Product Description

SHOT Fulfillment Extension by DECISION MAKING is a lightweight orchestration solution built within the Zoho Billing environment that seamlessly connects Zoho Billing with Zoho FSM, enabling accurate and automated initiation of subscription fulfillment.

Operating natively within your existing Zoho Billing setup, SHOT Fulfillment automatically generates Service Requirements in Zoho FSM based on Master Data and approved Subscription Orders. While Zoho Billing and Zoho FSM subscriptions are not included, this extension delivers seamless integration between both systems, ensuring operational consistency and data integrity throughout the fulfillment process.

The result is a scalable, API-driven solution that enhances your Quote-to-Cash flow by synchronizing order and service execution—eliminating duplicate data entry and avoiding costly custom development.

Key Features

• Zoho Billing–FSM Integration: Automatically generates Service Requirements in Zoho FSM from approved Customer Quotes in Zoho Billing.

• Master Data Mapping: Utilizes customer, product, quote, and order data from Zoho Billing to ensure accurate and complete fulfillment requests.

• API-Driven Orchestration: Natively configured within Zoho Billing,no custom coding required.

• Data Integrity Assurance: Maintains alignment of operational and billing-related master data between systems.

• Flexible & Scalable Architecture: Easily adapts to evolving workflows using configuration-driven logic within Zoho Billing.

Benefits

• Service Assurance: Fulfillment actions are triggered automatically, minimizing the risk of missed service requests.

• Operational Scalability: Supports high volumes and complex workflows without increasing overhead.

• Automation & Efficiency: Streamlines coordination between billing and field operations, accelerating service delivery and reducing errors.

• Data Consistency: Ensures master data flows reliably from Zoho Billing into Zoho FSM work orders.

How It Works?

• Order Creation: A Subscription Order is created in Zoho Billing through quoting tools and approved by the customer.

• Requirement Generation: Upon customer approval, SHOT Fulfillment creates a Service Requirement in Zoho FSM, pre-filled with key data such as quote number, fulfillment activity, customer, and default service location.

• Review & Enrichment: The FSM Service Requirement can be reviewed and updated (e.g., service date or location) before generating the corresponding Work Order.

• Service Completion & Activation: After service execution, the Service Report helps manually update the fulfillment date in Zoho Billing. This update enables the creation of the Subscription Contract, preparing the order for billing, being in progress an automation between FSM and Billing.

Support & Maintenance

• Technical Support: Decision Making specialists provide assistance with setup, troubleshooting, and best practices.

• Regular Updates: Continuous improvements ensure compatibility with the latest features in Zoho Billing and FSM.

• Implementation Services: Need tailored workflows or additional integrations? Our team offers professional services to adapt SHOT Fulfillment to your environment.

Disclaimers

• The listed pricing represents an offer that includes Decision Making’s implementation services and extension subcription. Final pricing, implementation services, and ongoing maintenance are subject to a detailed case evaluation.

• This estimate excludes efforts related to data migration and systems integration, which will be scoped and quoted separately.

• Pricing assumes a minimum 3-year agreement and may vary based on country-specific factors, installation size, usage volume, and applicable local taxes.

• All prices are subject to change without prior notice due to Zoho product updates or adjustments in the service scope. Customization beyond standard configuration may incur additional fees.

• SHOT Fulfillment Extension requires active subscriptions to Zoho Finance Plus or Zoho Billing and Zoho FSM.

Please contact us for a tailored proposal based on
your region, deployment requirements, and business objectives.