WHAT CAN I DO HERE?

The Shopping + Gifts topic enables you to manage all the information related to your shopping needs, including products that you often buy, sellers where you buy items, shopping items that you need to pick up, shopping lists, things you want to sell, gifts given and received, and coupons. Your app comes loaded with common products; however, you’re welcome to delete or modify any of those default shopping products. What’s handy about the Shopping + Gifts topic is you can view your shopping items in the Near Me view, which makes you more productive because you can better plan your shopping trips by location. In addition, through Foursquare™ integration in the Near Me view, you can easily search for and convert your favorite stores or other businesses into sellers in a few simple taps that you can use in your Shopping + Gifts topic.

If you’re using the My.Shopping app, you’ll find that you will receive most, but not all of features described here (such as “Touchpoints”). If you want to purchase the full app, you can find it at: https://itunes.apple.com/us/app/lifetopix-all-in-one-personal/id399076264?mt=8

GETTING STARTED

If you haven’t done so already, when you begin using the My.Shopping app or LightArrow app Shopping + Gifts topic, start by setting up the following:

  • Categories: (Settings -> Manage Categories) Set up categories for bookmarks, coupons, products, sellers (service providers), and shopping items units.
  • Sellers tile: Remove and add sellers that you use.
  • Products tile: Remove and add products that you frequently purchase.
  • Backup, Restore, & Sync: (Settings -> Backup, Restore & Sync) If using Sync + Share, set up device-to-device sync.

GLOSSARY OF TERMS

Products: All purchasable items defined in the app. A “product” is something you acquire from a store, company, or person. Milk, video-on-demand movies, clothing, electronics, and garden tools are all examples of products.

All Shopping Items: Items you need to purchase. When you add shopping items, you select from your configured products. You can remind yourself to purchase individual shopping items or you can add shopping items to shopping lists.

Shopping Lists: Lists that hold products to purchase.

Things to Sell: Items you wish to sell or have already sold.

Gifts for Others: Items you have given or plan to give to other people.

Gifts Received: Items you have been given by other people.

Coupons: Touchpoint to the Coupons category of the Notes + Files topic.

Sellers: All vendors of products.

TOUCHPOINTS

Touchpoints allow relevant information to be shared seamlessly between the Shopping + Gifts topic, the Events + Appointments, and Travel + Places, and Notes + Files topics. For example, imagine you have a list of supplies to buy for a party you are hosting. The supply list you define in Events + Appointments is also accessible from Shopping. Or, if you specify items you want to buy for a trip you have defined in Travel + Places, those are also accessible from the Shopping + Gifts topic.

ALERTS

Alerts display at the top of the Shopping + Gifts view for anything related to shopping or gifts that are due within the next five days or currently overdue. For example, if you have a shopping item, such as milk, that’s due, it will appear in the Alerts section.

LOCAL NOTIFICATIONS

Local notifications will also alert you to shopping lists depending upon the reminders that you’ve set up in My Settings.

LOCATION SERVICES

If a Shopping Item has a Seller, and if the Seller has a location set, those shopping items with that Seller will be available in the “Near Me” view.

CALENDARS AND AGENDA

If you wish for shopping items and shopping lists to appear in your calendar and agenda, check Include Shopping Items and Include Shopping Lists from the Filter icon in the Agenda and Calendar views. If you wish for your closed shopping items to not show in your calendar and agenda, uncheck Include Closed Items from the Filter icon included in your Calendar and Agenda views.

CATEGORIES

Categories are available for use with products. You can create, modify, hide, or delete categories via Manage Categories. When a product’s category is deleted, it is completely removed from your app. When a products category is hidden, it no longer appears as a category for products, but it remains defined in the app and is still available in the category list when you are defining a new product. Note that products’ categories that are in use or serve as touchpoints to another topic cannot be deleted or hidden.

CONFIGURING PRODUCTS

A “product” is something you acquire from a store, company, or person. Milk, video-on-demand movies, clothing, electronics, and garden tools are all examples of products. Your LightArrow app come pre-configured with a list of commonly-used products. You can add new products, modify existing products, or delete products. For products, you can save details such as category, sellers, unit price, and type of unit. When you create shopping lists or shopping items, you select from your list of products. You can create multiple products with the same name with different sellers. When you start using the Shopping + Gifts topic, you should configure the products that you commonly use and remove the products that you don’t use.

There are different ways to configure products. You can configure products directly from the Products tile or you can define products on demand when you’re creating shopping lists or shopping items.

How to configure products:

  1. In the Shopping + Gifts topic, tap the Products tile.
  2. You can view products by category, all, or last updated.
  3. If you wish to add a product to a Category, choose Category from the filter, tap the category, and then tap Tap to add a New Product.
  4. Tip: You can add new categories by tapping Manage Categories. You can add subcategories, such as “Dairy Aisle” to “Groceries” in order to sort your grocery lists by grocery aisle.
  5. If you wish to modify an existing product, tap the product and then tap Open.
  6. If you wish to delete an existing product, tap the product and then tap Delete.
  7. Type a name for the new product or modify the existing product name.
  8. Add a photo to the product to represent it by tapping Add Photo.
  9. Add an optional comment about the product.
  10. If necessary, select or add a new category.
  11. For new products, tap Create and Add More Data to add sellers and any associated items.
  12. If you wish to add a new seller, tap Tap to add Sellers (or) if you wish to modify the seller, tap the seller’s name.
  13. Select the seller and tap Save.
  14. Optionally add items to the product, such as tasks, checklists, reminders, etc. by tapping the plus sign.
  15. Tap Save.

How to delete products:

  1. In the Shopping + Gifts topic, tap the Products tile.
  2. Tap the item you wish to delete, and then tap Delete.

Tip: You can add photos to products and they will display in their respective tiles in the Shopping + Gifts topic. This way, you will be able to easily identify the products you wish to purchase.

Refer to Photos for information about adding Photos to items, such as Products.

ALL SHOPPING ITEMS

The All Shopping Items view shows all shopping items that you’ve added individually, and also shows all items that have been added to lists. If you wish, you can add items to shopping lists directly from this view or you can create your lists and add shopping items to them in the Shopping Lists view. This view also allows you to sort your shopping items by all, open, or bought (AND) sellers, categories, or lists. You can also mark items as open or bought by tapping Mark Done. Keep in mind that you can add an item more than once (to account for the fact that you might be adding the same item for different stores or lists). If you wish to purchase several units of the same item, change the quantity after you add the item(s).

Note: If you add shopping items individually, they’re not automatically added to a list. If you want to add them to a list or move them to a different list, you can open the item and choose the list from the Shopping List field. Alternatively, add the items directly to a shopping list by tapping the Shopping Lists tile and then opening the list to which you wish to add items.

How to add and modify shopping items:

  1. In the Shopping + Gifts topic, tap the Shopping Items tile.
  2. Tap the plus sign to add products to your open shopping items.
  3. If you do not see the item you wish to add, you can add it by tapping the product name and then tapping No exact match. Tap to add (this process adds a new product to your app).
  4. Tap all the products you wish to add and then tap Add.
  5. When you’re finished adding items, tap Close to close the popup on the side.
  6. You can change the details of the shopping item by tapping the shopping item, tapping Open, and changing the information available  (Product, Buy Before, Seller, Unit Price, Unit, Comment, Quantity, Total Price, Bought, and Shopping List). Note: Quantity, Total Price, Bought, Shopping Lists, Comment, and Buy Before apply only to this shopping item (not the product itself or seller details).
  7. You can also tap More to change the Product Details, Seller Details, Bookmarks, Photos, and Notes for the product (these changes are applied to the product and seller details for the product).
  8. Tap Save.

How to sort shopping items:

You can configure categories for shopping products any way you wish, which allows you to sort your shopping items in a way that’s convenient for you. For example, you could create subcategories for shopping aisles or you could create subcategories for business products. You can also sort by All, Open, or Bought.

  1. In the Shopping + Gifts topic, tap the Shopping Items tile.
  2. Select All, or Open to help you find items that are pending. (To see bought items, select Bought.)
  3. Select UngroupedBy Seller, By Category, or By List to sort by the all, categories, sellers, or shopping lists that you’ve defined.

How to mark shopping items as bought:

  1. In the Shopping + Gifts topic, tap the Shopping Items tile or the Shopping Lists tile (choose a list).
  2. Tap a shopping item and then tap Mark Done.
  3. The item is crossed out.

How to remove shopping items from lists:

  1. In the Shopping + Gifts topic, tap the Shopping Items tile.
  2. Tap a shopping item and then tap Delete.
  3. The item is removed from the shopping list; however, it remains in your Shopping Items. it is not removed from your Products.

How to delete shopping items:

  1. In the Shopping + Gifts topic, tap the Shopping Items tile.
  2. Tap a shopping item (this can be within a list or from the All Shopping Items view) and then tap Delete.
  3. Choose Delete.
  4. The item is removed from shopping items and the associated shopping list; however, it is not removed from your Products.

MAKING SHOPPING LISTS

Shopping lists can be used for groceries, clothing, office supplies, or items for your business. You can make multiple shopping lists and they can be used over and over again. They contain any type of products you wish to purchase. When you add shopping items to gifts, they are also compiled into a shopping list. When you create shopping lists, the products that you’ve added display in the All Shopping Items view (and you can sort that view by lists) as well as within your shopping list.

SHOPPING LISTS VIEW

The Shopping Lists view is the central place for managing all of your shopping lists. All the shopping lists that you’ve created are contained within this view.

How to add shopping lists:

  1. In the Shopping + Gifts topic, tap Shopping Lists.
  2. Tap the plus sign in the Shopping Lists view.
  3. Give the shopping list a descriptive name and add a due date.
  4. To add Context Tags, tap Tap to Show Additional Data.
  5. To add iOS calendar notifications and shopping items, Tap Create and Add More Data.
  6. Tap the plus sign to add items to the shopping list.
  7. Tap all the products you wish to add and then tap Add.
  8. When you’re finished adding items, tap Close to close the popup on the side.
  9. You can change the details of the shopping list item by tapping the item, tapping Open, and changing the information available (Product, Buy Before, Seller, Unit Price, Unit, Comment, Quantity, Total Price, Bought, and Shopping List). Note: Quantity, Total Price, Bought, Shopping Lists, Comment, and Buy Before apply only to this shopping item (not the product itself or seller details).
  10. You can also tap More to change the Product Details, Seller Details, Bookmarks, Photos, and Notes for the product (these changes are applied to the product and seller details for the product).
  11. Tap Save.

How to remove shopping items from lists:

  1. In the Shopping + Gifts topic, tap the Shopping Lists tile.
  2. Tap a shopping list, and then tap Delete. Choose Remove from List.
  3. The item is immediately removed from the list, but not deleted from your shopping items.

How to sort shopping items in lists:

  1. In the Shopping + Gifts topic, tap the Shopping Lists tile.
  2. Tap a shopping list, and then tap Open.
  3. In the Shopping List view, select All, or Open to help you find items that are pending. (To see bought items, select Bought.)
  4. Select UngroupedBy Seller, or By Category to sort by the all, categories, sellers, or shopping lists that you’ve defined.

How to delete shopping lists:

  1. In the Shopping + Gifts topic, tap the Shopping Lists tile.
  2. Tap the item you wish to delete, and then tap Delete (or swipe to delete).

PRINTING, SHARING, AND DISCUSSING SHOPPING LISTS

You can print individual shopping lists, share shopping lists via email (e.g. for a roommate, spouse or colleague) or discuss shopping lists via social media or SMS. Users who receive a shopping list via email can manage it in their app.

How to print a shopping list:

  1. Tap the Shopping Lists tile in the Shopping + Gifts topic.
  2. In the Shopping Lists view, tap the list you wish to print and tap Open.
  3. Tap Actions and then tap Print.
  4. A PDF file is created and an alert appears asking if you wish to save the document as a local document. If so, tap Yes, otherwise tap No.
  5. Tap the Share icon at the top of the view and then tap Print.
  6. Print the document to the selected printer.

Note: You can also open the PDF document and save it to an online service, such as Dropbox, by tapping the Share icon and choosing an online service.

How to share a shopping list via email:

  1. Tap the Shopping List tile in the Shopping + Gifts topic.
  2. In the Shopping Lists view, tap the list you wish to share and tap Open.
  3. Tap Share and then tap Email.
  4. Choose a recipient and then tap Send to send the email.

How to collaborate about a shopping list:

  1. Tap the Shopping List tile in the Shopping + Gifts topic.
  2. In the Shopping Lists view, tap the list you wish to discuss and tap Open.
  3. Tap Share and then tap Post, Tweet or Text Message.
  4. A message displaying, “I’m creating a shopping list (shopping list name). Any recommendations?” appears.
  5. Modify the message as desired and send it.
  6. If you wish to view the replies at a later time, tap View Replies.

How to export a shopping list to a comma-separated (CSV) file for importing into a spreadsheet:

Sometimes, you might want to export items to a CSV file for further analysis in a spreadsheet.

  1. Tap the Shopping List tile in the Shopping + Gifts topic.
  2. Tap the Actions button.
  3. Tap Export and then email the CSV file to your email account.

MANAGING THINGS TO SELL

If you regularly sell items using eBay, Etsy and/or Craigslist, or if you just enjoy a simple, clutter-free environment, you’ll find the Things To Sell view useful for keeping track of items that you sell. This view makes selling item convenient by allowing you to sort by Open, Sold, Seller, and Category.

How to make a list of things to sell:

  1. In the Shopping + Gifts topic, tap Things to Sell.
  2. Tap the plus sign in the Things to Sell view.
  3. Select the items you wish to purchase, and then tap Add to add these items to the list.
  4. Tap all the products you wish to add and then tap Add.
  5. When you’re finished adding items, tap Close to close the popup on the side.
  6. You can change the details of the item by tapping the item, tapping Open, and changing the information available (Product, Sell By, Seller Used, Unit Price, Unit, Comment, Quantity, Total Price, and Sold). Note: Quantity, Total Price, Sold, Comment, and Sell Buy apply only to this item (not the product itself or seller details).
  7. You can also tap More to change the Product Details, Seller Details, Bookmarks, Photos, and Notes for the product (these changes are applied to the product and seller details for the product).
  8. Tap Save.

How to export “things to sell” to a comma-separated (CSV) file for importing into a spreadsheet:

Sometimes, you might want to export items to a CSV file for further analysis in a spreadsheet.

  1. In the Shopping + Gifts topic, tap Things to Sell.
  2. Tap the Actions button.
  3. Tap Export and then email the CSV to an email account.

How to remove “things to sell”:

  1. In the Shopping + Gifts topic, tap the Things to Sell tile.
  2. Tap the item you wish to remove, and then tap Delete (or) swipe to delete.
  3. This action removes the item from “Things To Sell;”  however, it remains as a product.

MANAGING GIFTS FOR OTHERS

Your app can help you keep track of gifts that you give to others, which is especially useful for weddings, birthdays, and other events. Once you add a shopping item to a gift, it becomes a shopping list and you can manage it like any other shopping list.

How to add gifts for others:

  1. In the Shopping + Gifts topic, tap Gifts for Others.
  2. Tap the plus sign in the Gifts for Others view.
  3. Tap Tap to set Recipient (Required) and then select a recipient for the gift from your contacts.
  4. Type an optional comment.
  5. Type the amount (spend) you wish to spend and a due date (an actual amount will also be added from the cost of the shopping item).
  6. Optionally, add Context Tags.
  7. Tap Create and Add More Data to add the Shopping Item you wish to purchase.
  8. Tap the Shopping Items tile and type or select an item for the gift and tap Save (optionally tap Full Details to add more information about the product if it is a new product).
  9. If you wish you can add more items to the list, you can tap the plus sign in the Shopping List view.
  10. Tap Save.

How to view shopping items for gifts:

  1. In the Shopping + Gifts topic, tap the Gifts for Others tile.
  2. Tap the row that contains the contact for whom you’re purchasing gifts.
  3. Tap Shopping items.
  4. The Shopping List appears that contains the shopping items.

How to remove gifts for others:

  1. In the Shopping + Gifts topic, tap the Gifts for Others tile.
  2. Tap the item you wish to remove, and then tap Delete. (Don’t worry, the contact is not removed).

MANAGING GIFTS RECEIVED

Your app can help you keep track of gifts that you receive from others, which is especially useful for keeping track of multiple gifts that you receive for weddings, birthdays, and other events.

How to add gifts you receive from others:

  1. In the Shopping + Gifts topic, tap Gifts Received.
  2. Tap the plus sign in the Gifts Received view.
  3. Tap Tap to set From (Required) and then select the person (contact) who gave you a gift.
  4. Type an optional comment.
  5. Type the amount (spend) you believe was the cost of the item. (An actual amount can also be added from the shopping item you add.)
  6. Optionally, add Context Tags.
  7. Tap Create and Add More Data to add the Shopping Item you received.
  8. Tap the Shopping Items tile and type or select an item for the gift and tap Save (optionally tap Full Details to add more information about the product). If the product currently doesn’t exist in your Products, search for the name and then tap No exact match. Tap to add to add it.
  9. If you wish you can add more items to the list, you can tap the plus sign in the Shopping List view.
  10. Tap Save.

How to view shopping items for gifts:

  1. In the Shopping + Gifts topic, tap the Gifts Recieved tile.
  2. Tap the row that contains the contact to whom you received gifts from.
  3. Tap Shopping items.
  4. The Shopping List appears that contains the shopping items.

How to remove gifts received:

  1. In the Shopping + Gifts topic, tap the Gifts Received tile.
  2. Tap the item you wish to remove, and then tap Delete. (Don’t worry, the contact is not removed).

MANAGING COUPONS

When you tap the Coupons tile, you will notice that the view it presents is a touchpoint to the Coupons category of the Notes + Files topic. Because coupons are a touchpoint to the Notes + Files topic, the Category of “Coupons” is automatically added to any coupons that you add through the Shopping + Gifts topic.

For stores that take electronic coupons, you can add a photo of the coupon or add a bookmark to an online coupon. You can add reminders for the coupons to let you know that you need to use the coupons before they expire.

Refer to Notes to learn more about creating Coupons.

MANAGING SELLERS

When you tap the Sellers tile, you will notice that the view it presents is a touchpoint to the Sellers category of the People + Services topic. Because sellers are a touchpoint to the People + Services topic, the Category of “Sellers” is automatically added to any sellers that you add through the Shopping + Gifts topic.

Refer to Service Providers to learn more about creating Sellers.

ASSOCIATING ITEMS WITH PRODUCTS, GIFTS RECEIVED, COUPONS, AND SELLERS

The Shopping + Gifts topic helps you to be more productive by allowing you to associate tasks, checklists, appointments, reminders, and other items to products, gifts received, coupons, and sellers. For example, if you’ve received gifts for your wedding, you can associate reminders or tasks to help you manage your thank you notes. Or you might want to associate an online coupon (as a bookmark) to a “coupon” in the app.

How to associate a task with a product, gift, coupon, or seller:

Note: Anywhere you find a task in the app, you can open it, tap its Associated Topic  tile, and select an item that you want to associate it with.

  1. Locate a product, gift, coupon or seller by tapping the appropriate tile in the Shopping + Gifts topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing task, tap Task and select the task you want to add by tapping it.
  5. If you’re adding a new task, tap Task and add a name and due date, and then tap Full Details to add more information.
  6. Complete the information for the task and tap Save.

How to associate a checklist with a product, gift, coupon, or seller:

  1. Locate a product, gift, coupon or seller by tapping the appropriate tile in the Shopping + Gifts topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing checklist, tap Checklist and select the checklist you want to add by tapping it.
  5. If you’re adding a new checklist, tap Checklist and add a name and due date. Optionally add a comment.
  6. Tap Tap to add Checklist item and add items to the checklist tapping Save as you create each one.
  7. Complete the information for the checklist and tap Save.

How to associate an appointment with a product, gift, coupon, or seller:

  1. Locate a product, gift, coupon or seller by tapping the appropriate tile in the Shopping + Gifts topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing appointment, tap Appointment and select the appointment you want to add by tapping it.
  5. If you’re adding a new appointment, tap Appointment and add a name and start date.
  6. Tap Full Details if you wish to add full dates, invitees, context tags, associated topics, location, and to choose the iOS calendar to be associated with the appointment.
  7. Tap the tiles for the details you wish to add and complete the necessary fields.
  8. Complete the information for the appointment and tap Save.

How to associate a reminder with a product, gift, coupon, or seller:

  1. Locate a product, gift, coupon or seller by tapping the appropriate tile in the Shopping + Gifts topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing reminder, tap Reminder and select the reminder you want to add by tapping it.
  5. If you’re adding a new reminder, tap Reminder and add a name and due date/time.
  6. If you wish to add context tags and select a calendar for an iOS notification, tap the associated tiles.
  7. Tap Save.

How to associate a bookmark with a product, gift, coupon, or seller:

  1. Locate a product, gift, coupon or seller by tapping the appropriate tile in the Shopping + Gifts topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing bookmark, tap Bookmark and select the bookmark you want to add by tapping it.
  5. If you’re adding a new bookmark, tap Bookmark and type a URL for a bookmark or search for a bookmark and select it.

How to associate a file reference with a product, gift, coupon, or seller:

  1. Locate a product, gift, coupon or seller by tapping the appropriate tile in the Shopping + Gifts topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing file reference, tap File and select the file reference you want to add by tapping it.
  5. If you’re adding a new file reference, tap File and select a folder and file.
  6. If you don’t see the file service you wish to use, you can set it up directly from the resulting menu by tapping New and completing the options for the file service.

How to associate photos, audio, drawings, or video with products or sellers:

  1. Locate a product or seller by tapping the Products or Sellers tile in the Shopping + Gifts topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing media item, tap AudioPhotoVideo, or Drawing and select the file you want to add.
  5. If you’re adding a new media item, tap AudioPhotoVideo, or Drawing and complete the necessary actions.
  6. Save the item.

For detailed information about creating media items, refer to the Media help.

How to associate a note (or coupon) with a product or seller:

  1. Locate a product or seller by tapping the Products tile or the Sellers tile in the Shopping + Gifts topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing note, tap Note and select the note you want to add by tapping it.
  5. If you’re adding a new note, tap Note and add a name and due date, and then tap Full Details to add more information.
  6. Complete the information for the note and tap Save.

How to associate a service with a seller:

  1. Locate a seller by tapping the Sellers tile in the Shopping + Gifts topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing service item, tap Service and select the service you want to add by tapping it.
  5. If you’re adding a new service, tap Service and add the necessary information for the service.
  6. Add other optional information.
  7. Tap Save.