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Add features to product catalog

Zuora

Add features to product catalog

To enhance your product offerings, you can create features and then add them to the products and subscriptions.

To create features in the product catalog and use them in subscriptions and Zuora Quotes, you need to enable the following:

Create a feature

Complete the following steps to create a feature:

  1. Navigate to Products > Features. The Features page opens, listing all existing features.
  2. Click Add New Feature. The New Feature page opens.
  3. Enter a name for the new feature. The name can contain up to 255 characters.
  4. Enter a feature code. The feature code must be unique across all features in your tenant. A feature code can contain up to 255 characters.
  5. (Optional): Enter a description for the feature in the Description field. The description string can contain up to 1000 characters.
  6. Click Save

Add a feature to a product

Complete the following steps to add an existing feature to a product:

  1. Navigate to Products > Product Catalog. The Products page opens, listing all existing products.
  2. Find the target product and click the product name. The product details page opens.
  3. In the Product Features section, click Add New Features. A window is displayed, listing existing features.
  4. Select the checkbox for the feature to be added to the current product. You can select more than one feature. You can also use the search box to locate the target feature quickly. The maximum number of features that a product can have is 100.
  5. When you are done selecting the features, click Add Selected Feature(s).

Edit a feature

Complete the following steps to edit fields for an existing feature:

  1. Navigate to Products > Features. The Features page opens, listing all existing features.
  2. Find the target feature and click the feature name. The feature details page opens.
  3. Click Edit to modify the current field values.
    • After a feature has been added to a subscription, you can no longer change the feature code.
    • If you change the name or feature code, the same field of the corresponding product feature gets updated.
    • The changes to a feature do not affect the corresponding subscription product feature that has been added to subscriptions.
    • Use the Status field to activate or deactivate a feature. Only active features can be added to products, subscriptions, and amendments. Inactive features in a product are not displayed on the product details page until it is activated again.
  4. For your changes to take effect, click Save.

Delete a feature

Before you delete a feature, remove all the references to the feature in products and subscriptions. You cannot delete a feature that is included in a product or a subscription.

  1. Navigate to Products > Features. The Features page opens, listing all existing features.
  2. Find the row of the target feature and click the Delete icon on the right side.
  3. When you are prompted for confirmation, click Delete.