Order management user interface

Patent metadata

Field	Value
Publication number	US-11282118-B2
Application number	US-201916573497-A
Country	US
Kind code	B2
Filing date	Sep 17, 2019
Priority date	Sep 17, 2019
Publication date	Mar 22, 2022
Grant date	Mar 22, 2022

Abstract

Disclosed herein are system, method, and device embodiments for implementing an order management graphical user interface (GUI). An application service may monitor completion of a workflow associated with a purchase order, generate a GUI layout associated with the purchase order, the GUI layout including a graphical workflow frame dimensioned to present a predicted amount of graphical representations associated with the workflow, and a detailed information frame. Further, the application service may generate a first graphical representation representing the purchase order and the order status, generate a graphical area corresponding to an operation of the plurality of operations for providing the product to the customer, determine performance of the operation based on the monitoring, generate a second graphical representation within the graphical area based on the performance of the operation, and generate a connection item between the first graphical representation and the second graphical representation.

First claim

What is claimed is:

1. A method, comprising:
monitoring completion of a workflow associated with a purchase order, the workflow including a plurality of operations for providing a product to a customer;
generating a graphical user interface (GUI) layout associated with the purchase order, the GUI layout including a graphical workflow frame dimensioned to present a predicted amount of graphical representations associated with the workflow including an amount of graphical representations that may be added to the workflow to fulfill the purchase order, and a detailed information frame, wherein the predicted amount of graphical representations associated with the workflow is determined based on an attribute of the purchase order;
generating a first graphical representation within the graphical workflow frame, the first graphical representation representing the purchase order and an order status;
generating a graphical area within the graphical workflow frame, the graphical area corresponding to an operation of the plurality of operations for providing the product to the customer;
determining performance of the operation based on the monitoring;
generating a second graphical representation within the graphical area based on the performance of the operation; and
generating a connection item between the first graphical representation and the second graphical representation, wherein an alignment of the second graphical representation relative to the first graphical representation is selected based on a likelihood that the connection item is generated.

2. The method of claim 1 , further comprising:
receiving, via a GUI, selection of the second graphical representation; and
presenting detailed information corresponding to the second graphical representation within the detailed information frame.

3. The method of claim 1 , further comprising:
determining a workflow alert based on the plurality of operations; and
presenting a third graphical representation associated with the workflow alert.

4. The method of claim 3 , further comprising:
presenting a fourth graphical representation selectable to trigger a recommended action to perform in response to the workflow alert; and
performing the recommended action based at least in part on a selection of the fourth graphical representation.

5. The method of claim 1 , further comprising:
presenting a third graphical representation corresponding to a custom process;
determining an event based on performing the custom process; and
updating the third graphical representation based on the event.

6. The method of claim 1 , wherein the connection item is a first connection item, the second graphical representation includes a fulfillment representation corresponding to a fulfillment order, and further comprising:
presenting an invoice representation including payment information corresponding to the fulfillment order;
presenting a third connection item from the fulfillment representation to the invoice representation;
presenting a delivery representation including delivery information corresponding to the fulfillment order;
presenting a fourth connection item from the fulfillment representation to the invoice representation; and
vertically aligning the invoice representation and the delivery representation.

7. The method of claim 1 , wherein the plurality of operations are a first plurality of operations, the connection item is a first connection item, the graphical area is a first graphical area, and further comprising:
generating a second graphical area within the graphical workflow frame, the second graphical area corresponding to a second plurality of operations dependent upon the operation;
presenting a plurality of graphical representations within the second graphical area;
presenting a second connection item between the second graphical representation and the plurality of graphical representations; and
aligning the plurality of graphical representations within the second graphical area.

8. The method of claim 1 , wherein generating the connection item between the first graphical representation and the second graphical representation comprises:
applying a graphical effect to the connection item based on the order status.

9. A system comprising:
a memory; and
one or more processors and/or circuits coupled to the memory and configured to:
monitor completion of a workflow associated with a purchase order, the workflow including a plurality of operations for providing a product to a customer;
generate a graphical user interface (GUI) layout associated with the purchase order, the GUI layout including a graphical workflow frame dimensioned to present a predicted amount of graphical representations associated with the workflow including an amount of graphical representations that may be added to the workflow to fulfill the purchase order, and a detailed information frame, wherein the predicted amount of graphical representations associated with the workflow is determined based on an attribute of the purchase order;
generate a first graphical representation within the graphical workflow frame, the first graphical representation representing the purchase order and an order status;
generate a graphical area within the graphical workflow frame, the graphical area corresponding to an operation of the plurality of operations for providing the product to the customer;
determine performance of the operation based on the monitoring;
generate a second graphical representation within the graphical area based on the performance of the operation; and
generate a connection item between the first graphical representation and the second graphical representation, wherein an alignment of the second graphical representation relative to the first graphical representation is selected based on a likelihood that the connection item is generated.

10. The system of claim 9 , wherein the one or more processors and/or circuits are further configured to:
receive, via a GUI, selection of the second graphical representation; and
present detailed information corresponding to the second graphical representation within the detailed information frame.

11. The system of claim 9 , wherein the one or more processors and/or circuits are further configured to:
present a third graphical representation selectable to trigger a recommended action to perform in response to a workflow alert; and
perform the recommended action based at least in part on a selection of the third graphical representation.

12. The system of claim 9 , wherein the connection item is a first connection item, the second graphical representation includes a fulfillment representation corresponding to a fulfillment order, and the one or more processors and/or circuits are further configured to:
present an invoice representation including payment information corresponding to the fulfillment order;
present a third connection item from the fulfillment representation to the invoice representation;
present a delivery representation including delivery information corresponding to the fulfillment order;
present a fourth connection item from the fulfillment representation to the invoice representation; and
align the invoice representation and the delivery representation.

13. The system of claim 9 , wherein the plurality of operations are a first plurality of operations, the connection item is a first connection item, the graphical area is a first graphical area, and the one or more processors and/or circuits are further configured to:
generate a second graphical area within the graphical workflow frame, the second graphical area corresponding to a

Assignees

• Salesforce Com Inc

Inventors

• Starukhin Michael
• Funk Cassandra
• Farah Richard
• Cox Daryn
• Derochemont Steven

Classifications

• G06Q30/04 Primary

  Billing or invoicing · CPC title

• G06F9/451

  Execution arrangements for user interfaces · CPC title