Users are able to submit Calls with samples online even though the sample limit is reached. This generates negative numbers for the remaining quantity.
Online users fill in the Sample Card # online as the Signature feature is not available.
The entry of a Sample Card # on the Call Report indicates a paper based Call with Samples, High Value Promo items, or Alternative Samples.
Sample Limits are not enforced for paper based Call Reports. If the Sample Card # on the Call Report is populated, the user is not prevented from submitting the Call report if the limit is exceeded.
This is working as designed.
CRM Help Documentation: CRM Guide - Using Sample Limits
Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.