quadient iX-7 User Manual
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Franking Machine
iX-7

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  • Page 1 User Guide Franking Machine iX-7...
  • Page 2: Table Of Contents

    Table of Contents Safety information Safety Requirements .......................3 How to Enable an Emergency Stop ................7 Symbols Used ........................8 Glossary ..........................9 Meet Your Mailing System System Layout .........................13 Accessories ........................18 Control Panel Features ....................21 Connections ........................25 Power Management ......................28 Processing Mail Preparing and Starting your Work Session ............33 Choosing Imprint Type ....................37 Processing Examples ....................42...
  • Page 3 Accounts and Access Control Postage Tracking and Access Control ..............137 Access Control ......................138 Account Modes ......................142 Creating Accounts .......................149 Managing Accounts ....................152 Managing Groups ......................158 Import Export Accounts .....................165 Managing Operators ....................170 Account/Operator Reports ..................176 6.10 Advanced Reporting Functions ................181 6.11 Change Current Account ...................185 Rates...
  • Page 4 10.10 Connection Settings ....................284 10.11 Time and Date Management .................289 Options and Updates 11.1 Options and Updates Process ................295 11.2 Using the Mailbox ......................296 11.3 Managing Options .....................302 11.4 Managing Slogans ....................304 11.5 Managing ERAs ......................310 11.6 Managing Postal Rates ...................316 11.7 Managing PPI's ......................319 Maintaining...
  • Page 6: Safety Information

    Safety information This section contains important information about safety precautions and environmental recommendations to operate your equipment in the best possible conditions. Safety Requirements ..............3 How to Disconnect your Mailing System ..............6 How to Enable an Emergency Stop .........7 Symbols Used ................8 Glossary ..................9...
  • Page 8: Safety Requirements

    Safety Requirements Power Connection Before connecting, 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 pictured 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 To stop the run process immediately: Press...
  • Page 13: Symbols Used

    Symbols Used 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 ..................18 Control Panel Features .............21 Connections .................25 Power Management ..............28 How to Turn the Mailing System to Sleep/Soft Off Mode .......28 How to Turn the Mailing System to Off Mode ............29...
  • Page 18: System Layout

    System Layout Mailing System overview Mailing System without dynamic scale...
  • Page 19 Automatically feeds the system with envelopes of Mixed-Size Feeder different sizes. Auto Label Dispenser Contains labels to be printed. Prints envelopes (or labels) and controls the mailing System Base system. Weighing Platform Measures the weight of mail pieces. Control Panel Allows you to control the mailing system.
  • Page 20 Automatically feeds the system with envelopes of Mixed-Size Feeder different sizes. Automatically measures the weight and dimensions Dynamic Scale of mail pieces to dynamically change postage after feeding. Auto Label Dispenser Contains labels to be printed. Prints envelopes (or labels) and controls the mailing System Base system.
  • Page 21 Catch Tray Receives mail pieces after processing. Label Storage Use this slot to store labels horizontally.
  • Page 22 Inside System Base Postal Security Device Postage meter. Stores postage credit and tracks (PSD) postage usage. Cover Lift from the front to open. Ink Cartridge Prints the postal imprint on envelopes.
  • Page 23: 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 24 Touchpad use The touchpad on the keyboard or a USB mouse plugged into the system allow you to make the same selections or actions as with your finger, using its pointing device. They allow you to do the same selections or actions as with your finger on the touch screen.
  • Page 25 Barcode Scanner (Optional) This scanner is used: • to identify accounts through barcodes.
  • Page 26: Control Panel Features

    Control Panel Features Display Areas The control panel has a touch screen so most zones are tactile. Tap a zone to open the related screen. Rate and Services Indicates the current rate and services selected. Date Displays the date that will be printed.
  • Page 27 Postage Indicates the amount to be printed on the envelope. Weight Current weight used to calculate postage amount. Mailbox Indicates unread messages in message box. Job Memory Displays selected job memory when applicable. Account Displays account currently selected. Counts the envelopes or labels printed since the last Item Counter counter reset.
  • Page 28 SHORTCUT KEYS Accesses credit management (including adding Credit credit). Imprint Accesses preset imprint and account memories. Memories These presets are managed by the supervisor. Print Labels Switches to label printing (instead of envelopes). Rate Selection Displays the rate selection screen. Imprint Accesses imprint selection and imprint set up Configuration...
  • Page 29 Keypad Use For different contexts, the table below indicates the successive characters you may obtain by pressing keys several times in a row. Alpha-numeric 2ABCabc 3DEFdef 4GHIghi 5JKLjkl 6MNOmno 7PQRSpqrs 8TUVtuv 9WXYZwxyz . , # / : @ * ? & ! - + \ 'Clear' function...
  • Page 30: Connections

    Connections Connectors Your Mailing System has USB ports that allow you to connect to a printer or a USB memory key. Base Connectors Power Connector To wall socket, feeder or dynamic scale USB Port Type B To connect PC COM2/3 To Weighing Platform(s) COM1 To mixed-size feeder or dynamic scale...
  • Page 31 Dynamic Scale Connectors COM1 To the Mixed-Size Feeder COM2 To the Mailing System Base Connection Diagram Your Mailing System has LAN ports that allow you to connect to the LAN and access Online Services.
  • Page 32 Detail of Connections Without a dynamic scale With a dynamic scale COM1 (base) Base (COM2 or COM3) to Weighing Platform Wall Socket Power Source COM2/3 (base) Base (COM1) to Dynamic Scale (COM2) COM1 (dynamic scale) Feeder to dynamic scale...
  • Page 33: 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 34: 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 Change System Time-outs on page 249. 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 35 Turn Off your Mailing System. The circle (or O) indicates the system is OFF.
  • Page 36: 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 .......33 How to Sort Mail ......................33 How to Log in and Start a Work Session .............34 Choosing Imprint Type .............37...
  • Page 37 How to Use Dynamic Weighing Batch Mode .............86 How to Change the Date ..................105 How to Add (or Cancel) an ERA on the Imprint ..........310 How to Add (or Cancel) a Slogan on the Imprint ..........304 How to Move the Imprint (Print Offset) ..............110 How to Turn the Sealer On/Off ................335 Advanced Operations ...............99 How to Reset Batch Counters ..................99...
  • Page 38: Preparing And Starting Your Work Session

    Preparing and Starting your Work Session Preparation Steps These preperation 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 33). •...
  • Page 39: How To Log In And Start A Work Session

    Accounts to allocate costs to (only if you have to select an account at login, see Settings on page 69). Rates to apply and services to add. Physical characteristics. Separate mail pieces that exceed the weight, size or thickness allowed in the system mail path (see Mail Specifications on page 367).
  • Page 40 Press to wake-up the system. The system may display one of the following screens: Home screen [Normal] Login Screen Account Screen...
  • Page 41 If the following screen is displayed: - Home Screen [Normal]: If this screen is displayed, no other step is required to navigate through the system. - Login Screen: If the login screen is displayed, enter your PIN code. - Account Screen: If the account screen is displayed, select your account as follows: - Use up and down arrows (use double arrows to scroll list) and press [OK] to validate.
  • Page 42: 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 43 Counting by feeding: [Pass Through] • Counter reset • Turn sealer off (if installed) (using optional feeder) (Running [Pass Through] Mail page 56) Counting by weighing: n.a. Specific application (see Piece Counting on page 100). The system selects [Normal] type of imprint at startup by default. Customising Your Imprint To process mail, you must first choose a 'Type of imprint' you need.
  • Page 44: How To Change The Current 'Type Of Imprint

    How to Change the Current 'Type of Imprint' Once you are logged in as user: Either: Press Press and select: Imprint The Imprint screen is displayed. Select Imprint type. 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.
  • Page 45: How To Use The Feeder

    Using the Feeder The procedure below describes how to place a stack of mail pieces in the Hopper. Depending on the weighing method you choose to run mail, you may have to insert the envelopes one by one or place a stack of envelopes in the hopper. Each stack may mix envelopes of different thickness and size.
  • Page 46 Adjust the side guide for large envelopes. To adjust the guide, push it gently to rest against the envelopes, without pressing. Envelopes flaps must be closed, not nested. Do not try to seal self-adhesive envelopes. Thickness Setting: The feeder have 2 thickness settings that you can use according to the envelopes you have to process.
  • Page 47: Processing Examples

    Processing Examples Normal mail To apply Postage for [Normal] mail, follow the settings below. 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 48 Check or change the type of imprint, if you are not in [Normal] mode. Press to access the Imprint screen: To change the type of imprint, select Imprint type and then select [Normal] in the Type of imprint screen. For more details, see How to Change the Current 'Type of Imprint' on page 39.
  • Page 49 Additionally, you can configure imprint elements from the Imprint screen 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 304.
  • Page 50 Select a rate and add services. Press to open the Rate selection screen. Type a rate number to select a rate or display new rate options - Select Rate History to choose a recently selected rate. - Select Rate wizard to choose rate options in lists (includes rates not shown on rate selection screen).
  • Page 51: How To Process [Normal] Mail

    Close envelopes using the feeder sealer: see Using the Sealing Function on page You are now ready to print. 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 mode Standard Weighing ( From the [Normal] home screen, to print postage directly on mail pieces: Put the mail piece on the Weighing Platform.
  • Page 52 Press and enter the number of labels. Make sure there is enough labels are available in the label dispenser (see Filling the Label Dispenser on page 101). Press to print the labels. In optional mode Differential Weighing ( From the [Normal] home screen: Place the stack of mail to process on the Weighing Platform, then follow the instructions on the screen or the steps below.
  • Page 53 Repeat the previous step for each piece of mail. To quit the process at any time, press When you remove the last object from the Weighing Platform, the Mailing System will ask if you want to print it. You can answer Yes or No.
  • Page 54 From the [Normal] home screen: Place the mail pieces stack you want to process on the hopper. For more details, see Using the Feeder on page 40. Press to start processing the set of mail pieces. The base prints the imprints and sends the set of mail pieces to the catch tray. In optional mode Dynamic Weighing Batch Mode ( Place the mail pieces stack to process on the hopper.
  • Page 55 Insert the envelope into the mail path against the rear-guide wall, side to be printed facing upwards. If a mail piece is bigger than mail path maximum thickness, press to print a label. The label is printed. To know the maximum thickness, see Mail Specifications on page 367.
  • Page 56: 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 57 Peel the meter tape of its backing and apply it to your mail piece. How to Enter the Weight Manually Entering Weight Manually You can enter the weight manually if a mail piece exceeds the weighing capacity of all your weighing platform. If this situation occurs, you will need to print the postage amount on a label to stick onto the mail piece.
  • Page 58 Either: Tap the Weighing type zone on the screen. Press and select the path: Batch settings Weighing type Select Manual Weight Entry. The Manual Weight Entry screen is displayed. You have to enter a weight that is above the capacity authorised for the WP.
  • Page 59: How To Set [Received] Mode Printing

    Enter the weight (in g) and press [OK] to validate. Press to return to the home screen. The home screen displays the Manual Weight Entry icon ( ) and the weight entered. How to Set [Received] Mode printing This section describes how to use the [Received] type of imprint, to: •...
  • Page 60 Make sure you are on the home screen of the [Received] type of imprint. The type of imprint is indicated at the top of the home screen as illustrated. Check or change the type of imprint, if you are not in [Received] mode. Press to access the Imprint screen: To change the type of imprint, select Imprint type and then select [Received] in...
  • Page 61: How To Set [Pass Through] Mail Processing

    Press . System motors start running. 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. How to Set [Pass Through] Mail processing This section describes how to use the [Pass Through] type of imprint, for: •...
  • Page 62 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. Check or change the type of imprint, if you are not in [Pass Through] mode. Press to access the imprint screen: To change the type of imprint, select Imprint type and then select [Pass Through]...
  • Page 63 Insert the mail piece(s) into the mail path against the rear-guide wall. The Mailing System does not apply postage and the envelope is ejected. You are now ready to process mail.
  • Page 64: Printing [Ppi] Mail

    Printing [PPI] Mail Please contact your Customer Service when you use this feature. How to Set Postage for [PPI] Mail Required settings: Check that you are in the [PPI] Type of imprint. If not, see section Selecting the Type of Imprint on page 37.
  • Page 65 Select the PPI to use. See Selecting a PPI on page 75. Select a weighing type (if you did not enter any amount). Depending on the quantity and type of mail you have to process, you can choose an efficient weighing method that uses a weighing platform or the dynamic scale (if installed) to save time: see Choosing a Weighing Type on page 77.
  • Page 66: How To Process [Ppi] Mail

    How to Process [PPI] Mail In mode Standard weighing ( From the home screen: 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 67 Press and enter the number of labels. Make sure the labels are available in the label dispenser (see Filling the Label Dispenser on page 101). Press to print the labels. In optional mode Differential weighing ( From the home screen: Place the stack of mail you want to process on the weighing platform, and then follow the instructions on the screen or the steps below.
  • Page 68 Repeat the previous step of each piece of mail. To quit the process at any time, press When you remove the last object from the WP, the Mailing System asks if you want to print it. You can answer Yes or No. This allows you to use a mail basket without having to declare a tare on the WP.
  • Page 69 From the Home Screen: Place the items you want to process into the hopper. For more details, see Using the Feeder on page 40. Press to start processing your items. The system will print the imprints and send the items to the catch tray. In optional mode Dynamic weighing batch-mode ( From the home screen: Place the items you want to process into the hopper.
  • Page 70 Insert the envelope into the mail path against the rear-guide wall, side to be printed facing upwards. If mail piece is bigger than mail path maximum thickness (see Mail Specifications on page 367), press before you press to print a label. The label is printed at once.
  • Page 71: Payment Surcharge

    Payment Surcharge How to Set [Payment Surcharge Entry] Mode printing Payment Surcharge can only be used to reimburse Royal Mail for under priced mail and surcharges. Required settings: Make sure you are on the home screen of the [Payment Surcharge Entry] type of imprint.
  • Page 72 Check or change the type of imprint. 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 39.
  • Page 73 Press . System motors start running. 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 74: 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 01)" to "Sales (account 02)". To change accounts:...
  • Page 75 As a user: Tap the Account zone on the screen. Press and select the path: Change account The list of accounts that are available is displayed. Select the account you want to use and the selected account is automatically accepted. The current account number is displayed.
  • Page 76 How to Change Account with a Barcode Scanner • Before using a barcode scanner with the system, it must be setup and configured by a service technician. • The barcode sheet of accounts that you create should be Free 3 of 9. A barcode scanner can be used for “One Click”...
  • Page 77 If not already done, connect the barcode 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 78 The current account number is displayed. How to Select a Rate Selecting a rate allows the Mailing System to calculate the postage amount when the mail piece weight is available, either from a weighing device or, for big parcels, entered manually (see How to Enter the Weight Manually on page 78).
  • Page 79 Either: Tap the Rate zone on the home screen. or Press or Press and select the path: Rate selection The Rate Selection screen is displayed. On that screen, you can: Press one of the rate buttons (or type the number) to select the rate or display rate options.
  • Page 80: How To Select A Ppi

    How to Select a PPI You can select the PPI to use in a list. When selecting the [PPI Mail] type of imprint , a default PPI is automatically selected. See also • How to Change the Default PPI on page 272. •...
  • Page 81 From the [PPI mail] home screen: As a user: Tap the PPI zone on the home screen. Press on the keyboard and then select PPI name. The Select PPI screen is displayed. To select a PPI on that screen, you can: - Type the PPI number - Select the PPI using the arrows.
  • Page 82: How To Use Standard Weighing

    Choosing a Weighing Type Depending on the accessories and features on 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 78. How to Use Standard Weighing Standard Weighing In this mode, each mail piece is manually placed on the Weighing Platform, and then...
  • Page 83: How To Enter The Weight Manually

    The default mail class is displayed. Press . The 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 Enter the Weight Manually Entering Weight Manually You can enter the weight manually if a mail piece exceeds the weighing capacity of all your weighing platform.
  • Page 84 Either: Tap the Weighing type zone on the screen. Press and select the path: Batch settings Weighing type Select Manual Weight Entry. The Manual Weight Entry screen is displayed. You have to enter a weight that is above the capacity authorised for the WP.
  • Page 85: How To Use Differential Weighing

    Enter the weight (in g) and press [OK] to validate. Press to return to the home screen. The home screen displays the Manual Weight Entry icon ( ) and the weight entered. 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 86 The mails pieces will be processed at the displayed mail class. To use Differential Weighing: Tap the Weighing type zone on the home screen. The Weighing type screen is displayed. Select Differential Weighing type The Weighing type is changed to Differential Weighing.
  • Page 87 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 printed with the indicia.
  • Page 88: How To Use Differential Weighing Automatic Label

    How to Use Differential Weighing Automatic Label Differential Weighing Automatic Label (optional) This mode is identical to Differential Weighing except that the system automatically prints the postage on labels. To use Differential Weighing Automatic Label: Tap the Weighing type zone on the home screen. The Weighing type screen is displayed.
  • Page 89 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. Press [Start] to print the label.
  • Page 90: How To Use Dynamic Weighing

    How to Use Dynamic Weighing Dynamic Weighing In this mode, you place all the items at the Feeder Entrance whatever their size (within the system limits). The system automatically assesses the weight and size of each item and applies postage as each piece goes along the mail path at high speed. The mails pieces will be processed at the displayed mail class.
  • Page 91: How To Use Dynamic Weighing Batch Mode

    The system automatically assesses the weight and size of each item and applies postage as each piece goes along the mail path at high speed. Run the piece through the mailing system to be printed with the indicia. How to Use Dynamic Weighing Batch Mode Dynamic Weighing Batch Mode In this mode, you place a stack of identical items at the Feeder Entrance.
  • Page 92 Select Dynamic Weighinghing Batch Mode The Weighing type is changed to Dynamic Weighing Batch Mode. Place a stack of identical items at the Feeder Entrance. The system automatically assesses the weight and size of the first item and applies the same postage to all items at very high speed. Run the piece through the mailing system to be printed with the indicia.
  • Page 93 Configuring the Imprint Depending on the current Type of imprint, you can modify the elements printed on mail pieces as follows: • Change printed date. • Adding a pre-loaded Slogan to the left of the imprint. • Adding a pre-recorded ERA to the left of the imprint. •...
  • Page 94 Either: Tap the Date zone on the screen. or Press or Press and select the path: Imprint The Imprint screen is displayed.
  • Page 95 Select Date. The Date advance screen is displayed. 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. Press [OK] to apply changes and return to the configuration menu.
  • Page 96 How to Add (or Cancel) an ERA on the Imprint To add an ERA to the imprint, or to cancel the ERA: Either: Tap the ERA zone on the home screen or Press or Press and select the path: Imprint Select ERA Slogans.
  • Page 97 Select the desired ERA in the list or None for printing no ERA. icon indicates the current selection. The Imprint screen is displayed with updated parameters (home screen: See also • Managing ERAs on page 310 How to Add (or Cancel) a Slogan on the Imprint To add a slogan to the imprint or cancel the a slogan: Either: Tap the Slogan zone on the screen.
  • Page 98 Select Slogan list. The Select Slogan screen is displayed. Select the slogan in the list or select None for printing no slogan. icon indicates the current selection. See also • Managing Slogans on page 304. 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.
  • Page 99 As a user: Tap the Offset zone on the screen. Press and select the path: Batch 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 100 How to Use a Job Memory Job Memories allow you to create a preset memory that can include the rate, ERA and slogan for the Type of imprint you would like to use. In account-activated configurations, Job Memories allow you assign postage costs to pre-selected accounts.
  • Page 101 Either: Tap the job memory zone on the screen. or Press or Press and select the path: Job Memories The job memories list is displayed. Select a job memory in the list.
  • Page 102 Press [OK] to validate your selection. The job memory zone (Mem) of the home screen displays the current job memory name and number. Using the Sealing Function When the mailing system is equipped with a feeder with sealer, the mailing system can seal the mail piece processed on the path.
  • Page 103 On the Control Panel: Select the Sealing Zone on screen ( Press and select the path: Batch settings Sealing Select the switch ( ) on the screen to set sealing on or off and then press [OK]. See also • To adjust sealing dampness, see How to Adjust the Sealing Water Flow on page 338.
  • Page 104: Advanced Operations

    Advanced Operations How to Reset Batch Counters Batch counters allow you to track and report pieces (items) and postage (value) since the last counter reset. To produce reports associated to counters, see Reports on page 199. To reset a Counter: On the Homescreen display: Select the Reset counter Zone.
  • Page 105: How To Count Mail Pieces By Weighing

    As a user: Press and select the path: Batch settings Start batch counters Select the counter you wish to reset and press [OK]. How to Count Mail pieces by Weighing This function uses the Weighing Platform to count a stack of identical mail pieces. To count mail pieces by weighing: As a user: Press...
  • Page 106: How To Fill The Automatic Label Dispenser

    Put the complete stack of items on the Weigh Platform and press [OK]. The total number of items is displayed. How to Fill the Automatic Label Dispenser The Label Dispenser allows you to print postage on precut labels. To fill the Label Dispenser: Stack the labels and insert them in the dispenser, face to print on the right-hand side and peel-off tab on the top.
  • Page 108: Imprints

    Imprints Imprint Configuration .............105 How to Change the Date ..................105 How to Add (or Cancel) an ERA on the Imprint ..........310 How to Add (or Cancel) a Slogan on the Imprint ..........304 How to Move the Imprint (Print Offset) ..............110 Job Memories ................112 How to Create a Job Memory .................277 How to Edit / Modify a Job Memory ..............279...
  • Page 110: 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 111 Either: Tap the Date zone on the screen. or Press or Press and select the path: Imprint The Imprint screen is displayed.
  • Page 112 Select Date. The Date advance screen is displayed. 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. Press [OK] to apply changes and return to the configuration menu.
  • Page 113 Either: Tap the ERA zone on the home screen or Press or Press and select the path: Imprint Select ERA Slogans. The Select ERA screen is displayed. Select the desired ERA in the list or None for printing no ERA. icon indicates the current selection.
  • Page 114 How to Add (or Cancel) a Slogan on the Imprint To add a slogan to the imprint or cancel the a slogan: Either: Tap the Slogan zone on the screen. or Press or Press and select the path: Imprint Select Slogan list. The Select Slogan screen is displayed.
  • Page 115: How To Move The Imprint (Print Offset)

    Select the slogan in the list or select None for printing no slogan. icon indicates the current selection. See also • Managing Slogans on page 304. 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.
  • Page 116 As a user: Tap the Offset zone on the screen. Press and select the path: Batch 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 117: Job Memories

    Job Memories The Job Memories are presets for your imprint types. As a user, you can quickly recall a saved setting to simplify operation and save time (see Using Job Memories on page 115). As supervisor, you can create, edit/modify or delete a Job Memory. Each Job Memory is identified by a name and a number.
  • Page 118 Select a line named None in the list. Press [OK] to create a new job memory. Select a PPI or a Normal job. Enter the name of the new job memory, then press [OK]. Enter the preferences, press [OK] to validate and display the next list of parameters, if any.
  • Page 119 You can modify any preference by using the Edit/Del function (see How to Edit/Modify a Job Memory on page 279). How to Edit / Modify a Job Memory To edit or modify a job memory: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Job Memory management Select a job memory from the list displayed on the screen.
  • Page 120: How To Use A Job Memory

    How to Use a Job Memory Job Memories allow you to create a preset memory that can include the rate, ERA and slogan for the Type of imprint you would like to use. In account-activated configurations, Job Memories allow you assign postage costs to pre-selected accounts.
  • Page 121 Either: Tap the job memory zone on the screen. or Press or Press and select the path: Job Memories The job memories list is displayed. Select a job memory in the list.
  • Page 122 Press [OK] to validate your selection. The job memory zone (Mem) of the home screen displays the current job memory name and number.
  • Page 124: Money Operations

    Money Operations This section describes how you can load and manage money in your Mailing System to allow postage operations. Overview ..................121 Managing Credit ..............122 How to Check the PSD (Meter) Credit ..............122 How to Add Credit to the PSD ................123 Unlocking the PSD (Postal Inspection) ......126 How to Unlock the PSD ...................126 Low Credit Threshold .............128...
  • Page 126: Overview

    Overview 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 25) and that the connection is properly...
  • Page 127: Managing Credit

    Managing Credit How to Check the PSD (Meter) Credit You can check the total postage used and the remaining credit in the PSD at any time. To check that enough credit is available to complete your current task. Remaining credit is continuously displayed at the bottom of the home screen (see Control Panel Features on page 21).
  • Page 128: How To Add Credit To The Psd

    How to Add Credit to the PSD In order to print postage, credit need to be purchased and loaded onto the mailing machine using the credit server. • Credit must be available in your Customer Account on the server for download. •...
  • Page 129 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 credit to add using the keypad (use C to clear a digit, press C twice to clear the field).
  • Page 130 You can open the Credit information screen to check your account balance once the transaction is complete (see How to Check the PSD (Meter) Credit on page 122). See also - As supervisor, you can set the Mailing System to ask for a PIN code for crediting: see How to Set/Cancel a Crediting PIN Code on page 253.
  • Page 131: Unlocking The Psd (Postal Inspection)

    Unlocking the PSD (Postal Inspection) How to Unlock the PSD To unlock the PSD and manually connect to the Postal Server: Either: Press Press and select the path: Credit Select Audit.
  • Page 132 Press [OK] to connect to the Postal Server. 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. Try to correct the cause and retry.
  • Page 133: Low Credit Threshold

    Low Credit Threshold Your Mailing System can warn you that credit remaining in the PSD are getting low (low-credit threshold). How to Set the Low-Credit Threshold A Low Credit Value Warning warns the user that the credit remaining in the PSD (Meter) are getting low.
  • Page 134 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 135: High Value Warnings

    High Value 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. •...
  • Page 136 Enter the high-value warning amount or press [C] and enter 0 to disable the warning function. Press [OK] to validate.
  • Page 137: Crediting Pin Code

    Crediting PIN Code How to Set/Cancel a Crediting PIN Code You can create a crediting PIN code to control access to only those who are authorised to add credit (see Money Operations on page 119). To set a crediting PIN code: As supervisor (see How to Log in as Supervisor on page 241):...
  • Page 138: Credit Data

    Credit Data Credit History Report This report displays the last postage refill operations performed on the machine in a selected period. The default date range is: Begin - current date minus 6 months to End - current date. Requirements For this report, you have to be logged in as a supervisor. Output •...
  • Page 139 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. Requirements This report is available as user or supervisor. • Die Number. •...
  • Page 140: Accounts And Access Control

    Accounts and Access Control Postage Tracking and Access Control .......137 Access Control .................138 How to Display and Change to 'Account with Access Control' Mode ..........................146 How to Display and Change to 'No Account with Access Control' Mode ..........................144 How to Change a Shared PIN Code ..............141 Account Modes .................142 How to Display and Change to 'No Account' Mode ........142 How to Display and Change to 'No Account with Access Control'...
  • Page 141 Managing Operators ..............170 How to Create an Operator ..................171 How to Modify an Existing Operator ..............172 How to Assign Accounts to an Operator ............174 How to Activate / Deactivate an Operator ............175 How to Delete an Operator ..................175 Account/Operator Reports ............176 How to Generate the Account Report ..............203 How to Generate the Operator List Report ............214 6.10...
  • Page 142: 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 143: Access Control

    Access Control The Access Control Function As supervisor, 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 as the supervisor are: •...
  • Page 144 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Account Management Account Mode Selection The Account Mode Selection screen is displayed with the current 'Account Mode' shown. Select 'Account with Access Control'. Press [OK] to confirm.
  • Page 145 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 146: How To Change A Shared Pin Code

    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. How to Change a Shared PIN Code As the supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Account Management...
  • Page 147: 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 148 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Account Management Account Mode Selection The Account Mode Selection screen is displayed with the current 'Account Mode' shown. Select 'No Account'. Press [OK] to confirm.
  • Page 149: 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 150 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 151: How To Display And Change To 'Account With Access Control' Mode

    How to Display and Change to 'Account with Access Control' Mode Account with Access Control • Postage usage is tracked by account. • User must select an account when processing mail. • A PIN number is required to access functions and process mail.
  • Page 152 Select '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. How to Display and Change the 'Account Mode' To display and change the 'Account mode': As supervisor (see How to Log in as Supervisor on page 241):...
  • Page 153 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. If you have selected the 'Remote account management' Mode, a connection process to the PC application begins. If the connection fails, the previous account mode remains active.
  • Page 154: Creating Accounts

    Creating Accounts Account summary • The number of accounts you can create is set to 70 by default and can be increased to 500 if required. • To upgrade your system, please contact your Customer Service. • Account names must be unique within the system. Account Format Description...
  • Page 155 How to Create an Account To create an account activate the mode “Account”. See How to Display and Change the 'Account Mode' on page 152. As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Account management Manage account Account list...
  • Page 156 Enter the account Number and Name using the keypad and press [OK]. Select the Account Status (the button displays the current status: Active or Inactive). Press the screen to change fields. To put the Account into a Group other than 'Main Folder', select the Folder button, select a Group or Subgroup in the list and press [OK].
  • Page 157: Managing Accounts

    Managing Accounts How to Display and Change the 'Account Mode' To display and change the 'Account mode': As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Account Management Account Mode Selection The Account Mode Selection screen is displayed with the current 'Account Mode' shown.
  • Page 158: How To Create An Account

    How to Create an Account To create an account activate the mode “Account”. See How to Display and Change the 'Account Mode' on page 152. As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Account management Manage account Account list...
  • Page 159 Enter the account Number and Name using the keypad and press [OK]. Select the Account Status (the button displays the current status: Active or Inactive). Press the screen to change fields. To put the Account into a Group other than 'Main Folder', select the Folder button, select a Group or Subgroup in the list and press [OK].
  • Page 160: How To View / Edit Account Information

    How to View / Edit Account Information To view or edit an account: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Account management Manage account Account list The Account list screen is displayed. Select the account (or type the account number) and press [OK].
  • Page 161: How To Activate / Deactivate An Account

    Select each parameter and change it using the keypad (use key [C] to clear characters), and then press [OK]. The Account modification summary screen is displayed. The Budget and Surcharge parameters are only available when Advanced Reporting option is activated. See Budget and Surcharge Preferences on page 219.
  • Page 162: How To Delete An Account

    How to Delete an Account To delete an Account: Perform procedure How to View/Edit Account Information on page 155. On the Account management screen, select Delete instead of Edit/Modify. A confirmation of account deletion is displayed. 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 163: Managing Groups

    Managing Groups Group Settings A Group or Subgroup has the following settings, displayed on the Add Group screen: Setting Format Description Name 32 Alphanumeric Name that you will use when assigning Groups or characters Subgroups of Accounts to Operators. This name has to be unique. Status Active / Inactive If a Group is not active, the corresponding Accounts...
  • Page 164: How To Create A Group Or A Subgroup

    How to Create a Group or a Subgroup To create a group or a subgroup: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Account management Manage account Account list The Account list screen is displayed.
  • Page 165 Select the Group Status (active or inactive). The screen then displays the current status of the Group you have selected. To put the current Group into a Subgroup, select the Folder button, select a group in the list and press [OK]. On the Add group Screen, press [OK].
  • Page 166: How To View/Edit A Group Or A Subgroup

    How to View/Edit a Group or a Subgroup To view or edit a Group or a Subgroup: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Account management Manage account Account list The Account list screen is displayed.
  • Page 167 Select the Group (use the double arrows to scroll through the list). A Group that is not in the list is probably a Subgroup: select its Parent Group, press Edit/Del. and then select View content to display the content of the Group. Select the Subgroup in the list.
  • Page 168: How To Activate / Deactivate A Group

    Change the settings as necessary and press [OK]. The Group modification summary screen is displayed. Press [OK] to validate your changes. How to Activate / Deactivate a Group Activating Groups Follow the steps outlined below to deactivate a Group so that the Accounts, included in the Group, are not visible to users.
  • Page 169: How To Delete A Group Or A Subgroup

    How to Delete a Group or a Subgroup To delete a Group or a subgroup: Follow the procedure How to View/Edit a Group or a Subgroup on page 161. On the Group management screen, select Delete instead of Edit. A confirmation message is displayed. Press [OK] to delete the account, otherwise press as many times as necessary to exit.
  • Page 170: Import Export Accounts

    Import Export Accounts 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 171 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 172: 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 173 • 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 174 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 175: Managing Operators

    Managing Operators In Account with Access control Mode and as supervisor, you can create up to 50 'operators' that each correspond to a PIN code (see Postage Tracking and Access Control on page 137). This section only applies to the Account with Access Control Mode (see Postage Tracking and Access Control on page 137).
  • Page 176: How To Create An Operator

    How to Create an Operator In order to create an operator you must first set up an “Accounts with access control” in “Account Mode Management” Mode. To create an Operator: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Account management Manage...
  • Page 177: How To Modify An Existing Operator

    Enter the options you wish to provide for this operator. You must enter a unique PIN code (4 digit) for each operator. In the Account List screens, select the Accounts (or groups/subgroups) that the operator will be allowed to use. You can complete this step later: see How to Assign Accounts to an Operator on page 174.
  • Page 178 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Account management Manage Operator The Manage Operator window opens. Select Operator list. Select the operator and select Edit/Del. Select Edit/Modify. The Edit/Modify screen is displayed. Change the operator options as needed and press [OK] to display the Operator modification summary screen (Use key [C] to clear characters).
  • Page 179: How To Assign Accounts To An Operator

    How to Assign Accounts to an Operator You can define the Accounts Access to each operator, by assigning accounts, groups or subgroups of accounts to the operator. Assigning a group (or subgroup) automatically assigns all the accounts of the group. If you assign a group (or subgroup) to an operator, all accounts you will add afterwards to the group will be automatically assigned to the operator.
  • Page 180: How To Activate / Deactivate An Operator

    How to Activate / Deactivate an Operator The ability to select the status of an operator allows you to create as many operators as you need in advance. Users cannot use deactivated operator PIN codes for new operators. To activate or deactivate an Operator: Perform procedure How to Modify an Existing Operator on page 172.
  • Page 181: Account/Operator Reports

    Account/Operator Reports How to Generate the Account Report • This report displays the list of accounts in the mailing system. • To generate this report: You have to be logged in as a supervisor and the current "Account Mode" has to be "Account"...
  • Page 182 Select an Output and then press [OK]. How to Generate the Operator List Report • This report displays the operator list with PIN codes. • To generate this report, you have to be logged in as a supervisor (not as a user). •...
  • Page 183 Select Operator report. Select the 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 184 Requirements This report is available as a user or a supervisor. The current account mode has to be 'Account' or 'Account with access control'. You have to specify the period for the report (Begin and End dates). Default period: • Begin = 1st day of current month •...
  • Page 185 Requirements This report is available as a user or a supervisor. The current account mode has to be 'Account' or 'Account with access control'. You have to select an account in the list of accounts, then the Begin date and the End date of the report.
  • Page 186: Advanced Reporting Functions

    6.10 Advanced Reporting Functions Advanced Reporting option enhances account management and provides a variety of reports. Account Management Enhancements Applying Surcharges to Accounts You can charge any account an additional amount each time postage is applied to mail processed under selected accounts. For each account, you can set the additional charge to be proportional to the postage amount or as a fixed amount for each operation.
  • Page 187 Budget and Surcharge Preferences Before you can set budgets and surcharges for an account you first have to activate these features and set the global preferences. Budget and Surcharge functions are only available if the Advanced Reporting option has been loaded onto your Mailing System.
  • Page 188: How To Activate/Deactivate Budgets And Surcharges

    Surcharge Preferences The surcharge preferences are set for each account individually. Preference Range Description Fixed Rate 0.01 to 99 The fixed amount to add to the account over the postage amount. Percentage of 1 to 99% The percentage of the postage to add to the imprint account charge.
  • Page 189: How To Modify The Period Or Start The Day Of Budgets

    How to Modify the Period or Start the Day of Budgets Display the Account mode management menu. Select [Budget and Surcharge Mgt]. Modify preferences as needed and press [OK].
  • Page 190: Change Current Account

    6.11 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 01)" to "Sales (account 02)". To change accounts:...
  • Page 191 As a user: Tap the Account zone on the screen. Press and select the path: Change account The list of accounts that are available is displayed. Select the account you want to use and the selected account is automatically accepted. The current account number is displayed.
  • Page 192: 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 service technician. • The barcode sheet of accounts that you create should be Free 3 of 9. A barcode scanner can be used for “One Click”...
  • Page 193 If not already done, connect the barcode 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 194 The current account number is displayed.
  • Page 196: Rates

    Rates Rates ...................193 How to Select a Rate ....................193 Managing Postal Rates ............316 How to Check your Rate Updates ................316 How to Download New Postal Rates ..............317 How to Use Rate Chaining ..................197...
  • Page 198: Rates

    Rates How to Select a Rate Selecting a rate allows the Mailing System to calculate the postage amount when the mail piece weight is available, either from a weighing device or, for big parcels, entered manually (see How to Enter the Weight Manually on page 78).
  • Page 199 Either: Tap the Rate zone on the home screen. or Press or Press and select the path: Rate selection The Rate Selection screen is displayed. On that screen, you can: Press one of the rate buttons (or type the number) to select the rate or display rate options.
  • Page 200 Managing Postal Rates Your Mailing System uses rate tables to calculate postage amounts. As supervisor, 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 201 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Options and Updates Rate Management The list of rate tables is displayed in the Rate Management screen. The tables are identified by the effective date of the rate. How to Download New Postal Rates To download new rates: As supervisor (see...
  • Page 202: How To Use Rate Chaining

    Select Updates?. The Mailing System connects to the Online Services server and downloads available rates. 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.
  • Page 203 From the home screen, a rate has been selected. Put one item with weight exceeds a threshold lead to rate chaining. The machine displays the rate chaining on the homepage, process as normal.
  • Page 204: Reports

    Reports This section explains how you can access and print reports for your Mailing System. Generating a Report ...............201 How to Generate a Report ..................201 Available Reports ..............203 How to Generate the Account Report ..............203 How to Generate the Operator List Report ............214 Advanced Reporting Reports ..........219...
  • Page 206: 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 (as a User): As a user:...
  • Page 207 Depending on the report type, the system may ask for preferences such as: - Period of time targeted (begin date, end date). - Desired account, etc. Select or type the required parameters and press [OK]. The Output selection screen is displayed. Use the [C] key to clear displayed parameter data (from right to left) and then enter the new parameter data you want.
  • Page 208: Available Reports

    Available Reports How to Generate the Account Report • This report displays the list of accounts in the mailing system. • To generate this report: You have to be logged in as a supervisor and the current "Account Mode" has to be "Account"...
  • Page 209 Select an Output and then press [OK]. Batch Data Report This report displays the batch counter and the postage spent for outgoing mail (type of imprint [Normal]) since the last reset. Requirements To generate this report, you have to be logged in as a user. You must be in [Normal] imprint type to view the outgoing mail batch counter.
  • Page 210 Output • Screen • USB printer Content After issuing reports like Metering Batch Data or Received Batch Data, you may wish to reset the batch counters so that your next set of reports restart from zero at the current date. See How to Reset Batch Counters on page 99.
  • Page 211 Output • Screen • USB printer Content After issuing reports like Batch Data or Received Batch Data, you may wish to reset the batch counters so that your next reports restart from zero at the current date. See How to Reset Batch Counters on page 99.
  • Page 212 Requirements This report is available as a user or supervisor. You have to enter the Begin date and the End date of the report. The default End date is then 31 days later. You can specify another End date. Default period: •...
  • Page 213 Requirements This report is available as user or supervisor. You have to specify the Begin date and an the End date of the report. Use the selection of month and year. Default period: • Begin = Current month of the previous year •...
  • Page 214 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. Requirements This report is available as user or supervisor. • Die Number. •...
  • Page 215 Credit History Report This report displays the last postage refill operations performed on the machine in a selected period. The default date range is: Begin - current date minus 6 months to End - current date. Requirements For this report, you have to be logged in as a supervisor. Output •...
  • Page 216 PPI Report This report displays PPI mail data for a selected period. (Available on special request only). Requirements To generate this report, you have to be logged in as a user. Output • Screen • USB printer Content...
  • Page 217 Single Account Report This report displays postal expenditures for one account over a selected time period. You can select any account from the list. Requirements This report is available as a user or a supervisor. The current account mode has to be 'Account' or 'Account with access control'. You have to select an account in the list of accounts, then the Begin date and the End date of the report.
  • Page 218 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. Requirements This report is available as a user or a supervisor.
  • Page 219: How To Generate The Operator List Report

    How to Generate the Operator List Report • This report displays the operator list with PIN codes. • To generate this report, you have to be logged in as a supervisor (not as a user). • Report output is printer or USB memory key. To generate the operator list report: As supervisor (see How to Log in as Supervisor...
  • Page 220 Select the Output and then press [OK]. Machine Configuration Report This report displays all supervisor settings. Requirements To generate this report, you have to be logged in as a supervisor. Output • USB printer (if installed) • USB memory key...
  • Page 221 Content...
  • Page 222 IP Configuration Report The IP Configuration Report displays IP address information. Requirements To generate this report: • You must be logged in as Supervisor. • The mailing machine must be connected to the network with a LAN. Output The IP Configuration Report output is: •...
  • Page 223 Proxy Configuration Report The Proxy Configuration Report displays Proxy address information. Requirements To generate this report, you must be logged in as a supervisor. Output The Proxy Configuration report output is: • Label Content...
  • Page 224: Advanced Reporting Reports

    Advanced Reporting Reports Publish Additional Reports When the Budget and Surcharge function is activated, Single account, Multi account and Account list reports include budget and/or surcharge data if applicable. The Advanced Reporting option includes the following reporting capabilities: • Budget consumption: instantaneous budget status for all accounts •...
  • Page 225 Operator Activity Report This report displays the activity (number of items, postage value) of all operators in the machine in a selected period. Requirements • To generate this report, you have to be logged in as a supervisor. • The account mode has to be 'Accounts with Access control'. •...
  • Page 226 Machine Activity Report This report displays the activity of the system, presented in hour bands, for a specified period if time. Requirements • You have to specify the period for the report (Begin date and an End date). Default period: •...
  • Page 228: Online Services

    Online Services Online Services for your Mailing System allow you to very easily achieve tasks such as updating postal rates, system software or optional features, and using services such as mail follow-up online. Online Services Overview ............225 OLS Call Types .................226 How to Call Online Services Manually ..............226 How to Upload Report Data to the Online Services Server ......228 Synchronise Call ......................229...
  • Page 230: 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 231: 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 232 As a user: Press and select the path: Online services Generic call The Mailing System connects to the server and downloads the available elements (rates, slogans, etc.). Check your mailbox for messages: see Using the Mailbox on page 296. To trigger a generic call (as Supervisor): As supervisor (see How to Log in as Supervisor on page 241):...
  • Page 233: How To Upload Report Data To The Online Services Server

    How to Upload Report Data to the Online Services Server To upload report data: As a user: Press and select the path: Online Services Upload Statistics As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Online Services Upload Statistics The call to the server is triggered.
  • Page 234: 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 (as a User): From the home screen: Press and select the path: Online services...
  • Page 235 Call is complete.
  • Page 236: Testing The Connection To Online Services

    Testing the Connection to Online Services You may test the connection to the Online Services server via the commands in the Online Services menu: • Ping server Establishes a connection and checks whether the server answers to a 'ping' command. This test: - Validates connection parameters (see Connection Settings on page 284).
  • Page 237 After a successful connection the display shows: Press [OK]. To ping the server (as a Supervisor): Or, as supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Online Services Select Ping Server from the list displayed on the screen.
  • Page 238: Test Server Diagnostic Test

    After a successful connection the display shows: Press [OK]. Test Server Diagnostic Test Sends a message to a server to test the line. To test the server (as a User): From the home screen: Press and select the path: Online Services Select Test Server from the list displayed on the screen.
  • Page 239 After a successful connection the display shows: Press [OK]. To test the server (as a Supervisor): Or, as supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Online Services Select Test Server from the list displayed on the screen.
  • Page 240 After a successful connection the display shows: Press [OK].
  • Page 241: 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 242: Configuring Your Mailing System

    Configuring your Mailing System This section describes the general settings you can apply to your Mailing System. Some of them can be managed directly by all users whereas most of them require access as supervisor. 10.1 Settings Overview ..............239 10.2 Logging in / out as the Supervisor ........240 How to Log in as Supervisor ..................241 How to Exit the Supervisor Mode .................242...
  • Page 243 How to Change the Default Rate .................271 How to Change the Default PPI ................272 How to Change the Default ERA ................274 How to Change the Default Slogan ..............275 10.8 Job Memories ................277 How to Create a Job Memory .................277 How to Edit / Modify a Job Memory ..............279 How to Delete a Job Memory .................280 10.9 Default Sealing Mode ............282...
  • Page 244: Settings Overview

    10.1 Settings Overview This section describes two types of settings that are available on your system: • User settings, that only last as long as the user who applies them is logged in. • Supervisor settings, sets the default or permanent settings of your Mailing System. Other user settings are described in the corresponding sections: Processing Mail on page 31,...
  • Page 245: Logging In / Out As The Supervisor

    10.2 Logging in / out as the Supervisor User Settings The user settings described in the sections below are: • Setting the display language. • Adjusting the screen contrast. • Enabling/disabling key beeps and warning/error beeps. Supervisor Settings Your Mailing System has one supervisor PIN code that allows you to configure the default settings and perform other functions such as managing accounts and access rights, generating certain reports, etc.
  • Page 246: How To Log In As Supervisor

    How to Log in as Supervisor You need to be logged in as supervisor to configure the Mailing System and perform functions such as managing accounts and access rights, generating certain reports, etc. When you are logged in as supervisor, only the supervisor menu is available.
  • Page 247: How To Exit The Supervisor Mode

    You can log in as supervisor by directly typing the supervisor PIN code, in place of a regular user PIN code, on Mailing Systems that ask for a PIN code at start-up. How to Exit the Supervisor Mode Follow the step below to exit the supervisor mode. You must exit the supervisor Mode before you can begin to print postage.
  • Page 248: Display Settings

    10.3 Display Settings You can adjust the brightness of the display for bright or dark working environments. How to Adjust the Display Brightness To adjust the display brightness: As a user: Press and select the path: Preferences Brightness Touch the Increase brightness / Decrease brightness button to increase or decrease the brightness.
  • Page 249 Press [OK] to exit. This is a user setting that only lasts as long as you are logged To set the default brightness: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Default user settings Default user preferences...
  • Page 250: How To Change The Display Language

    How to Change the Display Language To change the current display language: As a user: Press and select the path: Preferences Language Select the language you want to use. Press [OK] to validate. This user setting lasts as long as you are logged in. The standby mode will delete this setting.
  • Page 251 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Default user settings Default user preferences Language Select the default language. Press [OK] to validate. This setting will not be affected by the standby mode.
  • Page 252: How To Enable / Disable The Beeps

    How to Enable / Disable the Beeps To enable or disable the beeps: As a user: Press and select the path: Preferences Sounds Select Beep on key ON/OFF and/or Beep on error ON/OFF to enable/disable the sounds. Press [OK] to validate. This is a user setting that only lasts as long as you are logged To change the sounds by default:...
  • Page 253 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Default user settings Default user preferences Sounds Select Beep on key ON/OFF and/or Beep on error ON/OFF to enable/disable the sounds. Press [OK] to validate.
  • Page 254: System Time-Outs And Settings

    10.4 System Time-outs and Settings System settings include: • System motor time-outs • Sleep mode time-out • Soft off mode time-out How to Adjust the Time-outs To adjust the time-outs: As a user: Press and select the path: Batch settings Timeout setting The Time-out setting screen is displayed.
  • Page 255 As Supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Default user settings Timeout Settings The Timeout setting screen is displayed. Select each field and specify the length of each the time-out. Use the [C] key to clear old settings then enter a new value.
  • Page 256: High Value, Low Credit Warnings And Pin Codes

    10.5 High Value, Low Credit Warnings and PIN Codes 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.
  • Page 257: How To Set The Low-Credit Threshold

    Enter the high-value warning amount or press [C] and enter 0 to disable the warning function. Press [OK] to validate. How to Set the Low-Credit Threshold A Low Credit Value Warning warns the user that the credit remaining in the PSD (Meter) are getting low.
  • Page 258: How To Set/Cancel A Crediting Pin Code

    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. How to Set/Cancel a Crediting PIN Code You can create a crediting PIN code to control access to only those who are authorised to add credit (see Money Operations on page 119).
  • Page 259 Press the arrow to the Enable or Disable state to enable or disable the PIN code. Enter the crediting PIN code if enabled. Press [OK] to validate.
  • Page 260: Weighing Settings

    10.6 Weighing Settings The weighing settings include: • Setting a default weighing type used for mailing • Activating / De-activating the WP Automatic Selection functionality • Zeroing the weighing platform • Checking on Zero Weight • Activating / De-activating Shipping Application •...
  • Page 261: How To Activate/De-Active The Automatic Weight Detection On The Wp

    Select a default weighing type in the list. Press [OK] to validate. How to Activate/De-active the Automatic Weight Detection on the WP This functionality shall be implemented for improving the user productivity and the ease of use of the mailing system. The user is able to change the weighing type to the WP standard weighing by putting a mail piece onto the WP.
  • Page 262 Select Auto Weight Detection to activate the function. Press [OK] to validate. To de-activate the automatic weight detection on the WP: Log in as the Supervisor (see How to Log in as Supervisor on page 241), then: From the main menu, select the path: Default user settings Base settings Auto Weight Detection...
  • Page 263: How To Zero The Weighing Platform

    Press [OK] to validate. Zeroing the Weighing Platform You can reset the Weighing Platform in the following ways: • Set to zero: resets the weight to zero • Tare: sets the weight to zero with an additional tray on the Weighing Platform •...
  • Page 264 Press [OK] twice to set to zero the Weighing Platform. To re-zero the Weighing Platform as Supervisor: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Machine settings Weighing settings Reset WP Remove all items from the Weighing Platform.
  • Page 265: How To Tare The Weighing Platform

    How to Tare the Weighing Platform To tare the Weighing Platform as a user: As a user: Press and select the path: Batch settings Tare WP A message asking you to place container on the Weighing Platform and press [OK].
  • Page 266 Press [OK] to set weight to zero. To tare the Weighing Platform as Supervisor: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Machine settings Weighing settings Tare WP A message asking you to place container on the Weighing Platform and press [OK].
  • Page 267: How To Activate / De-Activate Checking On Zero Weight

    Press [OK] to tare the Weighing Platform. How to activate / de-activate Checking On Zero Weight The function Zero Weight can be activated/de-activated by the supervisor. When the function is de-activated, the [PPI] type of imprint may not be captured. The weight values in the PPI Report may then be inaccurate (inaccurate averages for instance).
  • Page 268 The Checking on zero weight screen is displayed. Select Activated to start checking on Zero Weight or De-activated to end checking on Zero Weight. Click OK to validate your selection. A message window appears asking for a new report. Click OK to confirm or Cancel to keep the previous activation state. Shipping Application Shipping Application is a PC Application that communicates to the Mailing System to transfer the weight value.
  • Page 269: How To Activate / De-Activate Shipping Application Mode

    How to activate / de-activate Shipping Application mode To activate/de-activate 'Shipping Application mode': As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Default user settings Base settings Shipping application mode The Shipping application mode screen is displayed.
  • Page 270 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Maintenance Network advanced settings Shipping application The Shipping application advanced settings screen is displayed. Enter PC IP address. Enter PC Port number. Press [OK] to validate.
  • Page 271: How To Set Dynamic Scale High Accuracy Mode

    How to Set Dynamic Scale High Accuracy Mode Follow the steps below to set Dynamic Scale High Accuracy Mode. To activate the high accuracy setting: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Machine settings Accessories and modules settings...
  • Page 272: How To Change The Geo Code

    GEO Code The Weighing Platform calculates 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. The correcting geodesic code may be entered: • Automatically with Online Services •...
  • Page 273 See the map and table on the next pages to get the 5 digit GEO code from your location altitude and latitude, and enter the 5 digit using the keypad. Press [OK] to validate.
  • Page 274 Geodesic map...
  • Page 275 Geodesic codes...
  • Page 276: Postage Imprint Default Settings

    10.7 Postage Imprint Default Settings The settings of the postage imprint 'by default' include: • Imprint default settings: sets the default rate, ERA and slogan for mailing operations • Automatic Date Advance: enables early date change to continue printing postage with the new date after post office closing hours •...
  • Page 277: How To Change The Default Ppi

    Select the default rate using the rate wizard. Select [Next]. Press [OK] to validate. See also • Managing Postal Rates on page 316. How to Change the Default PPI The default PPI is automatically selected when the [PPI] type of imprint is activated. To change the default PPI:...
  • Page 278 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Default user settings Default imprint parameters Default PPI Select the default PPI in the list. Press [OK] to validate. See also •...
  • Page 279: How To Change The Default Era

    How to Change the Default ERA To change the default ERA: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Default user settings Default Imprint Parameters Default ERA Select the default ERA and press [OK] to validate. See also •...
  • Page 280: How To Change The Default Slogan

    How to Change the Default Slogan Follow the steps below to change the Default Slogan. To change the default Slogan: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Default user settings Default Imprint Parameters Slogan...
  • Page 281: How To Set The Default Printing Offset

    How to Set the Default Printing Offset The printing offset is the distance between the right edge of the envelope and the imprint. You can increase the distance by about 5mm or 10mm. To change the default printing offset: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path:...
  • Page 282: Job Memories

    10.8 Job Memories The Job Memories are presets for your imprint types. As a user, you can quickly recall a saved setting to simplify operation and save time (see Using Job Memories on page 115). As supervisor, you can create, edit/modify or delete a Job Memory. Each Job Memory is identified by a name and a number.
  • Page 283 Select a line named None in the list. Press [OK] to create a new job memory. Select a PPI or a Normal job. Enter the name of the new job memory, then press [OK]. Enter the preferences, press [OK] to validate and display the next list of parameters, if any.
  • Page 284: How To Edit / Modify A Job Memory

    You can modify any preference by using the Edit/Del function (see How to Edit/Modify a Job Memory on page 279). How to Edit / Modify a Job Memory To edit or modify a job memory: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Job Memory management Select a job memory from the list displayed on the screen.
  • Page 285: How To Delete A Job Memory

    How to Delete a Job Memory To delete a job memory: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Job Memory management Select a job memory from the list of saved job memories. Press [OK] to validate.
  • Page 286 Press [OK] to confirm to delete the job memory.
  • Page 287: Default Sealing Mode

    10.9 Default Sealing Mode As supervisor, you can set the default sealing Mode (ON or OFF). This setting is used only if the Mixed-Size Feeder is connected. How to Set the Default Sealing Mode To modify the Default Sealing Mode: As supervisor (see How to Log in as Supervisor on page 241):...
  • Page 288: How Set The Current Sealing Mode

    How Set the Current Sealing Mode As a user, you can change the current sealing state as follows. To change the sealing Mode: As a user: Press and select the path: Batch settings Sealing The Sealing screen is displayed. Tap Sealing ON/ Sealing OFF to change the sealing state and press [OK] to validate.
  • Page 289: Connection Settings

    10.10 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 290: How To Set Lan Parameters

    Select LAN. For LAN settings, see How to Set LAN Parameters on page 285. See also • To physically connect the LAN to the base, see Connection Diagram on page 26. How to Set LAN Parameters LAN settings can only be performed if the machine was actually connected to the LAN at power-up.
  • Page 291 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Communication settings LAN settings The LAN configuration is displayed. Select: - DHCP ON - DNS AUTO ON - Half duplex Press [OK] to validate. The screen will show: - Machine IP address [Settings done] - Subnet mask [Settings done]...
  • Page 292 The screen displays: - Host Name: it is un-editable. - Vendor Class ID Activation: it is OFF by default but can be activated and edited. Press [OK]. Set parameters in the next screen: - Preferred DNS IP Address [Settings done] - Alternate DNS IP Address [Settings done] Press [OK].
  • Page 293 Proxy is OFF by default. If select Proxy is ON and press [OK]. The Proxy settings screen will display: - Proxy URL: Empty by default. Value chosen by supervisor. - Proxy Port: 8080 by default. Value chosen by supervisor. - Proxy Domain Name: Empty by default. Value chosen by supervisor. - Proxy Username: Empty by default.
  • Page 294: Time And Date Management

    10.11 Time and Date Management How to Check/Adjust the Machine Time and Date To check/adjust the current time and date: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Machine settings Date and Time Select Audit call to adjust the time.
  • Page 295: How To Set The Automatic Date Advance 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: • As a user: How to Unlock the PSD on page 126.
  • Page 296 Press the Auto Date Advance button to Enabled status. Enter the Automatic Date Advance time (00:00 hours is not allowed). Select Working Days to gain access to working days selection screen. Tap the day or select the day and press Select/Deselect to select or unselect each day.
  • Page 298: 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 Options and Updates Process ...........295 How to Access the Options and Updates Menu ..........295 11.2 Using the Mailbox ..............296 How to Read Messages ...................296...
  • Page 300: Options And Updates Process

    11.1 Options and Updates Process You can update your Mailing System by: • Adding new options, such as Differential Weighing, Advanced Reporting 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...
  • Page 301: 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. Unread messages icon on home screen: The Mailbox list screen indicates unread messages and allows you to delete read messages.
  • Page 302 As a user: Select on display. or Press and select the path: Mailbox The Mailbox screen is displayed. Select the message to read and press [OK].
  • Page 303 To read Messages (as Supervisor): As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Mailbox The Mailbox screen is displayed. Select the message to read and press [OK].
  • Page 304: How To Delete Messages

    How to Delete Messages To delete Messages (as a User): As a user: Select on display Press and select the path: Mailbox The Mailbox screen is displayed.
  • Page 305 Select the message to be deleted and press [OK]. Select Delete message to erase the message. To delete Messages (as Supervisor): As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Mailbox The Mailbox screen is displayed.
  • Page 306 Select the message to be deleted and press [OK]. Select Delete message to erase the message.
  • Page 307: 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 your Customer Service.
  • Page 308: 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 309: Managing Slogans

    11.4 Managing Slogans The Slogans are graphical slogans you can add on the left hand side of the imprint printed on mail pieces. As supervisor, you can: • Display the list of slogans. Rename or delete slogans from the list. •...
  • Page 310 Either: Tap the Slogan zone on the screen. or Press or Press and select the path: Imprint Select Slogan list. The Select Slogan screen is displayed. Select the slogan in the list or select None for printing no slogan. icon indicates the current selection. See also •...
  • Page 311: How To Display The List Of Slogans

    How to Display the List of Slogans The list of slogans includes the slogans that are installed in the Mailing System and indicates with a check mark the active slogan. To display the list of slogans: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Option and Updates...
  • Page 312 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Option and Updates Update Slogan The list of Slogans is displayed in the Slogan management screen. Select the slogan and press [OK]. The Slogan setting menu is displayed.
  • Page 313: How To Delete A Slogan

    Change the slogan name using the keypad and press [OK]. The system updates the slogan list. How to Delete a Slogan To delete the slogan: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Option and Updates Update Slogan The list of Slogans is displayed in the Slogan management screen.
  • Page 314: How To Download New Slogans

    Select Delete. Press [OK] to confirm deletion. The system updates the slogan list. How to Download New Slogans To download new slogans: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Option and Updates Update Slogan The list of Slogans is displayed in the Slogan management screen.
  • Page 315: Managing Eras

    11.5 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 Slogans on page 304). As supervisor, you can: • Load ERAs. •...
  • Page 316 Either: Tap the ERA zone on the home screen or Press or Press and select the path: Imprint Select ERA Slogans. The Select ERA screen is displayed. Select the desired ERA in the list or None for printing no ERA. icon indicates the current selection.
  • Page 317: How To Display The List Of Eras

    How to Display the List of ERAs The list of ERAs includes the ERAs that are installed in the Mailing System and indicates with a check mark the active ERA. To display the list of ERAs: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the menu path: Option and Updates...
  • Page 318 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Option and Updates Update ERA Slogans The list of ERAs is displayed in the ERA slogan management screen. Select the ERA and press [OK]. The Slogan setting menu is displayed.
  • Page 319: How To Delete An Era

    Change the ERA name using the keypad and press [OK]. The system updates the ERA list. How to Delete an ERA To delete the ERA: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Option and Updates Update ERA Slogans...
  • Page 320: How To Download New Eras

    Select Delete. Press [OK] to confirm deletion. The system updates the ERA list. How to Download New ERAs To download new ERAs: Display the list of ERAs (see How to Display the List of ERAs on page 312). Select Updates? The Mailing System connects to the Online Services server and downloads available ERAs.
  • Page 321: Managing Postal Rates

    11.6 Managing Postal Rates Your Mailing System uses rate tables to calculate postage amounts. As supervisor, 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 322: How To Download New Postal Rates

    As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Options and Updates Rate Management The list of rate tables is displayed in the Rate Management screen. The tables are identified by the effective date of the rate. How to Download New Postal Rates To download new rates: As supervisor (see...
  • Page 323 Select Updates?. The Mailing System connects to the Online Services server and downloads available rates.
  • Page 324: Managing Ppi's

    11.7 Managing PPI's As supervisor, you can: • Display the list of PPI numbers in the machine • Add new PPI's using a USB memory key • Delete PPI's • Set the default PPI (see How to Change the Default PPI on page 272).
  • Page 325: How To Add Ppi's

    How to Add PPI's You can add PPI's to the machine using a USB memory key as follows. To add a PPI: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Options and Updates Update PPI The list of PPI's is displayed in the PPI management screen.
  • Page 326: How To Delete Ppi's

    Press [OK]. The USB memory key content is displayed. Select a PPI to load into the machine an press [OK]. The PPI list is updated with the new PPI. How to Delete PPI's To delete a PPI: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path:...
  • Page 327 Select the PPI to delete and press [OK]. Confirm deletion, otherwise press The system updates the PPI list.
  • Page 328: Maintaining

    Maintaining This section contains important information about the maintenance of your Mailing System in order to keep it in good condition. 12.1 Ink Cartridge ................325 How to Change the Ink Cartridge ................325 How to Display Ink Level and Cartridge Data ..........328 How to Clean the Cartridge Automatically ............352 How to Clean the Cartridge Manually ..............331 How to Align the Cartridge ..................332...
  • Page 330: 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 331 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 332 Remove the two plastic caps on the new ink cartridge. The caps are removed. Remove the protective strips from the new ink cartridge.
  • Page 333: How To Display Ink Level And Cartridge Data

    Insert the new ink cartridge, and then push it forward until you hear the click. 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 (as a User):...
  • Page 334 As a user: Press and select the path: Cartridge Ink information The Ink information screen is displayed. To display the Ink Level and the Cartridge Data (as Supervisor): As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Maintenance Cartridge...
  • Page 335 How to Clean the Cartridge Automatically If the printing on envelopes or labels looks unclear or dirty in some way, clean the cartridge to restore the print quality. To clean the cartridge automatically (as a User): As a user: Press and select the path: Cartridge Cleaning Process The cleaning starts automatically.
  • Page 336: How To Clean The Cartridge Manually

    How to Clean the Cartridge Manually If automatic cleaning is not sufficient, you can clean the cartridge manually. To clean the cartridge manually: 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.
  • Page 337: How To Align The Cartridge

    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: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Maintenance...
  • Page 338 Press [Perform an imprint test] and put a piece of paper in the mail transport. The system prints a test pattern. Check the printed pattern and press the letter that corresponds to the straightest and complete vertical line. Press [OK] to validate. Repeat the previous step until lines F are aligned.
  • Page 339: How To Process The Wiper

    How to Process the Wiper As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Maintenance Cartridge Wiper Process Open the cover and remove the cartridge. Press [OK] twice to start the carriage motor. Check wiper and clean if neccesary, then press [OK].
  • Page 340: Sealer

    12.2 Sealer How to Fill the Sealer Bottle The Automatic Feeder uses water for sealing envelopes. If the system is out of water, the mailing process continues but the envelopes will not sealed properly. To add water (or sealing solution) to the bottle: Remove the bottle from its base and turn it over.
  • Page 341 On the Control Panel: Select the Sealing Zone on screen ( Press and select the path: Batch settings Sealing Select the switch ( ) on the screen to set sealing on or off and then press [OK]. See also • To adjust sealing dampness, see How to Adjust the Sealing Water Flow on page 338.
  • Page 342 How to Clean the Brushes and Sponge (Sealer) MAKE SURE YOUR SYSTEM IS DISCONNECTED FROM POWER SOURCE BEFORE CLEANING! To clean the brushes and sponge of the feeder: Open the feeder and push the left of the upper blue release lever to raise the upper drive assembly.
  • Page 343: How To Adjust The Sealing Water Flow

    Lift the metal retainer to remove the sponge. Remember its direction. Clean the sponge and the brush. Re-install the sponge and retainer. Put the brush back and push the release lever back down until it snaps into place. Push down on the upper drive assembly until it locks back into position. How to Adjust the Sealing Water Flow Before you adjust the sealing water flow, make sure that the brushes and sponge are clean.
  • Page 344: How To Clean The Feeder Belts And Rollers

    Set the water flow using the back lever. When standing in front of the feeder: - Push the lever towards the left-hand side to increase the water level. - Push the lever towards the right-hand side to decrease the water level. How to Clean the Feeder Belts and Rollers Follow the steps below to clean the belts and rollers of the feeder and of the Dynamic Scale (if installed).
  • Page 345: How To Clean The Mail Path Sensors

    How to Clean the Mail Path Sensors The sensors are light sensitive devices successively covered by the envelopes during their travel along the mail path. Clean the mail path sensors as indicated below on system base, feeder, and optional dynamic scale. To clean the mail path sensors: Use a damp cloth or 70°...
  • Page 346: Touchscreen Calibration

    12.3 Touchscreen Calibration Depending on the pointing device you use on the touchscreen (finger, stylus or other pointing accessory), you may want to calibrate the sensitivity of the touchscreen to improve the screen responsiveness. How to Calibrate the Touchscreen To calibrate the touchscreen: As supervisor (see How to Log in as Supervisor on page 241):...
  • Page 347: Maintenance Processes

    12.4 Maintenance 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 348 Select Update registration. Press [OK] to begin the procedure.
  • Page 349 Press [OK] to start the update registration transaction. The message "Transaction successfull" is displayed. Press [OK]. A message for entering the geodesic code. Please refer to User Guide for allowed values. Press [OK].
  • Page 350: How To Remove The Base (Meter)

    Enter the Geocode. Press [OK]. The update registration procedure is finished. 10. Press [Finish] to return to menu. 11. Press Press the Sleep/Wake/Soft Off button to exit. How to Remove the Base (Meter) Remove the Base: • Removes the PSD from service. •...
  • Page 351 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Maintenance Processes Remove base The Remove Base screen is displayed. Insert a USB key and press [OK] or press Next step to save your data on Online services.
  • Page 352 Press [OK] when the process is complete. The message "Backup Customer Data Server call successful" is displayed. Press [Continue] to start the Statistics upload. The message "Server call successful" is displayed.
  • Page 353 Press [Continue] with the Cycle counters and Serial Number report. Preparing base remove is finished. You can power OFF your mailing machine and remove it.
  • Page 354: Troubleshooting

    Troubleshooting This section helps you solve problems you may encounter while using your mailing system. 13.1 Machine Issues ...............351 How to Clear Mail Jammed in the Base ..............351 How to Clean the Cartridge Automatically ............352 How to Clean the Brushes and Sponge (Sealer) ..........353 How to Clear Mail Jammed in the Mixed-Size Feeder ........356 How to Remove Mail Jammed in the Dynamic Scale ........357 How to Clear a Label Jammed in the Base ............358...
  • Page 356: 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 357: How To Clean The Cartridge Automatically

    How to Clean the Cartridge Automatically If the printing on envelopes or labels looks unclear or dirty in some way, clean the cartridge to restore the print quality. To clean the cartridge automatically (as a User): As a user: Press and select the path: Cartridge Cleaning Process The cleaning starts automatically.
  • Page 358: How To Clean The Brushes And Sponge (Sealer)

    How to Clean the Brushes and Sponge (Sealer) MAKE SURE YOUR SYSTEM IS DISCONNECTED FROM POWER SOURCE BEFORE CLEANING! To clean the brushes and sponge of the feeder: Open the feeder and push the left of the upper blue release lever to raise the upper drive assembly.
  • Page 359 Lift the metal retainer to remove the sponge. Remember its direction. Clean the sponge and the brush. Re-install the sponge and retainer. Put the brush back and push the release lever back down until it snaps into place. Push down on the upper drive assembly until it locks back into position. The Weighing Device does not Weigh Properly If the Base does not display a correct weight, complete the following actions to correct the problem.
  • Page 360 The weighing device is not See the weighing type selection procedures in selected. Choosing a Weighing Type on page 77. There are vibrations or air drafts Use a solid and steady table: in the weighing area. • Away from any door •...
  • Page 361: How To Clear Mail Jammed In The Mixed-Size Feeder

    How to Clear Mail Jammed in the Mixed-Size Feeder Some envelopes are blocked in the Mixed-Size Feeder. • Mail piece is too thick. • Mail size is incorrect. • Too many envelopes are on the feed deck. • Envelopes are not properly stacked on the feed platform. •...
  • Page 362: How To Remove Mail Jammed In The Dynamic Scale

    Remove jammed envelopes. Position the brush and push the brush release lever until it snaps into place. Push down on the upper drive assembly until it locks back into position. Close the cover. How to Remove Mail Jammed in the Dynamic Scale Occasionally envelopes can become jammed in the Dynamic Scale.
  • Page 363: How To Clear A Label Jammed In The Base

    Do not lean on or leave any object on the Dynamic Scale Platform as it may alter its weighing accuracy. How to Clear a Label Jammed in the Base Possible causes Actions A label is blocked in the Automatic Label-Dispenser or in the transport Clear the label as indicated below.
  • Page 364: Diagnostics

    13.2 Diagnostics Diagnostics allow you to find the root cause of a an issue or a breakdown that may occur during the life of your Mailing System. The system performs tests automatically to diagnose the problem and generate corresponding reports. The System Data gives data about the status of the system and the events or errors that have occurred.
  • Page 365: How To Access Diagnostic Data

    How to Access Diagnostic Data To gain access to a diagnostic data: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Maintenance Diagnostics The system requires you press [OK] to start the diagnostic tests, then displays the list of the tests.
  • Page 366: System Data

    13.3 System Data As Supervisor, you have access to: • The Software Data (PSD#, Loader, OS, PACK, XNDF DATA DELTA, language, variant). • The Hardware (system) Data (P/N of the base and the PSD). • The data of the machine counters. How to Display Software Data To display Software Data: As supervisor (see...
  • Page 367: How To Display Hardware Data

    How to Display Hardware Data To display hardware data: As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Maintenance System Info Hardware information The system hardware data appears on the screen. How to Display the Event Lists To display the event lists:...
  • Page 368: How To Display The Machine Counters

    As supervisor (see How to Log in as Supervisor on page 241): Press and select the path: Maintenance System info Event list Select the Base Events list or the Meter Events list or Server Connection History. Press [OK] to validate. The system displays the selected list in a table with, for each error: The Code of the event.
  • Page 369 As supervisor (see How to Log in as Supervisor on page 241): From the main menu, select the path: Maintenance System Info Counters The system displays the data of the machine counters.
  • Page 370: Specifications

    Specifications This sections contains the main specifications of your mailing system. 14.1 Mail Specifications ..............367 14.2 General Specifications ............369 14.3 Operating Conditions ............370 14.4 System Specifications ............371...
  • Page 372: 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 on scale). • Dimensions in mm: 127mm is also the minimum width for portrait mode. This figure rises up to 160mm for envelopes that have the maximum height (228mm).
  • Page 373 With the Feeder The feeder cannot process nested envelopes. Weight range: • Min weight: 3 g • Max weight: 750 g • Minimum Envelope Thickness: 0,2 mm • Maximum Envelope Thickness: 10 mm (1 envelope at a time, no sealing) Envelope Thickness Envelope Thickness: 12 mm...
  • Page 374: General Specifications

    14.2 General Specifications Dimensions (Width x Length x Height) (mm) • Base: 253 x 442 x 321 • Catch tray: 315 x 348 x 127 • Mixed Size Feeder: 260 x 350 x 615 • Dynamic scale: 263 x 350 x 438 Weight •...
  • Page 375: 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 376: System Specifications

    14.4 System Specifications Dynamic Scale Range • Resolution in dynamic weighing type: 1g. Dynamic Scale Speed • Processing speed: 140 lpm / up to 175 lpm (postcard) • Dynamic weighing speed: 75 lpm / up to 110 lpm (postcard) Accounts The number of accounts you can create is set to 70 by default and can be raised optionally to 500.
  • Page 377 Index Access Control 137, 138, 170 Date 21, 37, 54, 88, 105, 133, 134, Account 21, 34, 36, 69, 71, 95, 115, 178, 179, 197, 206, 207, 209, 210, 137, 138, 140, 142, 144, 145, 146, 212, 213, 220, 221, 236, 271 148, 149, 156, 157, 165, 166, 170, Date Advance 271, 290 176, 178, 179, 181, 182, 183, 185,...
  • Page 378 PIN code 34, 123, 132, 137, 138, 140, 144, 170, 253 Jam Release Handle 13 Platform 354, 356, 357 Job Memories 42, 95, 112, 115, 277 postage amount 21, 37, 52, 73, 78, Job memory 21, 95, 112, 115, 277 130, 193, 251 Postal Security Device 9, 17 Power 3, 5, 25, 27, 28, 226, 337, 353,...
  • Page 379 Time 8, 28, 33, 38, 182, 221, 240, 249, Type of Imprint 21, 33, 37, 38, 42, 54, 56, 75, 88, 95, 115, 262, 272 Weighing platform 9, 13, 25, 34, 77, 80, 100, 255, 267, 354 Weighing type 21, 46, 255, 256, 354 zero 258, 262 A0139564/B - 22/06/2021...
  • Page 380 A0139564/B - 22/06/2021...

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