Generating pricing estimates
First Claim
1. A method for generating a pricing estimate for a customer of a small business, comprising:
- displaying, by a financial application executing on a processor and configured to manage finances for the small business, a graphical user interface (GUI) comprising a GUI widget loaded with a plurality of line items corresponding to an industry of the small business;
receiving, from a user associated with the small business and operating the financial application, a selection of a first line item and a second line item using the GUI widget;
receiving, from the user, a request to generate the pricing estimate for at least the first line item and the second line item;
obtaining, by the financial application and from a pricing server operatively connected to the financial application, a plurality of pricing data comprising a first price for the first line item and a second price for the second line item, wherein the pricing server collects the plurality of pricing data from a plurality of suppliers who agree to share the pricing data;
accessing a pricing rule specifying a profit percentage to be applied to the first price to increase profitability of the small business;
applying, by the financial application, the pricing rule to the first price for the first line item to obtain an adjusted price;
populating the GUI with at least the first price, the second price, and the adjusted price;
calculating, by the financial application, the pricing estimate based on the adjusted price and the second price;
displaying, by the financial application, the pricing estimate within the GUI; and
sending, by the financial application, the pricing estimate to a customer of the small business.
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Accused Products
Abstract
A method for generating a pricing estimate involves displaying a graphical user interface (GUI) to obtain and display data associated with the pricing estimate, receiving items of the pricing estimate receiving a request to generate the pricing estimate, and obtaining, in response to receiving the request, pricing data for the items from a pricing server collecting pricing data from suppliers. The method further involves accessing a pricing rule relating to items of the pricing estimate, applying the pricing rule to the pricing data for the items to obtain adjusted pricing data, populating the GUI with the adjusted pricing data, calculating a total estimated cost based on adjusted pricing data and displaying the total estimated cost within the GUI.
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Citations
20 Claims
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1. A method for generating a pricing estimate for a customer of a small business, comprising:
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displaying, by a financial application executing on a processor and configured to manage finances for the small business, a graphical user interface (GUI) comprising a GUI widget loaded with a plurality of line items corresponding to an industry of the small business; receiving, from a user associated with the small business and operating the financial application, a selection of a first line item and a second line item using the GUI widget; receiving, from the user, a request to generate the pricing estimate for at least the first line item and the second line item; obtaining, by the financial application and from a pricing server operatively connected to the financial application, a plurality of pricing data comprising a first price for the first line item and a second price for the second line item, wherein the pricing server collects the plurality of pricing data from a plurality of suppliers who agree to share the pricing data; accessing a pricing rule specifying a profit percentage to be applied to the first price to increase profitability of the small business; applying, by the financial application, the pricing rule to the first price for the first line item to obtain an adjusted price; populating the GUI with at least the first price, the second price, and the adjusted price; calculating, by the financial application, the pricing estimate based on the adjusted price and the second price; displaying, by the financial application, the pricing estimate within the GUI; and sending, by the financial application, the pricing estimate to a customer of the small business. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A non-transitory computer readable storage medium storing a plurality of computer executable instructions for generating a pricing estimate for a customer of a small business, the plurality of computer executable instructions comprising functionality to:
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display, using a financial application configured to manage finances for a small business, a graphical user interface (GUI) comprising a GUI widget loaded with a plurality of line items corresponding to an industry of the small business; receive, from a user associated with the small business and operating the financial application, a selection of a first line item and a second line item using the GUI widget; receive, from the user, a request to generate the pricing estimate for at least the first line item and the second line item; obtain, using the financial application and from a pricing server operatively connected to the financial application, a plurality of pricing data comprising a first price for the first line item and a second price for the second line item, wherein the pricing server collects the plurality of pricing data from a plurality of suppliers who agree to share the pricing data; access a pricing rule specifying a profit percentage to be applied to the first price to increase profitability of the small business; apply, using the financial application, the pricing rule to the first price for the first line item to obtain an adjusted price; populate the GUI with at least the first price, the second price, and the adjusted first price; calculate, using the financial application, the pricing estimate based on the adjusted price and the second price; display the pricing estimate within the GUI; and sending, using the financial application, the pricing estimate to a customer of the small business. - View Dependent Claims (11, 12, 13, 14, 15)
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16. A system for generating a pricing estimate for a customer of a small business, comprising:
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a pricing server configured to collect a plurality of pricing data from a plurality of suppliers; and a client hardware device executing a financial application configured to manage finances of the small business and comprising functionality to; display a graphical user interface (GUI) comprising a GUI widget loaded with a plurality of line items associated with an industry of the small business; receive one or more line items of the pricing estimate, wherein the one or more line items require pricing information; receive, from a user associated with the small business and operating the financial application, a selection of a first line item and a second line item using the GUI widget; receive, from the user, a request to generate the pricing estimate for at least the first line item and the second line item; obtain, in response to receiving the request, the plurality of pricing data comprising a first price for the first line item and a second price for the second line item from the pricing server wherein the pricing server collects the plurality of pricing data from suppliers who agree to share the pricing data; access a pricing rule specifying a profit percentage to be applied to the first price to increase profitability of the small business; apply the pricing rule to the first price to obtain an adjusted price; populate the GUI with at least the first price, the second price, and the adjusted price; calculate the pricing estimate based on the adjusted price and the second price; display the pricing estimate within the GUI; and send the pricing estimate to the customer. - View Dependent Claims (17, 18, 19, 20)
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Specification