OUR PROCESS
Dedicated to solving problems, we are with you every step of the way
THE CUSTOMER SALES JOURNEY
Our goal is to provide a seamless sales journey for our customers. From initial consultation to post-sale support, we focus on keeping transparency, consistent communication, and providing top-notch service to build long lasting relationships based on trust and satisfaction.
We design, build and service intelligent automation for receiving, order fulfillment, and logistics.
Our responsive sales and engineering team starts by understanding our customers unique processes and needs.
from there we develop a tailored solution that delivers maximum return and efficiency.
Formal Proposal
Our first step is to present a formal proposal to our customer. Prior to accepting an order, Lozier+CASi reserves the
right to request our customer’s signature on a mutual non-disclosure agreement and/or to perform a credit check.
Sales Agreement
Upon receipt of signed formal proposal & purchase order; Lozier+CASI will generate a sales agreement which requires the customer’s signature.
1st Payment Milestone
Lozier+CASI will generate an invoice for the 35% down payment which is payable upon receipt.
Systems Requirement Document
Lozier+CASI will then assign a project manager to produce a Systems Requirement Document (SRD). The SRD will be completed within one week of receipt of the purchase order and defines technical requirements, how we will meet them, and what the customer’s responsibilities are. Our project manager is your primary point of contact and will be responsible for keeping the project on schedule and managing change orders.
2nd Payment Milestone
After the customer signs the SRD, we will begin building your automation solution and generate an invoice for the second 35% payment which is payable upon receipt.
Lead-Time
Once the customer signs the SRD, the lead-time begins. The lead-time is defined as the time period between the signed SRD (#4) and Factory Acceptance Test (#7).
Factory Acceptance Test
Upon completion of the automation solution, the customer will be given the opportunity to attend a Factory Acceptance Test (FAT) on-site at Lozier+CASl’s Frisco, TX facility. Alternatively, the customer may elect to receive a FAT video.
3rd Payment Milestone
Once the customer approves the FAT, Lozier+ CASI will generate an invoice for the 3rd payment of 20% which is payable upon receipt. We will also crate the system and prepare it for shipment.
Customer Acceptance Test
Once the system arrives at the customer location, Lozier+CASI personnel will install and commission the system and perform a Customer Acceptance Test (CAT) onsite at the customer. Our installation team will also train operators and maintenance personnel on the automation solution.
4th Payment Milestone
Once the customer approves the CAT, Lozier+CASI will invoice our customer for the final payment of 10% which is due upon receipt.