The retail Point of Sale (POS) terminal has evolved from a mechanical cash register to a sophisticated, networked terminal capable of rapidly identifying selected items for purchase (e.g., via optical scanning or RFID reading), tallying the order, accepting payment in a variety of forms, and generating a customer receipt. Many modern POS terminals have additional capabilities, such as generating and printing coupons “on the fly,” based on the items a customer selected, transmitting or e-mailing an electronic version of a receipt to a customer, and the like.
Many customers desire to make notations regarding payments made in retail purchases. For example, most checks have a “memo” line on the face, for the customer's personal use; the contents of the memo line generally are not relevant to the interpretation of the check as a negotiable instrument. As electronic payments (e.g., debt and credit card “swipes”) have largely replaced checks in retail transactions, customers no longer have a convenient way of annotating purchases.
Indeed, the traditional “memo” line was deficient as a means of annotation for many customers, as it could only relate to an overall transaction. In many cases, customers may wish to identify or annotate specific items purchased. For example, a grocery shopper picking up a few items for a roommate, in addition to his own groceries, may wish to flag the roommate's individual items, for ease of later reimbursement. As another example, customers at a mixed-goods retail establishment may wish to allocate individual items from a consolidated purchase to different budget categories (e.g., groceries, automotive, clothing). Accordingly, there exists a need in the art for a method for customers to conveniently and flexibly make personal annotations to their purchases at a POS terminal.
It is known for some retail systems to track customers' purchases, and issue reward points based on, e.g., the total amount spent, or the amount spent on selected goods or categories of goods. Some POS terminals add this data to a customer receipt prior to printing it. Additionally, it is known in the art to print advertisements or coupons, which may be based on a customer's buying habits, at the time of printing a receipt, or to add them to the receipt prior to printing. These prior art modifications of a customer receipt are generated by the POS terminal or a transaction processing system, and are not created, selected, or input by the customer or sales associate at the point of sale. As such, they do not assist a customer in annotating his own purchases for his own convenience.
The Background section of this document is provided to place embodiments of the present invention in technological and operational context, to assist those of skill in the art in understanding their scope and utility. Unless explicitly identified as such, no statement herein is admitted to be prior art merely by its inclusion in the Background section.
The following presents a simplified summary of the disclosure in order to provide a basic understanding to those of skill in the art. This summary is not an extensive overview of the disclosure and is not intended to identify key/critical elements of embodiments of the invention or to delineate the scope of the invention. The sole purpose of this summary is to present some concepts disclosed herein in a simplified form as a prelude to the more detailed description that is presented later.
According to one or more embodiments described and claimed herein, a POS terminal is operative to obtain annotation data from a customer or sales associate, and to associate the annotation data with an item in a list of the customer's purchases. The annotation data may comprise graphic annotations input by the customer or a sales associate on a touch screen display of the POS terminal. The graphic annotation is overlaid on an image of a receipt, such that it is associated with the proper items, prior to printing, e-mailing, or otherwise transferring the receipt to the customer. In one embodiment, the annotation data comprises text extracted from the graphic annotation and associated with an item; the text is merged into text for that item on the receipt image. In one embodiment, the annotation data comprises a prepared graphic, audio, or media file selected by the sales associate at the POS terminal; the file is rendered when the customer displays the receipt image file received by wireless transmission or email.
One embodiment relates to a method of annotating a customer receipt, performed by a processing circuit at a POS terminal. The POS obtains a tally of items purchased by a customer and displays a list of items tallied. The POS accepts a command to associate annotation data with a receipt, obtains annotation data from the customer or a sales associate, and associates the annotation data with a receipt itemizing the items tallied. The POS terminal outputs the annotation data along with the receipt.
Another embodiment relates to a POS terminal. The POS terminal includes an identifying circuit operative to uniquely identify items selected by a customer for purchase; a user interface operative comprising a touch screen display; and a processor circuit operatively connected to the identification circuit and the user interface. The processor circuit is operative to obtain from the identifying circuit a tally of items selected by a customer for purchase; display, on the user interface, a list of items tallied; accept a command from the user interface to associate annotation data with one or more of the items; obtain annotation data from the customer or a sales associate; associate the annotation data with a receipt itemizing the items tallied; and output the annotation data along with the receipt.
The present invention will now be described more fully hereinafter with reference to the accompanying drawings, in which embodiments of the invention are shown. However, this invention should not be construed as limited to the embodiments set forth herein. Rather, these embodiments are provided so that this disclosure will be thorough and complete, and will fully convey the scope of the invention to those skilled in the art. Like numbers refer to like elements throughout.
It should be understood at the outset that although illustrative implementations of one or more embodiments of the present disclosure are provided below, the disclosed systems and/or methods may be implemented using any number of techniques, whether currently known or in existence. The disclosure should in no way be limited to the illustrative implementations, drawings, and techniques illustrated below, including the exemplary designs and implementations illustrated and described herein, but may be modified within the scope of the appended claims along with their full scope of equivalents.
The communication circuit 16 is operative to exchange data with a transaction server 40. In various embodiments, various tasks, such as tallying items selected by a customer for purchase, pricing, inventory control, payment processing, and the like, may be performed by the POS terminal 10 or the transaction server 40, or may be split between the two. The transaction server 40 may comprise one or more servers, databases, and the like, and may be located remotely, such as in the “cloud.” Communication with a remote transaction server 40 may be via a wired or wireless network connection. The communication circuit 16 may additionally exchange data with a local transaction server 42—for example, data exchange may “fail over” to the local transaction server 42 if the remote transaction server 40 is unavailable. Upon restoration of service to the remote transaction server 40, the transaction servers 40, 42 may synchronize independently of the POS terminal 10 (as indicated by the dashed communication line between them).
The item identifying circuit 18 performs a core function of the POS terminal 10—identifying items that a customer presents for purchase. For example, the item identifying circuit 18 may comprise an optical reader operative to detect and interpret an optical code such as a Universal Product Code (UPC), Quick Response (QR) code, or the like. Alternatively, the item identifying circuit 18 may comprise a Radio Frequency Identification (RFID) tag reader operative to detect and read a code from RFID tags embedded in item packaging. In general, the item identifying circuit 18 may comprise any circuit by which items selected by a customer for purchase may be uniquely identified, to enable the POS terminal 10 and transaction server 40, 42 to tally the items and process the customer's purchase.
The user interface 20 may, in various embodiments, comprise a number of components. As one representative, non-limiting example, a POS terminal 10 user interface 20 may include one or more displays 22, one or more keypads 24, a microphone 26, a receipt printer 28, a payment reader 30, and a transmitter 32.
The user interface 20 may include a first display 22 facing the sales associate, and a second display 22 facing the customer. Alternatively, a single display 22 may be pivotable to face either the sales associate or the customer, as desired or required. As discussed further herein, at least one display 22 is a touch screen display operative to display and capture graphic annotations as input by a sales associate or a customer. The touch screen display 22 may include an input device, such as a stylus.
One or more keypads 24 may accept numeric and/or alpha-numeric input from a sales associate and/or a customer. A keypad 24 may be integrated with a display 22, for example comprising a plurality of “soft,” or function-reprogrammable buttons, with the transient function of each button being identified by appropriate indicia displayed on the display 22. Alternatively, a keypad 24 may comprise a touch screen display 22 programmed to display, and accept the activation of, soft buttons on the screen of the display 22.
In one embodiment, the user interface 20 includes at least one microphone 26, operative to capture audio, such as speech, from a sales associate or a customer. The audio may be encoded and otherwise processed into an audio data file, such as by the processor circuit 12.
The user interface 20 may additionally include a printer 28, such as a thermal printer operative to present a receipt upon the completion of a purchase transaction. Additional printers 28 may print coupons, advertisements, or the like. In one embodiment, the printer 28 include processing circuits operative to manipulate image data, such as superimposing layers, or otherwise merging image data, prior to printing the manipulated image.
The user interface 20 additionally includes a payment reader 30, which may for example comprise a magnetic stripe reader operative to read a magnetic stripe on a debit or credit card. In some embodiments, the payment reader 30 may comprise an optical scanner, RFID reader, or the like (in these embodiments, the item identifying circuit 18 may be operative to read customer payment information).
In some embodiments, a transmitter 32 is operative to transmit a receipt image to a customer's portable electronic device, such as a smart phone, or e-mail the receipt image to the customer. In the former case, the transmitter 32 may comply with one or more industry-standard wireless transmission protocols, such as Bluetooth, Wi-Fi, or the like.
According to embodiments of the present invention, annotation data may be added to a customer's receipt by the customer, or by a sales associate.
As the POS 10 tallies the items, it displays a list of the customer's selected items, such as on a graphical display 22 (block 104).
Upon detecting the annotation command input, the POS 10 obtains annotation data from the customer to associate with the receipt (block 108). The annotation data may comprise graphical annotations input on a touch screen 22 by the customer. For example, the customer may designate selected items, such as by circling them, placing a checkmark or other icon near or over them, or the like. The customer may make notations that may be useful to him or her at a later time, such as the name of an individual for whom the marked items are purchased. For example,
The POS 10 associates the annotation data (i.e., the graphic annotation 66) with a receipt itemizing the items tallied (block 110). The receipt may be in the form of a data structure, including, for each item, information such as the quantity purchased, an identifying label, a per-item cost and/or a sub-total cost, and the like. The receipt data structure also includes the total price of all scanned items, and may include additional information, such as the time and date, store location, and the like. The receipt data structure may be secure, e.g. utilizing cryptographic security means, and not alterable by the customer or a sales associate. The POS 10 logically associates the annotation data with at least one item in the receipt data structure. In one embodiment, the annotation data is associated with the receipt as a whole. In either case, the POS 10 preferably maintains the annotation data separate from the receipt.
In one embodiment, as depicted in
Although maintained in separate graphic layers, the graphic annotation 66 is merged with the receipt image 68 upon or prior to outputting the receipt (block 112). In most cases, a receipt will be printed, such as via a thermal printer 28. In this case, the graphic annotation 66 and receipt image 68 are merged, and a single image is printed that comprises the receipt image 68 with the annotations 66 overlaid. Many modern POSs 10 include the ability to transmit the receipt image to the customer, such as via a Wi-Fi or Bluetooth transmission to the customer's portable electronic device, or by emailing the receipt to the customer's email address. In this case, graphic annotations 66 and the receipt image 68 are merged, and the merged image processed to generate a graphic file suitable for transmission, such as a file conforming to a well-known graphics file format, e.g., JPEG, GIF, TIFF, BMP, PNG, or the like. In the case of a graphics file, the graphic annotations 66 may be rendered into a different color than the receipt image 68, to emphasize the difference.
In one embodiment, rather than capturing graphic annotations 66 and associating them with individual list items 54, 56, then overlaying the annotations 66 on a receipt image 68, as described above, the customer inputs graphic annotations 66 directly over a displayed receipt image 68. In this embodiment, the customer (or sales associate) directly annotates the displayed receipt image 68, as depicted in
In general, if a customer (or sales associate) is allowed to input graphic annotations 66 over the entire receipt image area, in some cases, the annotations 66 will occlude, or obscure, areas of the receipt image 68 containing information that should remain discernible. The same problem results from overlaying graphic annotations 66 onto a receipt image 68 that were captured when the customer was viewing a list of items 54, 56 (see
In one embodiment, graphic annotation on a touch screen display 22 is only the input mode of the annotation data associated with the receipt. Optical Character Recognition (OCR) may be used to interpret the graphic annotations, and the resulting text associated with the receipt, or with individual items 54, 56 on the receipt. For example, the customer or sales associate may actuate an “OCR Annotations” soft button 62 on the display 50 to indicate this option (see
In one embodiment, annotation data may comprise a graphic annotation selected by a sales associate from among a plurality of available annotations. The selected graphic is overlaid onto the receipt image as describe above. These pre-configured graphic annotations may be in addition to, or in lieu of, the user-generated graphic annotation 66 captured on a touch screen display 22, as described above.
In embodiments where the customer requests a transmission of the receipt image file, annotation data may comprise a media file that is rendered when the customer opens or displays the receipt image file. In one embodiment, the media file may comprise audio captured by a microphone 26 of the POS user interface 20, such as after a customer or sales associate actuates an “Audio Annotation” soft button 65 (See
As used herein, the term “annotation data” is to be construed broadly. It may refer to graphic annotations input to a POS 10 on a touch screen display 22 by a customer or sales associate. Alternatively or additionally, the term may encompass text extracted from a graphic annotation, or a media file operative to display an image or animation, or to play audio, when an associated receipt image is opened. Annotation data is input, or selected, at the POS 10 by the customer or a sales associate. Accordingly, the term does not include an updated tally of customer loyalty or reward points, advertisements, coupons, or the like, that are generated or selected by the POS 10 or a transaction server 40, 42, and added to a customer's receipt.
The present invention may, of course, be carried out in other ways than those specifically set forth herein without departing from essential characteristics of the invention. The present embodiments are to be considered in all respects as illustrative and not restrictive, and all changes coming within the meaning and equivalency range of the appended claims are intended to be embraced therein.
The present invention relates generally to Point of Sale (POS) terminals, and in particular to a POS terminal generating a user receipt having annotation data associated therewith. This application claims priority to U.S. Provisional Patent application Ser. No. 61/824,351 filed 16 May 2013, and additionally to U.S. Provisional Patent application Ser. No. 61/929,544, filed 21 Jan. 2014.
Number | Date | Country | |
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61929544 | Jan 2014 | US | |
61824351 | May 2013 | US |