> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Product Automation

> Learn how to configure subscription automation for your online store. You can set subscription renewal settings and many more. Check Now!

Subscription automation in Upmind controls intervals for suspension, cancellation, and closure of subscriptions and simplifies contract management.

## Open the automation settings

1. Log in to the Upmind dashboard.

2. Access it from the dashboard by clicking on **Store Catalogue**.

<Frame caption="Store catalogue">
  <img src="https://mintcdn.com/upmind/kAlrCUxI2nwYz4_i/images/fb/1e0fc75dd5c104e5.png?fit=max&auto=format&n=kAlrCUxI2nwYz4_i&q=85&s=a16598fc28f622aad5bde6c4ef2938db" alt="Store catalogue" width="422" height="504" data-path="images/fb/1e0fc75dd5c104e5.png" />
</Frame>

3. You can also click **Settings** and select the **Product Catalogue** tile under **Products and Promotions**.

<Frame caption="Settings > Products and Promotions > Product Catalogue">
  <img src="https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d34d0dd1c9d3f38b.png?fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=64805ea5c1e9bffbcbdbf9e3b95217a6" alt="Settings > Products and Promotions > Product Catalogue" data-og-width="1416" width="1416" data-og-height="602" height="602" data-path="images/fb/d34d0dd1c9d3f38b.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d34d0dd1c9d3f38b.png?w=280&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=9ca88126adeba8658b9a8c0725dc0b43 280w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d34d0dd1c9d3f38b.png?w=560&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=c1581ef51960e324cd9f9aa15b7cc148 560w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d34d0dd1c9d3f38b.png?w=840&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=eae5906fce19522fea02914e3afe1354 840w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d34d0dd1c9d3f38b.png?w=1100&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=6b7ea2e009e54c5d5a96c2da3b45b03c 1100w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d34d0dd1c9d3f38b.png?w=1650&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=96c95e5d36e9795b847efa2132a34c1d 1650w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/d34d0dd1c9d3f38b.png?w=2500&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=b3925047e769cee6b3e4be88099a19a6 2500w" />
</Frame>

4. Choose a product and click **Product Automation** on the product details page.

<Frame caption="Product automation">
  <img src="https://mintcdn.com/upmind/ObllJJl59DabnmMn/images/fb/cffef4c8fbaa1860.png?fit=max&auto=format&n=ObllJJl59DabnmMn&q=85&s=5a995827e305f6f8f99d14e819278b95" alt="Product automation" width="608" height="490" data-path="images/fb/cffef4c8fbaa1860.png" />
</Frame>

## Set interval timings

Customise interval settings at the top of the `Product Automation` page:

* **Suspend**: Enter the number of days after expiration before suspending the subscription (default enabled).

* **Cancel**: Set days after suspension when a subscription is cancelled.

* **Close**: Define the time after cancellation when the subscription is closed, invoices are credited, and unpaid balances are written off.

<Frame caption="Setting intervals">
  <img src="https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/3472d3f6904555f7.png?fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=9c4024d2e31f2a0d821cce78820d5ed1" alt="Setting intervals" width="684" height="586" data-path="images/fb/3472d3f6904555f7.png" />
</Frame>

## Define restrictions

* **Restrict Future Due Date**: If the box is checked, you can limit subscription contract length (e.g., maximum 24 months). Leave unchecked for no limit.

* **Restrict Reactive Status**: If the box is checked, define contract statuses under which clients can renew. If unchecked, renewal is allowed regardless of contract status.

By default, clients can renew a subscription in all the statuses listed below.

<Frame caption="Restrictions">
  <img src="https://mintcdn.com/upmind/FQ1NhxALxjSHvvWW/images/fb/adab27bacbb7da25.png?fit=max&auto=format&n=FQ1NhxALxjSHvvWW&q=85&s=1d26006313e9c35a1e1c15b13e8d2af1" alt="Restrictions" width="712" height="754" data-path="images/fb/adab27bacbb7da25.png" />
</Frame>

## Recurring invoice settings

* **Invoice Generation**: Set when recurring invoices are created (default 30 days before period end).

<Frame caption="Recurring invoice">
  <img src="https://mintcdn.com/upmind/z5ofg3t7by4uN44v/images/fb/f3fffd26962337e4.png?fit=max&auto=format&n=z5ofg3t7by4uN44v&q=85&s=c274de1283e7bed9ead8f8f5fbe53f05" alt="Recurring invoice" width="1104" height="332" data-path="images/fb/f3fffd26962337e4.png" />
</Frame>

* **Invoice Due Dates**: You can configure due dates relative to subscription renewal (default 0 days before period end).

<Frame caption="Recurring invoice due dates">
  <img src="https://mintcdn.com/upmind/pcUdSuxUJ6LgBXnd/images/fb/a6f4537b0898e324.png?fit=max&auto=format&n=pcUdSuxUJ6LgBXnd&q=85&s=06948733fb236d76bcb36cbc40cfcbd0" alt="Recurring invoice due dates" width="1188" height="338" data-path="images/fb/a6f4537b0898e324.png" />
</Frame>

## Support

Support tickets opened by clients related to the product will be automatically routed to the selected department.

<img src="https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/730f2e93dc10b97b.png?fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=1792588482e65b07b9a47d711945655d" alt="" width="2170" height="302" data-path="images/fb/730f2e93dc10b97b.png" />
