Page 1 Shipping & Mailing Postage Meters Connect+ Series Mailing & Shipping Systems Connect+ Series 500W-3000 Operator Guide US English Edition SV62250 Rev. M April 22, 2016...
Page 2 Your mailing system may not have some of the features described in this book. Connect+ Series, Connect+ 500W / SendPro P1500, Connect+ 1000, Connect+ 2000, Connect+ 3000, E-Z Seal, IntelliLink, WEIGH-ON-THE-WAY, W-O-W, Postage By Phone, INVIEW, Ascent, SendSuite Express, Purchase Power, and Pitney Bowes Supply Line are trademarks or registered trademarks of Pitney Bowes Inc.
Page 3 Important: Alerts you to conditions or practices that could adversely affect equipment operation if instructions are not followed exactly. Note: Provides a comment or explanation of the associated topic. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 3 of 367...
Page 4: Table Of Contents
Changing the machine speed Job types Printing a sample mail piece Saving changes to a job Counting mail Closing all jobs Adding graphics, return addresses, messages, and inscriptions to your mail Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 4 of 367...
Page 5 Creating and printing a shipping label - Overview Your postage meter Transactions Refilling your meter Request a refund Checking your balance at Pitney Bowes Postage remaining Postage refill settings 7 - Receive a Package Viewing the refill history Viewing the meter information...
Page 6 How to resolve envelope sealing issues How to resolve tape feeding issues How to resolve printing issues How to resolve postage refill issues How to resolve touchscreen response issues 362 Contacting Pitney Bowes Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 6 of 367...
Page 7: Safety
1 - Safety In this section Safety information...
Page 8: Safety Information
Read all instructions before you attempt to operate the machine. Use the equipment only for its intended purpose. Use only Pitney Bowes approved supplies, in particular aerosol dusters. Improper storage and use of aerosol dusters or flammable aerosol dusters, can cause an explosive-like condition that could result in a personal injury and/or property damage.
Page 9 To prevent overheating, do not cover the vent openings. Operation of this equipment without periodic maintenance will inhibit optimum operating performance and could cause the equipment to malfunction. Contact your Pitney Bowes Customer Service Representative for required service schedule. Read all instructions before attempting to operate the equipment.
Page 10 In case of an ink spill, leaking ink or excessive ink accumulation, immediately disconnect the power cord from the wall plug and contact Pitney Bowes. In the USA please call 1- 800 522-0020. Customer Service Representatives are available Monday through Friday, 8:00 AM - 8:00 PM ET.
Page 11 It is certified that this system complies with all applicable Directives of the European Union. For a formal Declaration of Conformity please contact Compliance Engineering. Contact information is given below or on a separate document supplied with your system.. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 11 of 367...
Page 12 Service Representatives are available Monday through Friday, 8:00 AM - 8:00 PM ET. Outside the USA please refer to the country contact sheet supplied with your system. Contact information can also be found at www.pitneybowes.com. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 12 of 367...
Page 13 2 - Getting started In this section What does this machine do? USPS requirements Postal Security Device Logging in and out of the system The Home screen Parts of the mailing and shipping system Manual adjustments How to properly shut down your system System specifications...
Page 14: Getting Started
Getting started What does this machine do? The Connect+ Series is a digital envelope and mailing and shipping system that allows you to create custom designed content from a PC and download that content directly into a graphics library stored on the system for use on mail runs.
Page 15 The WEIGH-ON-THE-WAY® (W-O-W®)/Shape Based Rating module processes mixed mail (mail of varying sizes and weights) and determines the postage amount based on the weight and dimensions of each mail piece. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 15 of 367...
Page 16: Usps Requirements
“Inspection Required” appears on the Run Mail screen and then prompts you to connect to Pitney Bowes and perform an inspection. The postage tape you use must meet USPS specifications.
Page 17: Postal Security Device
United States Postal Service to secure funds. This technology eliminates the need to perform physical inspections thereby making the system easier and more convenient to use. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 17 of 367...
Page 18: Logging In And Out Of The System
2. Enter your password and select OK. To log out: 1. Select the Shut down button in the Mailing tile on the Home screen. 2. Select Log out. 3. Select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 18 of 367...
Page 19: The Home Screen
Validation and Move Update processing. Buy Supplies - Provides direct access to the Pitney Bowes Supply Line where you can purchase envelopes and paper, ink and toner, office products, and supplies for your Connect+ Series systems.
Page 20: Parts Of The Mailing And Shipping System
“finger touch”. The display stylus is standard with all mailing and shippingsystems. It attaches to either side of the display and sits neatly in a tube holder. Feeder Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 20 of 367...
Page 21 The moveable guide at the front of the feed deck is used to stabilize the envelope position when feeding NOTE: The side guide is optional feature on Connect+ 3000 systems. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 21 of 367...
Page 22 Turns the mailing system on and off. This is located on the lower left side of the feed deck. Envelope Sealant Bottle The envelope sealant bottle contains the E-Z Seal® solution used for moistening envelopes. It is located under the main cover, on the left. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 22 of 367...
Page 23 If your mailing system does not have WEIGH-ON-THE-WAY® (W-O-W®) (Connect+ 1000), the attached scale is used to weigh all mail pieces, regardless of whether they fit through the machine or not. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 23 of 367...
Page 24 Connect+® 500W, Connect+ 1000 and Connect+ 2000 Systems Connect+ 3000 Systems Thickness Adjustment Knob The thickness adjustment knob is located beneath the feeder cover. Turn this knob to adjust for the thickness of the envelopes. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 24 of 367...
Page 25 0.50 inches (12.7 mm) thick, but less than 0.625 inches (15.9 mm) thick. Printer The main components of the printer module are the ink cartridges, print heads and waste ink tray. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 25 of 367...
Page 26 The ink cartridges contain the ink used to print the postal indicia, as well as any additional items (graphic ad, text message, return address, etc.) you want to appear on your mail piece. Print Heads The print heads produce the postage indicia. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 26 of 367...
Page 27 This is where mail is deposited after the postage is applied to the piece of mail. It is located on the right side of the system. The drop stacker shown here is available with every mailing system. An optional power stacker is also available. Tape Sealant Bottle Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 27 of 367...
Page 28 USB Ports Two USB ports are located on the back, lower left side of the system. These provide communications with external devices like a printer or an attached scale. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 28 of 367...
Page 29 LAN Port The LAN port is located on the back, lower left side of the system. This port provides the mailing system with a high bandwidth Internet connection. Power Receptacle Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 29 of 367...
Page 30 Getting started The power receptacle is located on the back, left side of the system. It connects to the AC power cord (supplied). Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 30 of 367...
Page 31: Manual Adjustments
You can pivot the touchscreen display to a convenient position simply by grasping it and moving it up, down, left or right. If the touchscreen does not respond when you touch it, you can also calibrate the touchscreen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 31 of 367...
Page 32: How To Properly Shut Down Your System
Home screen. 2. Select the Shut down option and confirm the selection. 3. Wait until all messages clear from the screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 32 of 367...
Page 33: System Specifications
Height: 24" (610 mm) With optional 15" color monitor, add 2" (51 mm) Weight: 150 lbs. (68 kg) * Power stacker not available with Connect+ 500W / SendPro™ P1500 Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 33 of 367...
Page 34 STAR sleep mode. Operating Conditions Operating Temperature Maximum Room Ambient 40°C (104°F) Capacities, Features, and Throughput Sealer Capacity Approximately 3900 #10 single-insert mail pieces Sealer Type Pump-fed pad with sealing rollers Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 34 of 367...
Page 35 Connect+ 2000:W-O-W®: 3-Speeds, 70 (Standard), 90, 110 Letters/min Connect+ 3000: Non W-O-W®: 4-Speed options, 160 (Standard), 210, 260, and 300 Letters/min Connect+ 3000: W-O-W®: 4-Speed options, 100 (Standard), 130, 160, and 200 Letters/min Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 35 of 367...
Page 36 Bar code scanning for Tracking Services (Confirmation Services) and Accounting Wireless Keyboard option USB Hub - 4 Open Ports DI900/DI950 Mail Machine Interface (Not available with the Connect+ 500W / SendPro™ P1500) Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 36 of 367...
Page 37 3 - Using jobs In this section All about jobs Opening a job Previewing jobs Creating a new job Editing a job Deleting a job Job options Job types Saving changes to a job Closing all jobs...
Page 38: Using Jobs
For example, if the job is a Seal only, No printing job, the list box only contains the sealer setting and the account selection (if available). The default job There is always at least one job open in Run Mail - the default job. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 38 of 367...
Page 39 To clear all changes made while running mail and to return to the default job to its original state, select the Reload job link on the Default job tab. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 39 of 367...
Page 40: Opening A Job
To quickly move between frequently used jobs, open the jobs (up to five jobs can be open at one time) and then select the job tabs as necessary on the Run Mail screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 40 of 367...
Page 41: Previewing Jobs
4. Select the back arrow button to return to the Home screen, or select OK to open the currently selected job in the Run Mail screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 41 of 367...
Page 42: Creating A New Job
4. Select OK. The Run Mail screen appears with the job you selected in a new job tab. 5. Select the appropriate job settings. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 42 of 367...
Page 43 Using jobs 6. Select Save As. 7. Type in the new job name and select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 43 of 367...
Page 44: Editing A Job
To change any of the job properties (for example, the class or mail), select the appropriate option in the job properties list located on the left side of the Run Mail screen. Save your changes. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 44 of 367...
Page 45: Deleting A Job
3. Select the Options button and then select Delete job. Note: You cannot delete the default job or jobs that are locked against editing. 4. Select Yes, delete. 5. Select OK when done. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 45 of 367...
Page 46: Job Options
You can change the default job by editing it and then saving changes, or you can open a different job and save that job as the default job. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 46 of 367...
Page 47: Renaming A Job
Home screen. 2. Select the job you want to rename. 3. Select Options then select Rename job. 4. Type in the new job name. 5. Select OK when done. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 47 of 367...
Page 48: Reloading A Job
Note: An asterisk appears next to job name when it has been edited or modified. 2. Select Reload job.The system reverts to the previously saved version of the job. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 48 of 367...
Page 49: Job Types
(mail of varying sizes and weights, depending your system configuration) and determines the postage amount based on the weight and dimensions of each mail piece. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 49 of 367...
Page 50 5. Type in the envelope or tape quantity and then select Start or Tape. 6. To save the job, select the Save As link at the top of the screen. 7. Type in the job name and select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 50 of 367...
Page 51: Printing A Date Correction
If you have already created a postage correction job for the amount required, open the job and begin running mail. Follow the steps below to create a postage correction job. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 51 of 367...
Page 52: Printing The Received Date And Time
If your system uses accounting, a piece count will be retained for accounting reports. Note: When printing the date and/or time, the sealer is set to off. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 52 of 367...
Page 53: Printing A Permit
Select the appropriate class. b. Select OK. 7. To save the job, select the Save As link at the top of the screen. 8. Type in the job name and select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 53 of 367...
Page 54: Sealing Envelopes Without Printing Postage
Follow the steps below to create a count only job. If you have already created a count only job, open the and begin running mail. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 54 of 367...
Page 55 11. Select Start to begin feeding and counting envelopes. 12. If you want to save this job, select Save as. 13. Type in the job name and select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 55 of 367...
Page 56: Saving Changes To A Job
To save your changes to the selected job, select Save. To save your changes as a new job select Save as. Enter a new job name and then select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 56 of 367...
Page 57: Closing All Jobs
Select Start over on the Run Mail screen to close all open jobs, discard all unsaved edits made to saved jobs, discard all unsaved jobs and reload the default job. Note: The Start over option does not allow you to save changes made to the default job. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 57 of 367...
Page 58 4 - Running mail In this section Preparing and correctly feeding the mail pieces Running mail - quick start Step-by-Step Running Mail Running a Manual Weight Entry job Running an Attached Scale job Running a WEIGH-ON-THE-WAY® (W-O-W®) job Running a WEIGH-ON-THE-WAY® (W-O-W®) - First Piece Only job Running mail with different shapes and weights Running a Differential Weighing mail job...
Page 59: Running Mail
Adding graphics, return addresses, messages, and inscriptions to your mail Changing envelope size Changing the envelope print area Changing the color print quality What are tracking services? Using PresortXtra services Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 59 of 367...
Page 60: Preparing And Correctly Feeding The Mail Pieces
For large stacks of thin mail, such as single inserts or post cards, the thin mail setting may be needed for better performance. To pick a setting, turn the knob so the setting aligns with the pointer nearby. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 60 of 367...
Page 61: Reviewing The Mail Piece Specifications
18 degrees. For envelopes with a flap length greater than 2.36 inches (60 mm) to the maximum flap length for the particular model, the minimum flap angle is 21 degrees. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 61 of 367...
Page 62 Running mail Acceptable envelope materials Material type and finish must be matte and may include: White Wove Kraft/Brown Kraft Manila Envelopes made of recycled paper Self-seal envelopes Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 62 of 367...
Page 63: Determining The Correct Postage Method
The pieces of mail are different weights but fall within the WEIGH-ON-THE-WAY® (W-O-W®) guidelines listed above and in the Mail Piece Specifications topic. All pieces of mail are identical. WEIGH-ON-THE-WAY® (W-O-W®), first piece only Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 63 of 367...
Page 64: Shape Based Rating
When shape based rating is used, the mailing system determines the size and weight of the mail and automatically selects the appropriate rate. Shape based rating is available on systems with the WEIGH-ON-THE-WAY® (W-O-W®)/Shape Based Rating module. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 64 of 367...
Page 65: Running Mail - Quick Start
Touching or Selecting: Tape Preview icon Displays a preview of the tape to be printed. Tape Preview image Opens the Edit Envelope screen allowing you to make changes to your envelope. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 65 of 367...
Page 66 Opens the Print Date dialog box within the Edit Envelope screen so you can modify the date printed on tape or envelope. Start button If the job is selected and envelopes loaded, this starts the job running. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 66 of 367...
Page 67: Run Mail Options
Show Envelope Quantity - set a value if you need the machine to run a set amount of envelopes. This feature is useful for running set batches of mail. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 67 of 367...
Page 68: Changing Or Selecting The Weighing Method
3. Select the All classes and services tab on the classes and services screen. When you select this tab, the last class selected is displayed. To clear the selected class and any associated services, select Start over within this tab. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 68 of 367...
Page 69 (for example, Express Mail Parcel), the system prompts you to enter it. Use the keyboard type in the ZIP or Zone code, then select This is a ZIP or This is a Zone. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 69 of 367...
Page 70: Changing The Sealing Method
You can change the sealing method for a job while running mail. You can turn the sealer on and off or seal envelopes without printing postage. 1. Ensure that the appropriate job is open and selected on the Run Mail screen. 2. Select the Sealer icon. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 70 of 367...
Page 71 7. Select Start to run the job, or Reload job to return to the previously saved version of the job. Graphics and permit-only printing If you have a graphics and permit-only printing system, you have a fully-featured Connect+ Series system with a deactivated meter, which prevents postage printing. Graphics and permit-only systems can run non-postal jobs as well as utilize sealing and accounting features with no meter charges.
Page 72 The following message will appear on the Run Mail screen: Alert 1 of 1: Funds Manager: PSD funds available are below monetary limit set by user in FM Refill Setup screen. You can ignore this message on graphics and permit-only printing systems. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 72 of 367...
Page 73: Step-By-Step Running Mail
6. To preview the envelope, select the View full preview button at the bottom of the Edit envelope screen. 7. To view other possible options (for example, to print a sample mail piece) select the Options button at the bottom of the screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 73 of 367...
Page 74 Once you clear the jam you have to option of printing another envelope or tape. 11. To save any changes you have made to this job, select Save or Save as on the top of the Run Mail screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 74 of 367...
Page 75: Running A Manual Weight Entry Job
Select OK to go back to the Run Mail screen. 5. Select the class of service. 6. Put the mail on the feed deck. 7. Select Start, or if printing to tape, select Tape. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 75 of 367...
Page 76: Running An Attached Scale Job
1. Select the Run Mail button from the Home screen. 2. Select the Weighing icon. 3. Select the Attached scale option. 4. Select the Zero scale button under the current weight. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 76 of 367...
Page 77: Running A Weigh-On-The-Way® (W-O-W®) Job
If you prefer to use a different class for mail over a certain weight, you can set the system to not print postage above that weight. To do this modify the WEIGH-ON-THE-WAY® (W-O-W®) weight limit. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 77 of 367...
Page 78: Running A Weigh-On-The-Way® (W-O-W®) - First Piece Only Job
2. Select a job that uses WEIGH-ON-THE-WAY® (W-O-W®) - first piece only or select the Weighing icon. a. Select WOW, first piece only. b. Select OK. 3. Put all of the mail on the feed deck. 4. Select Start. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 78 of 367...
Page 79: Running Mail With Different Shapes And Weights
10. If an item's postage cannot be calculated because of its weight or dimension, use the attached scale method and manually select the appropriate class. Note: For a detailed description of Post Office services, see the USPS website. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 79 of 367...
Page 80: Running A Differential Weighing Mail Job
3. Select the class of service, for example, First Class. 4. Remove one piece of mail. Remove each piece of mail in a single continuous upward motion. Do not slide the mailpiece across mail on the scale. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 80 of 367...
Page 81 To edit the Differential weighing threshold: 1. Ensure that the appropriate job is open and selected on the Run Mail screen. 2. Select the Weighing icon. 3. Select Differential weighing. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 81 of 367...
Page 82 5. Type in the appropriate threshold. 6. Select OK. The system returns you to the weighing method dialog box. 7. Select OK to return to the Run Mail screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 82 of 367...
Page 83: Key In Postage
It also sets the weighing method to match your system configuration (for example, Attached Scale if you have a separate attached scale, or WEIGH-ON-THE-WAY® (W-O-W®), or manual entry). Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 83 of 367...
Page 84: Running Mail Using A Barcode Scanner
This assumes there are no other required fields open on the Run Mail screen that require you to enter information or select an option. For example, if the job also requires an account, the Run Mail screen will prompt you for the account number. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 84 of 367...
Page 85: How To Use The Combined Zip Code And Customer Reference Number Barcode Label
7. Scan the next tracking label to be used. If you have used all of the labels in a series of tracking number labels, make sure you start with the top label with the lowest last 4-digits and not the bottom label with the highest last 4-digits. 8. Select Next. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 85 of 367...
Page 86 Number will appear in the Job Properties list box. f. Repeat steps 11 - 13. 15. Once the job is complete, you are prompted to upload your records. Select Yes, upload now. Back to top Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 86 of 367...
Page 87: Running Mail With The Residual Rate Surcharge
Surcharge in the Job Properties list box to toggle between Yes and No. 3. Select the carrier, class and special services you want to use to process the mail. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 87 of 367...
Page 88 4. Select Billing Class in the Job Properties list box. a. Select the class of postage you want to use to bill your customer. b. Select OK. 5. Select Start to begin running mail. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 88 of 367...
Page 89: Running Mail With The Di900™/Di950™ Inserting System Interface
The inserting system interface enables communication between DI900™/DI950™ FastPac® inserting systems and Connect+ Series systems via an Ethernet/LAN connection. When the inserting interface is in place, the inserter feeds mailpieces onto the mailing and shipping system feed deck for metering.
Page 90: Running Mail With Sendsuite Xpress™ Or Ascent
Running mail Running mail with SendSuite Xpress™ or Ascent™ When a Connect+ Series system is interfaced with SendSuite Xpress or Ascent, the shipping application sends a shipping job to the mailing system. Note: Accounting must be turned off and user logins must be disabled on your mailing and shipping system before SendSuite Xpress or Ascent can successfully send a shipping job.
Page 91: Checking Or Changing The Postage Amount On The Run Mail Screen
It is recommended that you save each job with a class so that when the postal and carrier rates are updated, your job postage amount will also be automatically updated to reflect the new rates. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 91 of 367...
Page 92: Changing The Envelope Or Tape Quantity
The maximum envelope quantity is 10,000. The maximum tape quantity is 100. 5. Select the Start button for envelopes, or Tape button for tapes. The system will stop once it has processed the number of envelopes/tapes you specified. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 92 of 367...
Page 93: Changing The Date
If you Select from calendar, a calendar appears showing several days in advance. The number of days in advance shown depends on the country. Select the appropriate date from the calendar, then select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 93 of 367...
Page 94: Changing The Machine Speed
2. Select Machine speed from the Job Properties list box on the left side of the Run Mail screen. 3. Select the appropriate setting (Normal, Reduced, Slow, Very Slow) 4. Select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 94 of 367...
Page 95: Printing A Sample Mail Piece
1. Ensure that the appropriate job is open and selected on the Run Mail screen. 2. Select the Options button. 3. Select Print a sample piece..4. Select Start or Tape. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 95 of 367...
Page 96: Counting Mail
Resettable counter - the total number of non-postal only pieces run since you reset the counter. 2. You can reset the resettable counter (or clear the batch count) by selecting the Reset to Zero button. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 96 of 367...
Page 97: Adding Graphics, Return Addresses, Messages, And Inscriptions To Your Mail
Changing or Adding a Graphic Changing or Adding an Inscription Changing or Adding a Text Message or Return Address Printing Date and Time Stamps Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 97 of 367...
Page 98: Return Address
Ad graphics: Are images only Must be downloaded into the system by connecting to Pitney Bowes. If you want to print an ad that contains only a written message, use the Text Message option. Return address The return address is positioned at the left edge of the envelope.
Page 99 Transpromotional zone of the mail piece. Adding a graphic 1. As soon as you open the Graphic Ad screen, a series of markers appear along the top of the envelope. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 99 of 367...
Page 100 (for example during a WOW job), the graphics and/or messages will be dropped in a specific sequence. Refer to How markers are dropped/added for the order in which the markers are dropped. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 100 of 367...
Page 101 2 seconds and the distance increments 0.5 inch every additional second. If you exceed the allowable distance, the green inter-element link turns from green to red. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 101 of 367...
Page 102 You can specify which images or messages you do not want dropped. The default drop-order will remain the same but the image or message you select will be skipped during the drop. Refer to Changing the image/message drop order. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 102 of 367...
Page 103 2. Select the Print element drop order option from the list box on the left of the Edit envelope screen. 3. The graphics and messages currently in the Transpromotional zone are listed in the left Auto drop order list box. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 103 of 367...
Page 104: Changing Or Adding An Inscription
6. To remove an image from the Do not drop list, select it and then select Move back. Adding a new graphic using MyGraphics™ Designer Your Connect+ Series system has the flexibility to print customized messages and graphics on the blank portion of your envelope while it's printing postage. The MyGraphics Designer tool from Pitney Bowes provides a simple way to create and transfer customized graphics to your mailing system.
Page 105: Changing Or Adding A Text Message Or Return Address
Positioning a Graphic/Text Message. 9. To remove the message/address, simply deselect it. 10. Select OK when you are done. 11. To verify that the envelope prints correctly, print a sample piece. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 105 of 367...
Page 106 2. The example shown here corresponds to a # 10 envelope and has two Text message markers. If graphic images are present, the markers are positioned between the graphic markers as shown here. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 106 of 367...
Page 107 100 characters per line. 4. Type in the name of the Text message when prompted and then select OK. 5. To edit the text message, select Manage. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 107 of 367...
Page 108 For example, if you created the message in postal red, select the postal red filter button to redisplay all of the messages done in postal red. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 108 of 367...
Page 109: Changing Envelope Size
2. Select the Envelope size option from the list box on the left of the Edit envelope screen. 3. Select the appropriate size (#10, flat, Post card, or custom) 4. Select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 109 of 367...
Page 110: Changing The Envelope Print Area
The right margin offset range is 0.06 to 1.0 inch (1.52 to 25.4 mm). Note: The offset values are dependent on the country. This value is for US. 6. Select OK when done. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 110 of 367...
Page 111: Changing The Color Print Quality
Best option here will override that setting. Refer to Changing the Machine Speed for more information. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 111 of 367...
Page 112: What Are Tracking Services
Each of these services has its own tracking number labels. Using preprinted tracking number labels provided by Pitney Bowes, you can electronically process and submit records for the three types of USPS Confirmation Services to the Pitney Bowes Data Center.
Page 113: Delivery Confirmation
Receipt assures that you have legal proof of receipt of the communication: The Postal Service sends the green return receipt postcard back to you, the sender. This is a very useful tool for collecting funds, Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 113 of 367...
Page 114: Selecting A Tracking Service
You will be prompted to type in the last digit of the tracking number that is to be used on the mail piece. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 114 of 367...
Page 115 USPS® Mailer ID This 9-digit number is required when using Electronic Return Receipt. To get this number, you need to submit Form 5053, Bulk Proof of Delivery to the USPS. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 115 of 367...
Page 116 4. Select the mail piece type, in this example, Envelope or package. 5. You are prompted to type in the Destination ZIP or Zone code. Type in the ZIP code and then select This is a ZIP. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 116 of 367...
Page 117: Creating A Combined Barcode Label Job
Creating a combined barcode label job The combined barcode label was created specifically for Electronic Return Receipt (ERR) customers. You should create a job if you want to use these labels. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 117 of 367...
Page 118 Properties list box on the left side of the screen. 11. Save the job. a. Select Save as. b. Enter a new job name (e.g. ERR Job) and then select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 118 of 367...
Page 119: Running Mail With A Combined Barcode Label Job
4. Scan the combined barcode label. The Destination ZIP Code and Customer Reference Number will appear in the Job Properties list box on the left side of the screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 119 of 367...
Page 120 Scan the next tracking label to be used. e. Scan the combined barcode label. The Customer Reference Number will appear in the Job Properties list box. 8. Repeat steps 5 - 7. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 120 of 367...
Page 121: Using Presortxtra Services
Delivery Point Validation and Move Update services. High-volume mailers barcode and presort their mail to save on postage. With the Pitney Bowes PresortXtra you too can benefit from the U.S. Postal Service workshare discounts, even if you don’t send huge volumes of mail.
Page 122: Setting Up Presortxtra Service Jobs
Setting up PresortXtra service jobs In order to use PresortXtra services, make sure the necessary PresortXtra rates and inscriptions are on your Connect+ Series system. This provides instructions on how to create PresortXtra jobs for First Class Flats and Letters within the PresortXtra service.
Page 123: Adding The Drop Ship Authorization Meter Text
2. Select anywhere within the envelope on the Run Mail screen. You can also select the Edit envelope link. 3. Select the Text Message option from the list box on the left of the Edit envelope screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 123 of 367...
Page 124: Running A Presortxtra Job
If you need to create a new PresortXtra job, refer to Setting Up PresortXtra Service Jobs. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 124 of 367...
Page 125: Saving The Presortxtra Job
4. To save other PresortXtra jobs, select Carrier again as described in Setting up the PresortXtra job and repeat the process. 5. Run a sample mail piece to verify that the proper inscription appears on the envelope or tape. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 125 of 367...
Page 126 7. Fax the sample mail piece to the Mail Services Customer Center at 203-617-3939 and call them at 1-866-624-5724 to let them know that the setup is complete. 8. Go to Running a PresortXtra job. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 126 of 367...
Page 127: Sendpro Shipping
5 - SendPro Shipping In this section Getting started Address book Settings Shipping/Carriers Transactions Troubleshooting...
Page 128: Getting Started
$10.00; the maximum depends on your postage balance, which has a limit of $500.00. 5. If you have enabled Cost Accounts, you must assign the postage refill to an account. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 128 of 367...
Page 129 Track Your Packages section on the Home screen. Note: If you don't see your tracking number in this list or you don't know the tracking number, see "To find a tracking number" later in this topic". Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 129 of 367...
Page 130 Each line in the list represents a single shipment and includes the Status field. This tells you if the shipment’s label has been printed, or if it’s in transit or has been delivered. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 130 of 367...
Page 131 As soon as you print a shipping label and return to the Home screen, the tracking number for the label appears at the top of the Track Your Packages list. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 131 of 367...
Page 132: Address Book
View all senders - Select to display all the available sender addresses in the address book. Click on the one you want to use. This then appears in the Sender section. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 132 of 367...
Page 133 Whenever you enter a US address in SendPro, you’ll be prompted to verify it by clicking a Confirm Addresswhen you click the down arrow button. You’ll encounter address verification when entering Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 133 of 367...
Page 134 To accept the USPS- verified address, click the Use Verified button when prompted. SendPro will save any edits you made to the address you entered. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 134 of 367...
Page 135: Settings
6. Click on the Void Label button. Read the information and certify that you will not be using the shipping label by selecting the check box provided. 7. Click Yes to cancel the label. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 135 of 367...
Page 136 5. Click Continue to process your refund request. To request a USPS refund from the History screen: 1. From the History menu, choose Request a Refund.Select the History button on the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 136 of 367...
Page 137 4. To customize the subject line for each email type, enter the title in the Customize the email subject line field. 5. To see how an email notification will look, click the See a preview link. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 137 of 367...
Page 138 3. To customize the subject line for each email type, enter the title in the Customize the email subject line field. 4. To see how an email notification will look, click the See a preview link. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 138 of 367...
Page 139: Shipping/Carriers
SendPro™ is automatically set up to work with USPS from the moment you sign in. When you register for SendPro™ you set up your method of payment. You can use a credit card, your Pitney Bowes Purchase Power, or Reserve Account for your payment method. The following credit cards are accepted: Discover, Master Card, Visa, American Express.
Page 140 You or the account holder in your organization should be able to download it from UPS.com. If you don’t have a recent invoice, check the check box for I don’t have a recent invoice. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 140 of 367...
Page 141 This procedure describes how to set up and manage a FedEx carrier account. This procedure describes how to set up a FedEx carrier account. To set up a FedEx account: Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 141 of 367...
Page 142 2. Select the Manage link for FedEx. You can change the nickname, or delete this account if you want to add a new one. 3. Click the Save button. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 142 of 367...
Page 143 Once you enter all the information required to create your UPS or FedEx shipping label (recipient address, packaging information, carrier services - refer to How to create a shipping label in SendPro) you Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 143 of 367...
Page 144 This procedure walks you through the process of creating the label starting from the Recipient screen. It breaks the process of selecting a recipient, providing shipping details and choosing carrier-specific Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 144 of 367...
Page 145 7. Select the down arrow on the right side of the screen to continue and to verify the USPS address. This ensures your address is recognized by the USPS. For more information, refer to How to verify a USPS address. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 145 of 367...
Page 146 Depending on the service, you may be prompted to enter the Sender and Recipient's phone number. Enter the numbers and click Continue to open the Label Options screen. 12. To create a new label, repeat these steps. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 146 of 367...
Page 147 5. To reveal the shipment's details click the > arrow in the left of the column list, next to the shipment’s date. 6. Select the Create Return Label button. 7. Follow the same steps for creating a shipping label. Refer to How to create a shipping label in SendPro™. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 147 of 367...
Page 148 Print the sample label and check the alignment. To return to the Label Options screen, click the SendPro™ tab at the top of the screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 148 of 367...
Page 149 To choose the print settings you'd like to automatically apply to all new labels, from the Home screen select Settings. then Label Options.The Printing Defaults screen opens. On this screen, check or uncheck the checkboxes to: Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 149 of 367...
Page 150 2. Return to SendPro’s Home screen. You’ll see a confirmation of the label you just printed. 3. Click the Reprint This Label link. 4. Click the Print button. To reprint from the History screen: Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 150 of 367...
Page 151 4. You’ll see a Reprint Label dialog box with some conditions. If you agree to them, check the check box. 5. Click the Reprint button. To reprint from the History screen: Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 151 of 367...
Page 152 5. To reveal the shipment's details click the > arrow in the left of the column list, next to the shipment’s date. You’ll see a Reprint Label dialog box with some conditions. If you agree to them, check the checkbox. 6. Click the Reprint button to reprint the label. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 152 of 367...
Page 153: Transactions
Cost Accounts feature is enabled via the SendPro™Online Shipping Solution. Please contact your administrator if you need to enable this feature. 1. To turn on Cost Accounts, select Settings then Cost Accounts. This opens the Cost Account screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 153 of 367...
Page 154 Search for a shipment in SendPro™ 1. From the Home screen select the History button. menu, select Shipping & Postage History or click View all next to Track Your Packages on the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 154 of 367...
Page 155 You can see where you're spending money on postage by viewing your History file. 1. From the Home screen select the History button. menu, select Shipping & Postage History or click View all next to Track Your Packages on the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 155 of 367...
Page 156 3. Click the > arrow in the left of the column list to reveal complete details for a particular purchase (recipient's and sender's address, mail class and special services, Cost Account, total cost, etc). Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 156 of 367...
Page 157: Troubleshooting
Example: The meter will prompt, Print Funds Report. Press the Yes/Enter button to print a report. Press No if you do not want a report. You will return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 157 of 367...
Page 158 This page intentionally left blank.
Page 159: Ship A Package
6 - Ship a Package In this section What is Ship a Package Logging into Ship a Package Setting up a Payment Method Setting up and Using Cost Accounts Setting up a Funds Account Adding postage to your Ship a Package account Setting the Auto Postage Refill Amount Using the Address Book Creating and printing a shipping label - Overview...
Page 160: What Is Ship A Package
What is Ship a Package Ship a Package is an application that resides on your Connect+ Series system. You access Ship a Package by clicking on the Ship a Package application button located next to the Run Mail button on the Home screen.
Page 161: Logging Into Ship A Package
2. Ship a Package account balance. 3. Four choices of shipping label types. To start creating a shipping label go to Creating and Printing a Shipping Label - Overview. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 161 of 367...
Page 162: Setting Up A Payment Method
1. Click the (+) icon next to Balance displayed in the top right corner of the Home screen. You are prompted to select the payment method. 2. Click on the Payment Method button. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 162 of 367...
Page 163 Ship a Package 3. For this example, click on the option button for Purchase Power Account. Then click on the Save button. 4. Click on Subscription. 5. Click on Postage. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 163 of 367...
Page 164 9. Click the (+) icon next to Balance displayed in the top right corner of the Home screen and add postage as described in Adding Postage to Ship a Package Account. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 164 of 367...
Page 165: Setting Up And Using Cost Accounts
1. Touch or click on Settings and select Manage Cost Accounts. 2. The Manage Cost Accounts screen opens. To enable Cost Accounts, make sure the option button for I want to use Cost Accounts is checked. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 165 of 367...
Page 166 2. Add a name and description in the Add a Cost Account dialog box that opens. Make sure the option button for Active is checked. 3. Click the Add button at the bottom of the dialog box to finish. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 166 of 367...
Page 167 Refer to Adding Postage. You can also assign a cost account when you create a shipping label. Refer to Creating and Printing a Shipping Label - Procedure. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 167 of 367...
Page 168: Setting Up A Funds Account
Setting up a Purchase Power Account Purchase Power is a Pitney Bowes credit line that allows you to pay for equipment, postage and supplies through a single account. With Purchase Power, you can consolidate all your meter and permit postage, equipment and supplies costs on one monthly statement.
Page 169: Adding Postage To Your Ship A Package Account
4. Click the Add Postage button. You can also set options for automatically adding postage when you run below a specified amount. Refer Setting the Auto Postage Refill Amount. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 169 of 367...
Page 170: Setting The Auto Postage Refill Amount
If you want Ship a Package to automatically add postage to your account when the balance falls below a threshold you choose, select Settings, then Set Auto Postage Refill from the Ship A Package home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 170 of 367...
Page 171: Using The Address Book
Selecting an Address Adding an Address Editing or Deleting an Address Verifying an Address Selecting an address You can access the Address Book directly from the Ship a Package home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 171 of 367...
Page 172 Shipping Label screen opens and the address information is added to the Recipient Address fields. In addition, you a access the Address Book from the Print Shipping Label screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 172 of 367...
Page 173 2. Select the Add New Contact button. 3. Type in the address information in the fields provided. 4. Select Save Changes at the bottom of the screen when done. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 173 of 367...
Page 174 You can also verify an address by selecting Address Book, then Verify An Address directly from the Ship a Package home screen. Simply fill in the address information fields and click on the Verify Address button. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 174 of 367...
Page 175 This only changes the SENDER ADDRESS for this shipping label. When you create another label, the original default SENDER ADDRESS is restored. To change your SENDER ADDRESS permanently, refer to Permanently Changing the Default Sender Address. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 175 of 367...
Page 176 2. Select the Edit account info link in the Account Management category. 3. Make any necessary address changes. 4. Allow 5 business days for the change to take effect. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 176 of 367...
Page 177: Creating And Printing A Shipping Label - Overview
When you are creating a shipping label within the Ship a Package application you need to use the scroll bar to proceed from one screen to the next. Refer to: Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 177 of 367...
Page 178 Ship a Package Creating and Printing a Shipping Label - Procedure Creating a Shipping Label Preset with One Click Shipping Creating an International Shipping Label Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 178 of 367...
Page 179 Select the Accept & Verify button to verify the address. d. You can also change the SENDER ADDRESS for this shipping label. Refer to Temporarily Change the Default Sender Address. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 179 of 367...
Page 180 Toggle icon again to return to Ship A Package. The weight should now display here. c. Click on the Accept button to approve the weight. 4. Scroll down to the USPS MAILING & SHIPPING SERVICES section. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 180 of 367...
Page 181 5. Select the drop-down field under Mail Class and select the class (Priority Mail Express in this example). Only those classes available with the package specifications you have entered are displayed. 6. Scroll down and enter Insurance and Extra Services as needed. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 181 of 367...
Page 182 One Click Shipping allows you to save the settings for a shipping label so you can send similar packages in the future. You can also save an open shipping label to One Click Shipping. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 182 of 367...
Page 183 (on the COST ACCOUNTS / MEMOS screen). 5. Select the Save button. You are prompted to name the shipment. You have the option of saving the recipient address with the shipment. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 183 of 367...
Page 184 To use the preset to print a label, scroll to the bottom and select the Print button. b. To edit the preset, make changes you want, then scroll to the bottom screen and select Save. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 184 of 367...
Page 185 1. Select My Boxes from the Ship A Package home screen. 2. Type in the RECIPIENT ADDRESS information manually or by Accessing the Address Book selecting a contact from there. Be sure to select the Address option for International. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 185 of 367...
Page 186 This takes you back to the Run Mail application. Zero the Scale from within Running Mail, then click on the Toggle icon again to return to Ship a Package. The weight should now display here. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 186 of 367...
Page 187 Click in the drop-down for What kind of package are you sending? and select the appropriate option. 4. Type in the information for each item in the dialog provided. Click on Add this item when complete. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 187 of 367...
Page 188 COST ACCOUNT / MEMOS section. 8. When you have completed all the required fields, click either Test Print or Print. For international shipping labels, you must print to an 8.5" x 11" printer; either the Pitney Bowes 1E05/1E08/1E20 models or Brother HL5450DN (1E30) Printer.
Page 189 The top half of the sheet contains the international shipping label. a. Cut the top half of the sheet and tape it to the parcel. b. Save the bottom half for your records. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 189 of 367...
Page 190: Transactions
To view your transaction history, select History then View Transactions from the Ship a Package home screen. The Transactions history screen provides a line-item summary of all the transactions. Each line represents a single transaction. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 190 of 367...
Page 191 Use the scroll bar at the bottom of the screen to scroll to the right to view additional items (Cost, Carrier, Mail Class, Package Weight, Insurance Cost, Cost Account, and Memos). You can also sort by column by clicking on the column. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 191 of 367...
Page 192 Go button to view your results. Track a Package 1. Select History then View Transactions from the Ship A Package home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 192 of 367...
Page 193 If the USPS has delivery status details, the pop-up box will show the details. View Transaction Reports The following is a summary of the transaction reports available for viewing within the Ship a Package application. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 193 of 367...
Page 194 The “Original Transaction” date for shipping labels is the date the label was originally printed. For all other entries in the table, the Original Transaction date will be the same as the Credit Applied date. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 194 of 367...
Page 195 (refund is made and the funds are returned to the Postage Balance), or “Denied.” All other entries have status of “Approved”. Credit/Debit Applied - If a postage dispute decreases your account, then the “refund” is shown as a negative value. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 195 of 367...
Page 196: Request A Refund
4. In the Refund Request pop-up window, select Submit. The dialog advises you that the refund request has been submitted. 5. Select OK to close the pop-up window and return to the eligible transactions displayed in the Request a Refund screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 196 of 367...
Page 197 3. To view refunds for a specific range of dates, set the beginning and end dates by clicking on the calendar icons and selecting the dates. 4. Select Run Report. 5. To view only those transactions that are eligible for refunds, select the View Eligible Transaction link. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 197 of 367...
Page 198 7 - Receive a Package In this section Getting started Receive Edit Packages Settings Troubleshooting...
Page 199: Receive A Package
Receive a Package Getting started Setting up a mobile device scanner Buttons and charging port Note: The scanner can be configured to use the left or right trigger buttons. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 199 of 367...
Page 200 8. Sign in using your email address and your Tracking Online password. Your scanner is ready to use. Follow these instructions to test it. Tell me more about scanning barcodes... Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 200 of 367...
Page 201 Barcode scanners read the barcodes printed on shipping labels. A simple 1D barcode can tell you the tracking number and carrier name. A 2D barcode contains more information, and can often provide the sender and recipient names. Setting up a cable-connected scanner Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 201 of 367...
Page 202 Barcode scanners read the barcodes printed on shipping labels. A simple 1D barcode can tell you the tracking number and carrier name. A 2D barcode contains more information, and can often provide the sender and recipient names. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 202 of 367...
Page 203 Receive a Package will inform the recipient that a package has arrived if an email address is provided. You can turn this feature on or off in the Notifications window. 1. Click Notifications. 2. Click the ON/OFF toggle switch. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 203 of 367...
Page 204: Receive
Suggested Carriers list. 4. If the Recipient and Sender fields are not automatically filled in after scanning the barcode, click in each field and select names from the list. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 204 of 367...
Page 205 7. OPTIONAL: Click Comments to enter additional information. If you selected "Other" in the carrier field, enter the carrier's name here. 8. Select Received from the Status menu. 9. Click Save to save the item. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 205 of 367...
Page 206: Edit
4. To change information in any field, click in the field and make your edits. 5. Enter any information to be associated with the package in the Comments field, if necessary. 6. Click Save. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 206 of 367...
Page 207: Packages
5. Click Delete to delete the package record. A confirmation dialog box will open. a. Click Delete Package to delete the record, or b. Click the x to close the dialog box. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 207 of 367...
Page 208: Settings
Desktop widgets The widgets allow you to quickly look up how many packages have been processed today. What would you like to know? How many packages have been received today? Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 208 of 367...
Page 209 2. The Packages page will open, showing you all packages that have been received but not delivered. 3. For information about how to edit package information in this screen, refer to the Packages. Note: Undelivered packages includes packages with Received, Attempted, and Refused status. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 209 of 367...
Page 210: Troubleshooting
You will need a valid user ID and password for the Wi-Fi network in your location. 1. On Home screen swipe down from the notification bar. Show me... 2. Select settings. Show me... Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 210 of 367...
Page 211 Yes – Wi-Fi should be fine. Continue to Step 6 and try connecting to the internet. No – Tap and hold your network's name until a menu comes up. Continue to the next step. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 211 of 367...
Page 212 Receive a Package 5. Enter the network password. Show me... Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 212 of 367...
Page 213 Receive a Package 6. Check the internet connection. a. Tap the Browser app. Show me... b. If this security message appears, tap Continue. c. Tap the URL in the location bar. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 213 of 367...
Page 214 7. Tap Home. 8. Tap SendSuite Mobile. Show me... If you need help with an advanced Wi-Fi setup, follow these instructions. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 214 of 367...
Page 215 You will need a valid user ID and password for the Wi-Fi network in your location. 1. Navigate to Settings > Wi-Fi > Network. 2. Choose Connect to network. 3. If you don't see Connect to network, follow these steps: Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 215 of 367...
Page 216 Receive a Package 4. Tap Modify network. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 216 of 367...
Page 217 Receive a Package 5. Scroll down until you see Identity. That should be your Wi-Fi user name. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 217 of 367...
Page 218 6. Just a little further down is the Password field. Tap the field and enter your password. TIP: Select the Show password check box to very that you are typing the correct password. 7. Tap Save. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 218 of 367...
Page 219 10. Check the internet connection. Need more help? Call 800-888-0286 Mon-Fri 8 am-8 pm Eastern Call 0800 748 639 Mon-Fri 8 am-6 pm, AEST Call 1-800-888-0286 Mon-Fri 8 am-8 pm Eastern Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 219 of 367...
Page 220 Receive a Package Call 13 23 63 Mon-Fri 8:30am – 5pm NZ Call 08444 992 992 Mon-Fri 9am-5pm GMT Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 220 of 367...
Page 221: Accounting
8 - Accounting In this section All about accounting Creating, editing or deleting an account Accounting options when running mail All about transactions All about surcharges All about Job IDs All about accounting reports...
Page 222: All About Accounting
Accounting All about accounting The Connect+ Series is designed with an integrated accounting capability that specializes in single meter sites. You can use the accounting feature to track and account for postage used by departments or individuals within your organization.
Page 223 Only the lowest level of the account hierarchy is chargeable. This means that transactions can only be posted to that account. Account attributes When you create accounts, you assign the following attributes to each top level account, sub account, and sub sub account: Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 223 of 367...
Page 224: Acceptable Special Characters For Account Names
The tables below show which special characters are allowed in account names within the various accounting systems. System Budget Manager Business Manager PC Transfer Utility Connect+ / Send Pro Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 224 of 367...
Page 225 PC Transfer Utility Connect+ / Send Pro System < > 0 - 9 a - z A - Z Budget Manager Business Manager PC Transfer Utility Connect+ / Send Pro Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 225 of 367...
Page 226 Accounting Uploading postal and transactional information for Business Manager If your Connect+ Series system uses Business Manager accounting, you will need to upload your postal and transactional information to Pitney Bowes. You can do this by selecting the Manage Accounts button in the Mailing tile on the Home screen.
Page 227: Creating, Editing Or Deleting An Account
Creating an account Follow the steps below to create an account. Note: If users are enabled on your system, this feature is only available to users with supervisor access rights. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 227 of 367...
Page 228 Account passwords must be turned on to password protect an account. a. Type in the password and select OK. b. Re-type the password to confirm and select OK. 9. Select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 228 of 367...
Page 229: Creating A Sub Account Or Sub Sub Account
Account on the Run Mail screen, selecting Options and then Add sub account to existing account. 2. Select Create new account. a. When prompted, select Add sub account to existing account. b. Select the appropriate account and then select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 229 of 367...
Page 230: Changing The Account Status To Inactive
Select Done twice to return to the Home screen. Changing the account status to inactive When you change the account status to inactive, the account can not be selected when running mail. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 230 of 367...
Page 231: Editing An Account
You can view or edit the account name, code, description, status or password for all of the accounts and account levels on your system. Note: If users are enabled on your system, this feature is only available to users with supervisor access rights. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 231 of 367...
Page 232 Type in the appropriate information and select OK. 5. Once you have finished editing the account information, select OK. 6. Select Done to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 232 of 367...
Page 233: Deleting An Account
5. A dialog box appears indicating the account has been deleted. Select OK. 6. Select Cancel to return to the main Manage Accounts screen. 7. Select Done to return to the home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 233 of 367...
Page 234: Turning Account Passwords On And Off
3. If you want to turn account passwords off: a. Select Turn account passwords off..b. Select Yes, turn account passwords off. c. Select OK. 4. Select Done to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 234 of 367...
Page 235: Accounting Options When Running Mail
2. Select the Accounts button in the Job Properties list box. The Select Account screen displays. All of the accounts on your system are listed on this screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 235 of 367...
Page 236: Changing Account Search Criteria
Choosing the columns that appear when viewing accounts If your system uses accounting, you can select the columns of information you want to appear on the Select Accounts screen, and modify the order in which they appear. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 236 of 367...
Page 237: Searching For An Account
If your system uses accounting, you can use the account search field to locate an account to process mail against, or when selecting an account to edit, delete or to create a new account level. The account search field is located on the Select Accounts screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 237 of 367...
Page 238: Viewing Unlocked Accounts Only
1. On the Run Mail screen, select the Accounts button in the Job Properties list box. The Select Account screen displays. 2. Select the Options button. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 238 of 367...
Page 239: Clearing An Account While Running Mail
A batch is used to track the number of pieces of mail processed for each job or mail run. The batch can be cleared at the end of a run or just before starting a new run. To end a batch, select End Batch on the Run Mail screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 239 of 367...
Page 240: All About Transactions
Once a transaction has been processed, you can view and edit it within the Manage Accounts application. In addition, you can create filters to select a group of transactions on your system for viewing Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 240 of 367...
Page 241: Viewing Transactions
Select the Add button. 8. To remove a column from the Transaction List screen: a. Select a column in the Show these columns in this order: list. b. Select the Remove button. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 241 of 367...
Page 242: Editing Transactions
4. Select View transactions. The View and Edit Transactions screen displays with a list of transactions that match the criterion of the filter you selected. 5. Select the transaction you want to edit. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 242 of 367...
Page 243: Filtering The Transaction List
Date - This option allows you to search for transactions processed during a specific date/time range. It is required for all filters. Account - This option allows you search for transactions that have been processed against a specific account or accounts. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 243 of 367...
Page 244 1. Select the Manage Accounts button in the Mailing tile on the Home screen. 2. Select Transactions. 3. Select View and edit transactions. By default, the Filter Transaction List screen displays with the criterion from the previously selected filter. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 244 of 367...
Page 245 Select Next. c. Select the Add Accounts button. d. Select the accounts you want to search for transactions. A check mark indicates that an account has been selected. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 245 of 367...
Page 246 Criteria. The system returns to the Filter Transaction List screen. 6. Select Save to save your changes. Deleting a transaction filter Follow the steps below to delete a filter. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 246 of 367...
Page 247 5. Select the appropriate filter and then select Delete. 6. Select OK to remove the filter from the list. 7. Select Cancel to return to the Filter Transaction List screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 247 of 367...
Page 248: All About Surcharges
Setting Up and Editing Global Surcharges You can create global surcharges, or surcharges that will be applied to each and every transaction processed by your mailing system. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 248 of 367...
Page 249: Selecting A Surcharge While Running Mail
When you select a surcharge while running mail, it will override global surcharges on your system (if present). When you close the job, reload the job, or when the batch is ended, the system will revert to the global surcharge settings for the system. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 249 of 367...
Page 250 Select Surcharge if you want to add to the postage amount for the piece of mail or transaction. Select Discount if you want to subtract from the postage amount for the piece of mail or transaction. c. Select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 250 of 367...
Page 251 Accounting 3. If you want to switch back to the global surcharge settings, select Revert to global surcharge settings. 4. Select OK to return to the Run Mail screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 251 of 367...
Page 252: All About Job Ids
Job ID 1 and Job ID 2 options must be set individually. Requiring Job ID 1 does not automatically do the same for Job ID 2. 4. Select Autoclear after every batch if you want to automatically clear the Job ID when a batch is selected. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 252 of 367...
Page 253: Selecting Job Ids While Running Mail
Job ID 2 and then select OK. If necessary, you can use the arrow keys to scroll through the list. If you want to remove the Job ID 2 from the job, select Clear Job ID 2. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 253 of 367...
Page 254: All About Accounting Reports
Weight Break by Job ID 1 report The Weight Break by Job ID 1 report contains a summary of the pieces and postage for each weight Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 254 of 367...
Page 255: Printing Accounting Reports
(system time) each day. You can also view your accounting data using the optional INVIEW™ Mailstream Management Suite (MMS). This web-based product is available when you sign in to your account on the Pitney Bowes website.
Page 256: Exporting Accounting Reports
If you want to save the report with a new name, select Save as. When prompted, select Yes, save as. Type in the report name and select OK. If the report was created by Pitney Bowes, "Save as" is the only available option. 8. Select the Actions button.
Page 257: Viewing Accounting Reports
If you want to save the report with a new name, select Save as. When prompted, select Yes, save as. Type in the report name and select OK. If the report was created by Pitney Bowes, "Save as" is the only available option. 9. Select the Actions button.
Page 258: Viewing And Printing The Daily Snapshot Report
3. Select Daily Snapshot Report. The report appears onscreen for viewing. 4. Select Refresh to ensure you are viewing the most up-to-date information. 5. Select Print Report. The report will print to the attached printer. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 258 of 367...
Page 259: Setting Up The Default Reporting Period For Accounting Reports
Use the up and down arrow buttons to scroll through the list of reporting periods for the current year. 7. Select OK to return to the Reports screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 259 of 367...
Page 260: Setting Account Report Preferences
1. Select the Manage Accounts button in the Mailing tile on the Home screen. 2. Select Reports. 3. Select Preferences. 4. Select how you want accounts identified: by Name or by Code. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 260 of 367...
Page 261: Saving A Copy Of An Accounting Report
3. Select View & print reports. 4. Select the report you want to delete. 5. Select Delete report..6. Select Yes, delete. The report is removed from the list. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 261 of 367...
Page 262 9 - Reports In this section All about reports Printing a Report All about funds and refill reports Confirmation services receipt...
Page 263: Reports
The following report types are available on your system. Accounting reports are optional, and will only appear if you have the feature enabled. Funds and Refill Reports Accounting Reports Note: Accounting reports are accessed via the Manage Accounts application. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 263 of 367...
Page 264: Printing A Report
If you want to print the report on an envelope, place an envelope on the feed deck and select the Start button. If you want to print the report on a piece of tape, select the Tape button. 4. Select Done to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 264 of 367...
Page 265: All About Funds And Refill Reports
PBP Account Number: your Postage By Phone® postage account number. Meter number: the number assigned to the meter. Meter name: the name assigned to the meter (optional). Printed: date and time the refill summary was printed. Funds report Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 265 of 367...
Page 266 PBP account: your postage account number. Indicia number: the serial number for the indicia. Meter number: the number assigned to the meter. Meter name: the name assigned to the meter (optional). Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 266 of 367...
Page 267: Confirmation Services Receipt
This report contains additional information if it is printed on an optional attached printer. PBP account number: your postage account number. Meter number: the number assigned to the meter. Meter name: the name assigned to the meter (optional). Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 267 of 367...
Page 268 Meter In this section All about postage Pitney Bowes postage account Your postage meter Refilling your meter Checking your balance at Pitney Bowes Postage remaining Postage refill settings Viewing the refill history Viewing the meter information Uploading postal information Withdrawing the meter...
Page 269: Refilling Your Meter
To access these options, select the Funds button in the Mailing tile on the Home screen . Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 269 of 367...
Page 270: Pitney Bowes Postage Account
Pitney Bowes postage account Your postage account is a Pitney Bowes service that you use to add postage to your meter. You can access the postage account 24 hours a day, 7 days a week through your mailing system. For more information, refer to the postage account materials provided with your system.
Page 271: Your Postage Meter
On the 28th day after your last successful connection, your mailing system will display a message indicating that you will not be able to print postage until the inspection is completed. Follow the prompts on your mailing system to make a successful connection. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 271 of 367...
Page 272: Refilling Your Meter
To print the receipt on a piece of tape, select the Tape button. If you have an optional attached printer, select the Print on document button. 7. Select Done to exit the Funds application. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 272 of 367...
Page 273: Checking Your Balance At Pitney Bowes
Refilling your Meter Checking your balance at Pitney Bowes Before refilling your meter, you should check the funds available through your postage account. 1. Select the Funds button in the Mailing tile on the Home screen. 2. If necessary, select the Meter Funds tab.
Page 274: Postage Remaining
Meter Funds tab in the Funds application. To print a report of the postage available and postage used, refer to Funds and refill reports. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 274 of 367...
Page 275: Postage Refill Settings
4. To set the default refill amount, select the Default refill amount: field. a. Type in the default refill amount. b. Select OK when done. 5. Select Done once you have finished making your changes. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 275 of 367...
Page 276: Viewing The Refill History
1. Select the Funds button in the Mailing tile on the Home screen. 2. Select the Last 5 refills tab. The list of the last 5 refills displays. 3. Select Done to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 276 of 367...
Page 277: Viewing The Meter Information
3. The minimum and maximum postage values appear in the Postal Security Device (PSD) list on the left side of the screen. 4. Select Done to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 277 of 367...
Page 278: Finding Your Postage Account Number
2. Select the Internet & Network tab on the left side of the screen. 3. Select the Intellilink® button. 4. Your postage account number appears in the Postage by Phone Account Number box. 5. Select Done to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 278 of 367...
Page 279: Uploading Postal Information
Refilling your Meter Uploading postal information Periodically, your system needs to connect to Pitney Bowes and upload postal information. Postal information upload includes all the information within the pieces run through the machine. This includes, but is not limited to, postage used, class of mail, and number of pieces. If the accounting feature is used, the postal information upload will also include account data.
Page 280: Withdrawing The Meter
2. Select the Meter information tab. 3. Select Withdraw meter. If Pitney Bowes has authorized the withdrawal, a dialog box appears indicating that funds are being transferred and the meter is being withdrawn. Select OK once the process is complete.
Page 281 11 - Rates and updates In this section Checking for rates and updates automatically Using the rates and updates scheduler Checking for rates and software updates Viewing the update history...
Page 282: Rates And Updates
Try to schedule the update for a time when the system is powered up but not in use. The rates and updates button shows an exclamation mark as a reminder that there are files waiting to be installed. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 282 of 367...
Page 283: Using The Rates And Updates Scheduler
Using the rates and updates scheduler Your Connect+ Series system can be set up to check for and download rates and software updates automatically at a specific time each day. The Rates and Updates button in the Mailing tile on the Home screen will show an exclamation mark when updates become available.
Page 284: Checking For Rates And Software Updates
Try to schedule the update for a time when the system is powered up but not in use. The rates and updates button shows an exclamation mark as a reminder that there are files waiting to be installed. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 284 of 367...
Page 285: Viewing The Update History
You will see the title, size, effective date and installation date of each installed update. Updates can be sorted by column in ascending or descending order. 3. Select Done to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 285 of 367...
Page 286 12 - System Setup In this section Personal settings Application settings Internet and network settings System settings Hardware settings...
Page 287: System Setup
6. Select Done to return to the Home screen. Adjusting the touchscreen brightness and contrast Follow the steps below to adjust the brightness and contrast of your display on your mailing system. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 287 of 367...
Page 288: Calibrating The Touchscreen
2. Select Personal from the list on the left side of the screen. 3. Select Touchscreen. 4. Select the Calibrate... button. Follow the onscreen prompts to complete the calibration process. 5. Select Done to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 288 of 367...
Page 289: Application Settings
4. Select the Mailer ID field. If you have already entered a Mailer ID while running mail, the ID is saved in this field. If necessary, you can change the Mailer ID here. a. Type in the Mailer ID. b. Select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 289 of 367...
Page 290 5. If you want to include the Mailer ID for bulk proof of delivery, select the Include Mailer ID for Bulk Proof of Delivery check box. 6. Select Done to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 290 of 367...
Page 291: Internet And Network Settings
View the inserter communications settings. Initiate Remote Assistance when instructed by a Pitney Bowes service representative. To access these options, select the Settings button in the Mailing tile on the Home screen and then select Internet & Network. Viewing the IntelliLink® settings This option allows you to view the connection parameters for your postage account.
Page 292 If necessary, select a field, type in the parameter and select OK. Note: Changes to the IntelliLink® parameters may result in errors when connecting to Pitney Bowes. If necessary, select the Reset to Factory Settings button to revert to the default values for these fields.
Page 293 1. Select the Settings button in the Mailing tile on the Home screen. 2. The Settings screen displays. Select Internet & Network from the list on the left side of the screen. 3. Select Inserting System. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 293 of 367...
Page 294: System Settings
24 hours and prints that date on your postage. Note: The date on the postage should correspond to the date when your mail goes to the post office. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 294 of 367...
Page 295: Postal Information Upload Warning
If you do not want to upload postal information at this time, select No, upload later. When you are ready to upload the information, follow the instructions provided in Uploading Postal Information. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 295 of 367...
Page 296: Setting The System Clock
Enabling or disabling the postal information upload warning and setting the threshold If your Connect+ Series system has a good network connection, it will attempt to upload postal information automatically when the screen saver is displayed, when you shut down the system down and when you enter Manage Accounts.
Page 297 Enter key after the barcode is completely scanned. The Scanner Diagnostics tab allows you to verify what is actually being read by the scanner in the barcode without having to run mail. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 297 of 367...
Page 298 Account name field displays the name of the account (and sub and subsub account if present) account code, the chargeable Account name associated with account code appears in the Account name field Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 298 of 367...
Page 299 1. Select the Settings button in the Mailing tile on the Home screen. 2. Select System from the list on the left side of the screen. 3. Select Scanner Settings. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 299 of 367...
Page 300 Turning barcode auto-enter on/off You can set up your Connect+ Series so that after it scans in a barcode value and displays it on the screen, it requires the operator to press the Enter key to accept that value. You can do this if you want to be sure that an operator verifies that the correct barcode has been scanned.
Page 301: Setting System Timeouts
A check mark indicates that the timeout is enabled. 7. Select OK when you have finished making your changes. 8. Select the Home button to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 301 of 367...
Page 302 Selecting the help button on the ENERGY STAR message window. Pitney Bowes Commitment Pitney Bowes is committed to designing and manufacturing energy efficient equipment because it lowers the operating costs and helps preserve the environment. As an ENERGY STAR® Partner, Pitney Bowes has determined that the Connect+™ Series system meets the ENERGY STAR® guidelines for energy efficiency with the optional (no charge) of an automatic SHUT DOWN mode.
Page 303: User Roles And Access Rights
1. Select the Settings button in the Mailing tile on the Home screen. 2. Select System from the list on the left side of the screen. 3. Select Users. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 303 of 367...
Page 304 Supervisor access rights are required to manage users. Creating a user Note: Supervisor access rights are required to manage users. Follow the steps below to add a new user to your system. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 304 of 367...
Page 305 Change data center backup URL Change default refill settings Change distributor URL Perform a balance inquiry Postage Refill Print funds report on machine Print refill receipts Print refill summary Reset batch counter Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 305 of 367...
Page 306 2. Select System from the list on the left side of the screen. 3. Select Users. 4. Select a user to edit. If necessary, use the up and down arrow buttons to navigate through the list. 5. Select Edit. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 306 of 367...
Page 307 If account passwords are being used, they will be disabled as well. 6. Select Yes, delete user. 7. Select the Home button to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 307 of 367...
Page 308 Viewing the status of rates, software, features, and graphic updates 1. Select the Settings button in the Mailing tile on the Home screen. 2. Select System from the list on the left side of the screen. 3. Select Configuration. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 308 of 367...
Page 309 For example, hardware components include the type of scale and its capacity, and the type of connectivity (wireless LAN). The Credits tab contains copyright and permission notices for the software on your system. 5. Select the Home button to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 309 of 367...
Page 310: Hardware Settings
You can turn the vibration filter on if your mailing system is in an environment subject to vibrations, such as near air-conditioning vents or closing doors. If you select this, the scale will require more time to settle before displaying a weight. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 310 of 367...
Page 311: Zeroing The Scale
When you replace your attached scale, you are required to reset the localization value for the scale. Refer to the installation instructions supplied with the scale for instructions on resetting the localization value. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 311 of 367...
Page 312 2. Select Hardware from the list on the left side of the screen. 3. Select WEIGH-ON-THE-WAY (W-O-W). 4. Select the appropriate mode. 5. Select the Home button to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 312 of 367...
Page 313: Setting The Waiting For Envelope Timeout
Select and drag the control button to adjust the timeout. Use the + and - buttons for a more precise selection. 6. Select the Home button to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 313 of 367...
Page 314 13 - Maintenance In this section Installing a new tape roll Refilling the envelope sealant bottle Refilling the tape sealant bottle Moistener maintenance Printer maintenance...
Page 315: Maintenance
Caution: If you do not use Pitney Bowes supplied tape, you will not be able to determine when the tape is running out and this may cause a jam. The red stripe on the tape notifies you that you are running low on tape.
Page 316 9. Select Feed forward >>. The system will advance the tape feed drive. 10. Insert the lead edge of the tape into the entrance guide. The system will advance the tape to the proper position. 11. Close the cover. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 316 of 367...
Page 317 Maintenance 12. Select Done to return to the Home screen. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 317 of 367...
Page 318: Refilling The Envelope Sealant Bottle
Your mailing system displays a message telling you when your E-Z Seal® Sealing Solution is running low. When you receive this message, your system can still seal approximately 50 envelopes. Pitney Bowes recommends using E-Z Seal® Sealing Solution because it helps keep your moistener tank clean and improves sealing performance.
Page 319: Refilling The Tape Sealant Bottle
Maintenance Refilling the tape sealant bottle Pitney Bowes recommends using E-Z Seal® Sealing Solution because it helps keep your moistener tank clean and improves sealing performance. Refill the tape sealant bottle when your E-Z Seal® Sealing Solution is running low.
Page 320: Moistener Maintenance
If wear of the moistener pad is affecting seal quality, you can replace the moistener pad assembly. Connect+ 500W / SendPro™ P1500, Connect+ 1000 and Connect+ 2000 Systems 1. Lift the feed cover. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 320 of 367...
Page 321 Maintenance 2. Push down on the moistener pad assembly button. 3. Grasp the moistener pad assembly and pull it straight out towards you. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 321 of 367...
Page 322 Connect+ 3000 Systems 1. Lift the feed cover. 2. Pull up on the top release lever. 3. Use the blue notch to pull on and open the moistener deck. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 322 of 367...
Page 323: Adjusting The Wetness Of The Sealer
1. Select the Settings button in the Mailing tile on the Home screen. 2. Select Hardware. 3. Select Sealer. 4. Select the Sealer settings tab. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 323 of 367...
Page 324: Cleaning Or Replacing The Moistener Wick
1. Open the supplies cover and lift out the envelope sealant bottle.The bottle is located to the left of the tape roll. 2. Lift the feed cover. 3. Pull up on the top release lever. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 324 of 367...
Page 325 8. Push the moistener deck back into place. 9. Push down on the top release lever until it snaps into place. 10. Close the feed cover and select OK. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 325 of 367...
Page 326: Printer Maintenance
5. Select Print test pattern. To print the test pattern on an envelope, place an envelope of the feed deck and select Start. To print the test sample on tape, select Tape. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 326 of 367...
Page 327: Cleaning The Print Heads
5. Select the Clean button. Print head cleaning takes approximately one minute. A progress bar indicates the cleaning status. 6. Once the cleaning process is complete, you will be prompted to print a test pattern. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 327 of 367...
Page 328: Low Ink Warning
(#2) ink cartridge is empty, printing mail will be disabled to avoid damage to the system. It is important to replace the spot black (#2) cartridge to avoid interruption to mail operation. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 328 of 367...
Page 329: Out Of Ink Warning
If the spot black (#2) ink cartridge is out of ink, a special Out of Ink warning will appear indicating that printing mail has been disabled to avoid damage to the system. In order to resume printing you can: Replace the ink cartridge Turn off spot black (#2) printing Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 329 of 367...
Page 330: Replacing The Ink Cartridges
Replace the ink cartridges once you receive the low ink or out of ink warning. Warning: Use Pitney Bowes ink cartridges to ensure best printer performance. Other ink cartridges may cause: poor print quality, rejected/returned mail and uncovered service expenses.
Page 331 Maintenance 2. Open the ink cartridge cover. 3. Pull the ink cartridge straight out. 4. The system warns you that the ink cartridge is not installed. Select Clear message. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 331 of 367...
Page 332 6. Hold the ink cartridge with the label facing upright and push into place. 7. Close the ink cartridge cover. 8. Select Print test pattern to verify that you have installed the ink cartridge correctly. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 332 of 367...
Page 333: Replacing The Print Heads
1. Select the Settings button in the Mailing tile on the Home screen. 2. Select Hardware. 3. Select Printer. 4. Select the Print head tab. 5. Select the Install new print head... button. 6. Open the printer cover. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 333 of 367...
Page 334 7. Pull the blue latch all the way forward until it stops. 8. Lift the blue print head handle up to a vertical position and then lift the print head straight up and out. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 334 of 367...
Page 335 Maintenance 9. Remove the new print head from its packaging. Shake the print head three times. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 335 of 367...
Page 336 The print head contact must be facing toward the front of the mailing system. Make sure the blue handle is down. During installation, only apply pressure to the center of the print head. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 336 of 367...
Page 337: Aligning The Print Heads
You will need four or more envelopes of the same size to perform an envelope alignment. 1. Select the Settings button in the Mailing tile on the Home screen. 2. Select Hardware. 3. Select Printer. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 337 of 367...
Page 338 Select Next to continue to the horizontal alignment. 7. Place an envelope on the feed deck and select Start to print the first horizontal test pattern. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 338 of 367...
Page 339 1. Type in the length of your envelope. a. Use the + and - buttons to adjust the length measurement. The minimum and maximum lengths allowed are displayed on the screen. b. Select Next to continue. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 339 of 367...
Page 340 10. If the alignment was successful, a message appears indicating that the print heads have been aligned to print on envelopes. Select Done. Tape alignment only 1. Select Tape to print the first vertical test pattern. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 340 of 367...
Page 341: Replacing The Ink Pad In The Waste Ink Tray
4. Select the Waste Ink Tray tab. 5. Remove the ink pad, tray and rubber gloves from the packaging. Be sure to wear the rubber gloves to prevent ink from transferring to your hands. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 341 of 367...
Page 342 Maintenance 6. Slide the waste ink tray out from beneath the printer module. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 342 of 367...
Page 343 8. Place the old ink pad and ink tray in the plastic bag provided and discard. 9. Place the new ink pad and ink tray in the waste ink tray. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 343 of 367...
Page 344 You can turn spot black (#2) printing off, and can continue to print mail for 14 days. When the period expires you will need to reactivate spot black (#2) printing by installing a new ink cartridge. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 344 of 367...
Page 345 14 days to reactivate spot black (#2) ink. In addition, a similar warning will appear on the Home screen each time you power up the system. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 345 of 367...
Page 346 If the pattern still has broken or missing lines, you may need to replace the ink cartridge or print head. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 346 of 367...
Page 347: 14 - Troubleshooting
In this section How to resolve envelope feeding issues How to resolve envelope sealing issues How to resolve tape feeding issues How to resolve printing issues How to resolve postage refill issues How to resolve touchscreen response issues Contacting Pitney Bowes...
Page 348: How To Resolve Envelope Feeding Issues
Moistener pad assembly is not installed properly; there is Clear the envelope stoppage. a slight gap between the assembly and the feed deck. 2. Remove the moistener pad assembly and slide it back into place. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 348 of 367...
Page 349 The stack of envelopes is leaning away from the feeder. Limit the stack height to 2 inches (50.8 mm). (This often happens when running shorter pieces of mail.) Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 349 of 367...
Page 350 When an envelope stoppage occurs, an error message will display indicating the area where the envelope has stopped. Clearing an envelope stoppage in the feeder area 1. Lift the feed cover. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 350 of 367...
Page 351 2. Pull up on the top release lever. 3. Lift up the lower release lever and remove the envelope. Note:Depending on how badly the envelope is damaged, you may need to replace it. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 351 of 367...
Page 352 5. Push down on the top release lever until it snaps into place. 6. Close the feed cover. 7. Select Resume printing to continue processing mail. Clearing an envelope stoppage in the WEIGH-ON-THE-WAY® (W-O-W®) area 1. Lift the feed cover. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 352 of 367...
Page 353 3. Make sure the W-O-W® deck is clear and the release lever is down. 4. Close the feed cover. 5. Select Resume printing to continue processing mail. Clearing an envelope stoppage in the printer area 1. Open the printer cover. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 353 of 367...
Page 354 Note:Depending on how badly the envelope is damaged, you may need to replace it. 3. Make sure the printer deck is clear and the release lever is down. 4. Close the printer cover. 5. Select Resume printing to continue processing mail. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 354 of 367...
Page 355: How To Resolve Envelope Sealing Issues
Let the trough fill and reinstall the wick. If this becomes a regular occurrence, replace the wick. Description: Leading edge (first half) of envelope is not sealing; trailing edge envelope (second half) is getting wet. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 355 of 367...
Page 356 E-Z Seal® solution in the small reservoir. Check the envelopes, and ensure that the contents are tamped to the upper right hand corner. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 356 of 367...
Page 357: How To Resolve Tape Feeding Issues
Tape stoppages can occur while the tape is feeding from the feeder area to the printer area of your mailing system. When an tape stoppage occurs, an error message will display. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 357 of 367...
Page 358 Troubleshooting 1. Lift the printer cover. 2. Press the blue tape lever to the left and remove the stopped tape. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 358 of 367...
Page 359 Troubleshooting 3. Close the printer cover. 4. Select Resume printing to continue printing tapes. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 359 of 367...
Page 360: How To Resolve Printing Issues
Envelope is skewing on the feed deck. Ensure the thickness adjustment knob is adjusted to correspond to the envelope thickness. Move the side guide close to, but not touching, the envelope. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 360 of 367...
Page 361: How To Resolve Postage Refill Issues
Try refilling your meter again. You have a graphics and permit-only printing system. Graphics and permit-only printing systems do not print postage. Postage refills are not required on these systems. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 361 of 367...
Page 362: How To Resolve Touchscreen Response Issues
If you have upgraded to the 15 inch display, but did not Ensure appropriate power supply cable is being used. swap out the power cables, the touchscreen will shut down approximately 30 minutes after power up. Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 362 of 367...
Page 363: Contacting Pitney Bowes
Remote System Assistance If you are unable to correct a problem with your Connect+ Series system, the Pitney Bowes Support Center can instruct you on providing remote access. Once you provide authorization, the center can connect to your system and troubleshoot the problem.
Page 364 Certified Mail serves as a legal other services such as COD, insured document proving the date and time mail, registered mail, parcel airlift (PAL) or special handling. There is no Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 364 of 367...
Page 365 (the next time your system powers down or goes to sleep.) Funds The amount of money in your Postage meter (Postal Security Device - PSD). Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 365 of 367...
Page 366 Value at which the mailing system warns you that the funds remaining in Postage by Phone® System the meter are getting low. The Pitney Bowes system that allows you to purchase postage remotely and download it to your mailing system.
Page 367 USPS Mailer ID This 9-digit number is required when using Electronic Return Receipt. To get this number, you need to submit Pitney Bowes Connect+ Series Operator Guide April, 2016 Page 367 of 367...

This manual is also suitable for:

Connect+ 3000 Connect+ 500w Sendpro p1500 Connect+ 1000 Connect+ 2000

Pitney Bowes Connect+ Series Operator's Manual

1 Safety

2 Getting Started

3 Using Jobs

4 Running Mail

5 Sendpro Shipping

6 Ship a Package

7 Receive a Package

8 Accounting

9 Reports

10 Refilling Your Meter

11 Rates and Updates

12 System Setup

13 Maintenance

14 - Troubleshooting

Quick Links

Troubleshooting

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Summary of Contents for Pitney Bowes Connect+ Series