CountServa · CountServa: Accounting and ERP Manual

Campaigns

VYROX Wiki · Updated 23 September 2026 · https://www.vyrox.com/wiki/countserva-campaigns

Campaigns in CountServa let you run voucher discounts and promotions, such as "RM20 off above RM150" or "10% off for Hari Raya". Each campaign has a code, a discount rule, a date window, limits and a budget, and can be redeemed at the Point of Sale, on sales invoices or both. Every redemption is tracked, so you can see exactly how much discount each campaign has cost. It is used by retailers, clubs and service businesses that run promotions.

The sidebar group Campaigns has two pages: Campaigns and Discounts Report.

Before You Start

You need the Campaigns access right to create and manage campaigns. Deleting a campaign or voiding a code needs void-level access.
Cashiers who redeem vouchers need the Point of Sale right, and sales staff need the right to create invoices.

How Discounts Are Accounted For

CountServa uses the net method. The discount reduces the selling price, so revenue posts net of the discount and no separate discount account or journal is created. The discount flows through the line discounts, so SST is reduced correctly and the e-Invoice line allowances match. The discount given is proven by the redemption records and the Discounts Report.

Create a Campaign

Go to Campaigns > Campaigns and press New Campaign.
Enter the Campaign Name, for example "Raya Promotion", the Campaign Code, for example RAYA10, and a Description.
Choose the Discount Type: Percent (%) or Fixed Amount (RM), and enter the Discount Value. For a percentage, set Max Discount (RM) to cap it.
Choose the Code Mode (see below).
Set the Minimum Spend (RM) and Uses per Voucher (Default).
Tick the Channels: Point of Sale, Sales Invoices or both.
Enter the Starts On and Ends On dates.
Set the Budget (RM), Total Usage Limit and Per Customer Limit if you want caps. Zero means no cap.
Choose the Status and press Create Campaign.

Campaign Fields

Field	What It Means	Example
Campaign Code	The code customers present	RAYA10
Discount Value	The amount or percentage off	10
Max Discount (RM)	Cap on a percentage discount; 0 means no cap	50.00
Minimum Spend (RM)	Smallest bill that qualifies; 0 means none	150.00
Uses per Voucher (Default)	How many times each unique code can be used	1
Budget (RM)	Total discount you are willing to give	5,000.00
Total Usage Limit	Maximum redemptions across all customers; 0 means unlimited	500
Per Customer Limit	Maximum redemptions per customer	1

Code Modes

Mode	When to Use It
Shared Code (Everyone Uses the Campaign Code)	Public promotions printed on posters or social media
Unique Codes (Issue Individual Single-Use Codes)	Personal vouchers sent to selected customers, each usable only as often as you allow

Issue Unique Voucher Codes

Open a campaign that uses unique codes.
Under Issue Codes, enter How Many codes and Uses Each.
Press Issue Codes.
The Issued Voucher Codes list shows each Code with Uses, Issued, Redeemed and Status. Press Void in the Action column to cancel a single code.

The list shows the latest 200 codes.

Redeem a Voucher

At the POS: during the sale, type the code in Voucher and press Apply. The Voucher Discount appears in the totals before you press Take Payment. See Point of Sale.
On an invoice: enter the code in Voucher Code (Optional) on the invoice form. See Invoices, Credit Notes and Refunds.

CountServa checks the campaign status, channel, dates, minimum spend, budget, total usage limit and per customer limit before applying the discount. If a check fails, it tells you why, for example "This campaign has ended" or "A minimum spend of 150.00 is required for this voucher".

Change a Campaign's Status

Open the campaign and use Set Status to move it between Draft, Active, Paused and Ended. Pause a campaign to stop redemptions temporarily. Press Edit to change its details.

Delete appears only for a campaign that has never been redeemed, and cannot be undone. A campaign that has been used cannot be deleted; set it to Ended instead.

Track Results

The Campaigns list shows totals for Total Campaigns, Active, Redemptions and Discount Given, and each campaign's Code, Discount, Used, Budget Used and Status. Filter by status and press Filter.
Inside a campaign, Redemptions lists the latest 100 uses with When, Channel, Document, Customer, Base and Discount.
Campaigns > Discounts Report opens the Campaign Discounts Report. Choose the From date range and press Run to see Redemptions, Customers, Discount Given and Reversed per campaign, with the Total Discount Given. Press Export CSV to analyse it in a spreadsheet.

Frequently Asked Questions

What Happens If an Invoice With a Voucher Is Voided?

When the document is fully voided, the redemption is reversed. It no longer counts against the budget or limits, and it shows as reversed in the Discounts Report.

Does a Refund Give the Campaign Budget Back?

No. A refund or credit note is a genuine return, not an un-redemption, so the budget and usage stay consumed. Only a full void restores them.

Can One Campaign Work at Both the POS and on Invoices?

Yes. Tick both Point of Sale and Sales Invoices under Channels.

How Do I Stop a Campaign Early?

Set its status to Paused or Ended, or bring the Ends On date forward.

Can I Limit a Voucher to One Use per Customer?

Yes. Set the Per Customer Limit to 1. CountServa refuses a second redemption by the same attached customer.