[0001] The present invention relates to retail stores and equipment, and more specifically
to a retail checkout system and shopping method.
[0002] Retail stores typically require customers to funnel through checkout lanes, one person
at a time, to pay for the goods and services. This results in the problem that, when
a store has an insufficient number of checkout stations or people to man them during
any given level of customer activity, customers must line up and wait to complete
the sale that results in a transfer of assets.
[0003] Retail stores employing unattended checkout lanes experience a similar problem. During
peak periods of customer demand, customers must line up at a machine that requires
tender of payment before access to merchandise or services is allowed.
[0004] In either case, the lines become bottlenecks which inconvenience customers, possibly
to the point of customers leaving to shop elsewhere. Other lost sales are from customers
who simply avoid the retail location at known busy times and shop elsewhere, because
of past inconvenience from delays.
[0005] It is an object of the present invention to provide a retail system for the sale
of goods or services which alleviates the problems referred to above.
[0006] According to the invention there is provided a checkout system characterized by a
checkout device transportable by a customer and adapted to be used by the customer
to identify and pay for items associated with a shopping transaction, said checkout
device including a wireless communication device; and a central computer linked by
a communication network with said checkout device.
[0007] Preferably, a checkout system in accordance with the invention includes a security
system arranged to sense items which have not been identified and purchased. In a
preferred embodiment of the invention, said security system includes scanning means
for scanning items, and a marking/unmarking device operative to deactivate security
devices on the items when the items are scanned a first time by said scanning means,
and operative to reactivate the security devices when the items are scanned a second
time by said scanning means.
[0008] One embodiment of the present invention will now be described by way of example with
reference to the accompanying drawings, in which:
Fig. 1 is a block diagram of a retail checkout system in accordance with the present
invention; and
Fig. 2 is a perspective view of a shopping cart or trolley having customer-operated
components of the system of Fig. 1.
[0009] Referring now to Figs. 1 and 2, system 10 includes device 11, which includes controller
12, card reader 14, receipt generator 16, scanner 18, marking/unmarking device 20,
keypad 22, display 23, and wireless communication device 24. System 10 also includes
central computer 26, and security sensor 28.
[0010] Device 11 is attached to a shopping cart or trolley 13 or to a basket. The device
11 may be a hand-held, palm-sized or card-sized device that a customer could carry
during shopping. It may be provided by the retail establishment or it may be owned
by the customer. It is battery-powered.
[0011] A "retailer" or "retail establishment" or "store" is herein broadly defined to include
a store, a vending machine, or other establishment or device, which is in business
to exchange goods or services for cash or other tender, and which is open for individual
or small quantity consumer sales. Examples include supermarkets, cafeterias, food
vending areas, department stores, speciality stores, convenience stores, automobile
service stations, discount stores, hardware stores, furniture stores, and other stores
where self-service shopping is or could be implemented.
[0012] Controller 12 is the heart of device 10. It controls operation of components 14-24
and contains memory for storing transaction information.
[0013] A transaction is initiated by a customer inserting a customer card into the card
reader 14. Card reader 14 is used to enter customer information, such as an account
number, carried on the customer card. Card reader 14 may be a magnetic stripe reader
or a SMART card reader. Preferably, card reader 14 contains a slot for retaining a
customer card securely in place during a transaction.
[0014] Receipt generator 16 provides a record of the transaction to the customer. Preferably,
receipt generator 16 is a printer.
[0015] Scanner 18 reads bar code information off merchandise items. The prices of the scanned
items are automatically entered and tallied. Scanner 18 may be a laser scanner or
a charge-coupled device scanner.
[0016] Marking/unmarking device 20 disarms security devices which have been placed on merchandise
items, and arms security devices on items which have been returned to the shelf. Device
20 may be a magnetic device similar to that found in libraries for checking out books.
[0017] Keypad 22 includes special function buttons, and may additionally include standard
retail terminal keypad keys. The special function buttons may include a "help" button
30 for obtaining visual or aural help information, a "put-back" button 32 for rearming
the merchandise security device when an item is returned to a shelf, and a "finished-shopping"
button 33 to finalize the transaction.
[0018] Display 23 is used to display help and other messages, as well as keypad entries.
[0019] Wireless communication device 24 communicates account information from card reader
14 to central computer 26 and receives a verification signal from central computer
26 representing an authorization for the customer to purchase. Infrared or radio frequency
or other frequencies are envisioned by the present invention. The verification signal
may be used to activate an indicator 31, such as a light or a speaker, or to display
a message on display 23. Wireless communication device 24 may also be used to relay
price and inventory information.
[0020] Connector port 34 facilitates cable connection of device 11 to a personal computer.
[0021] Central computer 26 communicates with each device 11 and with credit card or signature
authorization facilities. Central computer 26 may include a single processor supporting
multiple shoppers, or it may include many processors, one for each device 11. Central
computer 12 may also be integrated with electronic shelf label systems or merchandise
tags containing microprocessors, communications, and memory.
[0022] Security sensor 28 senses items which have not been scanned by the scanner 18 and
unmarked by the device 20 and whose prices have not been included in the final bill,
the sensor 28 being arranged to alert the central computer 26 and security personnel.
[0023] Upon entering a retail location, customers gain access to a retailer-owned personal
checkout device 11 or announce that they have brought their own device 11. A store-owned
device 11 may be accessed by inserting a personal identity card (or charge card or
debit card) in card reader 14.
[0024] If customers own devices 11, entry into a shopping session is initiated by electronically
signalling the retailer of their presence and their intent to shop. Verification is
received from central computer 26 and indicated on display 23 or indicator 31. At
the same time, a receipt generator 16 initiates a transaction record.
[0025] Customers who own devices 11 may use them to create shopping lists while away from
the retail location and display these lists during their shopping. Shopping list reminders
may be preloaded into the memory of controller 12 by connecting device 11 into a home
or office computer using connector port 34. Device 11 may automatically transmit the
list when the customer enters the retail location, thereby allowing central computer
26 to provide pre-programmed reminders to purchase needed items. For store-owned devices
11, the same functionality may be provided by having a customer's home or office computer
communicate shopping lists and reminders to central computer 26 prior to the shopping
trip.
[0026] Unobtrusively, controller 12 stores electronic records, such as transaction totals
and details, in its memory. Controller 12 may also communicate these and other data
to the retail establishment through central computer 26 in an interactive fashion
as the customer initiates new events on device 11. During entry and exit, central
computer 26 communicates with remote credit card authorization facilities.
[0027] While the customer is shopping, the customer's card preferably remains in device
11. The customer scans merchandise items before placing them in the shopping cart.
During scanning, marking/unmarking device 20 deactivates security devices on the articles.
Indicator 31 may be employed to indicate to the customer that the merchandise item
has been properly scanned and that the item's security device has been deactivated.
Error conditions and indications of malfunctions may also be provided by indicator
31.
[0028] In order to return an item to the shelf, a customer must activate put-back button
32 and rescan the item. As the customer passes the item across scanner 18, marking/unmarking
device 20 reactivates the security device on the item. Preferably the security devices
are magnetic. Thus, the marking/unmarking device 20 is operative to demagnetize the
security devices when the items are scanned a first time and to magnetize the security
devices when the items are scanned a second time.
[0029] To obtain help from retail personnel, a customer activates help button 30. Controller
12 then signals store personnel through central computer 26.
[0030] As merchandise is scanned for purchase or rescanned for return, device 11 may communicate
with central computer 26 to obtain prices and descriptions and to update inventory
numbers. This information may be made available to the customer through display 23
or receipt generator 16.
[0031] Special goods and services which are not typically capable of being scanned may be
recorded using device 11. Preferably, special tags or catalogues describing these
goods and services are scanned by the customer. Order information may be transmitted
to store personnel and pickup information may be transmitted back to the customer
and displayed. For showroom items, after an item tag is scanned, messages such as
"This item is in stock in all the colours described, and can be delivered Thursday.
Push the green button to purchase.", may be displayed or spoken.
[0032] The customer's shopping activities may be monitored by site-level machines or humans.
Special information or advertising messages, which are targeted to a customer's buying
history, current purchases, or other file data, may be sent to the customer and displayed
during shopping. For example, a customer might normally buy a bottle of wine at a
grocery store to go with a steak. If on a current shopping trip, the customer bought
a steak, but then walked past the wine display without buying, a message may be displayed
or spoken to remind the customer to buy a bottle of wine: "Wouldn't a good bottle
of wine go well with your steak?"
[0033] While shopping, any shopping list items previously loaded into the device 11 or sent
to the retailer via wireless communication device 24 may result in timely messages.
For example, messages such as "Don't forget, you wanted a detergent," may be transmitted
to device 11 and displayed or spoken as the shopper inadvertently bypasses the laundry
detergent aisle.
[0034] A transaction is finalized by the customer activating the finished-shopping button
33, transmitting a signal having transaction information to the central computer 26
by the wireless communication device 24 in response to the activation of the button
33, verifying payment, and transmitting a signal to the customer that the transaction
is complete. When the customer intends to complete a shopping transaction, the customer
activates the finished-shopping button 33 in a special security area of the retail
location, close to an exit, or in an aisle separating different departments. Security
is provided by virtue of sensor 28 checking the items gathered by the customer for
an item not scanned by the customer. Activation of the finished-shopping button 33
also returns the customer's card and alerts store security personnel that the customer
wishes to leave the store. A positive response from the retailer, either aural or
visual, indicates a successful transaction. Receipt generator 16 then provides a record
of the transaction.
[0035] Advantageously, system 10 provides a consistent, automated interaction environment
between customers and retailer. It also provides additional interaction that might
be required or helpful as customers select their purchases.
[0036] By avoiding the need for manned queues, system 10 reduces the manpower required to
operate many kinds of stores. Thus, operating costs are reduced and low-cost labour
shortages cease to be a problem.
[0037] System 10 has attributes and safeguards which minimize theft, both theft from the
retailer and theft from the individual shopper. These attributes stem from the inherent
nature of device 11 and from additional features incorporated into system 10 to assist
in the security role. For example, attachment of device 11 to any kind of basket,
bag, or shopping cart containing goods helps keep those goods secure from theft because
the customer would not leave device 11 unattended. The customer either owns or has
responsibility for device 11 and would not want to stray too far from device 11 or
the card inside it.
[0038] Theft from the store is minimized by locating sensor 28 at each exit. Knowing that
such sensors 28 are in place, a customer would be motivated to scan each item before
placing it in the cart. Pressing the finished-shopping button anywhere but in a designated
"Exit Area" triggers an alarm.
[0039] At retail locations where average item price is low, there are alternatives to physically
marking every item in the store for security. Only a certain percentage of items may
be marked, with these marks being hidden so that customers do not know which ones
are not marked. Experience with prior theft deterrent systems has shown that it is
not necessary for every item to be marked in order to deter theft from a store. Similarly,
in some stores the only items marked are expensive items or items shown from experience
to be more likely to be stolen (such as leather jackets or packs of cigarettes). Again,
retail experience has shown that these selective markings provide substantial overall
benefits.
[0040] Wireless communication circuit 24 supports crime prevention. It minimizes the chances
that device 11 will become a marketable entity, simply by matching against a "hot
list" of stolen devices a unique device number sent from each device 11 which enters
the store. In a similar fashion, devices 11 which contain stolen charge cards would
be detected at customer entry, providing a substantial amount of time for the retailer
to act on this information. Finally, exiting the store or its surrounding area with
device 11 without activating the finished-shopping button causes an alarm to sound
via communicated signals.
1. A checkout system (10) characterized by a checkout device (11) transportable by a
customer and adapted to be used by the customer to identify and pay for items associated
with a shopping transaction, said checkout device including a wireless communication
device (24); and a central computer (26) linked by a communication network with said
checkout device (11).
2. A checkout system according to claim 1, characterized in that said checkout device
(11) includes a security system (18,20) arranged to sense items which have not been
identified and purchased.
3. A checkout system according to claim 2, characterized in that said security system
(18,20) includes scanning means (18) for scanning items, and a marking/unmarking device
(20) operative to deactivate security devices on the items when the items are scanned
a first time by said scanning means, and operative to reactivate said security devices
when the items are scanned a second time by said scanning means.
4. A checkout system according to claim 3, characterized in that said security devices
are magnetic and said marking/unmarking device (20) is operative to demagnetize said
security devices when the items are scanned a first time and to magnetize said security
devices when the items are scanned a second time.
5. A checkout system according to either claim 3 or claim 4, characterized by security
sensor means (28) for sensing security devices which have not been deactivated.
6. A checkout system according to claim 5, characterized in that said sensor means (28)
is located at an exit of the retail establishment where said shopping transaction
takes place, and is arranged to alert said central computer (26) and security personnel
if said sensor means senses one or more security devices which have not been deactivated.
7. A checkout system according to any one of the preceding claims, characterized in that
said checkout device (11) includes a card reader (14) for reading information carried
on a customer card.
8. A checkout system according to claim 7, characterized by input means (33) operable
by a customer to indicate that a shopping transaction has been completed, said card
reader (14) being arranged to retain the customer card until such time as said input
means (33) has been operated.
9. A checkout system according to any one of the preceding claims, characterized in that
said checkout device (11) is arranged to be attached to transport means (13) for transporting
items associated with a shopping transaction.
10. A checkout system according to any one of the preceding claims, characterized in that
said checkout device (11) includes display means (23) for displaying information to
a customer.
11. A checkout device (11) for use in a checkout system according to any one of the preceding
claims.