Returning goods on a Credit Note is how stores staff receive a customer's returned stock back into the warehouse. Because a return has to be inspected before it can be resold — and because Unleashed will not let myWork edit a customer's credit note — the process has four roles: a sales manager approves the return, a stores clerk receives the goods, someone with credit-note access enters it in Unleashed, and a technician inspects them and decides whether they can be sold.
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)
- Go to Sales → Credit Notes.
- Find the credit note and click Approve in the Return column.
- 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)
- Go to Shipping & Receiving → Credit Notes (Returns). The list shows Ready to receive by default (you can switch to Awaiting approval or All open).
- Open the credit note. Each returned product is a card showing Credit qty, Received and Remaining.
- For each line you are receiving:
- Tap Item photo and take a photo of the returned item. A photo is required before you can receive that line.
- On an ordinary line, enter how many arrived in Receive now.
- On a serialized line, tick or scan the serial numbers that came back. The tick count is the quantity — there is no separate number to type.
- Tap Receive.
Every line on a credit note is treated as returning to stock. There is no Return to stock tick box — the goods arriving at the warehouse is the only thing the floor can answer. Damaged goods still come back in; the inspection in step 4 is where they are judged.
Then put it away
Received returns go on hold for sale, and that hold is not a lock. The stock is yours to shelve wherever it belongs — you are not stuck holding it in your own inventory. The hold travels with the goods to the new location, so no matter where you put them they stay out of sellable stock until a technician releases them.
(Before August 2026 returned stock was locked outright and could not be moved at all. If you remember returns piling up in your own inventory, that is what changed.)
Where the serial numbers come from
myWork traces the credit note back to the invoice, then to the shipment that went out, and lists the exact units that were sent to that customer — even when the credit note itself has no serial numbers on it.
If the whole line is coming back, they are already ticked — one press and you're done. If the credit covers fewer units than were shipped, nothing is pre-ticked, because nothing in either system knows which ones came back. Only the person holding the goods can answer that.
A serial that isn't on the list can still be scanned in — a customer can return something that shipped on a different order. It's accepted and flagged.
If the screen refuses
- "Only 1 outstanding" — you ticked more units than the credit covers. Untick one first.
- "Already returned on CN-…" — that exact unit is already back, on some credit note. It can't come back twice.
You can attach extra photos, documents and a signature at any time.
You need the Credit Notes permission (CreditNoteUser).
3. Enter it in Unleashed (sales / finance)
Once every line has been received, myWork raises a request: Credit Note — enter in Unleashed, in My Admin → Approvals. If the rest of a return is never coming, the clerk can send it early with Nothing more is coming.
Whoever picks it up:
- Opens the credit note in Unleashed and ticks Return on each line.
- Clicks the Serial cell and selects the units listed on the request. The request shows them as a comma-separated list, ready to paste.
- Comes back to the request and presses Approve — not Complete in Unleashed. myWork completes the credit note itself.
myWork checks before it closes the request. If the serial numbers aren't actually allocated yet it refuses, names the lines that are short, and leaves the request open.
The request is addressed to a permission, not a person: everyone with CreditNoteWrite sees it and any one of them can action it, so it doesn't sit waiting on somebody who's on leave.
4. Inspect and decide (technician)
- Go to Shipping & Receiving → Returns Inspection. It lists everything still on hold, wherever it has been shelved.
- Check the item — physical or electrical, whatever that item needs.
- Then either:
- Release to stock — it becomes ordinary stock. If it is on a Stores shelf it is sellable immediately; if it is still in someone's personal inventory it becomes free stock and joins sellable stock when somebody shelves it in Stores.
- Not fit for sale — raises a damaged-goods write-off request for approval, and the stock stays locked to that request in the meantime. Nothing is written off on the spot.
Until one of those two happens, the returned stock cannot be sold. You need the Inspect returns permission (CreditNoteInspect).
This step runs in parallel with step 3 — inspecting does not wait for Unleashed, and Unleashed does not wait for inspecting.
Good to know
Partial returns are fine — receive what physically arrived now and finish the rest in a later session. That works for quantities and for serial numbers. The card always shows what's still outstanding.
Nothing is sellable until it is inspected — returned goods are never automatically resold, no matter where they are shelved.
myWork can't edit the credit note. Unleashed refuses every change to a credit note raised from an invoice, which is nearly all of them. myWork cannot tick Return, enter serial numbers, or change a credit quantity — the one thing it may do is press Complete, and only once a person has put the serial numbers in.
If only part of a return ever arrives, the credit can't be reduced from myWork. Someone has to amend it in Unleashed, or raise a second credit note against the invoice for the balance. The request shows the shortfall; the decision is a Sales one.
The warehouse record stands on its own. What came back, which serial numbers, who received it, who inspected it and when all live in myWork whatever Unleashed says.
Every credit note has its own chat channel (the speech-bubble icon next to its number) for questions about that specific return.