Credit Note Returns — receiving returned goods

Returning goods on a Credit Note is how stores staff receive a customer's returned stock back into the warehouse. Because a return can be inspected before it's resold, the process has three roles: a sales manager approves the return, a stores clerk receives the goods (into a quarantine), and a technician inspects and releases them to sellable stock.

Before you start

A credit note must already exist in Unleashed for the customer's return. In myWork it appears under Sales → Credit Notes.

Unleashed credit notes have no "approved" state of their own, so myWork adds the approval step. A credit note is not available on the floor until a sales manager approves the return.

1. Approve the return (sales manager)

1. Go to Sales → Credit Notes.
2. Find the credit note and click Approve in the Return column.
3. It now appears on the floor's Credit Notes (Returns) queue, ready to receive.

You need the Approve returns permission (CreditNoteApprove).

2. Receive the returned goods (stores clerk)

1. Go to Shipping & Receiving → Credit Notes (Returns). The list shows Ready to receive by default (you can switch to Awaiting approval or All open).
2. Open the credit note. Each returned product is a card showing Credit qty, Received and Remaining.
3. For each line you are receiving:
   • Make sure Return to stock is ticked (untick it for goods that should not go back into sellable stock, e.g. damaged items).
   • Tap Item photo and take a photo of the returned item. A photo is required before you can receive that line.
   • Enter how many you're receiving now in Receive now — you can receive part of a line and finish the rest later (partial, multi-session).
4. Tap Receive.

The received goods go into a RETURNED quarantine: they are recorded in stock but are not sellable yet — they wait for inspection. You can attach extra photos, documents and a signature at any time.

The credit note is only completed in Unleashed once every returned line has been fully received. Partial receipts stay open and do not touch Unleashed.

You need the Credit Notes permission (CreditNoteUser); completing the return in Unleashed also needs CreditNoteWrite.

3. Inspect and release to stock (technician)

1. Go to Shipping & Receiving → Returns Inspection. It lists every quarantined returned item (product, quantity, originating credit note, location).
2. Check the item's condition.
3. Click Release to stock to make it free, sellable inventory again.

Until you release it, the returned stock stays locked and can't be picked or sold. You need the Inspect returns permission (CreditNoteInspect).

Good to know

• Partial returns are fine — receive what physically arrived now and finish the rest in a later session. The card always shows what's still outstanding.
• Quarantine first, sell later — returned goods are never automatically resold; a technician must inspect and release them.
• Zero-value free credits can't be completed by Unleashed ("you must return some quantity or credit some value"). A normal customer return (with a credit value) completes correctly.
• Every credit note has its own chat channel (the speech-bubble icon next to its number) for questions about that specific return.