Partner relationship management system
US 20020007340A1
(19) United States (12) Patent Application Publication (10) Pub. N0.: US 2002/0007340 A1 (43) Pub. Date:
Isaf et al. (54) PARTNER RELATIONSHIP MANAGEMENT
Jan. 17, 2002
Publication Classi?cation
SYSTEM
(76) Inventors: Stephen T. Isaf, Marietta, GA (US); David A. Knowles, Decatur, GA (US); William Green, Marietta, GA (US)
(51)
Int. Cl.7 ................................................... .. G06F 17/60
(52)
U.S.Cl. ............................................... ..705/37; 705/26
(57) Correspondence Address: Womble Carlyle Sandridge & Rice, PLLC
A Partner Relationship Management system (“PRMS”) accessible for sellers and buyers located remotely, Whereby
P.O. Box 7037
Atlanta, GA 30357-0037 (US)
(21) Appl. No.:
ABSTRACT
the buyers’ access privileges are based on their relationship With the sellers. The PRMS comprising a server connected to the Internet and a pricing con?gurator Which includes at
09/893,291
least, a buyer pro?le module residing on the server and storing information on a plurality of buyers, logistics data
(22) Filed:
Jun. 27, 2001
and a price converter. The information on each buyer includes at least a delivery destination, and a pricing factor.
The pricing factor is unique to each buyer. The pricing Related US. Application Data
con?gurator converts an origin offer price, such as a free on-board price, to a delivered price, such as a cost-insur
(63) Non-provisional of provisional application No.
ance-freight price by considering the information of the buyer pro?les and the logistics data.
60/214,615, ?led on Jun. 28, 2000.
Price Configurator (25)
Trading Platform (11)
Converter (19)
T l
22:21:? (13)
Module (24)
:
Buyer Profiles
Logistics Rate
I
Module (22)
Tables Module
I
(12)
l
U Hierarchical Permission System (14) Product Managers I Pricing Managers I Relationship Managers I
Logistics Managers
Patent Application Publication
Jan. 17, 2002 Sheet 2 0f 18
US 2002/0007340 A1
Patent Application Publication
Jan. 17, 2002 Sheet 3 0f 18
US 2002/0007340 A1
I TM Super Use
[Corporate Administration Super User]
//\
iPmduct Managed ‘Logistics Managed Pricing Managér Super Us?
/
[Pricing Mangerf fi’ricing Managerl
N
“TX(ii
3 \i/
[Eelationship Mngr E 5; pm m
m {ITeL Mug WI; Mug
Patent Application Publication
Jan. 17, 2002 Sheet 4 0f 18
Figure 4(A) PRICING MANAGER SUMMARY PAGE
eweasumagiv
me; new ‘
TOP
OFFER SUMMARY Bone-h ha'ns (law) 23 TO 26 H0
boneless bin: 6 T010 Alwey Terder
US 2002/0007340 A1
Patent Application Publication
Jan. 17, 2002 Sheet 5 0f 18
FIGURE 4(B) RELATIONSHIP MANAGER TRADING/NEGOTIATION SCREEN rnremaxinnal‘ré'adg Manaqzment" icrasn InternetEiIDinr'm"
gaanomsum mm (IFFE
BY
51mm '
'
42,000
US 2002/0007340 A1
Patent Application Publication
Jan. 17, 2002 Sheet 6 0f 18
Figure 4(C) BUYER SCREEN VITH OFFER DETAIL
anal Tra'de'Mana'gerhant —
nnsnft Internet Exnlu'rer' '
ofrmmm '
_0FFERS svcm?mir V ‘y
'
OFFERS BY COMPANY .'
A
.Q'uiura?y:
‘
I
I‘
'
- Dds Carpmakiun
I ’
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1'
Dl'n'me'
(411414424102
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i
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mama
US 2002/0007340 A1
Patent Application Publication
Jan. 17, 2002 Sheet 7 0f 18 / Z0
)T)
\
Producer
Lowsr/ as
US 2002/0007340 A1
Patent Application Publication
Jan. 17, 2002 Sheet 8 0f 18
US 2002/0007340 A1
FQE
F05
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5% g
i17
Patent Application Publication
Jan. 17, 2002 Sheet 9 0f 18
US 2002/0007340 A1
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Patent Application Publication
Jan. 17, 2002 Sheet 10 0f 18
US 2002/0007340 A1
FIGURE 8 Process A: Manaqe Buver Pro?le (Sellerl Open Buyer Pro?les screen
g
Set up new
Address
buyer pro?le
Products Purchased
Delivery Destination
ru
Sales Terms
5
E
Average Days OuLetanding
\
.2-
New or
'5,
existing buyer?
Pricing Factor Ed.t-~
E
Review buyer '
5
pro?le
a royal
Bank lnfonnalion
. I
CredilTerrns
appmable
Credit Limit Notes
pp —
I
Review buyer pro?le
USMReauslntpioergshp
92 Approve buyer pro?le?
94
Review buyer
pro?le
Query for existing
pro?le information /
PTlratfdoimng
\
3
_
)\\
l
Send e-rriall
Credit \\
approval required?
A Update buyer Buyer Pro?le
Database
96
pro?le in database
noti?cation
Patent Application Publication
Jan. 17, 2002 Sheet 11 0f 18
US 2002/0007340 A1
FIGURE 9 Process B: Generate Product Offers (Seller) :1
Review all
r:
/\\
g
/Sb .t f\
products offers to
Select
‘buyers
9E
ll: mrlovzrd \ a bpp 9
approved buyers in
‘ FOB price Quantity
g
uyers'
receive offer
_9
A
-Send all offers select Speci?c
Dislinalion
— ‘
“We mduct
eggs p
offers to Send
CIF Price
E
(Calculated)
Open product
3.
offer screen
2
‘ Enter product offer
g
‘ information Product
2’
-Plant location
IQ
-FOB Price
E
-Quantity -Status (Subject, Hrm) Select product from catalog
ship Date
l
x E
no: u‘ ,5
oueéyagll'oduct 09
‘l
i
Con?gure ClF
Enter product
prices for each
offers in
W er
database
Y
l
'-
Product Catalo
Database 9
Buyer Pro?le
Database
‘
Offer Database
v’ To
FIG. 9
Patent Application Publication
Jan. 17, 2002 Sheet 12 0f 18
US 2002/0007340 A1
FIGURE 10 Process C: Respond To Product Offers (Buyer) ‘/ Process Review current
Respond to
ogen gfzersd
)
- ran _ pro ucer
-gIF p238
Open current
' “3"
product offers
'Shlp date
individual offers V_
’ Approve
—@——-——~—
Negotiate
-Delete
screen
E>
+
ccep
3
CD
Select commodity
type -Beef
Create counter
-Chicken .Pork
offer
-C|F prioe
.Turkey
200
-Quanlity
Con?rm & submit counter offer
l
i
select appropriate
Calculate FOB
offers from
price for counter
Buyer Pro?le
database
offer
Database
—
l
0
5
Enter buyer
Enter buyer~
Delete offer from
LL
acceptance of
counter offer in
database
E
offer in database
database
f
[I
0.
(D
E
0
§
Offer Database
|.. \\
202
~
process
1’ Return to
E
\\Process
37
END
Patent Application Publication
Jan. 17, 2002 Sheet 13 0f 18
US 2002/0007340 A1
FIGURE 11 Process D: Respond to Buyer Counter Offers (Seller)
\-
‘ Review current r
q, %
counter offers
4:
Open buyer
g
counter offers
Q
screen
|—_|
to
-Original FOB
counter offers
price (ask)
_Acce t
‘ -Offered FOB
e
‘
N e olziate
_
.E g
iprise (bid) ‘Quantity
‘D - e ‘Ellt ee
2
r
—
a
“*
"
Negotiate counter offer
Con?rm &
-FOB Price
submit
_Quanti~ty
T)
ccep
1
In!
Review counter offer
-Original FOB
$ O, 25
?~»—\—> price (ask) -Offered FOB price (bid)
2
as
_
??
Quantity .
on
C
302
a
/
)K\\
(19) United States (12) Patent Application Publication (10) Pub. N0.: US 2002/0007340 A1 (43) Pub. Date:
Isaf et al. (54) PARTNER RELATIONSHIP MANAGEMENT
Jan. 17, 2002
Publication Classi?cation
SYSTEM
(76) Inventors: Stephen T. Isaf, Marietta, GA (US); David A. Knowles, Decatur, GA (US); William Green, Marietta, GA (US)
(51)
Int. Cl.7 ................................................... .. G06F 17/60
(52)
U.S.Cl. ............................................... ..705/37; 705/26
(57) Correspondence Address: Womble Carlyle Sandridge & Rice, PLLC
A Partner Relationship Management system (“PRMS”) accessible for sellers and buyers located remotely, Whereby
P.O. Box 7037
Atlanta, GA 30357-0037 (US)
(21) Appl. No.:
ABSTRACT
the buyers’ access privileges are based on their relationship With the sellers. The PRMS comprising a server connected to the Internet and a pricing con?gurator Which includes at
09/893,291
least, a buyer pro?le module residing on the server and storing information on a plurality of buyers, logistics data
(22) Filed:
Jun. 27, 2001
and a price converter. The information on each buyer includes at least a delivery destination, and a pricing factor.
The pricing factor is unique to each buyer. The pricing Related US. Application Data
con?gurator converts an origin offer price, such as a free on-board price, to a delivered price, such as a cost-insur
(63) Non-provisional of provisional application No.
ance-freight price by considering the information of the buyer pro?les and the logistics data.
60/214,615, ?led on Jun. 28, 2000.
Price Configurator (25)
Trading Platform (11)
Converter (19)
T l
22:21:? (13)
Module (24)
:
Buyer Profiles
Logistics Rate
I
Module (22)
Tables Module
I
(12)
l
U Hierarchical Permission System (14) Product Managers I Pricing Managers I Relationship Managers I
Logistics Managers
Patent Application Publication
Jan. 17, 2002 Sheet 2 0f 18
US 2002/0007340 A1
Patent Application Publication
Jan. 17, 2002 Sheet 3 0f 18
US 2002/0007340 A1
I TM Super Use
[Corporate Administration Super User]
//\
iPmduct Managed ‘Logistics Managed Pricing Managér Super Us?
/
[Pricing Mangerf fi’ricing Managerl
N
“TX(ii
3 \i/
[Eelationship Mngr E 5; pm m
m {ITeL Mug WI; Mug
Patent Application Publication
Jan. 17, 2002 Sheet 4 0f 18
Figure 4(A) PRICING MANAGER SUMMARY PAGE
eweasumagiv
me; new ‘
TOP
OFFER SUMMARY Bone-h ha'ns (law) 23 TO 26 H0
boneless bin: 6 T010 Alwey Terder
US 2002/0007340 A1
Patent Application Publication
Jan. 17, 2002 Sheet 5 0f 18
FIGURE 4(B) RELATIONSHIP MANAGER TRADING/NEGOTIATION SCREEN rnremaxinnal‘ré'adg Manaqzment" icrasn InternetEiIDinr'm"
gaanomsum mm (IFFE
BY
51mm '
'
42,000
US 2002/0007340 A1
Patent Application Publication
Jan. 17, 2002 Sheet 6 0f 18
Figure 4(C) BUYER SCREEN VITH OFFER DETAIL
anal Tra'de'Mana'gerhant —
nnsnft Internet Exnlu'rer' '
ofrmmm '
_0FFERS svcm?mir V ‘y
'
OFFERS BY COMPANY .'
A
.Q'uiura?y:
‘
I
I‘
'
- Dds Carpmakiun
I ’
’
'
'
>
>
1'
Dl'n'me'
(411414424102
'
i
‘
.
-
v
"
'
duantriy'
mama
US 2002/0007340 A1
Patent Application Publication
Jan. 17, 2002 Sheet 7 0f 18 / Z0
)T)
\
Producer
Lowsr/ as
US 2002/0007340 A1
Patent Application Publication
Jan. 17, 2002 Sheet 8 0f 18
US 2002/0007340 A1
FQE
F05
cf? Jig/r9u.;5%g a.
5% g
i17
Patent Application Publication
Jan. 17, 2002 Sheet 9 0f 18
US 2002/0007340 A1
[1
LG
cozwm
.3 5 3 0 is @502“ r35m2uv0
:8storm-
Patent Application Publication
Jan. 17, 2002 Sheet 10 0f 18
US 2002/0007340 A1
FIGURE 8 Process A: Manaqe Buver Pro?le (Sellerl Open Buyer Pro?les screen
g
Set up new
Address
buyer pro?le
Products Purchased
Delivery Destination
ru
Sales Terms
5
E
Average Days OuLetanding
\
.2-
New or
'5,
existing buyer?
Pricing Factor Ed.t-~
E
Review buyer '
5
pro?le
a royal
Bank lnfonnalion
. I
CredilTerrns
appmable
Credit Limit Notes
pp —
I
Review buyer pro?le
USMReauslntpioergshp
92 Approve buyer pro?le?
94
Review buyer
pro?le
Query for existing
pro?le information /
PTlratfdoimng
\
3
_
)\\
l
Send e-rriall
Credit \\
approval required?
A Update buyer Buyer Pro?le
Database
96
pro?le in database
noti?cation
Patent Application Publication
Jan. 17, 2002 Sheet 11 0f 18
US 2002/0007340 A1
FIGURE 9 Process B: Generate Product Offers (Seller) :1
Review all
r:
/\\
g
/Sb .t f\
products offers to
Select
‘buyers
9E
ll: mrlovzrd \ a bpp 9
approved buyers in
‘ FOB price Quantity
g
uyers'
receive offer
_9
A
-Send all offers select Speci?c
Dislinalion
— ‘
“We mduct
eggs p
offers to Send
CIF Price
E
(Calculated)
Open product
3.
offer screen
2
‘ Enter product offer
g
‘ information Product
2’
-Plant location
IQ
-FOB Price
E
-Quantity -Status (Subject, Hrm) Select product from catalog
ship Date
l
x E
no: u‘ ,5
oueéyagll'oduct 09
‘l
i
Con?gure ClF
Enter product
prices for each
offers in
W er
database
Y
l
'-
Product Catalo
Database 9
Buyer Pro?le
Database
‘
Offer Database
v’ To
FIG. 9
Patent Application Publication
Jan. 17, 2002 Sheet 12 0f 18
US 2002/0007340 A1
FIGURE 10 Process C: Respond To Product Offers (Buyer) ‘/ Process Review current
Respond to
ogen gfzersd
)
- ran _ pro ucer
-gIF p238
Open current
' “3"
product offers
'Shlp date
individual offers V_
’ Approve
—@——-——~—
Negotiate
-Delete
screen
E>
+
ccep
3
CD
Select commodity
type -Beef
Create counter
-Chicken .Pork
offer
-C|F prioe
.Turkey
200
-Quanlity
Con?rm & submit counter offer
l
i
select appropriate
Calculate FOB
offers from
price for counter
Buyer Pro?le
database
offer
Database
—
l
0
5
Enter buyer
Enter buyer~
Delete offer from
LL
acceptance of
counter offer in
database
E
offer in database
database
f
[I
0.
(D
E
0
§
Offer Database
|.. \\
202
~
process
1’ Return to
E
\\Process
37
END
Patent Application Publication
Jan. 17, 2002 Sheet 13 0f 18
US 2002/0007340 A1
FIGURE 11 Process D: Respond to Buyer Counter Offers (Seller)
\-
‘ Review current r
q, %
counter offers
4:
Open buyer
g
counter offers
Q
screen
|—_|
to
-Original FOB
counter offers
price (ask)
_Acce t
‘ -Offered FOB
e
‘
N e olziate
_
.E g
iprise (bid) ‘Quantity
‘D - e ‘Ellt ee
2
r
—
a
“*
"
Negotiate counter offer
Con?rm &
-FOB Price
submit
_Quanti~ty
T)
ccep
1
In!
Review counter offer
-Original FOB
$ O, 25
?~»—\—> price (ask) -Offered FOB price (bid)
2
as
_
??
Quantity .
on
C
302
a
/
)K\\
