebee site.
2. Click Product Catalog > Catalog Organiser.

How to Merge Item Prices

Step 1: Select Item Prices

1. Choose a tab:
   • Plans
   • Addons
   • Charges
2. Expand an item to view its prices.
3. Select one or more item prices.
4. Click Proceed.

Step 2: Choose a Destination Item

You can either:

• Select an existing destination item
  OR
• Click Create new plan or clone from existing to create a new item or clone an item.
  • Click Create New to create a new destination item. While creating a new item you can fill the limited information or click Create using full page to configure additional settings of an item.
  • Click Clone Item, select an item to clone.
    • You may edit the ID, Name, and External Name.
    • If left blank, default values are generated.
    • Item prices are not copied during cloning.

Step 3: Preview and Merge

The preview screen displays:

• Selected source item prices
• The chosen destination item
• Existing prices in gray
• Incoming prices highlighted

Click Confirm Move to confirm.

Step 4: Review Results

After clicking Confirm Move:

• Successfully moved prices are marked as successful.
• Failed prices display an error message.
• Click Retry Failed to attempt only failed moves.

Validation Rules

The validations applied during a merge depend on whether the selected item price is already used in subscriptions, invoices, or line items.

If the item price is already in use

The following must match between the source and destination item:

• Item type (Plan → Plan, Addon → Addon, Charge → Charge)
• Product family
• Item status
• Metered configuration
• Giftable setting
• Shippable setting
• Enabled for checkout setting
• Enabled in portal setting

Additionally:

• The destination item must not be a bundle.
• Bundle-related conflicts may block the merge.
• The destination item cannot already contain a price with the same currency and billing frequency.

If the item price is not yet used

Fewer validations apply. The following are required:

• Item type match
• Currency and billing frequency uniqueness
• Metering compatibility (for example, a flat-fee price cannot be moved into a metered item)
• The destination item must not be a bundle
• Bundle-related conflicts may block the merge

Cross–product family merges are allowed for item prices that are not yet used in any subscriptions or transactions.

Currency and Frequency Rules

An item cannot contain two prices with the same currency and billing frequency.

If a duplicate exists:

• The merge will fail.
• To resolve this, attach the required variant from the item price page before retrying the move.

This rule applies regardless of whether the item price is already in use.

After the Merge

• The price is removed from the source item.
• The source item is not automatically archived.
• You may manually archive unused items.

Impact of Moving Item Prices

What happens to differential prices when a plan price is moved?

When a plan item price is moved to another plan, the differential price configurations remain associated with the original parent plan.

For example, if an addon extra-users has a different price when used with the plan basic-USD, that configuration remains unchanged even after moving the plan price to basic.

What happens to differential prices when an addon or charge price is moved?

When an addon or charge item price is moved, its differential price configuration moves along with the item price.

For example, if the addon price extra-USD-Monthly has a differential price for plan Basic, and you move it to another addon, the differential pricing relationship with Basic remains intact.

What happens to attached items when a plan price is moved?

Attached items are configured at the plan level, not at the price level.

If you move one or more prices from a plan, the attached items remain attached to the original plan.

For example, if plan Basic has addons attached and you move some of its prices to another plan, those addons remain attached to Basic.

What happens when an addon/charge price (which is attached to a plan) is moved to another addon/charge?

Attachment configurations remain unchanged.

For example:

• Addon extra is attached to plan Basic
• Addon price extra-USD-Monthly is moved to another addon new_extra

After the move, addon extra remains attached to plan Basic.

What happens to existing subscriptions or invoices when a price is moved?

Nothing changes.

Subscriptions and invoices reference the item_price_id, not the parent item (plan, addon, or charge). When a price is moved, its item_price_id remains the same.

As a result, existing subscriptions, invoices, and historical transactions are not affected.

What happens to the source item when all its prices are moved out?

Nothing happens automatically.

If all item prices are moved from a source item, the item remains as-is, even if it no longer contains any prices. It is not automatically archived or deleted.

What happens to the destination item when prices are moved into it?

No structural changes occur to the destination item.

The moved prices are reassigned to the destination item, and the destination item simply reflects the newly added prices. Apart from containing the moved prices, the destination item remains unchanged.

Clone Item Behavior

Item prices are never cloned for any item type.

The following basic configurations are copied for all item types:

• Description
• Shippable setting
• Metered configuration
• Giftable setting
• Checkout setting
• Portal setting
• Other core item attributes

Plans

In addition to the basic configurations:

• Attached item configurations are copied.
• Differential price configurations are copied.

Addons and Charges

In addition to the basic configurations:

• Attached item configurations are not copied.
• Differential price configurations are not copied.