PDABruce.com - Tracking software for Palm® OS

Rebate Tracker (3.0) Online Manual

© 2003 by Bruce Richards

Click image to download a demo Rebate Tracker is a database application for Palm OS to maintain status of rebates sent and received. This application is shareware.

Rebate Tracker has the ability to store categories to filter and display the records.

Each record can store notes if desired.


 

Version History:

Version 3.0 adds the following: Database now defaults to reverse date order. Added new theme color. Added ascending/desending sort options. New alternate row color user selectable.

Version 2.0 adds the following: Additional file to store items being sent for rebate. Drop down list boxes, select up to 4 items sent with rebate. New note editor.

Installing:

Hotsync the Rebate Installer.prc file to your PDA.

You will see an icon called InstRebat in the PDABruce category.

Select this icon to install and launch Rebate Tracker. Several files will be extracted from the archive and the archive will delete itself.

Rebate Tracker will automatically run once the installer has completed.

When you exit the program you will see the Rebate Tracker program icon.

Prior to installing

After installing

When you start Rebate Tracker for the first time a 30-Day Trial screen appears. Once you register the product this screen will no longer show.
The first screen that appears is the View All screen.

Select Enter Item from the menu or the Add/Edit button to add/edit enter a new rebate.

Select Cats to add/edit category titles used for filtering.

Select Filtered to display only sent items or only received items and a total for items being viewd.

Once you have some transactions entered they will display on this screen.

Select a transaction in the list to edit/delete the entry.

View All

The Add/Edit screen is where you enter your records.

Before entering any records you need to set up categories and your sent items list.

Select Cat to add/edit your categories. (see below)

Select Edit Sent Items to add/edit your sent items list.

Once you have the categories and sent items entered, return to this screen and start entering your records.

Tap the New button and fill out the screen.

The Rebate for field is where you enter a description of what this rebate is for.

If you have sent the rebate in check the Sent box and then tap the Date field to select the date.

If you have received the rebate check the Recv'd box and tap in the Date field to select the date.

Select the Down Arrow in the Category field to select a category.

Select the Down Arrows it select items that were sent along for this rebate. These items must be previously set up. You can select up to four of these items per rebate.

Enter notes if you choose by tapping the Notes button to bring up the Note Editor.

Use:

  • |< - to view first record
  • < - to view previous record
  • New - to create a new record
  • > - to view the next record
  • >| - to view the last record
  • Del - to delete the current record
  • All - to display all records
  • Cat - to add/edit categories

You can purge (delete) rebates that have been received by selecting Purge Recv'd from the Options menu of this screen.

You can delete the entire database by selecting Delete All from the Options menu of this screen.

You can export the database to the Memo Pad application by selecting Export Memo from the Options menu of this screen.

NOTE If you decide you want the database sorted in ascending order you must resort the database each time you add a new rebate.

Add/Edit screen

Menu View

Note Editor

Edit Sent Items

The Enter Categories screen allows you to add/edit values you will use for categorizing your entries.

Use:

  • New - to add a new category value
  • Edit - to change a category value
  • Del - to delete a category value
  • Sort - will sort the category values in ascending order, tapping the sort a second time will sort the category values in descending order
  • Up/Down - to move a category value up or down in the list
  • Done - to return to the previous screen
Enter Categories

The View Filtered screen displays sent or received items.

Select the Receivedcheck box and tap the Show button to view all items selected as received. The total will update automatically.

Un-select the Receivedcheck box and tap the Show button to view all items left to be received. The total will update automatically.

Select an item in the list to view or edit the detail for that item.

Use:

  • Back - to return to the View All screen
Filter sent only

Filter received

The View screen displays the detail of the selected record from the View Filtered screen.

You can modify the data displayed.

Use:

  • Back - to return to the View Filtered screen
View

Cost: FREE