Scoped dashboards
Available in supported workspaces unless marked as roadmap elsewhere.
Solution
Credit visibility for stores working with brands and vendors.
Stores can see the credit lines they are allowed to access, the available-balance movement behind them, and the notes tied to transactions.
Stores
The credit problem
Store teams often use credit from multiple brands or vendors, but eligible products, usage limits, proof requirements, and balance activity live across messages, invoices, and partial spreadsheets.
- Track usable credit, damaged-item credits, promotional allowances, and balance activity.
- Keep transaction-linked notes close to the balance history.
- Use scoped access so store users only see assigned relationships.
Keep credit records tied to the entities that actually use them.
Credit Reaper connects credit lines, transactions, notes, activity, reports, and access scope around the relationship instead of a loose spreadsheet total.
Example workflow
A lightweight operating path.
Each workflow can start small and expand as more entities and users come into the system.
- Assign the store entity to the right users.
- Review credit lines involving that store.
- Add permitted transactions or notes.
- Watch scoped dashboard/report totals update.
Relevant features
Useful for stores teams.
Transactions
Available in supported workspaces unless marked as roadmap elsewhere.
Transaction-linked notes
Available in supported workspaces unless marked as roadmap elsewhere.
Recent activity
Available in supported workspaces unless marked as roadmap elsewhere.
Next step
Start organizing stores credit relationships.
Create a workspace to map entities, credit lines, transactions, evidence, and scoped access around this workflow.