Patent Document

FIELD OF THE INVENTION 
   The present invention relates generally to a consumer transaction system and more particularly to the efficient management of point of sale (POS) devices in a consumer transaction system through a mobile management device. 
   BACKGROUND OF THE INVENTION 
   Consumer demand for fast and efficient customer service has steadily increased with the wide-spread utilization of computerized systems for processing customer sales and transactions. As demand is met, expectation levels rise, so that problems that occur with these point of sale (POS) systems cause annoyance and frustration to customers. Dissatisfied customers are a significant concern for any consumer-oriented business. 
   One particular problem associated with POS systems is the need for manager intervention under various circumstances, such as an override situation. These situations normally arise during a transaction when some limit or store policy is exceeded. Unfortunately, during such situations, the POS application does not allow the cashier to complete the operation without getting a manager&#39;s approval and merely informs the user what limit was exceeded with a request that a manager&#39;s override be performed. In most stores, this means the cashier will call for a manager to come to the register and either use a manager&#39;s key or type in a manager&#39;s override code, which causes a delay in the checkout process. 
   Accordingly, a need exists for a more efficient and productive manner of achieving manager interaction with POS systems. The present invention addresses such a need. 
   SUMMARY OF THE INVENTION 
   The present invention provides for efficiently handling an override condition in a point of sale device (POS). In a method aspect, the method includes receiving override details at the POS device, and sending the override detail from the POS device to a wireless management device. A personal digital assistant with a wireless modem is utilized as the wireless management device. 
   In a further aspect, a method and system provides efficient management interaction in a consumer transaction system. The system includes a plurality of point of sale (POS) systems, a central controller system coupled to the plurality of POS systems, and a mobile manager system. The mobile manager system communicates with the plurality of POS systems through the central controller system by a wireless communication mechanism and remotely monitors and responds to the plurality of POS systems. 
   Through the present invention, more efficient management of POS devices is achieved. The advantages of the aspects of the present invention will be more fully understood in conjunction with the following detailed description and accompanying drawings. 

   
     BRIEF DESCRIPTION OF THE DRAWINGS 
       FIG. 1  illustrates a block diagram of a system for improving manager interaction in a consumer transaction system in accordance with the present invention. 
       FIG. 2  illustrates a block flow diagram of a method to provide efficient management of the consumer transaction system of  FIG. 1  during an override situation in accordance with the present invention. 
       FIG. 3  illustrates a block flow diagram of a method for performing remote monitoring when managing the consumer transaction system in accordance with the present invention. 
   

   DETAILED DESCRIPTION OF THE INVENTION 
   The present invention relates to utilization of a mobile management device to increase the efficiency of manager interactions with POS devices in a consumer transaction system. The following description is presented to enable one of ordinary skill in the art to make and use the invention and is provided in the context of a patent application and its requirements. Various modifications to the preferred embodiment will be readily apparent to those skilled in the art and the generic principles herein may be applied to other embodiments. Thus, the present invention is not intended to be limited to the embodiment shown but is to be accorded the widest scope consistent with the principles and features described herein. 
     FIG. 1  illustrates a block diagram of a system for improving manager interaction in a consumer transaction system. For illustrative purposes, a grocery store and bank are two examples of customer-oriented environments which utilize computerized systems that are referred to herein as consumer transaction systems. As shown in  FIG. 1 , the system includes a plurality of POS systems  10 , such as a set of registers in a grocery store. The POS systems  10  are coupled to a central controller system  12  in a local area network (LAN) configuration. An IBM 4690 store controller, IBM AS400 system, or a regular personal computer such as a Pentium based system are examples of systems suitable for use as the central controller system  12 . In accordance with the present invention, the system further includes a mobile manager system  14 , such as a pen-based, personal digital assistant device, e.g., a PalmPilot device from 3Com Corporation of Santa Clara, Calif., equipped for remote use via a wireless modem. The mobile manager system  14  provides an interface to the consumer transaction system by a person working as a manager of the system for remotely accessing and monitoring the transaction system. 
   A method for utilizing the mobile manager system  14  to provide efficient management of the consumer transaction system during an override in accordance with the present invention is illustrated in the block flow diagram of  FIG. 2 . The method initiates with identification of an override condition in a POS system  10  (step  20 ), such as through the display of a prompt on a display screen of the POS system. Substantially simultaneously, the data relevant to the override condition is then sent to the central controller  12  (step  22 ). The central controller  12  signals the occurrence of the override condition to the mobile manager  14  and transfers the override condition data to the mobile manager  14  (step  24 ). By way of example, the override condition data may include the name or number of the POS system having the problem, the name of the person working at that POS system, and the specifics of the override condition, e.g., the transaction amount that exceeds a limit. The mobile manager  14  then is used to provide the appropriate action, such as through selection of an override release command by the manager, which is signaled to the central controller  12  (step  26 ). The central controller  12  relays the override release signal from the mobile manager  14  to the POS system  10  (step  28 ), and thus, the override condition is handled in less time than that normally associated with direct, physical interaction by a manager with the POS device  10 . 
   In addition to remotely handling an override situation, in accordance with another aspect of the present invention, the mobile manager  14  is utilized to monitor the status of the POS systems  10  remotely, as described with reference to the block flow diagram of  FIG. 3 . The monitoring initiates with the occurrence of a status determination for a POS system  10  by the mobile manager  14  (step  30 ). For example, the manager accesses the mobile manager system  14  and selects a POS system to monitor. Monitoring of the status includes receiving information about the POS system, such as whether the POS system was opened/closed, who is signed-on to the POS system, whether a cash drawer for the POS system requires a tender pick-up, etc. In addition to these types of status data, operator statistics may also be remotely monitored, including scan rate and transaction rate. When the status is found to be satisfactory, as determined via step  32 , the process continues with a determination of whether another POS system is to be checked, via step  34 . If another POS system is to be checked, the process continues with a status determination for that POS system, i.e., returns to step  30 . If no other POS system is to be checked, the process is completed. 
   When the status is determined to be unsatisfactory, i.e., step  32  is negative, the status of the POS system is adjusted (step  36 ). When possible, the necessary status adjustments are achieved remotely via the mobile manager system  14 . For example, in the case of an unlocked system that requires locking, preferably the mobile manager system  14  sends a lock command signal that identifies the POS system to be locked to the central controller  12 . The central controller  12  then proceeds to perform and confirm the locking of that POS system. Other adjustments may require direct human intervention, such as when a tender pick-up is necessary, in which case the status is adjusted by removing the excessive money from the POS system. The mobile manager  14  could also be used to remotely provide price information to a POS system  10  in a price check situation. 
   Through the present invention, a straightforward approach to improving a consumer transaction system is provided. The ability to remotely access a POS system through the aspects of the present invention reduces delay normally associated with manager interactions with a POS system. In addition, better monitoring of POS system status is also achieved, which further improves the efficiency of system operation. 
   Although the present invention has been described in accordance with the embodiments shown, one of ordinary skill in the art will readily recognize that there could be variations to the embodiments and those variations would be within the spirit and scope of the present invention. Accordingly, many modifications may be made by one of ordinary skill in the art without departing from the spirit and scope of the appended claims.

Technology Category: 3