There are a couple of ways to manage coupons on your palm. It
depends on what works best for you. A simple and effective way is to create a
category in the memo pad called "coupons" and create a new memo for each
category. Then simply add your coupons under the appropriate memo title. In
other words, create a memo called "Baby Items" in the 'coupon' category and make
a list - Your memo should look like this:
Pampers Diaper Wipes, $.50, 12/31/99
Huggies Diapers, $1.50, 1/15/00
If you are interested in keeping your coupon list on the palm, you
probably already have them in a database, spreadsheet, or in the popular Cash-In program. If that is the case, follow the
same steps and just copy and paste your data into the memos.
Now you can use your palm's 'find' function to search for items like 'diapers' or
brands like 'Pampers'. A lot easier than digging in a large coupon box.
If your coupon data is in the thousands, like mine, there is another
way to organize them on your palm, but it isn't free. There is a palm database
application called 'Handbase' ($20 shareware) that will let you import your data into it.
Then you can sort by category, exp. date, etc. Try it out and see
if it will fit your needs.
Again I have two methods of keeping track of forms.
An easy way is to set up a memo category called forms. Create a new memo
for each month like this and then add the forms for that month, their
expiration, and how many you have on hand like this:
Pillsbury, 12/15/00, 6
Kool-Aid, 12/31/00, 4
Another method is to use the to-do list. I created a category called
'refunds' and wrote each form in the to-do list and assigned the expiration date
as the 'due date'. You can also set the 'due date' for a couple weeks
ahead of the refund if you want an early reminder. If the form has no exp.
date, then assign it 'no date'. Now when you sort the list by 'due
date/priority' you can see quickly what you need to work on. Don't forget
to prioritize refunds - I always give cash refunds a 1, and money+ offers a 5,
etc. See the tips & tricks section for info on putting this data into
an email or posting to a web page.
Organizing A Wishlist
The memopad method is the simplest way. Just create
an entry called 'wishlist' and make your list. I have also found
Handyshopper does an excellent job, too. I created a database in
handyshopper (version2) called wishlist. I used the categories to sort
items like 'freeride', etc. Then I added my items - Doughboy Points,
Kool-Aid Points, Duracell UPC, Oreo UPC, etc. Use the quantity field to
record how many you have on hand at the moment. I keep my wishlist UPCs in
a separate container from my other qualifiers because I know they will be used
quickly. This way, handyshopper tells me how many I have so I know what I
want to trade or redeem without digging through a big pile. Also, if there
is an exp. date for the qualifiers, then be sure to insert it in the date field
as a reminder. When you are ready to post them to an email or web site for
trading, use handyshopper's export feature (look under the menu items) and
export them to the memopad. From there you can hotsync and then copy them
from the palm desktop memo and paste into another document.
Organizing Refund Logs
I have tried 3 methods for this and all three worked well,
it's just a matter of preference. You could keep them listed
chronologically in the memo pad - that's an easy one. Another method is to
use Handyshopper. Just write them down as needed items, and check them off
when they are completed. Use the date field to keep track of when you
mailed the offer and add any additional info (what was traded/mailed, etc.) in
the date field. Use the categories to divide your list up (trades, cash
refunds, freeride points, premiums, etc.) If the palm's limit of 15
categories is a problem, then make categories by using the 'stores' field.
If you know your way around database apps like Access, then
you might want to try HandBase. I prefer to use it because I can set up
custom filters and manipulate my data in various ways. I bought this app
for $20 and it was worth it to me because I manage databases for local companies
part-time. If you'd rather not spend the extra cash, then go with
Handyshopper - it's free.
If you have any other ideas or suggestions, please e-mail
me. I would love to hear them!