The product catalog relies on the following: products, product rate plans, and product rate plan charges.
When creating a subscription, you can select from one of the available products and rate plans in your product catalog to add to your subscription. Therefore, it is important to first set up your product catalog to ensure the products and rate plans are available to select from. See Product Catalog Concepts for more information on the product catalog.
Each product item in the product catalog represents a product or service that your company sells. Products in Zuora Billing tend to be "services" that people or companies subscribe to instead of a physical item that they purchase. Here are definitions of some essential terms:
Products are a container for rate plans and charges; each product can have one or more rate plans and charges.
A feature is a product or service component that is not offered as an individual sale item, e.g. computer accessories or an extra mobile data plans. By adding features to a product, your product entity becomes a package or a kit of features. Rate plans define how you price, and features define what you get.
Use of features enables detailed provisioning and bundling use cases. Features is supported in Subscriptions, Amendments and Zuora APIs.
There is a many-to-many relationship between features and products in Zuora product catalog. A product can contain multiple features, and a feature can belong to multiple products.
To create features in product catalog and use them in subscriptions and Zuora Quotes, you need to enable the following:
The price of a product is described by a rate plan. A rate plan represents a collection of charges that your customers may incur when buying your product. When a customer purchases a product, they can pick from one of the available rate plans. Through the use of rate plans, Zuora Billing provides the power and flexibility to handle complex pricing plans for any product or service, and supports a business model where the amount to charge a customer is calculated and invoiced periodically based on the amount of services consumed.
Each rate plan has an effective start and effective end date that can be the same as or different from the product’s effective start and effective end date. That way, the user can expire a rate plan without expiring the product and all other rate plans contained within the applicable product.
Each product rate plan contains one or more charges, and each charge contain the price of the product.
Product rate plan charges are the fees that you charge your customer when they sign up for your product. They also include the rules surrounding those fees. Each rate plan can include any number of charges (or fees; these terms are used interchangeably).
There are three different types of product rate plan charges: one-time charges, recurring charges, and usage-based charges.
When you modify a charge in a subscription, you can also modify the charge in the product catalog. See Automated Price Change (Uplift) for Renewed Subscriptions for information about automated changes to charges.
See Product Catalog Dates: Product Rate Plan Charge Date Attributes for detailed information about the dates that you can set in the product catalog. Also see Dates in Zuora for more information about how dates are used throughout the Zuora application.