@CaliGirl925 wrote:
Anyway, that's what I do. I'd be interested in hearing other shoppers' methods for keeping shop note records.
1 folder per assignment. the folder named includes an assigned tracking number (for my personal use for my Excel-based tracker), the MSC, the client / project and anything else important to identify the shop.
Inside the folder contains anything related to that shop including, but not limited to, receipts, photos, shopper notes (typically text), project-specific trackers I make for very large projects), email correspondences, additional expenses related to the shop that are tax deductible, etc.
If I have a large route of shops, I place all related assignment folders into another folder. Inside this folder, I typically save the addresses that I tabulate into Excel. I usually do my homework ahead of time and use MapQuest route planner to figure out the order I need to perform things at. Similarly, I throw in any tax deductible expenses like meal receipts (out of pocket and no shop), rental car receipts / agreements, hotel (when needed and out of pocket), etc.
Shopping the Greater Denver Area, Colorado Springs and in-between in Colorado. 33 year old male and willing to travel!