To add postage on the Quadient iX-3:

1. Press the appropriate button to access the menu.
2. Select "Credit" to open the Credit screen.
3. If prompted, enter your PIN code using the keypad and press [OK].
4. Enter the amount of postage to add using the keypad (use C to clear a digit).
5. Press [OK] to connect to the Postal Server.
6. Wait for the system to confirm that the crediting was successful.

This answer is automatically generated

Summary of Contents for quadient iX-3

Page 1 User Guide Franking Machine iX-3...
Page 2: Table Of Contents
Table of Contents Safety Information Safety Requirements .......................3 How to Enable an Emergency Stop ................7 Symbols ..........................8 Glossary ..........................9 Meet Your Mailing System System Layout .........................13 Accessories ........................15 Control Panel Features ....................17 Connections ........................21 Power Management ......................23 Processing Mail Preparing and Starting your Work Session ............29 Choosing Imprint Type ....................33 Processing Examples ....................36 Printing [PPI] Mail ......................50...
Page 3 Creating Accounts .......................124 Managing Accounts ....................127 Import Export Accounts .....................135 Account Reports ......................140 Change Current Account ...................144 Rates Selecting a Rate ......................151 Managing Postal Rates ....................236 Reports Generating a Report ....................159 Available Reports ......................160 Online Services Online Services Overview ..................175 OLS Call Types ......................176 OLS Connection Tests ....................179 System Online Services ....................181...
Page 4 12.2 Moistener ........................249 12.3 Service Processes ......................253 Troubleshooting 13.1 Machine Issues ......................259 13.2 Diagnostics ........................263 13.3 System Data ........................277 Specifications 14.1 Mail Specifications ....................285 14.2 General Specifications .....................286 14.3 Operating Conditions ....................287 14.4 System Specifications ....................288...
Page 6: Safety Information
Safety Information Safety Requirements ..............3 How to Disconnect your Mailing System ..............6 How to Enable an Emergency Stop .........7 Symbols ..................8 Glossary ..................9...
Page 8: Safety Requirements
Safety Requirements Power Connection Before connection, check whether the Mailing System is suitable for the local AC power voltage (230V - 50Hz). THIS SYSTEM MUST BE GROUNDED • Only connect the power plug to an socket provided with a protective ground contact. •...
Page 9 Environmental Compliance A program is implemented for the recycling of worn mailing systems and systems at the end of their lifetime. Contribute in a responsible way to environmental protection by consulting your retailer's website, or by contacting them directly. CE Compliance CE marking is a certification mark that indicates conformity with health, safety, and environmental protection standards for products sold within the European Economic Area (EEA).
Page 10 General Safety • Before using your mailing system, thoroughly read the operating instructions. • To reduce the risk of fire, electric shock and injury to persons, follow normal and basic safety precautions for office equipment when using your mailing system. •...
Page 11: How To Disconnect Your Mailing System
Network/PC LAN Cable picture above Follow the additional precautions below: • Avoid using your system during an electrical storm; as there may be a risk of electrical shock from lightning. • Do not install LAN connectors in a wet location. •...
Page 12: How To Enable An Emergency Stop
How to Enable an Emergency Stop If you want to stop the system in the event of an emergency: To stop the run process immediately: Press...
Page 13: Symbols
Symbols This manual uses the symbols listed below. This symbol... Indicates... WARNING: indicates a human safety hazard. ATTENTION: brings to your attention a risk for equipment or mail that could result from an action you may perform. NOTE: remark that explains different scenarios or situations. TIP: advice to help save you time when processing your mail.
Page 14: Glossary
Glossary This manual uses the acronyms listed below. Acronym Description DHCP Dynamic Host Configuration Protocol Domain Name System External Return Address IDentification Kerberos Key Distribution Center Local Area Network: link between computers Mail Accounting Software: allows you to remotely manage mailing accounts and associated reports Online Services Personal Computer...
Page 16: Meet Your Mailing System
Meet Your Mailing System Get to know your Mailing System in this section. System Layout ................13 Accessories ..................15 Control Panel Features .............17 Connections .................21 Power Management ..............23 How to Turn the Mailing System to Sleep/Soft Off Mode .......23 How to Turn the Mailing System to Off Mode ............24...
Page 18: System Layout
System Layout System Components Weighing platform Measures weight of mail pieces. Base Prints envelopes and controls the Mailing System. Jam release handle Allows you to remove jammed envelopes. Feed Table Beginning of mail transport path.
Page 19 Inside System Base Postal Security Device Postage meter. Never remove unless Helpdesk asks (PSD) you to! Cover Lift from the front to open. Ink Cartridge Prints the postal imprint on envelopes.
Page 20: Accessories
Accessories USB Keyboard (Optional) Usage A USB keyboard can be connected to the mailing system. This keyboard is a standard personal computer keyboard with an additional touchpad. It allows the input of data to your mailing system. To use the numerical keys, ensure that [Num lock] is activated. You can use the shortcuts listed in the table below.
Page 21 Report Printer (Optional) A USB printer can be directly connected to the mailing system for printing mailing-related reports. For more information about compatible printers that can connect to your mailing system, please contact technical support. Barcode Scanner (Optional) This scanner is used: •...
Page 22: Control Panel Features
Control Panel Features Display Areas Rate and Services Indicates the current rate and services selected. Date Displays the date that will be printed. Postage Indicates the amount to be printed on the envelope. Weight Current weight used to calculate postage amount. Job Memory Displays selected job memory.
Page 23 Allows your selection of an ERA. Indicates that an ERA will be printed at the left most of imprint. Keys and Shortcuts NAVIGATION KEYS Return Used to cancel, skip or go back. Home Screen Returns the system to the Home screen. Menu Accesses the menu settings.
Page 24 Short press: Allows the entry of alpha or numeric values (accounts or other set up information). Alphanumeric Press a key several times to display all possible Keys characters. Long press (from homepage): Used to have direct access to the corresponding memory. Short press: Clears keypad entries and existing data in entry fields or, from the home screen, Clear/Reset...
Page 25 8TUVtuv 9WXYZwxyz . , # / : @ * ? & ! - + \ 'Clear' function...
Page 26: Connections
Connections Connectors LAN Port To connect to LAN Two USB Ports To connect to memory device or printer Power Connector and To power supply Switch COM1 To weighing platform...
Page 27 Detail of Connections To connect to the LAN in order to access online LAN Port services...
Page 28: Power Management
Power Management The System can only use the LAN if the LAN cable is connected BEFORE the power chord is plugged in. Energy Star® Compliance Office equipment is generally powered on 24 hours a day, so power management features are important for saving energy and reducing air pollution. Your mailing system is an Energy Star®...
Page 29: How To Turn The Mailing System To Off Mode
To change the period of time after which the mailing system switches to sleep mode, see How to Adjust the Time-outs page 187. Press (at the top right corner of the control panel). - A short press on the sleep/on/soft off mode button sets the machine to sleep mode.
Page 30 Turn off your mailing system. The circle (or O) indicates the system is off.
Page 32: Processing Mail
Processing Mail This section describes how you can run mail: choosing a type of imprint, selecting a rate and weighing method, activating sealing and so on, depending on the type of process you need to apply to your mail. Preparing and Starting your Work Session .......29 How to Sort Mail ......................29 How to Log in and Start a Work Session .............30 Choosing Imprint Type .............33...
Page 33 How to Change the Date ..................79 How to Add (or Cancel) an ERA on the Imprint ..........216 How to Add (or Cancel) a Slogan on the Imprint ..........226...
Page 34: Preparing And Starting Your Work Session
Preparing and Starting your Work Session Preparation steps These preparation steps allow to run your mail more efficiently. It involves: • Sorting mail by type and task, to make processing faster (Sorting Mail by Type and Task on page 29). •...
Page 35: How To Log In And Start A Work Session
Turning On Your System and Starting a Work Session Turning the system on automatically starts a work session on the Mailing System. At start-up, depending on specific settings: • The access to the system may be open. • You may have to enter a PIN code. •...
Page 36 Press to wake-up the system. The system may display one of the following screens: Home Screen [Normal]: Login Screen: Account Screen: If the following screen is displayed: - Home Screen [Normal]: If this screen is displayed, no other step is required to navigate through the system.
Page 37 How to Find an Account Find your account quicker: type the account number or use a barcode scanner instead of using up and down arrows. To type letters using the keypad, press the corresponding key several times in a row like a cell phone. (Example: To have "N"...
Page 38: Choosing Imprint Type
Choosing Imprint Type Type of Process and Type of Imprint The table below indicates the 'Type of imprint' to choose, depending on the type of process you want to apply to each set of mail. The column on the right indicates, for each Type of imprint, the options available for each type of imprint.
Page 39: How To Change The Current Type Of Imprint
The system selects [Normal] type of imprint at start up by default. Customising Your Imprint To process mail, you must first choose a 'Type of imprint' you need. For example, you can select "Normal" to print postage, or "Received" to print the date on incoming mail, or "Pass Through"...
Page 40 Select Type and press [OK]. The Type of imprint screen is displayed. Select the type of imprint in the list and press [OK]. The Imprint screen is updated and displays the menu items that allow you to modify the imprint options. Press to return to the home screen.
Page 41: Processing Examples
Processing Examples Applying Postage for [Normal] Mail Use the following settings to apply Postage for [Normal] Mail. How to Set Postage for [Normal] Mail The procedure below outlines steps in a recommended sequence to process your mail. • As mail requirements quickly vary, some settings may not be necessary, or their order may vary.
Page 42 Check or change the type of imprint, if you are not in [Normal] mode. Press to access the Imprint screen: The type of imprint is indicated on line 2 of the screen. To change the type of imprint, select the Type line, press [OK] and then select [Normal] in the Type of imprint screen, and press [OK].
Page 43 Additionally, you can configure imprint elements from the Imprint screen as follows: Check or change the Slogan selection: Select Slogan and then select a Slogan (or None) in the Slogan list screen. For more details, see How to Add (or Cancel) a Slogan on the Imprint on page 226.
Page 44: How To Process [Normal] Mail
How to Process [Normal] Mail Mail processing mainly depends on the weighing method you have chosen. It is indicated by the icon in the Weighing Type zone of the screen. In modes (Manual Weight Entry , no weight ...): From the [Normal] home screen: Press .
Page 45 From the [Normal] home screen, to print postage directly on mail pieces: Put the mail piece on the Weighing Platform. The weight of the mail piece is displayed in the Weight area of the screen and the postage amount is updated. Press .
Page 46 To print the imprint, insert the mail piece into the base against the rear-guide wall, with the side to be printed facing upwards. If you want to seal the envelope, first engage the flap into the moistener (option). Do not try to moisten self-adhesive envelopes. The Mailing System applies postage and the mail piece is ejected.
Page 47: How To Print Meter Tapes
How to Print Meter Tapes The mailing system allows you to print adhesive meter tapes for mail pieces that are a too big to fit through the machine. This mailing system requires double meter tapes. Single meter tapes will not work on this mailing system. Place your mail piece on the weighing platform and select your rate.
Page 48 Peel the meter tape of its backing and apply it to your mail piece. How to Enter the Weight Manually Manual Weight Entry Manual Weighing allows you to enter the weight manually. You may have to enter the weight manually if a mail piece exceeds the weighing capacity of your Scale. To enter the weight manually from the home screen, you must first select the postal class: Select the postal rate.
Page 49 Press The Manual Weight Entry screen is displayed. You have to enter a weight that is above the capacity authorised for the WP. You can contact Customer Service to extend WP capacity. Enter the weight (in g) and press [OK] to validate. The home screen displays the Manual Weight Entry icon ( ) and the weight entered.
Page 50: How To Set [Received] Mode Printing
How to Set [Received] Mode printing This section describes how to use the [Received] type of imprint, to: • Print the date on incoming mail. • Print 'Received' on incoming mail. You must begin with selecting the Type of imprint to gain access to the corresponding parameters and be able to run mail.
Page 51 Check or change the type of imprint, if you are not in [Received] mode. Press to access the Imprint screen: The Type of imprint is indicated on line 2 of the screen. To change the type of imprint, select the Type line, press [OK] and then select [Received] from the Type of imprint screen and press [OK].
Page 52 Insert the envelope into the mail path against the rear-guide wall, with the side to be printed facing upwards. The Mailing System applies the imprint and the mail piece is ejected.
Page 53: How To Set [Pass Through] Mail Processing
How to Set [Pass Through] Mail processing This section describes how to use the [Pass through] type of imprint, for: • Only conveying mail, for counting or testing purposes. Main setting: Make sure you are on the home screen of the [Pass Through] type of imprint. The type of imprint is indicated at the top of the home screen as illustrated.
Page 54 Insert the envelope into the mail path against the rear-guide wall. The Mailing System does not apply postage and the envelope is ejected.
Page 55: Printing [Ppi] Mail
Printing [PPI] Mail How to Set Postage for [PPI] Mail Required settings: Check that you are in the [PPI] type of imprint. If not, see section How to Change the Current Type of Imprint on page 34. The type of imprint is indicated at the top of the home screen: Check or change the type of imprint, if you are not in [PPI] mode.
Page 56: How To Process [Ppi] Mail
How to Process [PPI] Mail In Standard weighing type ( From the [PPI] home screen, to print postage directly on mail pieces: Put the mail piece on the Weighing Platform. The weight of the mail piece is displayed in the Weight area of the screen and the postage amount is updated.
Page 57 Insert the envelope into the mail path against the rear-guide wall, side to be printed facing upwards. If you want to seal the envelope, first engage the flap into the moistener (option). Do not try to moisten self-adhesive envelopes. The Mailing System applies postage and the envelope is ejected. In Differential weighing type ( From the [PPI] home screen, to print postage on mail pieces: Place the stack of mail you want to process on the weighing platform, and then...
Page 58 To print the imprint, insert the mail piece into the base against the rear-guide wall, side to be printed facing upwards. If you want to seal the envelope, first engage the flap into the moistener (option). Do not try to moisten self-adhesive envelopes. The Mailing System applies postage and the mail piece is ejected.
Page 59: Payment Surcharge Entry
Payment Surcharge Entry How to Set [Payment Surcharge Entry] Mode Payment Surcharge can only be used to reimburse Royal Mail for underpriced mail and surcharges. Required settings: Make sure you are on the home screen of the [Payment Surcharge Entry] type of imprint.
Page 60 Check or change the type of imprint, if you are not in [Payment Surcharge Entry] mode. Press to access the Imprint screen: To change the type of imprint, select Imprint type and then select [Payment Surcharge Entry] in the Type of imprint screen. For more details, see How to Change the Current Type of Imprint on page 34.
Page 61 Insert the mail piece into the mail path against the rear-guide wall, side to be printed facing upwards. The Mailing System applies the imprint and the mail piece is sent to the catch tray.
Page 62: Settings
Settings Changing the Current Account To process a batch of mail pieces using another account (on account-enabled configurations), change the account as follows. How to Change Account You can change the account to charge to any account created. In this example, we will change from "Marketing (account 00001)" to "Sales (account 00002)".
Page 63 How to Change Account with a Barcode Scanner • Before using a barcode scanner with the system, it must be setup and configured by a Quadient service technician. • The barcode sheet of accounts that you create should be Free 3 of 9.
Page 64 If not already done, connect the barccode scanner to the mailing system via a USB port. The list of accounts barcodes that are available is typically placed near the mailing system. Select the account you want to use and scan.
Page 65 The current account number is displayed. Selecting a Rate How to Select a Rate Rates are accessed from the Rate Selection screen. On the Home Screen, the system defaults to Job Memory number 1 (M1) ... when you access choose a rate and services from the rate selection screen, the system Home Screen will display an asterisk (M1*).
Page 66 On that screen, you can: Type a rate number to select a rate or display rate options. Pressing the numeric key 4 displays the most common Inland rates. Follow the instructions on screen and, once you have chosen the rate and services, press [OK] to validate your selection.
Page 67 Select Rate Code. Enter the desired Rate Code and press [OK]. How to Use Rate Chaining The rate table can implement the rate chaining function. For a selected rate if the weight exceeds a threshold, the rate shall be chained to another rate. When the printing with the rate chaining is done, the Machine shall return to the selected rate.
Page 68: How To Use Standard Weighing
Choosing a Weighing Type Depending on the options that are installed in your Mailing System, several weighing methods are available. You can also enter the weight manually if you know it: see How to Enter the Weight Manually on page 65. How to Use Standard Weighing Standard Weighing In this mode, each mail piece is manually placed on the Weighing Platform, and then...
Page 69: How To Use Differential Weighing
The default mail class is displayed. Press . System motors start running. You remove the mail piece from the scale and run the mail piece through the mailing system. The display shows "Printing in progress". How to Use Differential Weighing Differential Weighing (optional) This mode speeds up the weighing process and increases your efficiency: all the mail pieces are stacked together on the Weighing Platform.
Page 70: How To Enter The Weight Manually
Place the mail piece on Weighing Platform. As you remove each piece the weight and selected rate and services is displayed for the piece that is removed. Run the piece through the mailing system to be imprinted with the indicia. How to Enter the Weight Manually Manual Weight Entry Manual Weighing allows you to enter the weight manually.
Page 71 Select the postal rate. To select a rate, see How to Select a Rate on page 151. The home screen with postal rate is displayed. Press The Manual Weight Entry screen is displayed. You have to enter a weight that is above the capacity authorised for the WP.
Page 72 Enter the weight (in g) and press [OK] to validate. The home screen displays the Manual Weight Entry icon ( ) and the weight entered. Configuring the Imprint Depending on the current Type of imprint, you can modify the elements printed on mail pieces as follows: •...
Page 73 How to Change the Date You can set the Date to change the date at a fixed time. This is useful if you process mail after the last mail pickup for the day. This ensures that the proper date of mailing is printed for the next days mail pickup.
Page 74 On the Date screen, you can configure the printed date as follows: To choose another day, select the corresponding item in the list. icon indicates the current selection. The date can be advanced up to 7 days from today's date. Use the scroll button to select a different date.
Page 75 How to Add (or Cancel) an ERA on the Imprint To add an ERA to the imprint, or to cancel the ERA: Press Select ERA Slogans and press [OK]. The ERA list screen is displayed. Select the desired ERA in the list or None for printing no ERA. icon indicates the current selection.
Page 76 How to Add (or Cancel) a Slogan on the Imprint To add a slogan to the imprint or cancel the slogan: Press Select Slogan. The Slogan list screen is displayed. Select the slogan in the list or select None for printing no slogan. icon indicates the current selection.
Page 77 How to Move the Imprint (Print Offset) You can move the imprint away from the edge of the envelope when printing on thick envelopes with rounded edges. 1 - Imprint printing offset To add an offset to the imprint position: From the home screen: Press and select the path:...
Page 78: How To Select A Ppi
How to Select a PPI To select a PPI: From the [PPI] home screen. Press to access the Imprint screen. Select PPI #. The PPI management screen is displayed. Select the PPI in the list using the arrows. Press [OK] to validate your selection and return to the Imprint screen. Using Job Memories Job Memories allow you to create a preset memory that can include the rate, ERA, slogan for the Type of imprint you would like to use.
Page 79 To use a job memory: From the home screen: Press the numeric key associated with the desired Job Memory. Long press on numeric keypad to select corresponding memory. For example, to use the memory 4, long press The job memory zone of the home screen displays the current job memory name.
Page 80 Hand-Feed Table Moistener Hand-Feed Table Moistener If your hand feed table is equipped with a moistener, you can close the envelopes by sliding the flap under the moistener brush while feeding them into the base mail path. Do not attempt to seal self-adhesive envelopes. Use standard flap envelopes.
Page 82: Imprints
Imprints Imprint Configuration ...............79 How to Change the Date ..................79 How to Add (or Cancel) an ERA on the Imprint ..........216 How to Add (or Cancel) a Slogan on the Imprint ..........226 How to Move the Imprint (Print Offset) ..............82 Job Memories ................196 How to Save a Job Memory ..................196 How to Edit a Job Memory ..................198...
Page 84: Imprint Configuration
Imprint Configuration How to Change the Date You can set the Date to change the date at a fixed time. This is useful if you process mail after the last mail pickup for the day. This ensures that the proper date of mailing is printed for the next days mail pickup.
Page 85 On the Date screen, you can configure the printed date as follows: To choose another day, select the corresponding item in the list. icon indicates the current selection. The date can be advanced up to 7 days from today's date. Use the scroll button to select a different date.
Page 86 Select ERA Slogans and press [OK]. The ERA list screen is displayed. Select the desired ERA in the list or None for printing no ERA. icon indicates the current selection. Press [OK] to validate your selection. The Imprint screen is displayed with updated parameters (home screen: See also •...
Page 87: How To Move The Imprint (Print Offset)
Select Slogan. The Slogan list screen is displayed. Select the slogan in the list or select None for printing no slogan. icon indicates the current selection. Press [OK] to validate your selection. The Imprint screen is displayed with updated parameters (home screen: See also •...
Page 88 From the home screen: Press and select the path: Advanced settings Settings Base Settings Print offset The Print offset mode screen is displayed. Select the offset and press [OK] to validate. - No Offset - Offset 1 - Offset 2...
Page 89 Job Memories The Job Memories are presets for your imprint types. You can quickly recall a saved setting to simplify operation and save time (see Using Job Memories on page 199). You can create, edit/modify or delete a Job Memory. Each Job Memory is identified by a name and a number.
Page 90 The memories store imprint characteristics together with rates and, if activated, charged account. From the home screen: Long press The job memories list is displayed. Select any line with value None. Press [Save]. If Accounting is enabled, the message confirmation to save account info is displayed.
Page 91 How to Edit a Job Memory Job Memories are presets for your imprint types. Each Job Memory is identified by a name and a number. The Homescreen displays the name of the current Job Memory. If your mail requires different settings such as specific postal rate and ERA and/or slogan and department to charge, then the job memories are the solution: all your settings are stored in a single memory.
Page 92 Press [OK]. The job memory name is displayed. Keep the old name or enter the name of the job memory, then press [OK]. The home screen displays the updated memory information. Using Job Memories Job Memories allow you to create a preset memory that can include the rate, ERA, slogan for the Type of imprint you would like to use.
Page 93 To use a job memory: From the home screen: Press the numeric key associated with the desired Job Memory. Long press on numeric keypad to select corresponding memory. For example, to use the memory 4, long press The job memory zone of the home screen displays the current job memory name.
Page 94 How to Remove a Slogan from a Job Memory Job Memories are presets for your imprint types. Each Job Memory is identified by a name and a number. The Home screen displays the name of the current Job Memory. In this example we will remove the GOOD NEWS slogan from Job Memory M1. From the home screen, press the Imprint button.
Page 95 Press the Back button. (Back button) An asterisk "*" now appears next to "M1" indicating that the imprint has changed and is ready to be saved. To save your change, press and hold the [OK]/Mem button until the "Save your memory screen" appears. Select the memory number for the memory your saving, in this example we're saving "M1", 2nd Inl Lett.
Page 96 Press "Save" once more to save the job memory. The "S" no longer appears, indicating the slogan has been removed.
Page 98: Money Operations
Money Operations This section describes how you can load and manage money in your Mailing System to allow postage operations. Managing Credit ................95 How to Check the PSD (Meter) Credit ..............95 How to Add Credit to the PSD (Meter) ..............97 Unlocking the PSD (Postal Inspection) ........99 How to Unlock the PSD ....................99 Setting Warnings ..............189...
Page 100: Managing Credit
Managing Credit The Postal Security Device (PSD) — Postage Meter The PSD, located in the base, handles the credit (or money) in your Mailing System. The PSD performs all necessary operations to comply with the postal standards. To do so, regular connections to the Postal Services are necessary. Check that your Mailing System is connected to a network (see Connections on page 21) and that the connection is properly...
Page 101 Press The Credit Menu is displayed. Select the path: Credit information. The screen displays your postage credit as shown below.
Page 102: How To Add Credit To The Psd (Meter)
Adding Credit You can add credit to your Mailing System at any time by complete the steps listed below. The Mailing System then connects to the Postal Services and validates the operation. How to Add Credit to the PSD (Meter) To add credit to the PSD: Press The Credit Menu is displayed.
Page 103 Select Credit. If the system asks for a PIN code, enter the code using the keypad and press [OK]. The Credit screen is displayed. By default, the system displays the value of the previous transaction. Enter the amount of postage to add using the keypad (use C to clear a digit). The amount must be in the range of Minimum reset amount and Maximum reset amount.
Page 104: Unlocking The Psd (Postal Inspection)
Unlocking the PSD (Postal Inspection) To Clear A PSD Postal Inspection Required message: Note: A LAN connection must be plugged into the mailing system to perform a Postal Inspection. 1. Press the "MENU" button. 2. Select, "My Credit". 3. Select, "Postal Inspection" or "Audit". 4.
Page 105 Select Audit. The system asks for confirmation. Press [OK] to connect to the Postal Server. A message to confirm audit transaction request is displayed. Press [OK] to validate. If the audit is successful, the system displays a successful message. If the audit fails, the system displays a failure message explaining the cause of the error.
Page 106 Setting Warnings How to Set the High-Value Warning Amount A High Value Warning message warns the user the postage amount that they have entered is higher than a preset value. This high-amount warning prevents the user from accidentally printing high postage amounts. Example: £4.80 instead of £0.48. To set a high-value warning amount: From the home screen: Press...
Page 107 How to Set the Low-Credit Threshold A Low Credit Threshold warning warns the user that the credit remaining in the PSD (Meter) are getting low. More credit should be loaded. The Low Credit Value Warning can be set to value in pounds.
Page 108 Enter the low-credit warning amount or press [C]. If you enter 0, a message is displayed "Zero amount not allowed." Press [OK] to validate.
Page 109: Credit Reports
Credit Reports Credit History Report This report displays the last postage refill operations performed on the machine in a selected period. • Die Number (on printed report only) • Download date & time (Default period: previous 6 months) • Crediting amount •...
Page 110 Credit Summary Report This report displays the information on credit usage since the installation of the system. The content is limited to the history available in the PSD. • Die Number. • Current Date and Time on printed report only. Output •...
Page 112: Accounts And Access Control
Accounts and Access Control Postage Tracking and Access Control .......109 Access Control .................110 How to Display and Change to 'Account with PIN Code' Mode ....120 How to Display and Change to 'No Account with Access Control' Mode ..........................118 How to Change a Shared PIN Code ..............114 Account Modes .................116 How to Display and Change to 'No Account' Mode ........116 How to Display and Change to 'No Account with Access Control'...
Page 114: Postage Tracking And Access Control
Postage Tracking and Access Control Postage Tracking and Access Control Your Mailing System allows you to track postage by account/department and to add security to prevent unauthorised use of a variety of functions. • Track postage expenditures: the Accounts function •...
Page 115: Access Control
Access Control The Access Control Function You can set the Mailing System to ask for a PIN code when a user wakes the machine up to start a session. This allows you to protect the system and restrict the usage of your credit. The different access control policies you can implement are: •...
Page 116 From the home screen: Press and select the path: Account Management The Login screen is displayed. Enter the Supervisor PIN code and press [OK]. Select Account Mode Selection. The Account Mode Selection screen is displayed with the current 'Account Mode' shown.
Page 117 How to Display and Change to 'No Account with Access Control' Mode No Account With Access Control • Postage usage is not tracked by account. • User does not select an account when processing mail. • A PIN number is required to access functions and process mail.
Page 118 Select 'No Account with Access Control'. Press [OK] to confirm. If required, enter the PIN code and press [OK]. The Mailing System then confirms that the 'Account Mode' has been changed.
Page 119: How To Change A Shared Pin Code
How to Change a Shared PIN Code If you want to prevent unauthorised use of the Mailing System and do not want to use accounts, use the “No Account with Access Control” mode. This provides a single PIN code for all authorised users.
Page 120 Enter the new PIN code and press [OK].
Page 121: Account Modes
Account Modes The Accounts Function Activating the Accounts Function in the Mailing System is a convenient way to monitor, track and control postage expenses by, for example, associating accounts to departments in your organisation (Marketing, Sales, etc.) or to different companies, if the Mailing System is shared.
Page 122 From the home screen: Press and select the path: Account Management The Login screen is displayed. Enter the Supervisor PIN code and press [OK]. Select Account Mode Selection. The Account Mode Selection screen is displayed with the current 'Account Mode' shown.
Page 123: How To Display And Change To 'No Account With Access Control' Mode
How to Display and Change to 'No Account with Access Control' Mode No Account With Access Control • Postage usage is not tracked by account. • User does not select an account when processing mail. • A PIN number is required to access functions and process mail.
Page 124 Select 'No Account with Access Control'. Press [OK] to confirm. If required, enter the PIN code and press [OK]. The Mailing System then confirms that the 'Account Mode' has been changed. Setting up 'Account' In 'Account' Mode, users must select an account before they can process their mail. The user can change accounts at any time during mail processing.
Page 125: How To Display And Change To 'Account With Pin Code' Mode
'Account' Mode Management Menu In Account Mode, the menu allows you to manage your accounts. See also • To add, modify or delete accounts, see Managing Accounts on page 127. How to Display and Change to 'Account with PIN Code' Mode Account With PIN Code •...
Page 126 From the home screen: Press and select the path: Account Management The Login screen is displayed. Enter the Supervisor PIN code and press [OK]. Select Account Mode Selection. The Account Mode Selection screen is displayed with the current 'Account Mode' shown.
Page 127 How to Display and Change the 'Account Mode' To display and change the 'Account mode': From the home screen: Press and select the path: Account Management The Login screen is displayed. Enter the Supervisor PIN code and press [OK]. Select Account Mode Selection. The Account Mode Selection screen is displayed with the current 'Account Mode' shown.
Page 128 Setting up 'Remote Account Management' 'Remote Account Management', allows you to manage accounts and/or operator PINs from a PC-based software program (MAS). The PC application provides advanced postal and/or shipping expense management in order to monitor, track and control your mailing and shipping costs. You can allow the Mailing System to be used even when not connected to the PC.
Page 129: Creating Accounts
Creating Accounts Account summary • The number of accounts you can create is set to 30 by default and can be increased to 100 if required. • To upgrade your system, please contact your Customer Service. • Account names must be unique within the system. Account Format Description...
Page 130 How to Create an Account To create an account, you have to activate the mode “Accounts”. See How to Display and Change the 'Account Mode' on page 127. From Account Mode Management screen, select Manage Account. The Manage Account screen is displayed. Select Account List.
Page 131 Press [OK] to validate. The Account creation summary screen displayed. Press [OK] to confirm the creation of the account.
Page 132: Managing Accounts
Managing Accounts How to Display and Change the 'Account Mode' To display and change the 'Account mode': From the home screen: Press and select the path: Account Management The Login screen is displayed. Enter the Supervisor PIN code and press [OK]. Select Account Mode Selection.
Page 133: How To Create An Account
How to Create an Account To create an account, you have to activate the mode “Accounts”. See How to Display and Change the 'Account Mode' on page 127. From Account Mode Management screen, select Manage Account. The Manage Account screen is displayed. Select Account List.
Page 134: How To View / Edit Account Information
Press [OK] to validate. The Account creation summary screen displayed. Press [OK] to confirm the creation of the account. How to View / Edit Account Information To view or edit an account: From the home screen: Press and select the path: Account Management The Login screen is displayed.
Page 135 Then select Account list. The Account list screen is displayed. Select the account (or type the account number) and press [OK]. Select Edit/Modify. The Edit/Modify screen appears. Change account name using the keypad (use key [C] to clear characters). Press [OK] to display the next parameter.
Page 136: How To Activate / Deactivate An Account
Press [OK] to validate. The Account modification summary screen is displayed. 10. Press [OK] to accept the changes. How to Activate / Deactivate an Account This function allows you to create accounts in advance and prevent them being used before your account structure is complete. To activate or deactivate an account: From the home screen: Press...
Page 137 Then select Account list. The Account list screen is displayed. Select the account (or type the account number) and press [OK]. Select Edit/Modify. The Edit/Modify screen appears. Change Status parameter if necessary and press [OK]. Accept the changes by pressing [OK] (on the Account modification summary). If an account is deactivated it is no longer visible to the operator.
Page 138: How To Delete An Account
How to Delete an Account To delete an Account: From the home screen: Press and select the path: Account Management The Login screen is displayed. Enter the Supervisor PIN code and press [OK]. Select Manage Account. Then select Account list. The Account list screen is displayed.
Page 139 On the Account management screen, select Delete instead of Edit/Modify. A confirmation of account deletion is displayed. Press [OK] to delete the account. An account number cannot be modified. If you want to modify the account number, first delete the account and then create a new account with a new account number.
Page 140: Import Export Accounts
Import Export Accounts How to Export an Account List You can export an account list as a CSV file, for use as back-up or to modify it to create new accounts. To export an account list on a USB memory key: From the home screen: Press and select the path:...
Page 141 Insert the USB memory key into the USB port of the base (at rear left) and press [OK]. Follow the instructions displayed on the screen. At the end of the process, a message will inform you that you when you may remove the USB memory key.
Page 142: How To Import Accounts
Account Format Description Item Number 30 Alphanumeric Number of the account. Two accounts cannot have Characters the same number. An account number cannot be modified after the account is created. However, the account can be deleted. Name 32 Alphanumeric Name of the account. Two accounts cannot have Characters the same name.
Page 143 • You can import an account list to or export an account list from your mailing machine as a CSV file using OLS or a USB memory key. • Imported accounts are created and added to the existing account list as unformatted accounts. •...
Page 144 Insert your USB memory key into the USB port of the base (at rear left) and press [OK]. Select the CSV file to import and press [OK]. Follow the instructions displayed on the screen. At the end of the process, a message will inform you when you may remove the USB memory key.
Page 145: Account Reports
Account Reports How to Generate the Account Report • This report displays the list of accounts in the mailing system. • To generate the report the Account Mode has to be 'Account' or 'Account with pin code'. • Report output is printer or USB memory key. To generate the Account Report: Make sure the current account mode is 'Account' or 'Account with PIN code'.
Page 146 Select Account Report and press [OK]. Select an Output and then press [OK]. Multi Account Report This report displays postal expenditures for all the accounts over a selected time period, sorted by ascending account number. The report displays all the accounts in 'active' status, and accounts 'inactive' or 'deleted' with a postage value.
Page 147 Output • USB printer • USB Key Content Single Account Report This report displays postal expenditures for one account over a selected time period. You can select any account from the list. • The current account mode has to be 'Account' or 'Account with pin code'.
Page 148 Output • Screen Content...
Page 149: Change Current Account
Change Current Account How to Change Account You can change the account to charge to any account created. In this example, we will change from "Marketing (account 00001)" to "Sales (account 00002)". To change accounts: As a user: Press and select the path: Change Account The list of accounts that are available is displayed.
Page 150: How To Change Account With A Barcode Scanner
How to Change Account with a Barcode Scanner • Before using a barcode scanner with the system, it must be setup and configured by a Quadient service technician. • The barcode sheet of accounts that you create should be Free 3 of 9.
Page 151 If not already done, connect the barccode scanner to the mailing system via a USB port. The list of accounts barcodes that are available is typically placed near the mailing system. Select the account you want to use and scan.
Page 152 The current account number is displayed.
Page 154: Rates
Rates Selecting a Rate ...............151 How to Select a Rate ....................151 How to Select a Rate Code ..................152 Managing Postal Rates ............236 Rate Table List ......................236 Download New Rates ....................237 How to Use Rate Chaining ..................156...
Page 156: Selecting A Rate
Selecting a Rate How to Select a Rate Rates are accessed from the Rate Selection screen. On the Home Screen, the system defaults to Job Memory number 1 (M1) ... when you access choose a rate and services from the rate selection screen, the system Home Screen will display an asterisk (M1*). •...
Page 157: How To Select A Rate Code
Follow the instructions on screen and, once you have chosen the rate and services, press [OK] to validate your selection. Postage displayed on the screen is zero as long as the weight is not known (= zero). How to Select a Rate Code To choose a rate quickly, you may type the rate code directly from the home screen using the keypad.
Page 158 Enter the desired Rate Code and press [OK].
Page 159 Managing Postal Rates Your Mailing System uses rate tables to calculate postage amounts. You can: • Display the list of rate tables and see which table the system is currently using • Download new postal rate tables New rate tables are automatically downloaded into your Mailing System by connecting the Mailing System to the Online Services server as a user.
Page 160 Select Rate Table List. The display shows the Rate Files loaded in the system and indicates which rate file is in use. Download New Rates To download new rates: Press The Rate Selection screen is displayed. Press 8 to select the Adv. Rate. Select Update rate table and press [OK].
Page 161: How To Use Rate Chaining
Rate Protection Rate Protection ensures that the latest postal rates are installed on your Mailing System. When the Postal Service announce changes in their rate and fee schedule, the Online Services server downloads the new rates into your Mailing System. Your Mailing System automatically switches to the approved rates on the effective date of rate change.
Page 162: Reports
Reports This section explains how you can access and print reports for your Mailing System. Generating a Report ...............159 How to Generate a Report ..................159 Available Reports ..............160 How to Generate the Account Report ..............160...
Page 164: Generating A Report
Generating a Report To generate a report, select the desired report, and choose how you want to display or record the report: • On screen • On an external printer (if any) • On a label • On a USB memory key How to Generate a Report To generate a Report: Press...
Page 165: Available Reports
Available Reports How to Generate the Account Report • This report displays the list of accounts in the mailing system. • To generate the report the Account Mode has to be 'Account' or 'Account with pin code'. • Report output is printer or USB memory key. To generate the Account Report: Make sure the current account mode is 'Account' or 'Account with PIN code'.
Page 166 Select Account Report and press [OK]. Select an Output and then press [OK]. Credit History Report This report displays the last postage refill operations performed on the machine in a selected period. • Die Number (on printed report only) • Download date & time (Default period: previous 6 months) •...
Page 167 Output • Screen • USB printer • USB memory key Content Daily Usage Report This report displays, for each day of the selected period, usage data such as total items and total postage value. • Die Number (on printed report only). •...
Page 168 Output • Screen • USB printer • USB memory key Content Credit Summary Report This report displays the information on credit usage since the installation of the system. The content is limited to the history available in the PSD. • Die Number. •...
Page 169 Job Memory List report This report displays the job memory list. Output The Job Memory List report outputs are: • Screen • Label • USB Printer Content...
Page 170 PPI Report This report displays PPI mail data for a selected period. (Available on special request only). Output • Screen • USB printer Content IP Configuration Report The IP Configuration Report displays IP address information. • To generate this report the mailing system must be connected to the network with a LAN.
Page 171 Content Machine Configuration Report This report displays all machine settings.
Page 172 Output • USB printer (if installed) • USB memory key Content...
Page 173 Monthly Usage Report This report displays, in a selected period and per month, the total items and total postage used. • You have to specify the Begin date and an the End date of the report. Use the selection of month and year. Default period is previous 12 months, ending current month.
Page 174 Multi Account Report This report displays postal expenditures for all the accounts over a selected time period, sorted by ascending account number. The report displays all the accounts in 'active' status, and accounts 'inactive' or 'deleted' with a postage value. •...
Page 175 Proxy Configuration Report The Proxy Configuration Report displays Proxy address information. Output The Proxy Configuration report output is: • Label Content Single Account Report This report displays postal expenditures for one account over a selected time period. You can select any account from the list. •...
Page 176 Output • Screen Content...
Page 178: Online Services
Online Services Online Services for your Mailing System allow you to very easily achieve tasks such as system software or optional features, and using services such as mail follow-up online. Online Services Overview ............175 OLS Call Types .................176 How to Call Online Services Manually ..............176 How to Upload Report Data to the Online Services Server ......177 Synchronise Call ......................178 OLS Connection Tests ............179...
Page 180: Online Services Overview
Online Services Overview The Online Services simplify the use and the update of your Mailing System. Online Services features and capabilities include: • Online reporting: the usage of your machine is available from your personal, secure web account, simplifying tracking and reporting of your postage expenses. •...
Page 181: Ols Call Types
OLS Call Types Automatic calls To fully benefit from the convenience and power of Online Services, your Mailing System should permanently be connected to a network connection so that it can link to the Online Server automatically whenever required. For the usage of some services, some automatic calls are scheduled to upload corresponding data.
Page 182: How To Upload Report Data To The Online Services Server
From the home screen: Press and select the path: Advanced Settings Online services Generic call The Mailing System connects to the server and downloads the available elements. Check your mailbox for messages: see Using the Mailbox on page 212. How to Upload Report Data to the Online Services Server An Upload Statistics call sends report data to the Online Services Server.
Page 183: Synchronise Call
Synchronise Call This type of call should only be done on a request from your Customer Service. This call updates the automatic call schedule of the machine and the features/options. To trigger a Synchronise call: From the home screen: Press and select the path: Advanced Settings Online services...
Page 184: Ols Connection Tests
OLS Connection Tests Ping Server Diagnostic Test Sends a message to a server (if connected) to check the line. To gain access to a diagnostic display test: From the home screen: Press and select the path: Advanced Settings Maintenance Process &...
Page 185 Test Server Diagnostic Test Sends a message to a server to test the line. To gain access to a diagnostic display test: From the home screen: Press and select the path: Advanced Settings Maintenance Process & Diagnostics Select Communication from the list displayed on the screen. Select Test Server from the list displayed on the screen.
Page 186: System Online Services
System Online Services Ink Management Service The Ink Management service sends an electronic message to the Online Services server when the mailing machine’s ink supply is running low. An e-mail message then informs you of that condition so that the ink cartridge can be replaced in time.
Page 188: Configuring Your Mailing System
Configuring your Mailing System This section describes the general settings you can apply to your Mailing System. 10.1 Display Settings ..............185 How to Adjust the Display Contrast ..............185 How to Change the Display Language ..............185 10.2 System Time-outs and Settings ........187 How to Change the 'Sleep timeout' ..............187 How to Change the 'Soft Off Timeout' ...............188 10.3...
Page 190: Display Settings
10.1 Display Settings You can adjust the contrast of the display for bright or dark working environments. How to Adjust the Display Contrast To adjust the display contrast: From the home screen: Long press to increase or decrease the contrast. The screen updates immediately.
Page 191 Select the language you want to use. Press [OK] to validate.
Page 192: System Time-Outs And Settings
10.2 System Time-outs and Settings System settings include: • System motor time-outs • Sleep mode time-out How to Change the 'Sleep timeout' Sleep Timeout: Period of inactivity after which the system automatically switches to 'Sleep' mode (see Power Management on page 23). To change the 'Sleep timeout': From the home screen: Press...
Page 193: How To Change The 'Soft Off Timeout
How to Change the 'Soft Off Timeout' Soft Off Timeout: Period of inactivity after which the system automatically turns to 'Soft off' mode (see Power Management on page 23). To change the 'Soft Off Timeout': From the home screen: Press and select the path: Advanced Settings Settings...
Page 194: Setting Warnings
10.3 Setting Warnings How to Set the High-Value Warning Amount A High Value Warning message warns the user the postage amount that they have entered is higher than a preset value. This high-amount warning prevents the user from accidentally printing high postage amounts. Example: £4.80 instead of £0.48. To set a high-value warning amount: From the home screen: Press...
Page 195: How To Set The Low-Credit Threshold
How to Set the Low-Credit Threshold A Low Credit Threshold warning warns the user that the credit remaining in the PSD (Meter) are getting low. More credit should be loaded. The Low Credit Value Warning can be set to value in pounds.
Page 196 Enter the low-credit warning amount or press [C]. If you enter 0, a message is displayed "Zero amount not allowed." Press [OK] to validate.
Page 197: Weighing Settings
10.4 Weighing Settings The weighing settings include: • Zeroing the weighing platform • Setting the GEO code that corresponds to the geographical location of the Mailing System • Activating / De-activating the Shipping application How to Zero the Weighing Platform The mailing system should display 0.00 weight when there is nothing on the weighing platform (scale).
Page 198 Remove all items from the Weighing Platform. Press [OK]. Press [OK]. GEO Code The Weighing Platform provide mail piece weights that have to be corrected according to the geographical location of the mailing system, as weights can change with the altitude and latitude.
Page 199: How To Activate / De-Activate Shipping Application Mode
Shipping Application Mode Shipping application is a PC Application that communicates to the Mailing System to transfer the weight value. When the Shipping Application Mode is activated, the weight value is communicated by the Mailing System to the Shipping Application. The function Shipping Application Mode can be activated/de-activated.
Page 200: How To Set The Shipping Application Connection
How to set the Shipping Application connection To set the Shipping application connection: From the home screen: Press and select the path: Advanced Settings Maintenance Network advanced settings Shipping application The Shipping application advanced setting screen is displayed. Enter PC IP address. Enter PC Port number.
Page 201: Job Memories
10.5 Job Memories The Job Memories are presets for your imprint types. You can quickly recall a saved setting to simplify operation and save time (see Using Job Memories on page 199). You can create, edit/modify or delete a Job Memory. Each Job Memory is identified by a name and a number.
Page 202 The memories store imprint characteristics together with rates and, if activated, charged account. From the home screen: Long press The job memories list is displayed. Select any line with value None. Press [Save]. If Accounting is enabled, the message confirmation to save account info is displayed.
Page 203: How To Edit A Job Memory
How to Edit a Job Memory Job Memories are presets for your imprint types. Each Job Memory is identified by a name and a number. The Homescreen displays the name of the current Job Memory. If your mail requires different settings such as specific postal rate and ERA and/or slogan and department to charge, then the job memories are the solution: all your settings are stored in a single memory.
Page 204: Using Job Memories
Press [OK]. The job memory name is displayed. Keep the old name or enter the name of the job memory, then press [OK]. The home screen displays the updated memory information. Using Job Memories Job Memories allow you to create a preset memory that can include the rate, ERA, slogan for the Type of imprint you would like to use.
Page 205 To use a job memory: From the home screen: Press the numeric key associated with the desired Job Memory. Long press on numeric keypad to select corresponding memory. For example, to use the memory 4, long press The job memory zone of the home screen displays the current job memory name.
Page 206: Connection Settings
10.6 Connection Settings How to Set the Postal/Online Services Connection To add credit or access Online Services, the Mailing System can access the Internet through a high speed LAN (Local Area Network). LAN settings can only be performed if the machine was actually connected to the LAN at power-up.
Page 207: How To Set Lan Parameters
To use LAN: - The LAN, select LAN settings and press [OK]. See also • To physically connect the LAN to the base, see Connection Diagram on page 21. How to Set LAN Parameters LAN settings can only be performed if the machine was actually connected to the LAN at power-up.
Page 208 Press [OK] to validate. The screen Host name setting is displayed. It is un-editable.
Page 209 Press [OK] to validate. The screen Set Vendor Class ID is diplayed. It is OFF by default but can be activated and edited. Press [OK] to validate. Select: - DNS: Auto, then - Speed & Duplex: Half Press [OK] to validate. Other settings screen is displayed with the MAC Address.
Page 210: Date And Time
10.7 Date and Time How to Adjust the Machine Time and Date To adjust the current time and date: From the home screen: Press and select the path: Advanced Settings Settings Date Management Adjust Date & Time If you are processing postage at the time when the system clock adjusts for daylight savings time, the Mailing System will wait until you are finished before displaying the new time.
Page 211: How To Check The Machine Time And Date
How to Check the Machine Time and Date To check the current time and date: From the home screen: Press and select the path: Advanced Settings Settings Date Management Date and Time Daylight Savings Time Transitions Your Mailing System normally auto-adjusts to Daylight Savings Time. However, if a manual adjustment is necessary, you can use either of the following procedures to correct the Mailing System time: •...
Page 212 From the home screen: Press and select the path: Advanced Settings Settings Date Management Automatic Date Advance The Auto date advance screen is displayed. Select Set Hours, enter the Automatic Date Advance time (00:00 hours is not allowed) and press [OK]. Select Set working days, following by the day number on the keypad to select/deselect each day, and then press [OK].
Page 214: Options And Updates
Options and Updates This section describes how you can upgrade your system by adding optional functions and elements of imprint such as latest postal rates, additional ERAs or slogans. 11.1 Overview .................211 11.2 Using the Mailbox ..............212 How to Read Messages ...................212 How to Delete Messages ..................213 11.3 Managing Options ..............214...
Page 216: Overview
11.1 Overview You can update your Mailing System by: • Adding new options, such as Differential Weighing or increasing the maximum number of accounts • Update postal Rates and Prepaid Postal Imprints (PPI's) • Downloading custom Slogans or ERAs To update your Mailing System's operating system, see Online Services on page 173.
Page 217: Using The Mailbox
11.2 Using the Mailbox The mailbox allows you to receive messages from the Mailing System or from customer service via the server. On the home screen, an icon indicates that the mailbox contains unread messages. The Mailbox list screen indicates unread messages and allows you to delete read messages.
Page 218: How To Delete Messages
How to Delete Messages The mailbox allows you to receive messages from the mailing system or from customer service via the server. From the home screen: Press and select the path: Mailbox The Mailbox screen is displayed. Select the message to be deleted and press [OK]. Select Delete to erase the message.
Page 219: Managing Options
11.3 Managing Options How to Display the Options The option list includes the options actually loaded into your Mailing System and indicates the options that are activated. You can also display details for each option. For more information about the options you can add to your Mailing System, please contact customer service.
Page 220: How To Load New Options
How to Load New Options You can activate new options by connecting the Mailing System to Online Services server. New available options are automatically downloaded into your Mailing System and activated. Contact customer service to have new options ready for downloading on the Online Services server.
Page 221: Managing Eras
11.4 Managing ERAs The ERAs are pictures you can include on the left hand side of the imprint printed on mail pieces. ERA management is identical to Slogan management (Managing Slogan on page 226). To add (load) ERAs, contact your Customer Service. The available ERAs are automatically downloaded into your mailing system by connecting to the Online Services server.
Page 222: How To Display The List Of Eras
Select ERA Slogans and press [OK]. The ERA list screen is displayed. Select the desired ERA in the list or None for printing no ERA. icon indicates the current selection. Press [OK] to validate your selection. The Imprint screen is displayed with updated parameters (home screen: See also •...
Page 223: How To Modify An Era
From the home screen: Press Select ERA Slogans. The list of ERAs is displayed. How to Modify an ERA To modify an ERA: From the home screen: Press...
Page 224 Select ERA Slogans. The list of ERAs is displayed. Select the ERA and press [OK]. The Slogan Management screen is displayed. Select Edit. Change the ERA name using the keypad and press [OK]. The system updates the ERA list.
Page 225: How To Delete An Era
How to Delete an ERA To delete an ERA: From the home screen: Press Select ERA Slogans. The list of ERAs is displayed.
Page 226: How To Download New Eras
Select the ERA and press [OK]. The ERA Management screen is displayed. Select Delete. The system asks for a confirmation. Press [OK] to confirm deletion. The system updates the ERA list. How to Download New ERAs To download new ERAs: From the home screen: Press...
Page 227 Select ERA Slogans. The list of ERAs is displayed. Select Download new and press [OK]. The Mailing System connects to the Online Services server and downloads available slogans.
Page 228: Managing Prepaid Imprints (Ppi's)
11.5 Managing Prepaid Imprints (PPI's) You can: • Display the list of PPI's in the machine. • Add new PPI's using a USB memory key. • Delete PPI's. How to Display the List of PPI's The list of PPI's includes the PPI's that are installed in the Mailing System and indicates with a check mark the active PPI.
Page 229: How To Delete A Ppi
How to Delete a PPI To delete a PPI: From the [PPI] home screen: Press Select PPI #. The list of PPI's is displayed. Select the PPI and press [OK]. The PPI Management screen is displayed. Select Delete. The system asks for a confirmation. Press [OK] to confirm deletion.
Page 230: How To Download New Ppi's
How to Download New PPI's To download new PPI's: From the [PPI] home screen: Press Select PPI #. The list of PPI's is displayed. Select Add new and press [OK]. The Mailing System connects to the Online Services server and downloads available PPI's.
Page 231: Managing Slogans
11.6 Managing Slogans The Slogans are graphical slogans you can add on the left hand side of the imprint printed on mail pieces. You can: • Display the list of slogans. Rename or delete slogans from the list. • Download new slogans. The available slogans are automatically downloaded into your Mailing System by connecting the Mailing System to the Online Services server.
Page 232: How To Display The List Of Slogans
Select Slogan. The Slogan list screen is displayed. Select the slogan in the list or select None for printing no slogan. icon indicates the current selection. Press [OK] to validate your selection. The Imprint screen is displayed with updated parameters (home screen: See also •...
Page 233: How To Modify A Slogan
From the home screen: Press Select Slogan. The list of slogans is displayed. How to Modify a Slogan To modify a slogan: From the home screen: Press...
Page 234 Select Slogan. The list of slogans is displayed. Select the slogan and press [OK]. The Slogan Management screen is displayed. Select Edit. Change the slogan name using the keypad and press [OK]. The system updates the slogan list.
Page 235: How To Delete A Slogan
How to Delete a Slogan To delete a slogan: From the home screen: Press Select Slogan. The list of slogans is displayed.
Page 236: How To Remove A Slogan From A Job Memory
Select the slogan and press [OK]. The Slogan Management screen is displayed. Select Delete. The system asks for a confirmation. Press [OK] to confirm deletion. The system updates the slogan list. How to Remove a Slogan from a Job Memory Job Memories are presets for your imprint types.
Page 237 In this example we will remove the GOOD NEWS slogan from Job Memory M1. From the home screen, press the Imprint button. (Imprint button) Select Slogan and press [OK]. (OK/mem button) Select "None" and press [OK].
Page 238 Press the Back button. (Back button) An asterisk "*" now appears next to "M1" indicating that the imprint has changed and is ready to be saved. To save your change, press and hold the [OK]/Mem button until the "Save your memory screen" appears. Select the memory number for the memory your saving, in this example we're saving "M1", 2nd Inl Lett.
Page 239: How To Download New Slogans
Press "Save" once more to save the job memory. The "S" no longer appears, indicating the slogan has been removed. How to Download New Slogans To download new slogans: From the home screen: Press...
Page 240 Select Slogan. The list of slogans is displayed. Select Download new and press [OK]. The Mailing System connects to the Online Services server and downloads available slogans.
Page 241: Managing Postal Rates
11.7 Managing Postal Rates Your Mailing System uses rate tables to calculate postage amounts. You can: • Display the list of rate tables and see which table the system is currently using • Download new postal rate tables New rate tables are automatically downloaded into your Mailing System by connecting the Mailing System to the Online Services server as a user.
Page 242: Download New Rates
Select Rate Table List. The display shows the Rate Files loaded in the system and indicates which rate file is in use. Download New Rates To download new rates: Press The Rate Selection screen is displayed. Press 8 to select the Adv. Rate. Select Update rate table and press [OK].
Page 244: Maintenance
Maintenance 12.1 Ink Cartridge ................241 How to Change the Ink Cartridge ................241 How to Display Ink Level and Cartridge Data ..........244 How to Clean the Cartridge Automatically ............260 How to Clean the Cartridge Manually ..............245 How to Align the Cartridge ..................247 12.2 Moistener .................249 Cleaning the Brushes and Sponge (Moistener) ..........260...
Page 246: Ink Cartridge
12.1 Ink Cartridge About the Ink Cartridge The ink cartridge for printing is located in the Mailing System and contains blue ink that has been tested and approved by the postal service. The ink cartridge uses ink jet technology. It requires the cartridge nozzles to be cleaned regularly to provide a good printing quality.
Page 247 Open the cover: the ink cartridge moves to the replacement position. Keep fingers away from the ink cartridge while it is moving to the replacement position. Press down on the back of the ink cartridge to disengage it. Lift out the old ink cartridge.
Page 248 Remove the two plastic caps on the new ink cartridge. The caps are removed. Remove the protective strips from the new ink cartridge. Insert the new ink cartridge, and then push it forward until you hear the click.
Page 249: How To Display Ink Level And Cartridge Data
Close the cover. The alignment process of the cartridge starts automatically. How to Display Ink Level and Cartridge Data Ink Cartridge Data includes information such as consumption and date installed. To display the ink cartridge data: From the home screen: Press and select the path: Cartridge...
Page 250: How To Clean The Cartridge Manually
How to Clean the Cartridge Automatically Each ink cartridge contains two cartridges. If after cleaning the cartridge, you still observe poor print quality (streaked, too light, blurred, etc.) or the system indicates the ink cartridge is out of ink ... It is time to replace the ink cartridge. To clean the cartridge automatically: From the home screen: Press...
Page 251 Open the cover: the ink cartridge moves to the replacement position. Keep fingers away from the ink cartridge while it is moving to the replacement position. Press down on the back of the ink cartridge to disengage it. Lift out the ink cartridge.
Page 252: How To Align The Cartridge
Clean the cartridge with a soft damp cloth. Put the cartridge back in place. Close the base cover. How to Align the Cartridge After installing a new ink cartridge you should verify that the ink cartridge is aligned. To align the cartridge: From the home screen: Press and select the path:...
Page 253 Press [OK] and put a piece of paper in the mail transport. The system prints a test pattern. The Ink cartridge alignment screen is displayed. Check the printed pattern and use the up/down keys to select the letter that corresponds to the straightest and complete vertical line. Press [OK] to validate.
Page 254: Moistener
12.2 Moistener Moistener Overview A Sealing Moistener: • Is used to moisten the glue on the envelope and seal the flap closed. • Consists of the brush assembly, sponge assembly, and water reservoir • All of which are used to moisten the glue on the envelope flaps. •...
Page 255 If your hand feed table is equipped with a moistener, you can close the envelopes by sliding the flap under the moistener brush while feeding them into the base mail path. Do not attempt to seal self-adhesive envelopes. Use standard flap envelopes.
Page 256 Remove the moistener assembly from the table. Raise the brush. Lift the metal sponge retainer to remove the sponge. Clean the sponge and the brush. Reinstall the sponge and retainer. Put the brush back. Put the moistener back into place.
Page 257: How To Fill The Moistener
How to Fill the Moistener To add water to the moistener. Remove the moistener from the table. Fill the moistener with water up to the limit marks. Put the moistener back into place.
Page 258: Service Processes
12.3 Service Processes How to Run the Registration Update The Update Registration process is only to be completed at a request from Customer Service. • This procedure is used if you have changed your address. • Contact your Customer Service to change your information then you will be instructed to perform the update registration procedure.
Page 259 Press [OK] to start the update registration transaction. The message "Transaction successful" is displayed. Press [OK]. A message for entering the geodesic code. Please refer to User Guide for allowed values. Press [OK]. Enter the Geocode. Press [OK]. The update registration procedure is finished. Press [Finish] to return to menu.
Page 260: How To Save Customer Data
How to Save Customer Data The Save Customer Data allows you to backup customer data (accounts, job memories, and so on) to the Online Services Server. It should only be performed on a request from by Customer Service. To run the registration update: From the home screen: Press and select the path:...
Page 262: Troubleshooting
Troubleshooting This section helps you solve problems you may encounter while using your Mailing System. 13.1 Machine Issues ...............259 How to Clear Mail Jammed in the Base ..............259 How to Clean the Cartridge Automatically ............260 Cleaning the Brushes and Sponge (Moistener) ..........260 13.2 Diagnostics ................263 Base Status Diagnostic Test ..................263...
Page 264: Machine Issues
13.1 Machine Issues How to Clear Mail Jammed in the Base Envelopes are jammed (stopped) in the transport mechanism of the Base. • Mail piece is too thick. • Mail size is incorrect. To clear mail jammed in the Base: Pull the release handle located underneath the base to lower the transport belts and wheels.
Page 265: How To Clean The Cartridge Automatically
How to Clean the Cartridge Automatically Each ink cartridge contains two cartridges. If after cleaning the cartridge, you still observe poor print quality (streaked, too light, blurred, etc.) or the system indicates the ink cartridge is out of ink ... It is time to replace the ink cartridge. To clean the cartridge automatically: From the home screen: Press...
Page 266 • Keep fresh water in the water reservoir. • Clean the Brush Assembly weekly with fresh water. • Rinse out the sponge with fresh water weekly. • Replace the brush assembly when the moistener is not moistening properly. • Replace the sponge when it begins to break down and not soak up water properly. To clean the brushes and sponge of the feed table moistener: Remove the moistener assembly from the table.
Page 267 Put the moistener back into place. The Weighing Device does not Weigh Properly If the Base does not display a correct weight, complete the following actions to correct the problem. You have to check the weighing device as follows. Possible causes Actions There are vibrations or air drafts Use a solid and steady table:...
Page 268: Diagnostics
13.2 Diagnostics Base Status Diagnostic Test Check status of the base life cycle. To gain access to a diagnostic display test: From the home screen: Press and select the path: Advanced Settings Maintenance Process & Diagnostics Select Base from the list displayed on the screen. Select Base Status from the list displayed on the screen.
Page 269: Base Sensor Diagnostic Test
Base Sensor Diagnostic Test Reports the status ([0] or [1]) of the sensors below: • Top doc • Start print • Cover • Carriage To gain access to a Base Sensor diagnostic test: From the home screen: Press and select the path: Advanced Settings Maintenance Process...
Page 270: Display Diagnostic Test
Display Diagnostic Test The screen displays, successively, a black bar without text, then a text. To gain access to a diagnostic display test: From the home screen: Press and select the path: Advanced Settings Maintenance Process & Diagnostics Select Base from the list displayed on the screen. Select Display from the list displayed on the screen.
Page 271: Ip Config Diagnostic Test
IP Config Diagnostic Test Displays current parameters related to IP Configuration. To gain access to a diagnostic display test: From the home screen: Press and select the path: Advanced Settings Maintenance Process & Diagnostics Select Communication from the list displayed on the screen. Select IP Configuration from the list displayed on the screen.
Page 272: Ip Configuration Checker Diagnostic Test
The Display shows: IP Configuration Checker Diagnostic Test Checks LAN connection. To gain access to a diagnostic display test:...
Page 273 From the home screen: Press and select the path: Advanced Settings Maintenance Process & Diagnostics Select Communication from the list displayed on the screen. Select IP Configuration Checker from the list displayed on the screen.
Page 274 Enter the IP Address:...
Page 275: Keypad Diagnostic Test
Keypad Diagnostic Test Displays “Key ok” if the test is correct. To gain access to a diagnostic Keypad test: From the home screen: Press and select the path: Advanced Settings Maintenance Process & Diagnostics Select Base from the list displayed on the screen. Select Keypad from the list displayed on the screen.
Page 276: Ping Server Diagnostic Test
Ping Server Diagnostic Test Sends a message to a server (if connected) to check the line. To gain access to a diagnostic display test: From the home screen: Press and select the path: Advanced Settings Maintenance Process & Diagnostics Select Communication from the list displayed on the screen. Select Ping Server from the list displayed on the screen.
Page 277: Ping Tool Diagnostic Test
Ping Tool Diagnostic Test Checks LAN address. To gain access to a diagnostic display test: From the home screen: Press and select the path: Advanced Settings Maintenance Process & Diagnostics Select Communication from the list displayed on the screen. Select Ping Tool from the list displayed on the screen. Enter the IP Address:...
Page 278: Serial Connectors Diagnostic Test
Serial Connectors Diagnostic Test Checks the serial port. To gain access to a diagnostic display test: From the home screen: Press and select the path: Advanced Settings Maintenance Process & Diagnostics Select Base from the list displayed on the screen. Select Serial Connectors from the list displayed on the screen.
Page 279: Test Server Diagnostic Test
Test Server Diagnostic Test Sends a message to a server to test the line. To gain access to a diagnostic display test: From the home screen: Press and select the path: Advanced Settings Maintenance Process & Diagnostics Select Communication from the list displayed on the screen. Select Test Server from the list displayed on the screen.
Page 280: Usb Ports Diagnostic Test
USB Ports Diagnostic Test Checks the two USB ports (need USB keys). To gain access to a diagnostic USB Ports test: From the home screen: Press and select the path: Advanced Settings Maintenance Process & Diagnostics Select Base from the list displayed on the screen. Select USB Ports from the list displayed on the screen.
Page 281 The display shows: Plug in the two USB keys then ppress [OK]. The display shows test successful upon completion.
Page 282: System Data
13.3 System Data How to Display Software Data The Software Data contains the following information: PSD#, Loader, OS, PACK, XNDF DATA DELTA, language, variant. To display Software Data: From the home screen: Press and select the path: Advanced Settings Maintenance System Info Software information...
Page 283: How To Display Hardware Data
How to Display Hardware Data The Hardware Data contains the following information: P/N of the base and the PSD. To display hardware data: From the home screen: Press and select the path: Advanced Settings Maintenance System Info Hardware Information The system hardware data appears on the screen. How to Display the Machine Counters The display will show the data of the machine counters.
Page 284: How To Display The Event Lists
From the home screen: Press and select the path: Advanced Settings Maintenance System Info Counters The system displays the data of the machine counters. How to Display the Event Lists To display the event lists:...
Page 285 From the home screen: Press and select the path: Advanced Settings Services The Login screen is displayed. Enter the Technician PIN code and press [OK]. Select Software information. Select the Base events list or the PSD events list or Server connection history Press [OK] to validate.
Page 286 The system displays the selected list in a table with, for each error: The Code of the event The Date where appends the event The Cycles count when the event occurred. Note the Code and refer to your customer service.
Page 288: Specifications
Specifications This sections contains the main specifications of your Mailing System. 14.1 Mail Specifications ..............285 14.2 General Specifications ............286 14.3 Operating Conditions ............287 14.4 System Specifications ............288...
Page 290: Mail Specifications
14.1 Mail Specifications Envelope Dimensions Your Mailing System can handle the envelope & flap sizes as illustrated below (note: the illustration is not to scale). Envelopes: • Minimum Weight: 3 g • Maximum Weight: 750 g • Minimum Envelope Thickness: 0,2 mm •...
Page 291: General Specifications
14.2 General Specifications Dimensions (Width x Length x Height) • Base: 250 mm x 375 mm x 260 mm • Feed Table with moistener: 188 mm x 218 mm x 99 mm • Feed Table: 152 mm x 278 mm x 118 mm Weight •...
Page 292: Operating Conditions
14.3 Operating Conditions Temperature and Relative Humidity Your Mailing System should only be operated in the following conditions: Temperature range Ambient temperature: +10°C - +40°C. Relative humidity 80% max. without condensation. Weighing accuracy To obtain the best weighing results, use a solid and steady table: •...
Page 293: System Specifications
14.4 System Specifications Accounts The number of accounts you can create is set to 30 by default and can be raised optionally to 100. Weighing accuracy To obtain the best weighing results, use a solid and steady table: • Away from any doors •...
Page 294 Index ERA 9, 17, 33, 67, 84, 86, 196, 198, 216, 217 Access Control 109, 110 Account 17, 30, 32, 57, 58, 73, 87, 109, 110, 112, 116, 118, 119, 120, Feed Table 13, 75, 249, 286 123, 124, 131, 133, 135, 136, 140, Feeder 5 141, 142, 144, 145, 160, 169, 170, 175, 199...
Page 295 Monitor 123 Weighing type 17, 39 Normal 5, 33, 36, 39, 84, 86, 196, 198 zero 18, 192 OFF 18, 24, 188 Online Services 9, 154, 156, 173, 175, 177, 181, 201, 211, 215, 216, 236 Option List 214 Pass Through 33, 48 PIN code 30, 109, 110, 112, 118 Platform 262 postage amount 17, 33, 101, 189...
Page 296 A0139548/B - 22/06/2021...

quadient iX-3 User Manual

Table of Contents

2 Meet Your Mailing System

3 Processing Mail

Preparing and Starting Your Work Session

Choosing Imprint Type

Processing Examples

Printing [PPI] Mail

Payment Surcharge Entry

Settings

4 Imprints

5 Money Operations

Managing Credit

Unlocking the PSD (Postal Inspection)

Credit Reports

6 Accounts and Access Control

Postage Tracking and Access Control

Access Control

Account Modes

Creating Accounts

Managing Accounts

Import Export Accounts

Account Reports

Change Current Account

7 Rates

8 Reports

Generating a Report

Available Reports

9 Online Services

Online Services Overview

OLS Call Types

OLS Connection Tests

System Online Services

10 Configuring Your Mailing System

Display Settings

System Time-Outs and Settings

Setting Warnings

Weighing Settings

Job Memories

Connection Settings

Date and Time

11 Options and Updates

Overview

Using the Mailbox

Managing Options

Managing Eras

Managing Prepaid Imprints (Ppi's)

Managing Slogans

Managing Postal Rates

12 Maintenance

Ink Cartridge

Moistener

Service Processes

13 Troubleshooting

Machine Issues

Diagnostics

System Data

14 Specifications

Quick Links

Chapters

Need help?

Questions and answers

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Summary of Contents for quadient iX-3