Product Families

Overview

If your business offers multiple products or services, each with its own set of plans and addons, managing or scaling your product catalog can become challenging. You can manage this complexity by creating product families in Chargebee that help you categorize your plans and addons for specific products or services offered to your customers.

For example, Acme Inc. is a SaaS (Software as a Service) business that provides software applications such as Customer Relationship Management (CRM) and Human Resource Management Software (HRMS) to other businesses. Each application has its own set of plans, such as Standard and Enterprise, along with related addons and implementation support.

Product Families allow for grouping these different plans (product levels), addons, and charges into clusters that belong to specific products. In this example, CRM and HRMS are two separate product families, and plans, addons, and charges are created and associated with their respective product families.

You can show customers plans and addons based on their product families. Your customers can only upgrade or downgrade between plans within the same product family.

Configuring Product Family

The Product Families setting is enabled by default in your Chargebee site, allowing you to create product families and associate plans and addons with them.

If your business does not require creating multiple product families, you can simply create one family and associate all your plans, addons, and charges with this product family.

Creating a Product Family

You can start creating product families and categorizing your plans and addons under these product families.

To create a new product family, follow these steps:

1. Click Product Catalog > Product Families > + Create Product Family.
2. On the Create a Product Family page, enter the product family name, description, and modify the product family ID (if required).
3. Click Create.

Once you create the product families as required, you can associate plans, addons, and charges with the respective product families while creating or editing them.

Editing a Product Family

To edit an existing product family, follow these steps:

1. Click Product Catalog > Product Families.
2. From the list of product families, navigate to the record that you wish to edit, click the more icon, and click Edit Product Family.
3. On the Edit Product Family page, you can edit the product family name and description.
4. Click Update.

FAQ

1. What are some factors that I need to consider before grouping my plans and addons into product families?

If you have multiple products or services, each with its own set of plans and addons, consider the following factors before you group them into product families:

• You can migrate subscriptions between plans only if the plans belong to the same product family. Otherwise, the existing subscription needs to be canceled, and a new subscription must be created with the plan from another family.
• Addons and charges are only applicable to the plans within the respective product family. If the same addons and charges are required for plans in other product families as well, you must create them again in the respective product families.
• By creating the same addons, charges, and coupons in multiple product families, the reports reflect the consumption of these addons, charges, and coupons split across different product families. If you require consolidated reports on their consumption, we suggest managing all your plans, addons, charges, and coupons within a single product family.