US0097.15371 B2
`
`(12) United States Patent
`Baratta et al.
`
`(10) Patent No.:
`(45) Date of Patent:
`
`US 9,715,371 B2
`Jul. 25, 2017
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`(54)
`(71)
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`WEB-BASED PONT OF SALE BUILDER
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`(56)
`
`References Cited
`
`Applicants: Wayne Baratta, Poughkeepsie, NY
`(US); Quentin Olson, Port Townsend,
`WA (US)
`Inventors: Wayne Baratta, Poughkeepsie, NY
`(US); Quentin Olson, Port Townsend,
`WA (US)
`Subject to any disclaimer, the term of this
`patent is extended or adjusted under 35
`U.S.C. 154(b) by 0 days.
`Appl. No.: 15/198,117
`
`Notice:
`
`Filed:
`
`Jun. 30, 2016
`
`Prior Publication Data
`US 2016/030661O A1
`Oct. 20, 2016
`
`Related U.S. Application Data
`Continuation of application No. 12/012,666, filed on
`Feb. 5, 2008, now Pat. No. 9,400,640.
`
`(2012.01)
`(2006.01)
`(2012.01)
`(2012.01)
`(2006.01)
`
`Int. C.
`G06O 20/00
`G6F 9/44
`G06O 30/06
`G06O 20/20
`H04L 29/08
`U.S. C.
`CPC .................. G06F 8/30 (2013.01); G06F 8/34
`(2013.01); G06O 20/20 (2013.01); G06Q
`30/06 (2013.01); H04L 6702 (2013.01)
`Field of Classification Search
`CPC ......... G06Q 20/20: G06Q 30/00; B67D 7/068
`USPC ............................................................ 705/21
`See application file for complete search history.
`
`U.S. PATENT DOCUMENTS
`
`5,818,428 A 10, 1998 Eisenbrandt et al.
`5,987,426 A 11/1999 Goodwin, III
`6,629,080 B1
`9, 2003 Kolls
`7,051,091 B1
`5, 2006 Cohen et al.
`2003/0041330 A1
`2/2003 Smith .................... B67D 7,068
`725/105
`2004/O181454 A1* 9, 2004 Manno ................... G06Q 20/20
`705/21
`1/2005 Michaud................ G06Q 20/20
`TO5/16
`
`2005, 0021409 A1
`
`OTHER PUBLICATIONS
`
`Co-pending U.S. Appl. No. 1 1/710,722, filed Feb. 26, 2007. “Point
`of Sale System with Web-Based Back-Office.” by Quentin Olson,
`25 pgs.
`
`(Continued)
`Primary Examiner — Rokib Masud
`(74) Attorney, Agent, or Firm — Saile Ackerman LLC;
`Stephen B. Ackerman
`
`ABSTRACT
`(57)
`This invention provides a system and a method for online,
`web-based point of sale (POS) building and configuration,
`which can assist non-expert business operators in building,
`editing and testing a point of sale system to manage their
`businesses. The business operations range from a single
`branch to a large chain of stores or branches. The key
`advantages of the Web-based POS builder are that it is
`completely built on the foundation of the Web. The POS
`builder is accessible anywhere in the world. It can be used
`by a person of any skill level. The POS builder builds, edits,
`and tests new POS terminals in real time.
`
`6 Claims, 5 Drawing Sheets
`
`favo. POS
`
`
`
`
`
`E
`
`Rel, or
`POS
`FOS 2
`POS
`
`igua, POS
`
`Record DE
`POS if
`
`Pei Bryse r
`ss -------...
`
`{- - - - -
`
`ef Serer
`
`3 (the
`
`eit
`
`is
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`CloudofChange Exhibit 2017, Page 1
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`IPR2022-01143
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`

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`US 9,715,371 B2
`Page 2
`
`(56)
`
`References Cited
`
`OTHER PUBLICATIONS
`
`Co-pending U.S. Appl. No. 1 1/710,723, filed Feb. 26, 2007, “Point
`of Sale Video Server Processing System.” by Quentin Olson et al.
`25 pgs.
`Co-pending U.S. Appl. No. 12/012,393, filed Feb. 1, 2008, “Hand
`Held Web Browser Inventory Checking System.” by Quentin Olson
`et al., 24 pgs.
`Localsoft Tech, db2k e-Store Builder 3.00 details, 3 pgs, found Feb.
`8, 2008, http://www.soft32downlaod.com/software/dbk-e-Store
`Builder-download-details.html.
`IBM 469 Astra—Graphical User Interface (GUI)—Specifications, 1
`pg., found Feb. 8, 2008, http://www.03.ibm.com/products/retail/
`procucts software/gui?astra specs.html.
`
`* cited by examiner
`
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`U.S. Patent
`
`Jul. 25, 2017
`
`Sheet 1 of 5
`
`US 9,715,371 B2
`
`
`
`Qty
`Description
`Amount
`PRETZELSDRINKS
`H
`
`
`
`Caramel Cinnamon Carlic Original Parmesan
`r
`Pretzel Pretzel
`Pretzel
`
`Tool
`
`4.
`
`5
`
`
`
`Caroline Cheddot
`Cheese
`
`remain
`histoid Cheese Since
`in E SOLD
`
`COIN
`
`OPEN
`
`
`
`
`
`
`
`CASH
`
`RETURN MISC
`LAST
`RECEIPT
`
`FUNCTION 5
`
`310
`
`820
`
`350
`
`
`
`
`
`
`
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`
`
`
`
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`U.S. Patent
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`Jul. 25, 2017
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`Sheet 2 of 5
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`US 9,715,371 B2
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`
`
`
`
`
`
`Qty
`
`Amount
`Description
`2.29
`garlic
`0.59
`pizza sauce
`cranberry grape 1.49
`
`HOME
`
`DRINKS SMALL | MEDIUM LARCE
`
`COKE DIETCORE
`
`PUNCH
`
`SPRITE
`
`APPLE CRANEERRYCRANBERRY DANNON MINUTE
`CRAPE SPRINC
`MAID
`
`RETURN
`LAST
`RECEIPT
`
`FI C. 2
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`U.S. Patent
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`Jul. 25, 2017
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`Sheet 3 of 5
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`US 9,715,371 B2
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`& - 0 IJ :
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`*** • ** ** • ** *** • • • • • • • • • • ** • • •>
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`?
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`* * * * * • • • • • • • • • • • • • • • • •• No.
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`D
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`N 3.40 4S
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`U.S. Patent
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`Jul. 25, 2017
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`Sheet 4 of 5
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`US 9,715,371 B2
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`
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`Screen 2 Screen 3 Screen 4 cir
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`Add Item Add. Item Add. Item Add. Item
`
`21
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`20
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`
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`ITEM NAME
`PRICE
`COST
`GROUP
`TAXABLE
`INVENTORY
`
`O
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`23
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`U.S. Patent
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`Jul. 25, 2017
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`Sheet 5 of 5
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`US 9,715,371 B2
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`50
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`
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`Beg in POS Build
`52
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`
`
`Select Screen #
`
`V
`
`ie
`Edit Selected Screen h
`Enter/edit screen name,
`Enter number of touch keys
`
`Edit Selected Add. It em. Key
`Enter/edit item name, price,
`cost, group, tacable, inventory
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`51
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`US 9,715,371 B2
`
`1.
`WEB-BASED PONT OF SALE BUILDER
`
`This is a continuation of U.S. patent application Ser. No.
`12/012,666, filed on Feb. 5, 2008, which is herein incorpo
`rated by reference in its entirety, and assigned to a common
`assignee.
`
`RELATED PATENT APPLICATIONS
`
`This application is related to Ser. No. 11,710.722, filed on
`Feb. 26, 2007, and Ser. No. 11,710,723, filed on Feb. 26,
`2007, which are herein incorporated by reference in its
`entirety.
`
`10
`
`BACKGROUND OF THE INVENTION
`
`15
`
`2
`client computer system provided by a first seller of computer
`systems, including a client Software application, and a server
`computer system provided by a second seller of computer
`system.
`
`BRIEF SUMMARY OF THE INVENTION
`
`It is the objective of this invention to provide a system and
`a method for building a point of sale (POS) system to
`manage business operations. The business operations range
`from a single branch to a large chain of Stores or branches.
`It is further an object of this invention to provide an
`online, web-based point of sale builder system and method,
`which can assist non-expert or expert business operators in
`assembling a point of sale system to manage their busi
`nesses. This point of sale building operation can be done in
`real time from anywhere in the world.
`The objects of this invention are achieved by a web-based
`point of sale (POS) builder comprising one or more point of
`sale terminals, which display POS, screens, an Internet
`connection to a web server, one or more local or remote PC
`workstations, and point of sale builder software which runs
`on said web server. Local or remote workstations can be
`utilized to build or edit said POS terminals in real time, from
`anywhere in the world and over the world-wide web.
`
`BRIEF DESCRIPTION OF THE DRAWINGS
`
`FIG. 1 shows a typical point of sale touch screen for a
`pretzel store, as an example only.
`FIG. 2 shows a typical touch screen for the drinks panel
`of a pizza restaurant, as an example only.
`FIG. 3 is a system diagram for web-based back office
`which Supports point of sale terminals.
`FIG. 4a is a sample screen builder panel before the screen
`building process begins.
`FIG. 4b is a sample screen builder panel after the screen
`building process is under way.
`FIG. 5 is a high level flowchart which illustrates the main
`embodiment of the screen building process.
`
`DETAILED DESCRIPTION OF THE
`INVENTION
`
`FIG. 1 shows a typical point of sale (POS) touch screen
`for, as an example only, a pretzel store. There are touch keys
`for pretzels 11 and for drinks 12. Selecting these keys would
`typically bring up secondary Screens displaying specific
`product keys for ordering different types of pretzels and
`drinks respectively. In addition, the screen in FIG. 1 has
`Some specific pretzel product keys 13 and specific pretzel
`topping keys 14. Currently in the prior art, a touch screen as
`shown in FIG. 1 is manually configured by a programmer
`who knows the specific proprietary point of sale system used
`by a store or business. The FIG. 1 screen design involves the
`specific key layout and size of keys. In addition, the FIG. 1
`screen keys must have corresponding hooks or references to
`product data such as item name, price, cost, group, taxable,
`and inventory as shown in FIG. 4. In this invention, this
`product data and the touch key structure is stored in rela
`tional databases in the back office which is stored on the web
`servers 36 shown in FIG. 3.
`As an example only, FIG. 2 shows a touch screen for the
`drinks page of a pizza restaurant. Again in the prior art, a
`specialized programmer had to design the layout and data
`for these POS touch keys. Typically, the programmer is
`located remotely from the store or business. He or she must
`
`Field of the Invention
`This invention relates to a system and a method for
`building a point of sale (POS) system to manage business
`operations. The business operations range from a single
`branch to a large chain of stores or branches.
`More particularly this invention relates to an online,
`web-based point of sale builder method, which can assist
`non-expert business operators in assembling a point of sale
`system to manage their businesses.
`Description of Related Art
`Current practice in the field of assembling point of sale
`systems includes manually coding front-of-screen informa
`tion. Typically, this front-of-screen information contains
`menu selections, page selections, and general answers to
`business questions. This front-of-screen menu is typically
`manually coded by a business expert with the help of a
`programmer or data expert. Also, currently the entry of this
`front-of-screen information requires intimate knowledge of
`a complex interface to a front-of-screen programming lan
`guage. In Summary, current practice includes the manual
`building of a point of sale (POS) screen. This manual
`process requires defining the position and operation of touch
`screen keys and their database correspondence. Currently,
`only specially trained people can build or change POS
`screens. This manual POS building and editing is prone to
`mistakes and is time-consuming. Since POS screen changes
`are difficult and prone to error, store owners tend to retain
`older, inaccurate, out-of-date POS screens in order to avoid
`the POS screen editing process. Also, current POS screen
`editing occurs off-line with the testing of the screens occur
`ring at a later date, at a remote store location. The following
`references represent prior art in the field of Screen configu
`ration building.
`U.S. Pat. No. 5,818,428 (Eisenbrandt et al.) describes a
`control system with a user configurable interface, particu
`larly suitable for use in connection with appliances. Users
`can configure display screens either at a point of sale
`location or at home with a personal computer.
`U.S. Pat. No. 6,629,080 B1 (Kolls) describes a universal
`advertising and payment system and method for networking,
`monitoring and advancing electronic commerce and con
`trolling vending equipment.
`U.S. Pat. No. 7,051,091 B1 (Cohen et al.) discloses a
`configuration builder useful in configuring Software contain
`ing hardware units which are serviced by a center which
`services a multiplicity of similar units having a plurality of
`different configurations.
`U.S. Pat. No. 5,987,426 (Goodwin) describes a system
`and method of transferring information between a first
`Software application and a second software application
`which employ an isolation layer. The system includes a
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`US 9,715,371 B2
`
`4
`rows from a relational table are analogous to a record, and
`the columns are analogous to a field. Below is an example
`of a relational table.
`
`3
`learn about the store's POS requirements via phone calls,
`emails, and meetings with store operators. In addition, the
`programmer would need to iterate several passes of the
`touch screen design and allow the store operator to test the
`screens. With this invention, the store operator will be able 5
`to build his POS screens online over the Internet. With input
`from the store operator, the POS builder can specify and
`display the number, shape and arrangement of selection keys
`or buttons on said POS screens. The store operator, who does
`not have to be technically trained, will be able to edit and test 10
`his screens until he is satisfied with the end results. The
`testing of said POS screens can be done iteratively by the
`store operator in real time while said POS terminals are
`simultaneously in use during store and business operation
`hours or after store hours. Alternatively, the testing of said 15
`POS screens can be done iteratively by a remotely located
`person Such as a store manager or director in real time while
`said POS terminals are simultaneously in use during store
`hours or after store hours. All backoffice changes which
`include screen changes, price changes, employee validation 20
`changes are submitted to a batch bucket or queue. These
`changes have to be submitted for final posting at a scheduled
`time. For example, the phasing in of new screens and/or new
`data Such as prices and employee validation can be sched
`uled. The time schedule for uploading or posting these 25
`screen changes and/or new data can be specified as follows.
`Only as examples, the changes can take place after the
`present transactions are completed. Alternatively, the
`changes can take place at the end of the business day, during
`the night, at the start of the next day or at the next application 30
`restart for example. Typically, Screen changes will take place
`at the next application start at the beginning of a business
`day.
`This automatic online POS builder will reduce the devel
`opment time for POS screens by weeks. In addition, the store 35
`operator will be able to edit the POS screens and its
`relational databases any time as often as desired. In addition,
`the store operator will be able to edit, change and test the
`screens within minutes in real time. The store operator can
`iterate these changes instantly until he gets the desired 40
`screen appearance. This real-time testing and iteration of
`screen designs is an important feature of this invention. This
`feature motivates the store operator to keep his screens up to
`date and accurate. Previously, the store operator would avoid
`updating screens, since it involved the time and expense of 45
`working with programmers off line.
`FIG.3 shows a high level diagram of this invention. There
`are N POS terminals (POS 1, POS 2... POS N) in “Store”
`31 and in “Store N 32. POS 31 is in Store 1 and POS 2 (32)
`is in Store 2. Each POS includes personal computer hard- 50
`ware and software. Additional POS terminals beyond those
`shown, as well as additional stores beyond the two shown,
`are within the scope of the invention. Each POS normally
`operates with a hardware/software connection 35 to the
`Internet or Web. However, if the web goes down, the POS 55
`terminal continues to operate. There is a “loose coupling” of
`the POS to the back office (BO): the POS to BO connection
`is not required for the basic business functions of the POS.
`All transaction data is stored in a relational database on the
`hard drive in the POS.
`A relational database stores all of its data inside tables. All
`operations on data are done on the tables themselves. Some
`operation produce other tables as the result. A table is a set
`of rows and columns. Each row is a set of columns with only
`one value for each. All rows from the same table have the 65
`same set of columns, although some columns may have
`NULL values. A NULL value is an “unknown value. The
`
`60
`
`jad(Gabc.com
`| ABC
`Jane A. Doe
`--------------------- ------------------ -------------------------- --
`| Bill X. Smith
`XYZ
`bXSG)xyZ.com
`------
`
`
`
`There are two basic operations one can perform on a
`relational table. The first one is retrieving a subset of its
`columns. The second is retrieving a subset of its rows. The
`field names Such as company describe the content of the
`columns of the relational table. The rows delineate the
`individual records stored in the relational tables.
`As transactions are created at a POS a log entry for the
`newest transaction is also created, this log entry is used to
`flag if the transaction has been uploaded to the web server.
`Part of the POS application, the BO interface is continuously
`running in the background. This component reads the log of
`transactions. If a transaction needs to be sent, it tries to send
`it. If the send fails (for example, if the connection to, or the
`Internet itself, is down), it goes to sleep and tries again later.
`Additionally, the BO interface requests update from the BO
`Such as new items, price changes, employees, etc. The POS
`terminals communicate via HTTP protocol (hypertext trans
`fer protocol) 35 with Back-office BO software, which is
`implemented on web servers 36, which can be located
`anywhere in the world. In addition, the BO software and data
`can be viewed from any store employee at any PC 33 who
`has Internet access 37 and a password.
`The POS such as 31 send transaction data to the BO in the
`form of an HTTP post or communication. The packet 35 sent
`from the POS to the BO consists of transactions, employee
`clock, customer add/update, item add/update, promotions
`and more. Promotions are configured in the back office and
`associated with items or customers or departments. For
`example, a promotion may be associated with a customer to
`implement customer loyalty points or a promotion may be
`associated with a certain item for a % discount. A client who
`is the store manager or owner selects a promotion type,
`associates it with an item, department, etc, then sets the
`parameters that control how that promotion works. These
`transaction transmissions between the POS and the BO can
`be encrypted to insure privacy and security. A typical
`encryption method is 128 bit SSL (secure sockets layer). A
`further element of security is that each BO client (individual
`POS, store or multi-store owner) gets their own instance of
`a database. When they log into the BO they are attached to
`their own relational database associated and validated via
`their user login and password.
`FIGS. 4a and 4b show a typical web-based POS builder
`interface. FIG. 4a shows a grid of boxes labeled with screen
`numbers 1-4. Typically, screens will have screen names Such
`as in 21, “Subs'. Under each screen box column are boxes
`labeled “Add Item'. These boxes allow the addition of
`different products such as Small pizza, large pizza, etc. as
`shown in FIG. 4b. FIG. 4b shows the data interface which
`would appear when selecting the large pizza box. The store
`operator would be able to enter and/or modify item name,
`
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`

`5
`price, cost, group, taxable and inventory. The above illus
`trates the ease of building POS screens by store operators via
`the Web.
`FIG. 5 shows a flowchart of the point of sale builder
`methodology. The flow in FIG. 5 also refers to FIGS. 4a and
`4b. The Begin POS Build block 51 is entered when the
`Builder Program is initiated 50 from a Web page action.
`When creating a new POS, Block 51 brings up a screen
`such as that shown in FIG. 4a. The screens in FIG. 4a need
`to be defined. Block 53 allows the store operator to select
`which screen number to define. FIG. 4b shows what appears
`on the Web screen after the store operator selects screen #1
`(53) to work on. In FIG. 5, Block 54 allows the store
`operator to enter/edit the screen name being worked on, Such
`as pizza, as an example only, in FIG. 4b. In FIG. 5, block 54
`allows the store operator to enter the number of touch keys
`planned for the pizza screen, as an example only.
`FIG. 4b shows the screen after a few touch screen buttons
`have been defined. Screen 1 has been labeled Pizza. The
`pizza screen in FIG. 4b currently has 1 touch screen button
`item defined on the screen, Large pizza 22. The Large Pizza
`item button was entered by hitting ADDItem 20 in FIG. 4a.
`After hitting add item, FIG. 4b appears with the template 23
`to be filled in. This step is shown in block 56 of FIG. 5. The
`template includes Item Name, Price, Cost, Group, Taxable,
`Inventory. Item Name is Large Pizza. Price is easily change
`able, Cost is the cost of making materials. Group is the Pizza
`Group, Taxable is as yes or no selection. Inventory can be
`used to monitor the number of Large Pizza's makeable with
`the dough, cheese and sauce on hand. Other Template items
`can be added to the template 23 in FIG. 4b.
`In FIG. 5, block 57 asks whether the screen being worked
`on i.e.) Pizza Screen is done. If the store operator answers
`yes 59, the flowchart flows to Node 52 in FIG. 5. This allows
`the store operator to select another screen it as shown in FIG.
`4a. If the store operator answers no 58, the flowchart flows
`to Node 55 in FIG.5. This allows the store operator to select,
`add, or edit another item on the pizza screen.
`The key advantages of the Web-based POS builder are
`that it is completely built on the foundation of the Web. The
`POS builder is accessible anywhere in the world. It can be
`used by a person of any skill level. The POS builder builds,
`edits, and tests new POS terminals in real time. In addition,
`all screen designs and changes are reflected real-time into
`the back office (BO) server's screen database. For example,
`all screen designs inputted from any PC in the world appear
`instantly in the BO screen database, which is instantly
`viewable anywhere in the world via web browsers. Another
`big advantage is that all screen design Software is located
`and executed in the BO server. Since all screen designs and
`changes are immediately visible from any manager's PC at
`their home or at headquarters, there is always management
`oversight of these changes. Therefore, this screen builder
`allows for local in-store flexibility by the individual store
`operator or manager, but also provides for corporate visibil
`ity of screens instantly for control and Standardization. Also,
`this screen builder does not require the need for any server
`to be located in the store. Another advantage of this system
`is the use of standard PC and web architecture which offers
`both full-scalability without degrading system performance.
`This results in improved performance and lower cost of
`implementing these business systems. There is a lower cost
`associated with projects developed with the technology of
`this invention due to the flexibility of easy design changes
`and well-understood Software. There is less training required
`for programmers and system testers. Projects can draw on
`the huge talent pool in the open source development com
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`munity. The invention allows configurable software modules
`for different types of businesses and sales promotions. The
`invention allows remote monitoring of Screen designs from
`anywhere via the web. There is minimal time required for
`the implementation and installation of the POS builder
`system, since the POS builder setup is as basic as a home PC
`setup. Another advantage is that the POS builder system can
`be provided as a service or deployed within a corporation.
`For example, Software as a Service (SAAS) is a software
`distribution model in which applications are hosted by a
`vendor or service provider and made available to customers
`over a network, typically the Internet. Another advantage of
`this invention is that the POS builder system is maintained
`in customer centric databases, making it impossible for
`customers to see other's data. Each POS builder system
`client gets their own instance of a database. When they log
`into the BO they are attached to their own relational database
`associated and validated via their user login and password.
`While this invention has been particularly shown and
`described with Reference to the preferred embodiments
`thereof, it will be understood by those Skilled in the art that
`various changes in form and details may be made without
`Departing from the spirit and scope of this invention.
`
`What is claimed is:
`1. A web-based point of sale (POS) builder system com
`prising:
`a web server having installed thereon POS builder soft
`Ware,
`one or more POS terminals, that display POS screens and
`are in network communication with said web server via
`a network connection,
`a POS builder interface, and
`one or more cameras associated with said one or more
`POS terminals, said one or more cameras for capturing
`video of POS transactions at said one or more POS
`terminals,
`wherein said POS builder interface is utilized to access
`said POS builder software for programmatically creat
`ing or modifying said POS terminals in real time over
`the network, wherein access to said web server is
`provided as a subscription service, wherein said POS
`builder software interacts with said one or more POS
`terminals over said network in order for the system to
`perform functions in accordance with instructions sent
`from the POS builder interface,
`wherein the network comprises the internet,
`wherein said captured video is correlated with POS trans
`action data for corresponding transactions occurring at
`said POS terminals, and
`wherein said captured video and correlated transaction
`data from said one or more POS terminals are trans
`mitted to said web server via said network connection.
`2. The web-based point of sale (POS) builder system of
`claim 1 wherein said captured video is remotely viewable.
`3. The web-based point of sale (POS) builder system of
`claim 1 wherein the POS builder interface is accessible on
`local workstations.
`4. The web-based point of sale (POS) builder system of
`claim 1 wherein the POS builder interface is accessible on
`remote workstations.
`5. The web-based point of sale (POS) builder system of
`claim 1 wherein communication via the network connection
`to the web server is not necessary for continued operation of
`a given POS terminal.
`
`CloudofChange Exhibit 2017, Page 10
`Lightspeed Commerce Inc. v. CloudofChange, LLC
`IPR2022-01143
`
`

`

`US 9,715,371 B2
`
`7
`6. The web-based point of sale (POS) builder system of
`claim 5 wherein continued operation includes capturing
`Video and correlating captured video and transaction data.
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`CloudofChange Exhibit 2017, Page 11
`Lightspeed Commerce Inc. v. CloudofChange, LLC
`IPR2022-01143
`
`