Getting Organized

Organization is key to being a successful refunder or couponer. Once you get the process started, it almost maintains itself!

What you need:

You will need a notebook, plenty of stamps, address lables and an ample supply of envelopes. If you plan on trading with others, it is also a good idea to make up some trading slips. This is just a peice of paper about the size of a business card that states what you sent and what you are expecting to receive in return. Some shoeboxes and cardboard are also great for making storage boxes for coupons and refund forms. I store my POP's (proofs of purchase) in clear zipper style bags. If you choose that method you will need those, too.

Coupons

You will need a place to store your coupons. Small coupon wallets are often sold in grocery stores, or you can use a shoebox with envelopes (my method). I organize the coupons by aisle (dairy, pet, etc.) placing the ones I plan to use on this visit at the front of each section. The rest are grouped by product within each section.

Refund Forms

You will need a place to store all of your refund forms. I use a shoe box with cardboard dividers. On the dividers, write the month and year for every month for at least 2 years. Store the forms according to expiration date. When I receive a new form, I record it alphabetically in a computer file (a small notebook works well if a computer isn't available). I record what Q's (UPC's, receipts, etc.) are needed to complete the deal, the date the form expires and what the offer is (a free coupon, cash, promo). I go through my coupon file and note what coupons are available as well. I take this list (along with my coupons, of course) to the store with me so I can do some price comparisons.

When you send in the form, record it in a separate section of your notebook or a separate computer file. List it by the date you expect to receive it. Forms should mention the processing time for the offer. Record the date you sent it, the address you sent it to, items sent, any additional contact information and what you expect to receive. If you don't receive it within a week after the expected date, contact the company.

Qualifiers

Remember to clip the UPC's and Proofs of purchases from every product you use whether you have a current form or not. A future refund may become available for that product. Clip the proof of purchase and write the product name, version and size on the back. I file mine in large ziploc baggies with similar products (medicines, cereals, etc.) If you do have a current form, then clip the proof, along with the receipt, to the form to prepare to mail.