Hasler IM5000 Series User Manual
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Hasler IM5000 Series User Manual

Mailing system with imetertm postage meter
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USER'S GUIDE
IM5000 Series
MAILING SYSTEM
with iMeter
Postage Meter
TM

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Summary of Contents for Hasler IM5000 Series

  • Page 1 USER’S GUIDE IM5000 Series MAILING SYSTEM with iMeter Postage Meter...

  • Page 2: Table Of Contents

    Table of Contents Read this First What you will Find in this Manual ...............3 Safety Requirements ..................6 Mailing System Overview Mailing System Components ................11 Operator Controls ....................22 System Power Management ................26 Processing Mail Processing Mail Guidelines ................33 Standard Setup ....................34 Running Mail ....................51 Running Special Mail Types ................60 Detailed Steps to Run Mail ................74...
  • Page 3 Account Data Reports ..................182 System Data Reports ..................188 Advanced Reporting ..................193 Online Services iMeter Applications Overview .................201 Connecting to Online Services ...............202 Uploading Statistics ..................206 System Online Services .................207 e-Confirmation Services .................208 Configuring the System Settings Overview ..................219 Logging in / out as the Supervisor ..............220 Postage Default Settings ................222 Printing Default Settings ................228 Imprint Memories ...................231...
  • Page 4 10.2 Maintaining the Feeder ................304 10.3 Maintaining the Sealer Water Network ............306 10.4 Cleaning the Mail Path .................308 10.5 Touchscreen Calibration ................312 10.6 Maintenance processes ................313 Troubleshooting 11.1 Envelope Stoppages and Jams ..............317 11.2 Label Stoppages and Jams ................322 11.3 Weighing Problems ..................324 11.4 Diagnostics and System Data ..............326...

  • Page 6: Read This First

    Read this First This section contains important information about safety precautions and environmental recommendations to operate your equipment in the best possible conditions. What you will Find in this Manual ........3 Safety Requirements .............6...

  • Page 8: What You Will Find In This Manual

    What you will Find in this Manual Read this First on page 1 Make sure you have read and fully understood the safety require- ments in this section. This section also includes a list of acronyms and symbols that are used throughout this User Guide to explain the features and functions of your Mailing System.
  • Page 9 What to do when a problem occurs: jamming, bad sealing, poor printing etc. System Specifications on page 331 Detailed capabilities of your mailing system. 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.
  • Page 10 Local Area Network Personal Computer Personal Identification Number Pre-Paid Imprint Postal Security Device (Meter) Weighing Platform (Scale)

  • Page 11: Safety Requirements

    Safety Requirements Please read this section carefully before connecting or using your equipment. Power Connection Before powering up your Mailing System, please check to ensure the system meets your local AC voltage requirements (110V). In addition to checking the power requirements, we also recommend that you: •...
  • Page 12 Environmental compliance A program is implemented for the recycling of worn mailing machines and machines at the end of their lifetime. Contribute in a responsible way to the environmental protection by consulting your retailer internet site, or by contacting him. He will inform you of the collection and treatment processes of these machines.

  • Page 14: Mailing System Overview

    Mailing System Over- view Get to know your mailing system in this section. Mailing System Components ..........11 How to use the Handheld Scanner ..............21 Operator Controls ..............22 System Power Management ..........26 How to Turn the System ON/OFF ..............27 How to Switch Between 'Sleep' And 'Wake' Modes ........28 How to Start / Stop the mail processing ............29...

  • Page 16: Mailing System Components

    Mailing System Components The illustrations and tables below show the basic Mailing System configuration, including optional accessories you may have added. Equipment overview Mixed-Mail Feeder (op- Automatically feeds envelopes of different sizes and tional) seals them if required. Dynamic Weighing Automatically weighs and rates mail that can be pro- Module (optional) cessed through the mailing system.
  • Page 17 Equipment Details Envelope Hopper Envelopes are loaded here for processing. Prevents skewing and/or large stack of mail from falling Side guide over. Provides access to Feeder for maintenance or to clear Feeder release handle stoppages. Provides access to filter for cleaning. Sealer water filter ac- cess Removable filter for user self-maintenance.
  • Page 18 Print Base Top View Postage meter that stores funds and tracks postage us- Meter (Postal security age. device/PSD) DO NOT REMOVE. Meter (PSD) Access Provides access to meter (PSD). Lift from right side to Door open.
  • Page 19 Front view Print Base Release Release lever for ink tank. Lever Reservoir that supplies ink to print head. Ink tank See also How to Change the Ink Tank on page 299. Ink tank Access Door Provides access to change ink tank. Flip down to open. Control Panel The control panel includes a touch-screen monitor and a keypad.
  • Page 20 Monitor Color, touch-screen display. Keypad Allows the input of data to your mailing system.
  • Page 21 Dynamic Weighing Module (option) The Dynamic Weighing Module is an in-line weighing scale that is placed between the Feeder and the Print Base. It receives envelopes from the Feeder, and measures four points (length, width, thickness and weight) to determine the postage value. Cover Provides access to stalled mail pieces.
  • Page 22 Stackers (option) The mailing system offers trays or a motorized conveyor stacker to collect and stack processed mail. There are three options, each offering a different level of stacking capacity: • Catch tray • Drop tray • Motorized Conveyor Stacker The greater the stacking capacity is, the more efficient the mail is processed.
  • Page 23 Motorized Conveyor Stacker (option) The Motorized Conveyor Stacker, a motorized envelope stacker with a conveyor belt, offers the highest level of mail processing efficiency. It provides the greatest envelope stacking quantity, while reducing the amount of interventions. You can select a working mode on the stacker by using the switch button: •...
  • Page 24 Accessories Weighing Platform The Weighing Platform allows you to process mail that cannot pass through the Base or Dynamic Weighing Module. Remote Label Dispenser (option) The Remote Label Dispenser (or RLD) is a remote device connected to the mailing system that prints indicia (stamps) on thermal, self-adhesive paper.
  • Page 25 Report Printer A USB printer can be directly connected to the mailing system for printing mailing-related reports. For more information about compatible printers that can connect to your mailing system, please contact technical support. Handheld Scanner (option) The handheld scanner is used: •...

  • Page 26: How To Use The Handheld Scanner

    How to use the Handheld Scanner To use the Handheld Scanner: Place the handheld scanner above the barcode you want to scan. Press the button on the handheld scanner to scan the barcode. A beep indicates that the scan is completed.

  • Page 27: Operator Controls

    Operator Controls Display Areas For details, please see the Control Panel and screen diagram on the flap of the User Guide Cover.
  • Page 28 The control panel has a touch screen so most zones are tactile. Tap an active area to open the corresponding screen. The control panel also includes a touch-screen stylus, shortcut keys and an alphanumerical keypad. Account Displays account currently selected. Indicates that an Ad slogan will be printed when high- Ad slogan lighted in yellow.
  • Page 29 Keys and Shortcuts NAVIGATION KEYS Return Goes back to the previous screen. Home screen Returns to the home screen (Current task). Menu Accesses the menu settings. Validates an action or selection. SHORTCUT KEYS Funds Accesses funds management (including adding funds). Imprint memor- Accesses preset job memories.
  • Page 30 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 Custom Text 2ABCabc ABC2 3DEFdef DEF3 4GHIghi GHI4 5JKLjkl JKL5 6MNOmno MNO6 7PQRpqr PQR7 8TUVtuv TUV8 9WXYZwxyz WXYZ9 .

  • Page 31: System Power Management

    System Power Management System ON/OFF The ON/OFF switch is located at the rear of the right ON/OFF switch hand side of the Mailing System base. Turns the Mailing System ON or ON/OFF OFF.

  • Page 32: How To Turn The System On/Off

    Always use the ON/OFF switch to switch off the system. Never unplug the power cord. How to Turn the System ON/OFF Press either side of the switch to turn the Mailing System ON or OFF. - The dash (or I) indicates the ON side. - The circle (or O) indicates the OFF side.

  • Page 33: How To Switch Between 'Sleep' And 'Wake' Modes

    SLEEP / WAKE KEY The Sleep/Wake key is located at the top right corner of the control panel. Sleep/wake Wakes the Mailing System up or turns it to 'Sleep' or 'Soft- off' mode. How to Switch Between 'Sleep' And 'Wake' Modes Press the Sleep/Wake key to switch between “Sleep”...

  • Page 34: How To Start / Stop The Mail Processing

    How to Start / Stop the mail processing Press the corresponding button on the control panel to start/stop the Mailing System.

  • Page 36: Processing Mail

    Processing Mail This section describes how to set up a work session. Depending on the Type of Task you wish to run, you can: Choose a Meter Impression, Select a Postage Rate, Select a Weighing Method, Activate the Sealing Function, and so on. Processing Mail Guidelines ..........33 Standard Setup ..............34 How to Sort Mail by type ................37...
  • Page 37 How to Add (or Cancel) a Text on the Stamp ..........85 How to Add (or Cancel) an Ad slogan on the Stamp ........86 How to Select a Permit ..................88 How to Apply (or Cancel) a Print Offset ............89 How to Change the Date on the Stamp ............91 How to Use an Imprint Memory ..............93 How to Use the Feeder ..................95 How to Adjust the Mail Thickness Settings ............97...

  • Page 38: Processing Mail Guidelines

    Processing Mail Guidelines In this Chapter This chapter provides procedures to process mail. Procedures are organized in the following successive parts: • Sequences of general steps involved in mail standard processing (Standard Setup on page 34) • Additional sequences for special mail processing: re-dating, presort works, permit mail...

  • Page 39: Standard Setup

    Standard Setup Recommended Mail Processing Steps This section recommends a standard list of steps to help you process your mail efficiently. As mail requirements differ from day to day, some of the settings may not be necessary, or the order may vary. The order given below is recommended. Preparing Mail and Mailing System for Operation Mail preparation involves: •...
  • Page 40 Enhancing the Printed Stamp You can enhance the appearance and impact of your envelope with messaging and graphics: • Add a custom Text message to the stamp • Add a graphical imprint to the stamp (for example, Ad slogan) • Move the imprint to the left by using the offset Print Mode. Final Mailing Preparation Before beginning processing, these last steps may be necessary for each stack of mail: •...
  • Page 41 Mail Types and Associated Tasks This table below provides details on the different process you can carry out and the related task and parameters. If you want to..then select Print ...and apply settings: Mode... • Rate Apply Standard postage [Standard] to outgoing mail •...

  • Page 42: How To Sort Mail By Type

    Sorting Mail To maximize efficiency in mail processing, sort your mail into groups that have similar characteristics. By doing this, it may reduce the amount of work steps by minimizing the number of times you change Print Modes, weighing modes, sealing modes and rate selection.

  • Page 43: How To Log In And Start A Work Session

    Turning on the System and Starting a Work Session Turning on your system automatically starts a work session set up using your Default System Settings. Depending on the Default System Settings you choose: • Access to your system may be open to all Users •...
  • Page 44 Turning on the System and Starting a Work Session To locate an Account quickly, type the Account Number or Name (tap column headers to switch between number and name). To type letters instead of figures using the keypad, press the corresponding key several times in a row like a cell phone.
  • Page 45 Is there tape in the Remote Label How to Change the Label Roll on page 262. Dispenser ? (if you have an RLD and plan to use it to print) Do you have enough ink for the To display the level of ink in the printing headset, work session? How to Display Ink Tank Data (User) on page 298.

  • Page 46: Enhancing And Modifying The Stamp

    Enhancing and Modifying the stamp Follow the sequence to check the Print Mode and enhance the stamp. Once your mail stack is ready: Make sure you are on the home screen of the Print Mode [Standard]. The name of the Print Mode is indicated on the title bar of the home screen as illustrated below. If necessary, see How to Change the Print Mode on page 74.
  • Page 47 You may customize and enhance the stamp as follows: The configurable stamp elements include: add an Ad slogan, adjust the day/date of mailing, offset the print position to move the stamp up to 0.4" further away from the right edge of the envelope. Changing an Ad slogan requires an update.
  • Page 48 For detailed instructions, see How to Change the Date on the Stamp on page 91. To offset the print position, press the Print Position area on the screen and select the print position. For detailed instructions, see How to Apply (or Cancel) a Print Offset on page 89.
  • Page 49 You can check (or change) the printing options by using the Imprint settings screen: Press Menu and select the path: > Customize stamp Press the corresponding button to change a selection: - Text - Slogan - Date...
  • Page 50 Choosing Rates and Weighing Modes Make sure you have completed the preparation steps outlined in Frequently Asked Questions on page 39.

  • Page 51: Settings Sequence For Postage

    Settings Sequence for Postage From the [Standard] home screen: You may directly key in the postage value. While on the home screen, use the keypad to type the amount. Please note that when the value is manually entered, the class is not tracked and the mail class will not automatically print in the indicia (stamp).
  • Page 52 Select a weighing method, or manually enter the weight if you have not manually entered the postage value. To change the weighing method, touch the Weighing modes area..and select a mode in the Weighing mode screen. (Options on screen may vary depending on installed weighing devices and options purchased.) For details, see How to Change the Weighing Mode...

  • Page 53: Changing Accounts

    Changing Accounts To process mail using a different account, follow the procedure below. This only applies if you track account/department usage and the Account mode is activated (see Account Management and Access Control on page 119). Changing Accounts To change accounts: As a user: Press the Account area on the homepage screen, or Press Menu and select the path: Change account...

  • Page 54: How To Reset The Item Counter

    Resetting the Item Counter The Item counter allows you to generate a 'batch report' on those mail pieces processed since the last reset of the counter. • For more information about Batch Reports, see Counter Data Reports on page 170. How to Reset the Item Counter If you require a 'batch report' for the mail you are about to process: Press Reset counter button on the touch-screen.
  • Page 55 An icon on the Sealing Mode button in the user selections area of the home screen indicates the current sealer mode: • : sealer is OFF • : sealer is ON. Nested envelopes and sealed envelopes. • : sealer is ON. Nested envelopes and closed envelopes. How to Select the Sealing Mode Press the Sealing Mode Button to select the mode.

  • Page 56: Running Mail

    Running Mail Recommended Steps for Processing Mail To run mail, complete the preparation steps in section Standard Setup on page 34, before following the steps below. Running mail varies significantly depending on the Weighing mode you choose. The current weighing mode is indicated by the icon on the Weighing modes button. •...
  • Page 57 Using Labels You may print postage on precut, self-adhesive labels or thermal, pressure sensitive roll tape. Two label dispensers are available: • Internal label dispenser (ILD) for precut labels. This is a standard feature on the Mailing System. See Filling the Internal Label Dispenser on page 108.

  • Page 58: Steps To Run Mail In Dynamic Weighing Modes

    Steps to Run Mail in Dynamic Weighing Modes In Weigh all mode ( From the home screen: Place your stack of mail in the hopper. For more details, see Using the Feeder on page 95. Press to start processing the stack. The system will now feed (seal), weigh, rate, stamp and stack the mail.

  • Page 59: Running Mail In Standard Weighing Mode

    Running Mail Using the External Weighing Platform The external Weighing Platform is used for large, heavy or bulky mail that cannot be run through the Mailing System with a Dynamic Weighing Module. On the other hand, if you do not have the optional Dynamic Weighing Module, you will need to use the platform to weigh and rate all your mail.
  • Page 60 Remove the envelope from the WP. Place the envelope (or identical set) on the hopper. Mail should be placed against the rear wall and covering the optical (clear) sensor. The Mailing System applies postage and the envelopes are sent to the mail tray or stacker.
  • Page 61 Running Mail in Differential Weighing Modes Differential weighing offers faster, more efficient mail processing when using an external Weighing Platform (WP). In this mode, you can place a stack or container of mail on the Weighing Platform. The weight is then calculated as each mail piece is removed from the Weighing Platform (by calculating the differential from the amount on the Weighing Platform less the weight removed).

  • Page 62: Steps To Run Mail In Differential Weighing Modes

    Steps to Run Mail in Differential Weighing Modes In Differential Weighing Mode ( From the home screen: Select the weighing mode, place the stack of mail (or container) on the Weighing Platform, then follow the instructions on the screen or the steps below. Remove the first piece of mail from the top of the stack.

  • Page 63: Running Mail In Manual Weighing Mode

    Repeat previous step for each piece of mail. To quit at any time, press Back. Running Mail in Manual Weighing Mode The Mailing System offers two modes for manual weighing: • Manual weight entry ( ), where you enter a known weight to calculate the postage value.
  • Page 64 B) To print on one or several identical labels Press A label selection screen is displayed. Type the number of labels to print. If necessary, to change the label dispenser you want to use (if a second label dispenser is installed), press Print on ..Press to start printing.

  • Page 65: Running Special Mail Types

    Running Special Mail Types Steps to Re-date Mail The postal service requires the date of mailing to be printed on the mail. If you need to re-date “stale” mail bearing an older date, you must print a $000.00 value with the correct date of mailing on the back side of the envelope.

  • Page 66: Re-Dating Mail

    Re-Dating Mail Set postage to $000.00 manually. Key in 0 on the home screen to open the Manual amount screen, then press [OK]. The postage amount $000.00 is now displayed on the home screen and the weighing type switches to No weight source (icon). For details, see How to Enter Postage Manually on page 77.

  • Page 67: Correcting The Postage Amount

    Correcting Postage Amount You can correct a postage amount that is too low. The steps are identical to Steps to Re-date Mail on page 60, except you will set the postage value for the additional amount required. Print the additional amount on the back of the envelope or upside down on the front.
  • Page 68 To print postage on mail pieces or on labels, resume with Running Mail in Manual Weighing Mode on page 58. After printing, you may need to change the Weighing mode button (unless you have the WP Auto Detect activated). Running Permit Mail You can print prepaid or permit mail indicia with this Mailing System.

  • Page 69: Steps To Set Up Permit Mail Printing

    With metered mail, running permit mail involves the following steps to prepare the mail and the machine: • Sorting mail by type (see Sorting Mail on page 37) • Logging into the system (see Turning on the System and Starting a Work Session on page 38) •...
  • Page 70 Select the permit to use. To change the permit, press the Permit area on the screen and select a permit in the list. For details, see Selecting a Permit on page 87. Select a weighing type The weighing type determines which weighing device will be used and the weight is used for reporting purposes.
  • Page 71 You can review your print setup by using the Imprint settings screen: Press and select the path: Customize stamp - Text - Slogan - Permit * * These options have postal implications. To set the stamp quickly, consider using imprint memories. The imprint memories store the stamp with all the desired print options and settings.

  • Page 72: Steps To Run Permit Mail

    Steps to Run Permit Mail From the Print Mode: [Permit mail] home screen: Start a new Operational Permit Report if necessary. Press Reset/Report to open the Operational Permit Report screen and start a new report. Select the sealing mode that corresponds to your mail stack: see Checking the Sealing Mode on page 49.

  • Page 73: How To Process Incoming 'Received' Mail

    Running mail for “Received” You can print the date on incoming mail for internal tracking purposes. The Text “Received” can be added before the date. This feature is useful for companies that receive mail requiring a deadline (payment due dates, for example). It allows them to validate the date of receipt, since the date of processing may not be the same.
  • Page 74 Customizing Incoming Mail Printing The home screen indicates whether the Text “Received” will be printed to the left of the date: To turn on/off the Text, press the Received Marking area that states “Marking On/off”.
  • Page 75 To print or omit the date, press the Date area on the screen to make your selection. You can also check (or change) all the print settings by using the Imprint settings screen: Press Menu and select the path: Customize Stamp The Imprint settings screen is displayed.
  • Page 76 Running 'No Printing Mail' (Sealing or Counting only) The Print Mode [No Printing] allows you to: • Run mail for “sealing only” without printing • Only convey mail – without printing or sealing – for counting or testing purposes. Recommended Steps for Processing No Printing Mail Recommended Steps for Processing No Printing Mail Processing mail without printing requires the following steps: •...

  • Page 77: How To Process Mail Without Printing

    How to Process Mail without Printing Once your mail is ready: Confirm you are on the Print Mode [No Printing]. The name of the Print Mode is indicated on the first line of the home screen as illustrated below. If necessary, see How to Change the Print Mode on page 74.

  • Page 78: How To Count Mail Pieces Using Weighing Platform

    Counting Piece on the Weighing Platform This feature allows you to count an unknow quantity of identical items using the Weighing Platform. How to Count Mail Pieces Using Weighing Platform As user: Press Menu and select: Counting by weighing Place 10 items on the Weighing Platform and press [OK]. You must first weigh 10 items in order to get the total count.

  • Page 79: Detailed Steps To Run Mail

    Detailed Steps to Run Mail Selecting the Print Mode For each stack of mail you have sorted (see Sorting Mail on page 37), select the appropriate Print Mode for processing. Once you have selected your Print Mode, you can make changes to other operating modes.
  • Page 80 Select Print Mode on the list. The Customize Stamp screen is updated and displays the menu items that allow you to modify the stamp parameters. Once selected the screen will automatically change to the home screen Press to return to the home screen. Selecting a Rate Selecting a Postage Rate Selecting a postage rate allows the Mailing System to calculate the amount when the mail...

  • Page 81: How To Select A Rate

    How to Select a Rate To select a rate: Either: Press the Rate area on the home screen, or Press Menu and select the path: > Rate selection Press The Rate selection screen is displayed. Use the Rate Wizard to view all rate options and associated extra services. Press [OK] to validate your selection.

  • Page 82: How To Enter Postage Manually

    Entering Postage Manually How to Enter Postage Manually On the home screen: Type directly the first figure of the amount using the keypad. The Manual amount screen appears. Complete the amount. Press [OK] to validate. The amount is displayed in the Postage area on the home screen as well as in the Weighing mode area shows the No weight source icon ( To print a fraction of one cent, set the system to fractional mode.
  • Page 83 Depending on the mailing application, select the weighing mode according to the recommendations in the table below. Using Weighing Dynamic Weighing Module Platform To weight: Select mode Select mode Items one by one Standard weighing Weigh all Mixed mail stacked on the Differential weighing Weighing Platform Items exceeding the mail-...
  • Page 84 In this mode, you place a set of identical mail on the feed hopper. The Dynamic Weighing Module will only measure and weigh the first piece and then apply that postage to entire batch. In this mode, the system will also set the mail class for reporting and print the mail class inscription that is to say “Presort First Class”, on the envelope.

  • Page 85: How To Change The Weighing Mode

    Changing the Weighing Mode At start-up, the system will select the default weighing mode set by the supervisor. See also • To change the default weighing mode as supervisor, see How to Change the Default Weighing Mode on page 225. To change the weighing mode for a different type of batch of mail, see Selecting a Weighing Mode...

  • Page 86: How To Enter Weight Manually

    Entering Weight Manually You may have to manually enter the weight of the item. Using this feature, you can still determine the correct postage value. How to Enter Weight Manually To enter the weight manually from the home screen: Either: Press the Weighing mode button on the home screen, or Press Menu and select the path: Batch settings...

  • Page 87: How To Reset The Item Counter

    How to Reset the Item Counter To reset the current item counter: On the Print Mode home screen: Touch the Reset counter area A confirmation screen is displayed. When in Permit Mail Print Mode, a preliminary screen allows you to view or print a report before resetting (historic reports for the previous two batches are available).
  • Page 88 Customizing the Stamp Depending on the Print Mode, you can modify the stamp that is printed on mail pieces and postage labels as follows: • Add a pre-loaded Ad slogan to the left of the stamp • Add Custom Text to the left of the Ad slogan. You can directly access these settings from the home screen by pressing the corresponding buttons, or you can use an intermediate screen that summarizes all the imprint settings.

  • Page 89: How To Display The Imprint Settings Screen

    How to Display the Imprint Settings Screen As a user, from the home screen: Press Menu and select the path: > Customize Stamp Press The Customize stamp screen is displayed. Adding Custom Text Follow the steps below to add a custom Text to the stamp to enhance response rates for your mail.

  • Page 90: How To Add (Or Cancel) A Text On The Stamp

    How to Add (or Cancel) a Text on the Stamp To add, change or cancel custom Text selection: Either: Press the Text button on the home screen Press Menu and select the path: Customize stamp Press and then press Text. The Select Text screen is displayed.

  • Page 91: How To Add (Or Cancel) An Ad Slogan On The Stamp

    Adding an Ad slogan Follow the steps below to add a slogan to the stamp to help enhance response rates for your mail. Your system contains pre-loaded slogans, and you may order your own custom slogans. Contact your sales representative for further information. How to Add (or Cancel) an Ad slogan on the Stamp To add, change or cancel slogan selection: Either:...
  • Page 92 Selecting a Permit Select the permit you want to use from the list. When selecting the Print Mode [Permit mail] home screen, the default permit is automatically selected. As supervisor, you can change the default permit (see Default Permit on page 222). See also Managing Permits on page 291.

  • Page 93: How To Select A Permit

    How to Select a Permit To select a permit: As a user: Press the Permit selection button on the home screen, or Press and select the path: Customize stamp and then press Permit selection. The Select Permit Mail Imprint screen is displayed. Select the permit from the list.

  • Page 94: How To Apply (Or Cancel) A Print Offset

    Offsetting the Print Position You can offset the print position away from the right edge of the envelope to prevent mis-prints on thick or bulky items (especially when the edges are rounded or very uneven). Two offset values are available. How to Apply (or Cancel) a Print Offset To offset the print position of the stamp: As a user:...
  • Page 95 Changing the Date in the Stamp The postal service has three different requirements for printing the date on mail pieces: • For the following mail, you must print the date of deposit for not only All First-Class Mail, Priority Mail, and Express Mail pieces, but also all mail pieces with Insured Mail, COD or Special Handling service.

  • Page 96: How To Change The Date On The Stamp

    How to Change the Date on the Stamp To change the date that will be printed: Either: Press the Date button on the home screen Press Menu and select the path: > Customize stamp Press and then select Date. The Date advance screen is displayed. The icon indicates the current selection.
  • Page 97 Using Imprint Memories Imprint Memories allow you to create an Imprint Memory preset with the rate, custom Text, Ad slogan and the date selection mode for the type of stamp you would like to print. If you track department or account usage, you may use the Imprint Memory to include the account to be charged.

  • Page 98: How To Use An Imprint Memory

    How to Use an Imprint Memory Either: Press the Imprint Memory button on the home screen Press Press Menu and select the path: > Imprint Memories The Imprint Memories list is displayed. Select an Imprint Memory from the list.
  • Page 99 Press OK button to validate. The number and the name of the current selected memory are displayed in the Mem zone of the home screen.

  • Page 100: How To Use The Feeder

    Using the Feeder The steps below describe how to place a stack of mail on the feed hopper. In each stack, you may mix envelopes of different size, thickness and flap formats (nested or closed). You may process certain types of envelopes in both landscape and portrait mode. How to Use the Feeder Taking a stack of mail: Arrange the mail according to their size (largest and heaviest on the bottom).
  • Page 101 Adjust the high stack side guide. To adjust the guide, push gently against the envelopes, but do not push it tightly against the stack. Adjust the mail thickness settings of the Feeder, see How to Adjust the Mail Thickness settings on page 97.

  • Page 102: How To Adjust The Mail Thickness Settings

    How to Adjust the Mail Thickness Settings For mail over 0.67" thick: There is a thin/thick mail latch under the top cover of the Feeder. For normal operation, the lever will be to the left. However, for processing a batch of thick mail over 0.67", move the lever to the right, especially if the thicker envelopes won't feed into the mail path.
  • Page 103 For mail under 0.67" thick: Locate the mail thickness setting button on the Feeder top cover. Refer to the table below to choose the position of the mail thickness setting button. Use this setting to process thick or puffy mail. You No pressure can also use it when you process one mail piece at a time or when you use an inserter.

  • Page 104: Postcard Mail Or Thin Mail Processing

    Postcard Mail or Thin Mail Processing "Postcard" mail and thin mail refers to thin mail that requires a setting to be made to the feeder before processing through the system (for example:postcards). You process postcard or thin mail like all other mail (with the exception of the feeder setting) ...
  • Page 105 Set Hopper Deflector up. - Gently pull outward. - Swivel from the horizontal to the vertical position. Set Tension setting on the top of the cover set to the square (default setting). Load the feeder with mail to be run.
  • Page 106 Adjust the high stack guide.
  • Page 107 Set the Mixed mail Feeder setting to Puffy Mail by turning the Knob to Post Card Icon. Make sure that the button is good in the notch and not between both Press the Start button.

  • Page 108: Puffy Mail Or Thick Mail Processing

    Puffy Mail or Thick Mail Processing "Puffy" mail refers to thick mail processed (for example: using padded envelopes). The padded envelope provides extra protection to the contents. You process puffy mail like all other mail (with the exception of the feeder setting) ... you have to make your mailing | rate selections.
  • Page 109 Load the feeder with mail to be run. If the item is thicker than space allowed under the feeder, you should process the item by placing it on a scale and / or enter the weight manually. Then printing and placing a tape on the item.
  • Page 110 Set the mixed mail feeder to puffy mail by turning the knob to Puffy Mail Icon. Make sure that the knob is fully engaged in the notch Press the Start button. Using the Sealer • For details about the sealing function, see Checking the Sealing Mode on page 49.

  • Page 111: How To Select The Sealing Mode

    How to Select the Sealing Mode Press the Sealing Mode Button to select the mode. The Sealing Mode screen is displayed. Select a sealing mode. See also • As supervisor, you can set the default sealing mode and moisture level: see Sealer Default Settings on page 236.

  • Page 112: How To Adjust The Moisture Level For Sealing

    How to Adjust the Moisture Level for Sealing To adjust the moistening level for sealing: On the control panel: Touch the Moistening level area on the screen, or Press Menu and select the path: Batch Settings Sealing Mode The Sealing mode screen is displayed.

  • Page 113: How To Fill The Internal Label Dispenser

    Press Moistening level. The Moistening Level screen is displayed. Select the level. Filling the Internal Label Dispenser The Internal Label Dispenser allows you to print postage on precut labels. You can put up to 50 labels in the Internal Label Dispenser. When labels are not in use, preferably leave them flat in the catch tray or hopper label receptacle.

  • Page 114: How To Print Using The Remote Label Dispenser

    Push the block of labels down firmly, until you feel the click. Use several labels, as using only one label could be not stiff enough to be put in place without folding. Printing Using the Remote Label Dispenser Make sure to power on the Remote Label Dispenser before processing.
  • Page 115 Enter the number of labels you want to print. Press Print on RLD or Print on ILD to display the following screen: Select Roll labels. Press [OK] to validate. Press The first label is printed on the RLD. To print other labels on the RLD, either press , or the RLD feed button.

  • Page 116: Postage And Funds Management

    Postage and Funds Management This section describes how you can load and manage funds (money) in your Mailing System. Overview ................113 Managing Funds ..............114 How to Load Funds ..................114 How to Check the Funds ................116 Unlocking the PSD .............117 How to Unlock the PSD (Postal inspection) ..........117...

  • Page 118: Overview

    Overview As a user, you can perform the following money-related operations in order to manage and monitor postal funds. Managing Funds As a user, you can perform the following money-related operations in order to manage and monitor postal funds: • Add funds (postage) (How to Load Funds on page 114) •...

  • Page 119: Managing Funds

    Managing Funds Adding Funds (Postage) You can add funds to the Mailing System by selecting a specific whole dollar amount. The Mailing System connects to the Postal Server in order to add postage. Note • As supervisor, you can set up a PIN code in the Mailing System to ask for a code before postage funding: see How to Set/Cancel a Funding Code on page 235.
  • Page 120 Enter the amount to add using the keypad (use C to clear digits, twice to clear the field). Press [OK] to start the connection to the postal server. If the funding process is successful, the system displays a message. If funding fails, the system displays a failure message together with the value you are allowed to add, depending on your postal account balance.

  • Page 121: How To Check The Funds

    How to Check the Funds Remaining funds are continuously displayed at the bottom of the home screen. See Operator Controls on page 22. You can also use the procedure below. Either: Press Menu and select the path: > Funds Press The Funds menu is displayed.

  • Page 122: Unlocking The Psd

    Unlocking the PSD The Postal Service requires your postage meter (PSD) to periodically connect for postal security regulation. This must be done at least every 90 days otherwise your system will automatically be deactivated. Once this occurs, you must perform a connection to the Postal Service to unlock the PSD. You can also use the Audit function to set the Mailing System time after Daylight Savings Time transitions, as connecting to the Postal Service sets the Mailing System time and date.

  • Page 124: Account Management And Access Control

    Account Management and Access Control This section describes how you can manage your Department Accounts to track Postage Funds usage and/or assign access rights to a variety of functions on your Mailing System. Introducing the 'Account Modes' ........121 Implementing an 'Account Mode' ........124 How to Display the 'Account Mode' Management Menu ......124 How to Change Mode to 'No account' ............126 How to Change Mode to 'No account with access control' ......127...
  • Page 125 Advanced Reporting Functions ........156 How to Activate/Deactivate the Budget and Surcharge Function ....159 How to Modify Period or Start Day of Budgets ..........159...

  • Page 126: Introducing The 'Account Modes

    Introducing the 'Account Modes' Four different 'Account modes' allow you to carry out the security and account management requirements of your mailing operations. The four 'Account modes' correspond to the on/off status of two functions: • The Accounting function, which tracks the usage of postage by charging accounts at each meter operation •...
  • Page 127 Access Control Function To ensure and restrict the usage of funds and/or accounts, you can program the machine system security to request a PIN code whenever a user starts a session. The access control function has three PIN code functions you can implement: •...
  • Page 128 Account Postage tracking by account/depart- At log-in and when necessary, ment. select an account to charge postage. Account with ac- Postage tracking by account/depart- Type a PIN code to log in. cess control ment. At log-in and when necessary, select an account to charge PIN number required postage.

  • Page 129: Implementing An 'Account Mode

    Implementing an 'Account Mode' This section explains how to implement one of the four 'Account modes' described Introducing the 'Account Modes' on page 121. 'Account mode' implementation involves two screens: • The Account mode management menu, which provides access to: - the Account mode selection screen - the parameters of the current 'Account mode'.
  • Page 130 Follow the steps below to display the 'Account mode' management menu to gain access to the 'Account mode' selection screen and the 'Account mode' parameters. As supervisor: From the main menu, and select the path: > Account Management The Account Mode Management screen is displayed. The available options in the Account mode management menu depend on the current 'Account mode'.

  • Page 131: How To Change Mode To 'No Account

    Process for Implementation To implement the No account mode. How to Change Mode to 'No account' From the Account Mode Management menu (see Displaying 'Account Mode' Management Menu on page 124): Select the path: > Account Mode Selection. The Account Mode Selection screen is displayed with the current 'Account mode' selected.

  • Page 132: How To Change Mode To 'No Account With Access Control

    How to Change Mode to 'No account with access control' From the Account Mode Management menu (see Displaying 'Account Mode' Management Menu on page 124): Select the path: Account Mode Selection. The Account Mode Selection screen is displayed with the current 'Account mode' selected.

  • Page 133: How To Change The Shared System Pin Code

    Changing the System PIN Code When in No account with access control mode, you can change the shared system PIN code as follows. How to Change the Shared System PIN Code You have to connect as a Supervisor (see How to Log in as Supervisor on page 220).

  • Page 134: How To Set Up To 'Accounts' Mode

    Setting Up to 'Accounts' Mode In Accounts mode, users must select an account to process mail. Users can change accounts at any time during mail processing. If only one account is available, the Mailing System automatically selects it at start up. Process for Implementation To implement the mode Accounts: First set up from the 'Account mode' to Accounts by following the procedure,...
  • Page 135 Management Menu in 'Accounts' Mode The Account Mode Management menu allows you to manage the accounts. See next • Creating the account structure: Creating an Account Structure Using Groups on page 135. • Creating accounts: Managing Accounts on page 135.
  • Page 136 Setting up to 'Accounts with access control' Mode When in Accounts with access control mode, users must first enter a PIN code to select an account. Users can change accounts once they have logged in. The supervisor may restrict accounts for each user. If only one account is available, the Mailing System automatically selects it at start up.

  • Page 137: How To Set Up To 'Accounts With Access Control' Mode

    How to Set up to 'Accounts with access control' mode From the Account Mode Management menu (see Displaying 'Account Mode' Management Menu on page 124): Select the path: > Account Mode Selection. The Account Mode Selection screen is displayed with the current 'Account mode' selected.

  • Page 138: How To Activate 'Remote Account Management' Mode

    Setting up to 'Remote account management' mode In Remote account management mode, you manage accounts and operators from the PC software application. The PC application provides advanced postal and/or shipping expense management in order to monitor, track and control mailing and shipping costs. You can program the Mailing System to be used even when not connected to the PC.
  • Page 139 Enter the Xbus name, and then press Next. The connection is running. See next • Refer to the PC application user guide to create the account structure, accounts and operators. • Switch to sleep mode (see System Sleep Mode on page 27) to restart a session as user.

  • Page 140: Managing Accounts

    Managing Accounts In order to manage accounts, the Mailing System must be in one of the following 'Account modes' (Introducing the 'Account Modes' on page 121): • Accounts • Accounts with access control • Remote account management. Note: • In Remote account management, you can only manage the accounts from the PC. Users can only use activated accounts or operator PIN codes.
  • Page 141 Group Outline You can organize the groups in 3 levels: • Main folder • Groups at level 1 • Groups at level 2 ( = subgroups). You can then attach the accounts to any of the 3 levels. By default, the machine proposes to create accounts and groups in the Main folder . The screens of users never mention group names.

  • Page 142: How To Display The List Of Accounts And Groups

    Status In the Status area, the supervisor can change the account status: • Active: this group/account has been created, is activated and will be accessible by the user. • Inactive: this group/account has been created, but it is not activated, and will not be accessible by the user.
  • Page 143 Managing Groups Group Parameters A group has the following parameters: Parameters Format Description Name 32 alphanumeric Name of the group. Must be unique. characters Status Active / Inactive If a group is not active, the corresponding accounts are not visible and users cannot select them.

  • Page 144: How To Create A Group

    How to Create a Group To create a group: Display the Account list screen (see How to Display the List of Accounts and Groups on page 137). Select Add Acct/Group. Select New Group. The New group screen is displayed. Type the group Name by using the keypad. Select the group status (Active or Inactive).

  • Page 145: How To View/Edit A Group Or A Subgroup

    How to View/Edit a Group or a Subgroup Display the Account list screen (see How to Display the List of Accounts and Groups on page 137). Select the group (use the double arrows to scroll the list). A group that is not in the list is probably a subgroup: select its parent group, press Edit/Del.

  • Page 146: How To Delete A Group Or Subgroup

    Deleting a Group You can delete a group to delete all its content: subgroups and accounts. Use with caution, as the content is permanently deleted. How to Delete a Group or Subgroup To delete a group or a subgroup: Follow the procedure How to View/Edit a Group or a Subgroup on page 140.

  • Page 147: How To Create An Account

    Folder Name of a group The group that contains the account. The group can • The Main folder, or • Any level 1 or level 2 group. About groups see Creating an Account Structure Us- ing Groups on page 135. You can create up to 500 accounts (depending on system options).
  • Page 148 Press [OK] to validate. If Budget and Surcharge are available, the Budget screen is displayed. Note: The Budget and Surcharge screen is only available if the Budget and Surcharge function is activated (See Advanced Reporting Functions on page 156). To activate the budget for the current account: - Press Budget OFF.

  • Page 149: How To View / Edit Account Parameters

    How to View / Edit Account Parameters To view or edit the parameters of an account: Display the Account list screen (see How to Display the List of Accounts and Groups on page 137). Select the account (or type its number) and press [OK]. If the account is not contained in the list, select the group or the subgroup that contains the account, press Edit / Del.

  • Page 150: How To Activate / Deactivate An Account

    Activating Accounts Deactivated accounts are not visible to users. This function allows you to create accounts in advance and prevent them from being used before your account structure is complete. How to Activate / Deactivate an Account To activate or deactivate an account: Display the Account list screen (see How to Display the List of Accounts and Groups on page 137).

  • Page 151: How To Delete An Account

    Deleting Accounts How to Delete an Account To delete an account: Display the Account list screen (see How to Display the List of Accounts and Groups on page 137). Select the account (or type its number) and press [OK]. If the account is not contained in the list, select the group or the subgroup that contains the account, press Edit / Del.

  • Page 152: How To Export The Account List

    How to Export the Account List You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To export the account list on a USB memory device: As supervisor: From the main menu, select the path: Account management Manage account Export Account list...

  • Page 153: How To Import Accounts

    How to Import Accounts You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To import accounts from a CSV file: As supervisor: From the main menu, select the path: Account management Manage account Import Account list Insert your USB memory device into the USB port of the base (at rear left) and press [OK].

  • Page 154: Managing Operator Pin Codes

    Managing Operator PIN Codes As supervisor, you can create operator PIN codes for controlling access to the Mailing System. You can then assign each PIN code a list of specific accounts that can be charged only to that PIN code. You can only manage operator PIN codes if the Mailing System is in the following 'Account modes' (see Introducing the 'Account Modes'...

  • Page 155: How To Display The Operator List

    Displaying the Operator List How to Display the Operator List You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). As supervisor: From the main menu, select the path: Account management Manage operator The Manage Operator screen is displayed.

  • Page 156: How To Create An Operator

    Managing the Operator PIN Codes Follow the steps below to create, modify, activate/deactivate or delete Operator PIN codes. To only print/export the current list of operators, see Operator List Report on page 186. Creating Operators How to Create an Operator To create an Operator: Display the Operator list screen (see How to Display the Operator List...

  • Page 157: How To Modify An Operator

    Modifying Operators Follow the steps below to modify the operator name, PIN code, status or assigned accounts. How to Modify an Operator To modify an Operator: Display the Operator list screen (see How to Display the Operator List on page 150). Select the operator and select Edit / Del.

  • Page 158: How To Assign Accounts To An Operator

    How to Assign Accounts to an Operator To change the list of Accounts an Operator is allowed to use: Follow the procedure How to Modify an Operator on page 152 until the Edit modify screen is displayed. Press Account list. The Account List screen is displayed.

  • Page 159: How To Unassign Accounts To An Operator

    How to Unassign Accounts to an Operator To delete Accounts an Operator is allowed to use: Follow the procedure How to Assign Accounts to an Operator on page 153, steps 1 and 2. Select the Account or Group and press Unassign or if you want to assign all the Accounts or Groups to the selected Operator press Unassign all.

  • Page 160: How To Delete An Operator

    Deleting Operators Use the procedure below to delete operators. How to Delete an Operator To delete an Operator: Perform the procedure How to Modify an Operator on page 152 . Select Delete instead of Edit / Modify. The Delete confirmation screen is displayed. Press [OK] to delete the operator, otherwise press...

  • Page 161: Advanced Reporting Functions

    Advanced Reporting Functions The Advanced Reporting feature enhances account management and provides associated reports. To get the Advanced Reporting option, see Options and Updates on page 275 Account Management Enhancements Associate Budgets to Accounts Each account is allowed an additional set of characteristics: •...
  • Page 162 Budget and Surcharge Parameters You must activate the Budget and Surcharge function and set global parameters to be able to set the budget and surcharge parameters of an account. You may only use Budget and Surcharge features if the Advanced Reporting option is uploaded into your Mailing System.
  • Page 163 Surcharge Parameters The surcharge parameters are set for each account individually. Parameter Format Description Fixed Rate 0.01 to 99 The fixed amount to add to the account over the postage. Percentage of imprint 1 to 99% The percentage of the postage to add to the account charge.
  • Page 164 Follow the steps below to activate and set-up the Budget and Surcharge function. If the Budget and Surcharge function has already been activated, the accounts recover their prior settings when re-activating the function. How to Activate/Deactivate the Budget and Surcharge Function Display the Account mode management menu.
  • Page 165 Setting-up the Budget and Surcharge for an account Once you have activated the Budget and Surcharge function and set global parameters, you can set the budget and surcharge parameters of an account. The Budget and Surcharge buttons are accessible from the Account mode management menu.

  • Page 166: Reports

    Reports This section explains how you can generate, print and store a range of reports regarding the Mailing System usage, funds usage, account expenditures, etc. Reports Overview ..............163 Generating Reports ............166 How to Generate a Report as a User ............167 How to Generate a Report as Supervisor ............168 Operational Presort Report ..........169 How to Activate / Deactivate the Operational Presort Report ......169...
  • Page 167 Advanced Reporting ............193 How to Generate a Budget Consumption Report ........194 How to Generate a Budget Limit Report .............195 How to Generate an Operator Activity Report ..........196 How to Generate a Machine Activity Report ..........197 How to Generate a Product Code Report ...........198...

  • Page 168: Reports Overview

    Reports Overview As a user or supervisor, you can regularly view, print or store information regarding Mailing System usage, funds usage, account expenditures, etc. Your Mailing System also uploads basic data that can be viewed online. Enhanced online postal expense management reporting can be added as an option. Reports generally require a beginning date and an end date.
  • Page 169 Report Name Short Description Output* Page COUNTER DATA Batch data Batch counter and corresponding Batch Data Report postage for outgoing mail since last on page 170 reset. Received batch data Batch counter for incoming mail Received Mail ('Received on') since last reset. Batch Data Report on page 171 POSTAGE DATA...
  • Page 170 Single account Usage on a single account for a Single Account selected period. Report on page Multi-accounts Usage per group/sub-group on all Multi Account Re- accounts for a selected period. port on page 184 Budget consump- Instantaneous budget status for all Budget Consump- tion *** accounts.

  • Page 171: Generating Reports

    Generating Reports To generate a report, select the desired report, enter the corresponding parameters, and choose one of the following to display or record the report: • On screen viewing • Print with external USB printer (if connected) • Print on a postage label •...

  • Page 172: How To Generate A Report As A User

    How to Generate a Report as a User To generate a Report: As user: Press Menu and select the path: Reports The list of available reports is displayed. Select the report. The Report parameters and output screen is displayed. The information displayed in this screen depends on the type of report you have selected.

  • Page 173: How To Generate A Report As Supervisor

    How to Generate a Report as Supervisor You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To generate a Report: As supervisor: From the main menu, select the path: Reports Resume with the steps in How to Generate a Report as a User on page 167 Special generating procedures apply for the following reports:...

  • Page 174: Operational Presort Report

    Operational Presort Report The 'Operational Presort Report' function continuously updates information about the mail pieces you have processed at presort rates. You can print or export the report to summarize your presort work and use it for reporting with the presort house. You can reset the function at any time to start a new empty operational presort report.

  • Page 175: Counter Data Reports

    Counter Data Reports Batch Data Report The Batch Data Report displays the batch counter and corresponding postage for outgoing mail since the last reset. Requirements To generate this report, you have to be logged in as a user. You must be in Applying postage task to view the outgoing mail batch counter. Output The Batch Data report outputs are: •...

  • Page 176: How To Generate A Batch Data Report

    How to Generate a Batch Data Report To generate a Batch Data Report: Generating Reports on page 166. Batch Data Report After generating reports like Metering 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.

  • Page 177: How To Generate A Received Batch Data Report

    Fields Comments Period Begin = Date of the last reset End = Current date Incoming Mail Number of items How to Generate a Received Batch Data Report To generate an Received Batch Data Report: Generating Reports on page 166. Received Batch Data Report After generating reports like Metering 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.

  • Page 178: Postage Data Reports

    Postage Data Reports Day Report The Day Report displays consumption data (total items and total postage value) for each day. Requirements To generate this report, you have to be logged in as a user. Output The Postage Data Report outputs are: •...
  • Page 179 Daily Usage Report The Daily Usage Report displays usage data (total items and total postage value) for each day of the selected period. Requirements This report is available as a user or supervisor. You have to specify the period for the report (Begin date and End date). When you specify the Begin date, the End date field is filled with a proposed value: Begin date + 31 days.

  • Page 180: How To Generate A Daily Usage Report

    How to Generate a Daily Usage Report To generate a Daily Usage Report: Generating Reports on page 166. Monthly Usage Report Requirements This report is available as a user or supervisor. You have to specify the period for the report (Begin date and End date). Use the selection of month and year.

  • Page 181: How To Generate A Monthly Usage Report

    How to Generate a Monthly Usage Report To generate a Monthly Usage Report: Generating Reports on page 166. Operational Permit Report and Historic Reports This report displays, the total items. The above permit reports are available: • The Operational Permit Report option displays the currently running permit report (use of permit rate for a selected period of time).

  • Page 182: How To Generate A Permit Report, And Historic Reports

    Fields Comments For each permit indicia (including date only permit if present): • Permit friendly name • Permit mail-piece total count • Total weight. Grand total mail-piece count for all the permit indicia. How to Generate a Permit Report, and Historic Reports To generate a Permit Report, and Historic: Generating Reports on page 166.

  • Page 183: How To Display The Operational Presort Report And Historic

    Requirements Presort reports are available as user or supervisor. Output The Operational Presort Report and Historic Report outputs are: • Screen • Optional USB printer • USB memory device Content Data Comments • Begin = date and time Period • End = date and time Die number (on printed report only) •...

  • Page 184: Funds Data Reports

    Funds Data Reports Funds Summary Report The Funds Summary report displays information on funds usage since installation of the machine. The content is limited to the history available in the PSD. Requirements This report is available as a user or supervisor. Output The Funds Summary Report outputs are: •...

  • Page 185: How To Generate Funds Summary Report

    How to Generate Funds Summary Report To generate a Funds Summary Report: To get the report, see Generating Reports on page 166. Adding Postage Report Requirements For this report, you have to be logged in as supervisor. Output The Postage Report outputs are: •...

  • Page 186: How To Generate Refill Operation Report

    How to Generate Refill Operation Report To generate a Refill Operation Report: To get the report, see Generating Reports on page 166.

  • Page 187: Account Data Reports

    Account Data Reports Account List Report The Account List report displays the present listing of accounts in the machine. Requirements To generate this report: • You have to be logged in as supervisor. • The current 'Account mode' has to be Account or Account with access control. Output The List report outputs are: •...

  • Page 188: How To Generate The Account List Report

    How to Generate the Account List Report You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To generate the Account List Report : As supervisor: From the main menu, select the path: Account management Manage account Account report...

  • Page 189: How To Generate Single Account Report

    Fields Comments Period Die number On printed report only. Account number Account name Number of items processed (zero + non-zero items) Total postage value When Advanced reporting is enabled, budget and surcharge data is included in the report. Please contact your Customer Service to enable options.
  • Page 190 Default period: • Beginning = 1st day of current month • End = current date Output The Multi account report outputs are: • USB printer • USB memory device. Fields Comments Period Die number On printed report only. The report displays the hierarchy of groups If, in the period, some items were printed and sub-groups, with the total values per using a mode without accounts (default ac-...

  • Page 191: How To Generate Multi Account Report

    How to Generate Multi Account Report To generate a Multi Account Report: To get the report, see Generating Reports on page 166. Operator List Report The Operator List Report displays the operator list with PIN codes. Requirements • To generate this report, you must be logged in as supervisor (not as a user). Data Comments For each Operator:...

  • Page 192: How To Generate The Operator Report

    How to Generate the Operator Report You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To generate the Operator Report: As supervisor: From the main menu, select the path: Account management Manage operator Operator report Select the Output and then press [Get report].

  • Page 193: System Data Reports

    System Data Reports Machine Configuration Report The Machine Configuration Report displays all supervisor settings. Requirements To generate this report, you must be logged in as supervisor. Output The Machine Configuration Report outputs are: • Screen • USB printer • USB memory device Fields Imprint default settings (Default Text, Default Ad slogan, Default Rate) Date advance parameters...

  • Page 194: How To Generate A Machine Configuration Report

    How to Generate a Machine Configuration Report To generate a Machine Configuration Report: Generating Reports on page 166. Base Events Report The Base Events Report lists diagnostic codes on the mailing machine and is used by a service representative. Requirements To generate this report, you must be logged in as a service representative.

  • Page 195: Generate A Base Events Report

    Generate a Base Events Report To generate a Base Events Report: Generating Reports on page 166. PSD Events Report The PSD Events Report lists diagnostic codes for the PSD and is used by a service representative. A supervisor may generate this report for technical support. How to Generate a PSD Events Report To generate a PSD Events Report: Generating Reports...

  • Page 196: How To Generate A Ip Configuration Report

    IP Configuration Report Requirements To generate this report, you must be logged in as supervisor. Output The IP Configuration Report outputs are: • Screen • USB printer • USB memory device How to Generate a IP Configuration Report To generate a IP Configuration Report: Generating Reports on page 166.

  • Page 197: How To Generate A Proxy Configuration Report

    How to Generate a Proxy Configuration Report To generate a Proxy Configuration Report: Generating Reports on page 166.

  • Page 198: Advanced Reporting

    Advanced Reporting The Advanced Reporting option offers the following reporting capabilities: • Budget consumption: instantaneous budget status for all accounts • Budget limit: instantaneous budget status for all accounts that exceeded their budget limit • Operator activity: activity of all operators for a selected period •...

  • Page 199: How To Generate A Budget Consumption Report

    Budget Consumption Report The Budget Consumption Report displays the budget consumption of all accounts for the current or previous budget period. Requirements • To generate this report, you must be logged in as supervisor. Output • Screen • USB Printer •...

  • Page 200: How To Generate A Budget Limit Report

    Budget Limit Report This report gives you details on the accounts exceeding the limit of their budgets. Requirements • To generate this report, you can be logged in as a user or supervisor. Output • Screen • USB Printer • USB Memory device How to Generate a Budget Limit Report To generate a Budget Limit Report: Generating Reports...

  • Page 201: How To Generate An Operator Activity Report

    How to Generate an Operator Activity Report To generate an Operator Activity Report: Generating Reports on page 166. Machine Activity Report The Machine Activity Report displays the activity of the system, presented in hour bands, for a selected time period. Requirements •...

  • Page 202: How To Generate A Machine Activity Report

    How to Generate a Machine Activity Report To generate a Machine Activity Report: Generating Reports on page 166. Product Code Report The Product Code Report displays the consumption per Customer Product Code for a selected time period. Requirements • To generate this report, you must be logged in as supervisor (not as a user).

  • Page 203: How To Generate A Product Code Report

    Fields Comments Period You have to specify the period for the report (Begin date and an End date). The report displays all operator activity for this period. Default period: Begin= 1st day of the current month and End= current date PSD# Printed report only For each customer product code with con-...

  • Page 204: Online Services

    Online Services Online Services is the infrastructure that your iMeter connects to in order to update postal rates, upload postage usage data, upload USPS E-Services records and Commercial Base Pricing data, etc. There are a number of applications available to enhance the functionality of your Mailing System.

  • Page 206: Imeter Applications Overview

    iMeter Applications Overview Online Services simplify both the use and updating of your Mailing System. Features and capabilities include: • Online reporting: Access your machine from your personal, secure web account, simplifying tracking and reporting of your postage expenses. • eConfirmation Services: Save money with USPS discounts on Delivery and Signature Confirmation services, and simplify the process of sending Certified Mail.

  • Page 207: Connecting To Online Services

    Connecting to Online Services Automatic calls To fully benefit from the convenience and power of Online Services, your Mailing System should be permanently connected to LAN connection in order to link to the Online Server automatically when required. For some services, automatic calls are pre-scheduled to upload corresponding data. For the Reports service, the Mailing System automatically connects at the end of each month to upload accounting and postal category statistics.

  • Page 208: How To Call Online Services Manually (As A User)

    How to Call Online Services Manually (as a User) To trigger a generic call As user: Press and select the path: Online services Generic call The Mailing System connects to the server and downloads the available elements (rates, ad slogans, etc.). Check your mailbox for messages: see Using the Mailbox on page 278.

  • Page 209: How To Test The Connection To Online Services

    Synchronize Call This type of call is only for executing a request from Customer Service. This call updates the automatic call schedule of the machine and the options. See Options and Updates on page 275. Testing the Connection to Online Services You may test the connection to the Online Services server via the commands in the Online Services menu: •...
  • Page 210 To test the server... As a user: Press Menu and select the path: Online Service Test server As supervisor: From the main menu, select the path: Maintenance Diagnostics Test server The call process starts and displays its sequence of operations on the screen.

  • Page 211: Uploading Statistics

    Uploading Statistics Calling manually allows you to upload report data to the Online Services server in order to display reports that integrate the latest figures on your Online Services web page. Without a manual call, the system will automatically call to upload report data to the Online Services server at the end of each month.

  • Page 212: System Online Services

    System Online Services Ink Management Service The Ink Management service sends an electronic message to the Online Services server when the machine’s ink supply is running low. An e-mail message then informs you of that condition so the ink tank can be replaced in time.

  • Page 213: E-Confirmation Services

    e-Confirmation Services Service Overview With e-Confirmation Services, your mailing machine can capture and process USPS eDelivery Confirmation, eSignature Confirmation, and eCertified Mail tracking label numbers. After uploading to the Online Server, simply log onto your Online Services Web account to monitor all of your USPS Confirmation Service delivery tracking records at a glance, or in detail, in one convenient location.
  • Page 214 eSignature Confirmation You receive an email with the date and time of the delivery and the name of the person who signed for the parcel. You can obtain a copy of the proof-of-delivery signature via FAX or email from the USPS. The dates and times of any unsuccessful deliveries are also noted. eSignature Confirmation is available with First Class, Priority, or Package Service (including Parcel Post, Media Mail, etc.).

  • Page 215: The Process In Your Mailroom

    How e-Confirmation Service Works You can track mail delivery through the Online Services server because the server is in constant communication with the USPS. The diagram below shows how tracking information flows from your mailroom, through the Online Services server, on to the USPS, and then back to you.

  • Page 216: How To Process Econfirmation Items Using The Wp

    Getting e-Confirmation Status Data Mailing status information is available in two ways: • Via your Online Services web page • Via emails sent by the Online Services server. You can log on to your Online Services web page with a password 24 hours a day, 7 days a week.
  • Page 217 Enter or modify the Sender ID information on the SenderID screen. This sender ID will enable you to easily identify the package record in an email notification or on the tracking web site. The Sender ID can be up to 31 characters. This is an optional step. Validate the rate and return to the home screen.

  • Page 218: How To Display Econf Record List And Details

    How to Display eConf Record List and Details To display the list and check a record: As user: Press and select the path: Online Services E-services record List The record list is displayed. Select a record in the list and press Details or [OK] for more details about that item. The record details are displayed.

  • Page 220: Configuring The System

    Configuring the 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 the supervisor access. Settings Overview ..............219 Logging in / out as the Supervisor ........220 How to Log in as Supervisor ................220 How to Exit the Supervisor Mode ..............221 Postage Default Settings ..........222...
  • Page 221 How to Refresh Weight (WP) ...............238 How to Set to Zero the Weighing Platform ...........239 How to Tare the Weighing Platform (as a User) ...........239 How to Zero the Weighing Platform .............240 How to Tare the Weighing Platform (as Supervisor) ........240 How to Activate the High Accuracy Mode ............241 How to Activate the Automatic Weight Detection on the WP .......242 How to De-activate the Automatic Weight Detection on the WP ....242...
  • Page 222 8.15 Changing Motorized Conveyor Stacker Positions ..269 How to Install the Motorized Conveyor Stacker in Line (0°) ......269 How to Install the Motorized Conveyor Stacker at +90° .......271...

  • Page 224: Settings Overview

    Settings Overview This section describes two types of settings: • User settings, that only last as long as the user who applies them is logged in • Supervisor settings, sets the default or permanent characteristics of your Mailing System. Other user settings are described in the corresponding sections: Running Mail on page 31, Maintenance...

  • Page 225: Logging In / Out As The Supervisor

    Logging in / out as the Super- visor 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 the supervisor, only the supervisor menu is available. Printing postage is not possible while logged-in as the supervisor.

  • Page 226: How To Exit The Supervisor Mode

    Exiting the Supervisor Mode Follow the procedure below to exit the supervisor mode. This is necessary to return to the user mode. How to Exit the Supervisor Mode You have to connect as a Supervisor (see How to Log in as Supervisor on page 220).

  • Page 227: Postage Default Settings

    Postage Default Settings Default Rate Changing the Default Rate See also • Managing Postal Rates on page 289 How to Change the Default Rate You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To change the default rate: As supervisor: From the main menu, select the path:...

  • Page 228: How To Change The Default Permit

    How to Change the Default Permit You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To change the default rate: As supervisor: Press and select the path: Default user settings Default imprint parameters Default Permit Select the default permit in the list.

  • Page 229: How To Activate / De-Activate Checking On Zero Weight

    How to activate / de-activate Checking On Zero Weight You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To activate/de-activate 'Checking on Zero Weight' function: As supervisor: From the main menu, select the path: Default user settings Base settings Checking on zero weight...

  • Page 230: How To Change The Default Weighing Mode

    How to Change the Default Weighing Mode You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To change the default weighing mode: As supervisor: From the main menu, select the path: Default user settings Base settings Default weighing type Select a default weighing mode in the list.
  • Page 231 To set the Automatic Date Advance time and days: As supervisor: From the main menu, select the path: Default user settings Default imprint parameters Automatic date advance Press the Automatic Date Advance button to Active status. Enter the Automatic Date Advance time (00:00 hours is not allowed). Select Day to gain access to working days selection screen.

  • Page 232: How To Activate / Deactivate Fractional Postage

    How to Activate / Deactivate Fractional Postage You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To activate / deactivate fractional postage: As supervisor: Press and select the path: Default user settings Default imprint parameters Fractional Postage Mode...

  • Page 233: Printing Default Settings

    Printing Default Settings You can set default values for the stamp elements that follow: • Text • Ad slogan • Printing offset On list screens, a tick indicates the default parameter. You can also set how you want to print on labels: •...

  • Page 234: How To Change The Default Ad Slogan

    Changing the Default Ad slogan See also Managing Ad slogans on page 286 • How to Change the Default Ad slogan You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To change the default Ad slogan: As supervisor: From the main menu, select the path: Default User Settings...

  • Page 235: How To Set The Default Printing Offset

    Adding a Default Print Position Offset The printing offset is the distance between the right edge of the envelope and the imprint. How to Set the Default Printing Offset You have to connect as a Supervisor (see How to Log in as Supervisor on page 220).

  • Page 236: Imprint Memories

    Imprint Memories The Imprint Memories are presets for your stamp types. As a user, you can quickly recall a saved setting to simplify operation and save time (see Using Imprint Memories on page 92). As supervisor, you can create, edit/modify or delete an Imprint Memory. Each Imprint Memory is identified by a name and a number.

  • Page 237: How To Create An Imprint Memory

    Managing Imprint Memories How to Create an Imprint Memory You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To create an Imprint Memory: As supervisor: From the main menu, select the path: Imprint memories The current list of imprint memories is displayed in the Manage Imprint memories screen.

  • Page 238: How To Delete An Imprint Memory

    To edit or modify an Imprint Memory: As supervisor: From the main menu, select the path: Imprint memories Select an Imprint Memory in the list. Press [OK] to validate. Select the menu path Edit The Imprint Memory modification screen is displayed. Use the arrows to select the parameters, then press [OK] to modify the parameters.

  • Page 239: Postage Warning Settings

    Postage Warning Settings High-Value and Low-Funds Warnings The Mailing System can warn you that the postage amount entered manually is higher than a preset value. This high-value warning prevents you from accidentally entering high postage amounts. The Mailing System can also warn you that remaining funds are getting low (low-funds threshold).

  • Page 240: How To Set/Cancel A Funding Code

    Funding PIN Code You can create a funding PIN code to control access to only those who are authorized to add postage (see Postage and Funds Management on page 111). How to Set/Cancel a Funding Code You have to connect as a Supervisor (see How to Log in as Supervisor on page 220).

  • Page 241: Sealer Default Settings

    Sealer Default Settings Sealing Default Mode As supervisor, you can set the sealing state by default. Three sealing modes are available: • Sealing on: nested and sealed • Sealing on: nested and closed flaps • No sealing. See also Checking the Sealing Mode on page 49 •...

  • Page 242: How To Set The Default Moistening Level

    Moistening Default Level As supervisor, you can set the moistening level by default. Five moistening levels are available: • Low • Medium low • Medium • Medium high • High How to Set the Default Moistening Level You have to connect as a Supervisor (see How to Log in as Supervisor on page 220).

  • Page 243: Weighing Devices Settings

    Weighing Devices Settings The weighing devices settings include: • Zeroing a Weighing Platform • Selecting a higher accuracy of the Dynamic Weighing Module (slows down weighing) • Activating / De-activating the ePostage • Setting the GEO code that corresponds to the geographical location of the Mailing System (maintenance) •...

  • Page 244: How To Set To Zero The Weighing Platform

    How to Set to Zero the Weighing Platform To zero the Weighing Platform quickly, press and maintain the [C] key until the weight is reset to zero. To set to zero the Weighing Platform as a user: As a user: Press Menu and select the path: Batch settings Reset Weigh Platform...

  • Page 245: How To Zero The Weighing Platform

    As Supervisor How to Zero the Weighing Platform You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To zero Weighing Platform: As supervisor: From the main menu, select the path: Machine settings Weighing functions Weighing Platform Reset Remove all items from the Weighing Platform.

  • Page 246: How To Activate The High Accuracy Mode

    Dynamic Weighing Module High Accuracy Mode You can use the high accuracy mode when the Mailing System table is not perfectly stable. Note that the high accuracy mode slows the weighing process down. How to Activate the High Accuracy Mode You have to connect as a Supervisor (see How to Log in as Supervisor on page 220).

  • Page 247: How To Activate The Automatic Weight Detection On The Wp

    How to Activate the Automatic Weight Detection on the WP You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To activate the automatic weight detection on the WP: As supervisor: From the main menu, select the path: Default user settings Base settings Auto Weight Detection...

  • Page 248: How To Activate / Deactivate Epostage Mode

    ePostage ePostage is a PC Application that communicates to the Mailing System to transfer the weight value. When the ePostage Mode is activated, the weight value is communicated by the Mailing System to the ePostage. The function ePostage Mode can be activated/de-activated by the supervisor. How to Activate / Deactivate ePostage Mode To activate / deactivate the ePostage Mode: As supervisor (see...

  • Page 249: How To Change The Geo Code

    GEO Code The Weighing Platform and Dynamic Weighing Module provide mail piece weights that have to be corrected according to the geographical location of the Mailing System, as weights can change with the altitude and latitude. The correcting geodesic code may be entered: •...
  • Page 250 Geodesic map...
  • Page 251 Geodesic codes...

  • Page 252: Adjusting Display And Sounds

    Adjusting Display and Sounds This section describes different parameters you can change to improve your working conditions. Changing the Display Language You can choose a language among those available in the Mailing System for your mailing session (3 languages maximum). How to Change the Display Language To change the current display language: As a user:...

  • Page 253: How To Change The Display Language By Default

    How to Change the Display Language by Default You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To change the user language by default: As supervisor: From the main menu, select the path: Default User Settings Default User Preferences...

  • Page 254: How To Change The Display Brightness By Default

    Setting Default Display Brightness To set a display brightness which will be applied to all user sessions, you can set the default display contrast. How to Change the Display Brightness by Default You have to connect as a Supervisor (see How to Log in as Supervisor on page 220).

  • Page 255: How To Enable / Disable The Beeps

    How to Enable / Disable the Beeps To enable or disable the beeps: As a user: Press Menu and select the path: Preferences Sounds Select Beep on key and/or beep on error check boxes. Press [OK] to validate. This is a user setting that only lasts as long as you are logged in. Setting Default System Beeps You can set the default beep state for users.

  • Page 256: How To Activate The Quiet Mode

    Quiet Mode Two operating modes are available on your Mailing System: • Standard Mode. • Quiet Mode. The standard mode is the normal operating mode of your Mailing System. In quiet mode, the noise level is reduced, as well as the processing speed. As user, you can set the mode for your current session.

  • Page 257: How To Set The Default System Quiet Mode

    How to Set the Default System Quiet Mode You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To set the mode by default: As supervisor: From the main menu, select the path: Default user settings Base settings Default Quiet Mode...

  • Page 258: Other System Settings

    8.10 Other System Settings System Time-outs System settings include: • System motor time-outs • Sleep mode time-out System Time-outs The system time-outs are defined as follows: The period of time (in seconds) the system waits for an envelope or label Start after pressing .

  • Page 259: How To Adjust The Time-Outs

    How to Adjust the Time-outs To adjust the time-outs: As a user: Press Menu and select the path: Batch settings Timeout Settings The Time-out setting screen is displayed. Select each field and type the time-outs. Press [OK] to exit. This is a user setting that only lasts as long as you are logged in. How to Set Default Time-outs You have to connect as a Supervisor (see How to Log in as Supervisor...

  • Page 260: How To Check/Adjust The Machine Time And Date

    Time and Date Management The time and date are required for postage and are provided by the postal authorities. As a result, you cannot manually adjust the machine time and date. However, you can ask the machine to check the current time and date and display them. See also Automatic Date Advance on page 225.
  • Page 261 Daylight Savings Time Transitions The 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 (Postal inspection) on page 117.

  • Page 262: Remote Label Dispenser (Rld)

    8.11 Remote Label Dispenser (RLD) Introducing the RLD The Remote Label Dispenser (or RLD) is an external printing element dedicated to print indicia on thermal self-adhesive paper with various widths. Feed Button Wakes-up or Sleeps the RLD. Indicates RLD Status. The 2 LED (green and yellow) are combined to give the status of the RLD as follows: Meaning RLD Power OFF.
  • Page 263 Configuring the RLD RLD / Remote Label Dispenser Feeder Base Stacker ODS - Dynamic Scale Use a USB cable to connect the RLD to the base (rear left hand side). System Connections on page 334. Declaring/Undeclaring the RLD To use the RLD, you have to declare the RLD on the Mailing System.

  • Page 264: How To Set The Rld Status

    How to Set the RLD Status You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). As supervisor: From the main menu, select the path: Machine settings Accessories and modules settings Set Remote Label Dispenser status The RLD status screen is displayed.

  • Page 265: How To Test The Rld

    As supervisor: Press and select the path: Default user settings Base settings Default label printer The Set default type of labels screen is displayed. Press Roll labels , to use the RLD as default label printer. Press [Ok] to validate. Maintaining the RLD How to Test the RLD You have to connect as a Supervisor (see...
  • Page 266 As supervisor: Press and select the path: Maintenance Remote Label Dispenser Management The following screen is displayed: Press Begin RLD test.

  • Page 267: How To Change The Label Roll

    How to Change the Label Roll Pull frontward the green buttons located on the RLD sides. Open the RLD. Move the two maintainers apart to disengage the label roll. Fit the new label roll.
  • Page 268 Insert label inside the cutting system. Push the label under both of media guides. Close the RLD. Press down until the cover snaps closed.

  • Page 269: Connection Settings

    8.12 Connection Settings Type of Connection to the Postal or Online Services To add funds or access Online Services, the Mailing System can use: • An Internet access through a high speed LAN (Local Area Network) Use the procedure below to select the type of connection. LAN settings can only be performed if the machine was actually connected to the LAN at power-up.

  • Page 270: How To Set Lan Parameters

    LAN Settings LAN settings can only be performed if the machine is connected to the LAN at power-up. How to Set LAN Parameters You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To set the parameters of the LAN: As supervisor: From the main menu, select the path:...

  • Page 271: Connecting A Pc

    8.13 Connecting a PC Controlling remotely your Mailing System from a PC You can connect a PC equipped with application software, such as MAS (Mail Accounting Software), Fusion, Navigator... Activating a PC Connection To enable a PC connection, see Setting up to Remote account management mode on page 133.

  • Page 272: Inserter Mode

    8.14 Inserter Mode You can connect an inserter to your Mailing System. If you have the electronic connection option, the inserter drives automatically the Mailing System. This electronic connection uses an RS232 cable between the inserter and the base of the Mailing System. If the Mailing System and the inserter are not electronically connected, you need to activate the “Inserter Mode ON”...

  • Page 273: How To Set The Inserter Mechanical Connection As Default

    Setting the Inserter Mechanical Mode (Physical) as Default Follow the procedure below to permanently work with an inserter without electronic connection. How to Set the Inserter Mechanical Connection as Default As supervisor: From the main menu, select the path: Default user settings Base settings Default inserter mode Choose ON or OFF and press [OK].

  • Page 274: Changing Motorized Conveyor Stacker Positions

    8.15 Changing Motorized Conveyor Stacker Positions The stacker can be installed in three positions: • In line (0°) • At +90° • At -90°. The installation at -90° will be done by the technician who will have to set the corresponding conveying speed and direction of conveyor. How to Install the Motorized Conveyor Stacker in Line (0°) Assembly of the metallic attachment base Put the flange of the two fixation holes as shown by the arrow.
  • Page 275 Make sure that the metallic attachment base is correctly installed. Stacker Assembly Put the two feet of the Stacker in the two holes shown by the white circles.
  • Page 276 On the rear side of the Stacker set the switch to 0°. Make sure that the Stacker is correctly installed. How to Install the Motorized Conveyor Stacker at +90° Assembly of the metallic attachment Put the flange of the two fixation holes as shown by the arrow.
  • Page 277 Attach the two feet A of the Base in the two holes of the metallic attachment base B. Make sure that the metallic attachment base is correctly installed. Stacker Assembly Use a flat blade screwdriver to remove the flap assy from the Stacker.
  • Page 278 Put the two feet of the Stacker in the two holes shown by the white circles. On the rear side of the Stacker set the switch to 90°. Make sure that the Stacker is correctly installed.

  • Page 280: Options And Updates

    Options and Updates This section describes how you can upgrade your system by adding optional functions such as the latest postal rates, new system software and additional stamp Text or custom Ad slogans. Overview ................277 How to Access the Options and Updates Menu ..........277 How to Read Messages as a User ...............279 How to Read Messages as a Supervisor .............280 How to Clean your Mailbox ................280...

  • Page 282: Overview

    Overview You can update your Mailing System by: • Updating the postal rates • Adding new options and applications, such as Differential Weighing, Online Postal Expense Manager application, or increasing the number of accounts. • Creating additional Text for the stamp •...
  • Page 283 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 also allows you to delete messages that have been read.

  • Page 284: How To Read Messages As A User

    How to Read Messages as a User As a user: Select on display, or Press Menu and select the path: > Mailbox The Mailbox screen is displayed. Select the message to read and press [OK] .

  • Page 285: How To Read Messages As A Supervisor

    How to Read Messages as a Supervisor You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). As supervisor: From the main menu, select the path: > Mailbox The Mailbox screen is displayed. Select the message to read and press [OK].
  • Page 286 As supervisor: From the main menu, select the path: > Mailbox The Mailbox screen is displayed. Select the message to delete and press Delete, or select Delete all to delete all the messages.

  • Page 287: Managing Optional Features

    Managing Optional Features Options List How to Display Options You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). The options list provides you with a listing of all of the options that are available on your Mailing System and indicates the options that are activated.

  • Page 288: How To Load/Activate New Options

    Activating New Options Steps to Activate Options You can activate new options by connecting the Mailing System to the Online Services server. Once connected your new options are automatically downloaded into your Mailing System and activated. Contact your Customer Service to have a new option added to your Mailing System.

  • Page 289: Managing Custom Text Messages

    Managing Custom Text Mes- sages You can increase the appeal and “openability” of your mail by adding custom Text messages to the left of the stamp. As supervisor, you can: • Add custom marketing Text messages (and create a name for menu selection) •...

  • Page 290: How To Add A New Text Message

    Editing Text Use the procedures below to create, modify or delete Text messages. How to Add a New Text Message To add a new Text message: Display the list of Text messages (see How to Display the List of Text Messages page 284).

  • Page 291: Managing Ad Slogans

    Managing Ad slogans The Ad slogans are graphics you can add to the left hand side of the stamp that is printed on mail pieces. As supervisor, you can: • Display the Ad slogan list • Rename or delete Ad slogans •...

  • Page 292: How To Modify Or Delete An Ad Slogan

    Modifying the List of Ad slogans This procedure allows you to change the name of an Ad slogan or remove an Ad slogan from the list. How to Modify or Delete an Ad slogan To modify or delete an Ad slogan: Display the list of Ad slogans (see How to Display the List of Ad slogans on page 286).

  • Page 293: How To Download New Ad Slogans

    Downloading New Ad slogans How to Download New Ad slogans To download new Ad slogans: Display the list of Ad slogans (see How to Display the List of Ad slogans on page 286). Select Check for updates. The Mailing System connects to the Online Services server and downloads available Ad slogans.

  • Page 294: Managing Postal Rates

    Managing Postal Rates Your Mailing System uses rate tables to calculate postage. As supervisor, you can: • Display the list of rate tables and see which table the system is currently using • Download new postal rate. The newly available postal rates are automatically downloaded into your Mailing System by connecting the Mailing System to the Online Services server as a user (see How to Load/Activate New...

  • Page 295: How To Download New Postal Rates

    Downloading New Rates How to Download New Postal Rates To download new rates: Display the list of rates (see How to Display the List of Postal Rates on page 289). Select Check for updates. The Mailing System connects to the Online Services server and downloads available rates.

  • Page 296: Managing Permits

    Managing Permits As supervisor, you can: • Display the list of permit mail in the machine • Add new permits using an USB memory device • Delete permits • Set a default permit (see How to Change the Default Permit on page 223).

  • Page 297: How To Add Or Delete Permits

    Adding or Deleting Permits You can add permits to the machine using a USB memory device as follows. How to Add or Delete Permits To add a permit: Display the list of permits (see How to Display the List of Permits on page 291).

  • Page 298: Updating System Software

    Updating System Software Occasionally you may need to download new software for your Mailing System. The software package may include feature enhancements or updates. Also, if you purchase an additional service, you may be required to download the software to support this new service. You will receive instructions from Customer Service, informing you that you should perform a software download.
  • Page 299 LAN connection is necessary to update the System Sortware To update the system software: As supervisor : From the main menu, select the path: Online Services Server loading Select the element to download. Select Detail of download. Choose Now or Later: Now connects immediately to the Online Services server and downloads the software package.

  • Page 300: 10 Maintenance

    10 Maintenance This section contains important information about the proper maintenance of your Mailing System in order to ensure efficient operation. 10.1 Maintaining the Ink System ..........297 How to Display Ink Tank Data (User) ............298 How to Display Ink Tank Data (Supervisor) ..........298 How to Change the Ink Tank ................299 How to Display Print Head Information ............300 How to Test the Printing Quality ..............301...

  • Page 302: Maintaining The Ink System

    10.1 Maintaining the Ink System The Mailing System uses ink jet technology to print stamps. The ink tank used for printing is located in the Mailing System base and contains an ink that is compulsory for postal transactions. The Ink tank is specific to the system base in which it has been installed. Never try to install it in another Mailing System.

  • Page 303: How To Display Ink Tank Data (User)

    How to Display Ink Tank Data (User) To display the ink level and the tank data: As a user: Press Menu and select the path: Ink and Accessories Information Ink Tank Information The Ink tank information screen is displayed. How to Display Ink Tank Data (Supervisor) You have to connect as a Supervisor (see How to Log in as Supervisor on page 220).

  • Page 304: How To Change The Ink Tank

    Changing the Ink Tank Ink cartridges and similar printing consumables must be regularly changed in order to ensure good print quality. How to Change the Ink Tank Open the ink tank drawer by pulling it towards you. Press on the blue release lever to disengage the ink tank.

  • Page 305: How To Display Print Head Information

    Pull out the old ink tank. Insert the new ink tank, then push it until you hear the click. Close the drawer. The alignment process of the printing heads starts automatically. Displaying Print head information How to Display Print Head Information You have to connect as a Supervisor (see How to Log in as Supervisor on page 220).

  • Page 306: How To Test The Printing Quality

    To display the print head information: As supervisor: From the main menu, select the path: Maintenance Ink management Print head information The Print Head Information screen is displayed. Cleaning the Printing Heads If imprints look unclear or dirty in some way, test the printing quality and clean the headset to restore the printing head condition.

  • Page 307: How To Clean The Printing Heads Automatically

    To test the printing quality: As supervisor: From the main menu, select the path: Maintenance Ink management Printing quality management and cleaning process The following screen is displayed: Press Printing quality test. The test starts automatically. How to Clean the Printing Heads Automatically You have to connect as a Supervisor (see How to Log in as Supervisor on page 220).
  • Page 308 To clean the printing heads automatically: As supervisor: From the main menu, select the path: Maintenance Ink management Printing quality management and cleaning process The following screen is displayed: Press Print head cleaning. The cleaning starts automatically.

  • Page 309: Maintaining The Feeder

    10.2 Maintaining the Feeder Replacing the Feeder Fingers rubber pad Feeder fingers are located under the Feeder top cover. They press the mail against Feeder belts, then catch the mail and carry it into the Feeder. These Feeder fingers have rubber pads in contact with the mail. After a large number of cycles, they are subject to wear, so that the Feeder cannot catch the mail well.
  • Page 310 Pull the finger pad down till it unclips. To replace a Feeder Finger rubber pad: Insert the locating pins (1) of the pad in the locating hole (2) at both ends of the feeder finger. Press the rubber pad against the feeder finger untils it clips on.

  • Page 311: Maintaining The Sealer Water Network

    10.3 Maintaining the Sealer Water Network The automatic Feeder uses water for sealing envelopes. If the system is out of water, the mailing process continues but the envelopes will not be sealed properly. Filling the Sealer Bottle How to Fill the Sealer Bottle To add water: Remove the bottle from its base and turn it over.

  • Page 312: How To Clean The Water Filter

    Cleaning the Water Filter A water filter is installed on the system. It is necessary to clean it regularly. How to Clean the Water Filter To clean the water filter: Open the water filter drawer by pulling it towards you. Pull the water filter vertically to disengage it.

  • Page 313: Cleaning The Mail Path

    10.4 Cleaning the Mail Path Cleaning the mail path includes: • Doing an automatic cleaning of the heads • Cleaning Feeder sealer ramp • Cleaning Feeder belts and rollers • Cleaning the Mailing System sensors on the mail path. Cleaning the Moistening Ramp of the Sealer Make sure your system is off before cleaning.
  • Page 314 Pull up the right of the blue release lever to release the moistening ramp. Push the moistening ramp backwards to disengage it. Remove the moistening ramp.
  • Page 315 Clean the moistening ramp with hot water. Re-install the moistening ramp. Pull the moistening ramp towards you to reengage it. Push down on the blue release lever.

  • Page 316: How To Clean The Accessory Belts And Rollers

    Cleaning Belts and Rollers Follow the steps below to clean the belts and rollers in the Feeder and in the Dynamic Weighing Module (if installed). How to Clean the Accessory Belts and Rollers To clean the accessory belts and rollers: Open equipment covers.

  • Page 317: Touchscreen Calibration

    10.5 Touchscreen Calibration Depending on the pointing device you use on the touchscreen (finger, stylus or other non-sharp accessory), the touchscreen may need to be calibrated for a better precision. How to Calibrate the Touchscreen You have to connect as a Supervisor (see How to Log in as Supervisor on page 220).

  • Page 318: Maintenance Processes

    10.6 Maintenance processes You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). These processes are only to be completed on request from your Customer Service. Check that your Mailing System is connected to the LAN before starting. As supervisor: From the main menu, select the path: Maintenance...

  • Page 319: How To Run Update Registration

    How to Run Update Registration You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To run the update registration: As supervisor: From the main menu, select the path: Maintenance Service Processes A confirmation message is displayed. Press [OK].

  • Page 320: 11 Troubleshooting

    11 Troubleshooting This section helps you solve problems you may encounter while using your Mailing System. 11.1 Envelope Stoppages and Jams ........317 How to Clear Jammed Mail in the Print Base ..........317 How to Clear Mail Jammed in the Feeder ............320 How to Clear Mail Stalled in the Dynamic Weighing Module .......321 11.2 Label Stoppages and Jams ..........322...

  • Page 322: Envelope Stoppages And Jams

    11.1 Envelope Stoppages and Jams Print Base Stoppages Problem: Envelopes are stopped in the transport mechanism of the Base. Possible cause Action • Mail piece is too thick. Clear the Base as indicated below. • Mail size is incorrect. Correct the cause indicated in the left •...
  • Page 323 Using your other hand, remove the jammed envelopes. If the jammed envelopes can not be removed, perform the following: Hold the handle opened and push on the inside lever to unlock the base drawer. Pull the Base drawer towards you. Gently tilt the Base drawer on the left side and remove it.
  • Page 324 Feeder Stoppages/Jams Problem: Envelopes are stopped in the Feeder. Possible cause Action • Mail piece is too thick. Clear the Feeder as indicated below. • Mail size is incorrect. Correct the cause: • Too many envelopes are on the feed - Mail sizes: see Mail Specifica- deck.

  • Page 325: How To Clear Mail Jammed In The Feeder

    How to Clear Mail Jammed in the Feeder To clear mail jammed in the Feeder: Open the cover. Gently remove jammed envelopes. Close the cover. Dynamic Weighing Module Stoppages and Jams Problem: Envelopes are stalled on the Dynamic Weighing Module deck. Possible cause Action •...

  • Page 326: How To Clear Mail Stalled In The Dynamic Weighing Module

    How to Clear Mail Stalled in the Dynamic Weighing Module To clear mail jammed in the Dynamic Weighing Module: Open the cover. Gently remove jammed envelopes. Close the cover. Do not lean on or leave any object on the Dynamic Weighing Module platform as it may alter its weighing accuracy.

  • Page 327: Label Stoppages And Jams

    11.2 Label Stoppages and Jams Problem: A Label is Stalled in the Print Base Possible cause Action A label is blocked in the Internal Label Dis- Clear the label. See How to Clear a Label penser or in the transport mechanism of the Jammed in the Base on page 322.
  • Page 328 Pull the base drawer towards you. Gently tilt the base drawer on the left side and remove it. Remove jammed labels. Put the Base drawer back into place. Release the jam release handle.

  • Page 329: Weighing Problems

    11.3 Weighing Problems Weighing Reinit To reinit the weighing platform you can hold pushed the C touch. Problem: The Weighing Platform or Dynamic Weighing Module doesnot Weigh Properly The Base does not seem to display a correct weight. You have to check the weighing device (Weighing Platform or Dynamic Weighing Module) as follows.
  • Page 330 Weight too heavy for current rate Press [OK] to clear the error message. (you have placed a package on the Press the [Rate] key and select a rate class that platform that is too heavy for the can accommodate the weight of the package. rate selected).

  • Page 331: Diagnostics And System Data

    11.4 Diagnostics and System Data The Diagnostics feature allows you to find the root cause of an issue or a machine breakdown. The machine performs a self diagnosis, then generates data on the status and the events or errors that have occurred. This type of call should only be performed by Customer Service upon request.

  • Page 332: How To Access The Diagnostics

    How to Access the Diagnostics You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To gain access to the diagnostics: As supervisor: From the main menu, select the path: Maintenance Diagnostics The system requires you to press [OK] to start the diagnostic tests, then displays the list of the tests.

  • Page 333: How To Display The Hardware Data

    How to Display the Hardware Data You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To display the Hardware Data: As supervisor: From the main menu, select the path: Maintenance System Infomation Hardware information The system displays the data about the hardware.

  • Page 334: How To Display The Machine Counters

    How to Display the Machine Counters You have to connect as a Supervisor (see How to Log in as Supervisor on page 220). To display the data of the machine counters: As supervisor: From the main menu, select the path: Maintenance System Infomation Counters...

  • Page 336: 12 System Specifications

    12 System Specifications This section contains the important specifications of your Mailing System. 12.1 General Specifications ............333 12.2 System Connections ............334 12.3 System Connectors ............337 12.4 Mail Specifications ............341 12.5 Operating Specifications ..........343 12.6 Environmental conditions ..........344 12.7 Menu Reference ...............345...

  • Page 338: General Specifications

    12.1 General Specifications Base • Dimensions (Width x Length x Height): 25.19" x 10.74" x 13.42" • Weight: 45.20 lb • Power supply: 120 V (+/- 10 %) 3 prong • Frequency: 60 Hz • Maximum Input Power: 294W • Ambient Temperature: + 50 °F to 104 °F •...

  • Page 339: System Connections

    12.2 System Connections Base + Feeder Power...
  • Page 340 Base + Feeder + Dynamic Weighing Module Power...
  • Page 341 Base + Stacker Power...

  • Page 342: System Connectors

    12.3 System Connectors Base connectors On the right-hand side The ON/OFF switch is located at the rear of the right ON/OFF switch hand side of the Mailing System base. Power connector To wall socket Power connector To Conveyor Stacker RJ 45 For future use USB ports To any USB device*...
  • Page 343 On the left-hand side USB ports To any USB devices* RS232 (COM1/2) Not applicable To Feeder or Dynamic Weighing Module DVI Connector To display Power connector To Feeder or Dynamic Weighing Module USB devices: Keyboard, Printer, LAN adaptor, Bar Code Reader… All USB devices have to be plugged with the system powered OFF.
  • Page 344 Feeder connectors Power connector To Base or Dynamic Weighing Module To Feeder or Dynamic Weighing Module RJ45 For future use...
  • Page 345 Dynamic Weighing Module connectors To Base To Feeder Power connector To Base Power connector To Base Conveyor Stacker connectors Power connector To Base...

  • Page 346: Mail Specifications

    12.4 Mail Specifications Envelope Characteristics Envelope Dimensions Your Mailing System can handle envelope flap sizes as illustrated below(note: the illustration is not on scale). Envelope dimensions and weights • Max. length: 13" (10” on system with dynamic scale) • Max. width: 15" (13” on system with dynamic scale) •...
  • Page 347 Stack of envelopes • Mixed size Feeder: max 7 3/4" high • Min. weight: 0.1 oz • Max. weight: 2 lb.10.23 oz See also How to Use the Feeder on page 95. • Label Characteristics Two types of label are available for your Mailing System: •...

  • Page 348: Operating Specifications

    12.5 Operating Specifications Dynamic Weighing Module Range • Resolution in dynamic weighing mode: lb.oz. Accounts The number of accounts you can create can be raised optionally to 500 (Account Number on page 207). Operating conditions • Ambient temperature: 50 - 104°F •...

  • Page 349: Environmental Conditions

    12.6 Environmental conditions Weighing Accuracy To obtain the best weighing results, use a solid and steady table and away from air movement: • Away from doors • Away from any fan Dynamic Weighing Module Environment The Dynamic Weighing Module uses optical sensors: do not install it in an area exposed to excessive light or heat sources.

  • Page 350: Menu Reference

    12.7 Menu Reference The tables below list the options in the user and supervisor menus. To gain access to the menu, press Menu on the control panel. User Menu Level 1 Level 2 Level 3 Level 4 See... 1. Print Mode Introducing Tasks on page 35 2.
  • Page 351 5. Account selection Changing Accounts on page 48 6. Reports Reports on page Presort current batch Presort historical <latest date> Presort historical <latest date-1> Batch data Funds summary Daily usage Monthly usage Single account Multi account Budget limit report Permit current Permit <latest date>...
  • Page 352 9.6. eConfirmation upload 10.7. eConfirmation record list 10. Piece Counting Counting Piece on the Weighing Plat- form on page 73 11. User Preferences 11.1. Language Changing the Dis- play Language page 247 11.2. Key Sounds Enabling/Disabling Sounds on page 249 11.2.
  • Page 353 Adding Postage Daily usage Monthly usage Machine configuration Operator activity Budget limit report Product code report Single Account Multi Account Single account Base events PSD events IP Config Proxy config Permit current Permit historical <latest date> Permit historical <latest date-1> 3.
  • Page 354 3.2.2. Default Sealing Mode Sealing Default Mode on page 236 3.2.3. Default moistening level Moistening Default Level on page 237 3.2.4. Print Position Adding a Default Print Position Offset on page 230 3.2.5. Default weighing mode Weighing Devices Settings on page 3.2.6.
  • Page 355 3.3.6. Default Permit Default Permit page 222 3.4. Funds settings Funding PIN Code on page 235 3.5. Time out settings System Time-outs on page 253 4. Imprint Memories Imprint Memories on page 231 5. Account management 5.1. Account mode selection Implementing an 'Account Mode' page 124...
  • Page 356 6.1. Weighing functions 6.1.1. Weighing Platform Tare How to Tare the Weighing Platform on page 239 6.1.2. Zero Weighing Platform How to Zero the Weighing Platform on page 240 6.2. Accessories and modules settings 6.2.1. High accuracy Dynamic Weighing Module High Accur- acy Mode on page 6.2.2.
  • Page 357 7.3.1 Ping server Diagnostics page 326 7.3.2 System Status 7.3.2.1 Base Sensors 7.3.2.2 Dynamic Scale Sensors 7.3.2.3 Feeder Sensors 7.3.2.4 Remote Label Dispenser Sensors Status 7.3.3 Feeder 7.3.3.1 Moisten- ing pumps test 7.3.3.2 Moisten- ing flap position test 7.3.3.3 Paper fan test 7.3.4 Display 7.3.5 Keypad...
  • Page 358 8.1. Options list Managing Optional Features on page 8.2. Text settings Managing Custom Text Messages page 284 8.3. Ad slogan management Managing Ad slo- gans on page 286 8.4. Rate management Managing Postal Rates on page 289 8.5. PPI management Managing Permits on page 291 9.
  • Page 359 Index 161, 163, 169, 174, 201, 202, 204, 208, 210, 211, 212, 213, 215, 225, 228, 229, access control 122 230, 231, 234, 235, 238, 241, 243, 247, Access Control 121, 122 248, 249, 250, 251, 253, 255, 256, 266, account 22, 48, 92, 121, 122, 125, 126, 267, 275, 277, 282, 283, 284, 286, 292, 128, 129, 130, 131, 132, 133, 135, 137,...
  • Page 360 Dynamic Weighing 11, 16, 51, 52, 77, Internal Label Dispenser 4, 39, 52, 108, 78, 238, 320, 321, 326, 341, 343, 344, item 22, 39, 63, 78, 81 Item 22, 49, 99, 103, 171, 172 eCertified 208 eConfirmation 201, 202, 208, 209, 211, jamming 3 212, 213, 345 job memories 24...
  • Page 361 messages 22, 202, 278, 284 Print Base 11, 12, 13 Messages 293 Print offset 22, 36 meter 13, 117, 121 Processing Mail 54 Meter 13 PSD 4, 113, 117, 179, 190, 197, 256, Mixed-Mail Feeder 11 313, 327, 347 monitor 133 Monitor 14, 201 rate selection 24, 37 Rate selection 24, 345...
  • Page 362 156, 157, 163, 174, 175, 179, 180, 182, 183, 184, 188, 219, 220, 221, 231, 236, 237, 251, 256, 267, 277, 284, 286, 289, 291, 313, 345 Supervisor 122, 163, 219, 293, 326, 327, 345 SUPERVISOR 4 tare 56 Tare 238, 345 Tare the Weighing Platform 78, 238, task 3, 24, 35, 170 Task 34, 35, 40, 63...

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