quadient iA Series User Manual
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quadient iA Series User Manual

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User Guide
Mailing Systems
iA-Series

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  • Page 1 User Guide Mailing Systems iA-Series...

  • 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 ......................21 System Connections ......................31 System Connectors ......................34 System Power Management ..................38 Processing Mail Processing Mail Guidelines ..................45 Standard Setup .......................46 Running Mail ........................65 Running Special Mail Types ..................74...
  • Page 3 Funds Data Reports ....................197 Account Data Reports ....................201 System Data Reports ....................208 Advanced Reporting ....................214 Online Services iMeter Applications Overview ..................225 Connecting to Online Services .................226 Uploading Statistics ....................230 System Online Services ....................231 Configuring the System Settings Overview ......................235 Logging in / out as the Supervisor ................236 Postage Default Settings ..................238 Creating Shortcuts .......................243 Printing Default Settings ...................250...
  • Page 4 10.3 Maintaining the Sealer Water Network .............316 10.4 Cleaning the Mail Path ....................318 10.5 Touchscreen Calibration ..................322 10.6 Maintenance processes ...................323 Troubleshooting 11.1 Envelope Stoppages and Jams ................329 11.2 Label Stoppages and Jams ..................334 11.3 Weighing Problems ....................336 11.4 Diagnostics and System Data ................338 System Specifications 12.1 General Specifications .....................345...

  • 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 requirements 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 Troubleshooting on page 327 What to do when a problem occurs: jamming, bad sealing, poor printing etc. System Specifications on page 343 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 Weighing Platform (Scale) Canada Post Corporation Mailing Account Software...

  • 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 - 60Hz). In addition to checking the power requirements, we also recommend that you: •...
  • Page 12 • Operate more efficiently, saving you time and money • Protect the environment with innovative product and packaging designs. In addition to minimizing our carbon footprint, Quadient Canada also recycles used Ink Cartridges and system components as they reach their end of life. For more details on our Eco-Partners Program please contact our Customer Service Centre or visit us at kb.quadient.com...

  • Page 14: Mailing System Overview

    Mailing System Overview Get to know your mailing system in this section. Mailing System Components ..........11 How to use the Handheld Scanner ................20 Operator Controls ..............21 How to toggle from your Mailing System display mode to your PC display mode ........................29 System Connections ..............31 System Connectors ..............34 System Power Management ...........38...

  • 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 Automatically feeds envelopes of different sizes and Mixed-Mail Feeder seals them if required. Dynamic Weighing Automatically weighs and rates mail that can be Module processed 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 Side guide falling over. Provides access to Feeder for maintenance or to clear Feeder release handle stoppages. Provides access to filter for cleaning. Sealer water filter access Removable filter for user self-maintenance.
  • Page 18 Print Base Top View Postage meter that stores funds and tracks postage Meter (Postal security usage. device/PSD) DO NOT REMOVE. Meter (PSD) Access Provides access to meter (PSD). Lift from right side Door to open. Front view...
  • Page 19 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 309. Ink tank Access Door Provides access to change ink tank. Flip down to open.
  • Page 20 Control Panel The control panel includes a touch-screen monitor and a keyboard with touchpad mouse. Monitor Color, touch-screen display. Allows the input of data to your mailing system. Keyboard To use the numerical keys, ensure that [Num lock] is activated.
  • Page 21 Dynamic Weighing Module (Optional) 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 (Optional) 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 (Optional) 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 (Optional) The Weighing Platform allows you to process mail that cannot pass through the Base or Dynamic Weighing Module. Report Printer (Optional) A USB printer can be directly connected to the mailing system for printing mailing-related reports. For more information about compatible printers that can connect to your mailing system, please contact technical support.

  • Page 25: How To Use The Handheld Scanner

    Handheld Scanner (Optional) The handheld scanner is used: • to identify accounts through barcodes How to use the Handheld Scanner Procedure 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 26: Operator Controls

    Operator Controls Control Panel The touch-screen monitor, in combination with a PC keyboard, provides you with complete control of the Mailing System. • To perform an operation or function, touch the corresponding area on the touch-screen display, or use the touchpad mouse on the keyboard. •...
  • Page 27 Displays the Current task (Standard, Date Correction, Task Bar Postage Correction, Permit, Seal Only, Received) and the current operator logged on. Postage Impression Contains the impression options, rate selection, value and Rate Section and weight of mail piece, and date of mailing. Account Section Contains the account information and selection.
  • Page 28 Impression, Postage and Rate Section This area allows you to: • Customize the impression by adding a slogan. • Set, advance or omit the date printed in the indicia (impression). • Select the postal rate that will be used for rating and printing of postage values. •...
  • Page 29 Date Settings Allows you to set, advance or omit the date. Postage Amount and Displays the postage and weight of a mail piece. Weight Indicates the distance the position of the imprint has been moved to compensate for the thickness of an Print Offset envelope.
  • Page 30 Processing Modes Section This area allows selection of primary operating modes, including sealing, weighing and label printing. Mixed Sealing Offers three different sealing modes. Allows adjustment of the moistening level for sealing Moistening Level envelopes. Quiet Mode Offers a reduced noise level with a reduction in speed. Weighing type Allows selection of weighing options.
  • Page 31 System Monitoring Section This area displays ink level, number of items processed, funds available and external connections. Ink Level Displays the quantity of ink remaining in the tank. Funds Available Displays the amount of funds in postage meter. Allows user to add funds, view postage usage and Funds perform a postal inspection.
  • Page 32 Navigation Button Bar Section This area allows quick access to the menu, mailbox and four customized menu options Accesses Mailing System Menu, including the Menu supervisor login. Opens the Mailbox to view or delete Mailing System Mailbox messages. Customizable shortcuts that provide direct access to Direct access buttons menu selections.
  • Page 33 Display Adjustment You can adjust the height and the angle of the display. Use the handle located behind the display (top arrow in above illustration) to unlock the mechanism and adjust height and angle. To adjust display contrast and brightness, use the buttons located at the bottom of the screen.

  • Page 34: How To Toggle From Your Mailing System Display Mode To Your Pc Display Mode

    Stops the Mailing System motors. This also stops mail Stop from being processed. Allows a screen toggle on your Mailing System and PC Toggle to display either Mailing System display or your PC display. Wakes the Mailing System up or turns it to 'Sleep' Sleep/wake mode.
  • Page 35 Keyboard The Keyboard is a standard personal computer keyboard. You can use the shortcuts listed in the table below NAVIGATION KEYS [Enter] Validates the current screen. Clear [Backspace] Deletes the last character or digit in an entry field. Delete [Del] Deletes the next character or digit in an entry field.

  • Page 36: System Connections

    System Connections Base + Feeder Power...
  • Page 37 Base + Feeder + Dynamic Weighing Module Power...
  • Page 38 Base + Stacker...

  • Page 39: System Connectors

    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 RJ 45 Cable diverter USB ports To any USB device* USB devices : Keyboard, Printer, LAN adaptor, Barcode Scanner…...
  • Page 40 On the left-hand side USB ports To any USB devices* To LAN cable LAN port RS232 (COM1/2) To Inserter To Feeder or Dynamic Weighing Module DVI Connector To display Power connector To Feeder or Dynamic Weighing Module * USB devices: Keyboard, Printer, LAN adaptor, Barcode Scanner… All USB devices have to be plugged with the system powered OFF.
  • Page 41 Feeder connectors Power connector To Base or Dynamic Weighing Module To Feeder or Dynamic Weighing Module RJ45 Cable diverter...
  • Page 42 Dynamic Weighing Module connectors To Base To Feeder Power connector To Base Power connector To Base Conveyor Stacker connectors Power connector To wall socket...

  • Page 43: 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 44: 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 Procedure 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 45: 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 Procedure Press the Sleep/Wake key to switch between “Sleep”...

  • Page 46: How To Start / Stop The Mail Processing

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

  • Page 48: 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 ............45 Standard Setup ................46 How to Sort Mail by type ...................49...
  • Page 49 How to Enter Weight Manually ................101 How to Reset the Item Counter ................102 How to Display the Impression Settings Screen ..........104 How to Add (or Cancel) a Slogan on the Impression ........109 How to Select a Permit ...................110 How to Apply (or Cancel) a Print Offset ............111 How to Change the Date on the Impression ............112 How to use an Impression Memory ..............114 How to Use the Feeder ....................116...

  • Page 50: 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 46) • Additional sequences for special mail processing: re-dating, permit mail... (Running Mail on page 43) •...

  • Page 51: 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 52 Enhancing the Printed Impression You can enhance the appearance and impact of your envelope with messaging and graphics: • Add a graphical imprint to the impression (for example, slogan) • Move the impression to the left by using the offset Task. Final Mailing Preparation Before beginning processing, these last steps may be necessary for each stack of mail: •...
  • Page 53 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... Apply Standard postage [Standard] • Rate to outgoing mail •...

  • Page 54: How To Sort Mail By Type

    The default task that appears at start up is Standard mode, unless you have changed your Default Settings 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 Current Task, weighing modes, sealing modes and rate selection.

  • Page 55: 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 56 “Wake up” the system The system may display one of the following screens: - Home screen [Print Postage] - Login screen - Account screen Home screen [Print Postage]: If this screen appears, no other actions are required to start processing mail. Be sure to check that the Default System Settings meet the set up requirements of your work session.

  • Page 57: Enhancing And Modifying The Impression

    You can set a low postage warning (see How to Set the Low-Funds Threshold on page 255). Choosing a Task and Enhancing the Impression Follow the procedure below to select a Task. When on the Impression Settings screen, you can also set impression enhancement (slogan) and change the postage date.
  • Page 58 Once your mail stack is ready: Make sure you are on the home screen of the Current Task: Applying Postage. The name of the Current Task is indicated on the title bar of the home screen as illustrated below. If necessary, see How to Change the Current Task on page 93.
  • Page 59 You may customize and enhance the impression as follows: The configurable impression elements include: add a slogan, adjust the day/date of mailing, offset the print offset to move the impression up to 50 mm /2" further away from the right edge of the envelope. Changing a slogan requires an update.
  • Page 60 For detailed instructions, see Change the Date on the Impression on page 112 To offset the print offset, press the Print Offset area on the screen and select the print offset. For detailed instructions, see How to Apply (or Cancel) a Print Offset on page 109.
  • Page 61 You can check (or change) the printing options by using the Impression settings screen: Press and select the path: Impression Settings Press the corresponding button to change a selection: - Slogan - Date...

  • Page 62: Settings Sequence For Postage

    Choosing Rates and Weighing Modes Make sure you have completed the preparation steps outlined Frequently Asked Questions on page 51. Settings Sequence for Postage Procedure From the [Standard] home screen:...
  • Page 63 Select a rate (and extra services if necessary). Use the buttons in the rate area: You may: - Select one of the six rate shortcuts You can create up to 5 favorite rate shortcuts on the home screen. To set rate favorite shortcuts, see Creating Shortcuts on page 243.
  • Page 64 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 mode 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 65: 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 135). Changing Accounts Procedure To change accounts: Either: Press the Account area on the homepage screen Or Press...

  • Page 66: How To Reset The Item Counter

    The current account number and name will be displayed. 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 188.
  • Page 67 As a user: Press and select the path: System Settings Start Batch counters Press the [Reset] button next to the Task counter you want to reset. A confirmation screen is displayed. Press [OK] to validate. Checking the Sealing Mode The Feeder includes a sealer that can automatically seal envelopes of mixed sizes while processing mail.
  • Page 68 How to Select the Mixed Mail Sealing Procedure Either: Press the Mixed Mail Sealing button on the screen Or Press and select the path: System Settings Mixed Mail Sealing and Moistening Level...
  • Page 69 The Mixed Mail Sealing screen is displayed. Select a sealing mode. See also • As supervisor, you can set the default mixed sealing and moisture level: see Sealer Default Settings on page 257.

  • Page 70: Running Mail

    Running Mail Recommended Steps for Processing Mail To run mail, complete the preparation steps in section Standard Setup on page 46, 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 mode button. •...
  • Page 71 Running Mail by Weighing Mode • Dynamic weighing uses the inline Dynamic Weighing Module (Running Mail Using the Dynamic Weighing Module on page 66) • Standard weighing uses the external Weighing Platform (Running Mail Using the External Weighing Platform on page 68) •...

  • Page 72: Steps To Run Mail In Dynamic Weighing Modes

    Steps to Run Mail in Dynamic Weighing Modes Procedure 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 116. Press [Start] to process the stack. The system will now feed (seal), weigh, rate, impression and stack the mail.

  • Page 73: 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 74 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. To print on one or several identical labels Press [Label printing].

  • Page 75: Steps To Run Mail In Differential Weighing Modes

    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 76 To print directly on the envelope, place the envelope on the hooper. Mail should be placed against the rear wall and covering the optical (clear) sensor. If the mail piece is too thick or too large to process through the machine, press [Lable printing] to print a label.

  • Page 77: Running Mail In Manual Weighing Mode

    Running Mail in Manual Weighing Mode The Mailing System offers for manual weighing: • Manual weight entry ( ), where you enter a known weight to calculate the postage value. This may be used if the weight exceeds the limit of your Weighing Platform but another scale has been used to determine the weight.
  • Page 78 Press [Label printing] button. A label selection screen is displayed. Using the keyboard or the arrows, enter the number of labels being printed. Press [Start].

  • Page 79: Running Special Mail Types

    Running Special Mail Types Date Correction Mode The postal service requires the date of mailing to be printed on the mail. If you need to correct the date of “stale” mail bearing an older date, you must print a $00.00 value with the correct date of mailing on the back side of the envelope.

  • Page 80: Steps To Correct The Date Of Mail

    Steps to correct the date of mail Make sure you are on the home screen of the Current Task [Date corection]. The name of the Current Task indicated on the first line of the home screen as illustrated below. If necessary, see How to Change the Current Task on page 93.

  • Page 81: How To Correct The Date (Running Mail)

    Running Mail Once you have completed setting up your Impression, follow the instructions below to process your Date Correction. How to correct the Date (Running Mail) To print a Date Correction Impression: Press . The system motors will start running. Insert the mail piece(s) into the mail path against the rearguide wall, side to be printed facing upwards (see How to Use the Feeder...

  • Page 82: How To Correct The Postage Amount

    How to correct the Postage Amount To correct the Postage Amount: In the Change Task menu, select the [Postage Corection]. If necessary, see to Change the Current Task on page 93. The Manual Amount Entry Screen appears. Enter the amount of postage you would like to add. Press [OK] to accept the amount and to return to the Postage Amount Correction mode home screen.

  • Page 83: How To Correct The Postage Value (Running Mail)

    Running Mail Once you have completed setting up your Impression, follow the instructions below to process your Postage Correction Impression. How to correct the Postage Value (Running Mail) To print a Postage Correction Impression: Press . The system motors will start running. Insert the mail piece(s) into the mail path against the rearguide wall, side to be printed facing upwards (see How to Use the Feeder...

  • Page 84: 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 49) • Logging into the system (see Turning on the System and Starting a Work Session on page 50) •...
  • Page 85 Make sure you are on the home screen of the Current Task [Permit Impression]. The name of the Current Task indicated on the first line of the home screen as illustrated below. If necessary, see How to Change the Current Task on page 93.
  • Page 86 Select a weighing mode The weighing mode determines which weighing device will be used and the weight is used for reporting purposes. If the batch is all the same size and weight, use Weigh First Piece (if you have a Dynamic Weighing Module) or standard weighing to weigh and record the first piece.
  • Page 87 You can review your print setup by using the Imprint settings screen: Press and select the path: Impression Settings Press the corresponding button to change a parameter. From left to right: - Slogan - Permit * * These options have postal implications. To set the impression quickly, consider using impression memories.

  • Page 88: Steps To Run Permit Mail

    Running Permit Mail After completing the initial set up in Steps to Set Up Permit Mail Printing on page 79, follow the steps below to run mail. Steps to Run Permit Mail Procedure From the [Permit Impression] 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.
  • Page 89 Depending on the weighing mode selected, run mail according to one of the sections below: Steps to Run Mail in Dynamic Weighing Modes on page 67 Running Mail in Standard Weighing Mode on page 68 Running Mail in Manual Weighing Mode on page 72 When the sealer is activated, collect the mail piece stack in the catch tray and put the stack aside to let the envelopes dry.

  • Page 90: How To Process Incoming 'Received' Mail

    How to Process Incoming 'Received' Mail Procedure Once your mail is ready: Confirm you are in [Received] home screen. The name of the Task is indicated on the top line of the home screen as illustrated below. If necessary, see How to Change the Current Task on page 93.
  • Page 91 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 “ON/OFF”. To print or omit the date, press the Date area on the screen to make your selection.
  • Page 92 You can also check (or change) all the print settings by using the Impression Settings screen: Press and select the path: Impression Settings The Imprssion Settings screen is displayed. You are now ready to print. Place the envelope (or identical set) on the hopper. Mail should be placed against the rear wall and covering the optical (clear) sensor.

  • Page 93: How To Process Mail Without Printing

    Recommended Steps for Processing Seal Only Mail Recommended Steps for Processing Seal Only Mail Processing mail without printing requires the following steps: • Select the Task [Seal Only] • Select the sealing mode if necessary • Reset the counter if necessary •...
  • Page 94 Then, run mail. Place the envelope (or identical set) on the hopper. Mail should be placed against the rear wall and covering the optical (clear) sensor. Press [Start]. The Mailing System prints the mail pieces and sends them to the catch tray. Printing a Manifest [Statement of Mailing] In this Section This section describes the system settings to be selected and the mail preparation...

  • Page 95: How To Set Up A Manifest (Statement Of Mailing)

    How to set up a Manifest (Statement of Mailing) Required settings: In the Change Task menu, select the Statement of Mailing mode. If necessary, How to Change the Current Task on page 93. The Manual Amount Entry Screen appears. Enter the amount of postage you would like to add. Press [OK] to accept the amount and to return to the Statement of Mailing mode home screen.

  • Page 96: How To Print A Manifest (Statement Of Mailing)

    How to print a Manifest (Statement of Mailing) To print a Manifest (Statement of Mailing): Place the envelopes (or stack) in the Hopper. The items should be placed against the rear wall and covering the optical (clear) sensor. The recommended print area on the envelope is either on the back or upside down on the front.
  • Page 97 The total number of items is displayed.

  • Page 98: Detailed Steps To Run Mail

    Detailed Steps to Run Mail Selecting the Current Task For each stack of mail you have sorted (see Sorting Mail on page 49), select the appropriate Current Task for processing. Once you have selected your Current task, you can make changes to other operating modes. How to Change the Current Task Procedure Once you are logged in as a user, either:...

  • Page 99: How To Select A Rate

    Selecting a Postage Rate Selecting a postage rate allows the Mailing System to calculate the amount when the mail piece weight is available. The system provides several ways to select a rate: • Rate shortcuts buttons that display six of your rate favorite buttons on the home screen •...
  • Page 100 Select Preferred Postage Rate to choose from a list of preset rates (see below). Select All Postage Rates to gain access to all other rates (see below).
  • Page 101 On the All Postage Rates selection screen, you can: - Select one of the rate buttons 1 through 9 (or type the number) to select the rate or display rate options. - Press Rate wizard. Use the Rate Wizard to view all rate options and associated extra services. Press [OK] to validate your selection.
  • Page 102 Selecting a Weighing mode Several weighing modes are available and will vary based upon the accessories and options you have selected for your Mailing System. Depending on the mailing application, select the weighing mode according to the recommendations in the table below. Using Weighing Dynamic Weighing Module Platform...
  • Page 103 Descriptions of Weighing Modes This section describes the various weighing modes, which are available depending on the accessories and options added to your Mailing System. The Weighing Platform and Dynamic Weighing Module are hardware accessories, whereas differential weighing is an option that can be downloaded through a software upgrade.

  • Page 104: How To Change The Weighing Mode

    This mode is identical to Differential weighing except that it automatically prints a postage label. • Manual Weight (No Weighing) ( In this mode, you enter the weight manually to calculate the postage value (see How to Enter Weight Manually on page 101).
  • Page 105 Either: Press the Weighing mode button on the screen, or Press and select the path: System Settings Weighing Modes The Weighing mode screen is displayed. The options displayed on the screen depend on the weighing accessories and options connected to your Mailing System. Select the weighing mode.

  • Page 106: 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 Procedure To enter the weight manually from the home screen: Either: Press the Weighing modes button on the home screen, or Press...

  • Page 107: How To Reset The Item Counter

    How to Reset the Item Counter Procedure To reset the current item counter: On the Current Task 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 108 As a user: Press and select the path: System Setting Start Batch Counters Select the counter you want to reset. Press the [Reset] button next to the Task counter you want to reset. A confirmation screen is displayed. Press [OK] to confirm, otherwise press Cancel. Customizing the Impression Depending on the Current Task, you can modify the impression that is printed on mail pieces and postage labels as follows:...

  • Page 109: How To Display The Impression Settings Screen

    Displaying the Impression Settings Screen The Impression Settings screen summarizes the current impression selections and allows you modify them directly. How to Display the Impression Settings Screen Procedure As a user, from the home screen: Press and select the path: Impression Settings The Impression Settings screen is displayed.
  • Page 110 Current Task: Date Correction Current Task: Postage Correction...
  • Page 111 Current Task: Permit mail...
  • Page 112 Current Task: Seal Only Current Task: Received...
  • Page 113 Current Task: Statement of Mailing Adding a slogan Follow the steps below to add a slogan to the impresstion 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. 1 - Standard or Permit Mail Impression 2 - Slogan...

  • Page 114: How To Add (Or Cancel) A Slogan On The Impression

    How to Add (or Cancel) a Slogan on the Impression Procedure To add, change slogan selection: Either: Press the Slogan button on the screen, or Press and select the path: Impression Settings and then press Slogan selection. The Select Slogan screen is displayed. The currently selected slogan (or none) is highlighted.

  • Page 115: How To Select A Permit

    Selecting a Permit Select the permit you want to use from the list. When selecting the task [Permit mail] home screen, the default permit is automatically selected. As supervisor, you can change the default permit (see Default Permit on page 238). See also Managing Permits on page 301.

  • Page 116: How To Apply (Or Cancel) A Print Offset

    Select the permit from the list. Offsetting the Print Offset You can offset the print offset way 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).

  • Page 117: How To Change The Date On The Impression

    Select from the following Print Offset: - No offset - Offset 1 value: 3mm / 1/8" - Offset 2 value: 5mm / 3/16" Changing the Date in the Impression The Mailing System can automatically change the date at fixed hours every day or skip non-working days. See How to Set the Automatic Date Advance Feature on page 242.
  • Page 118 Either: Press the Date button on the screen, or Press and select the path: Impression Settings and then select Date settings. The Date advance screen is displayed. The icon indicates the current selection. Select the date print option desired - To select another day, choose an option from the list. The date can be advanced up to 30 days from today's date.

  • Page 119: How To Use An Impression Memory

    Using Impression Memories Impression Memories allow you to create a preset Meter Impression that can include the Postage Rate, a Slogan allowing you to recall common impression from the memory of your Mailing System. In Account-activated configurations, Impression Memories allow you to assign your postage costs to pre-selected Accounts.
  • Page 120 Either: Press and select the path: Preferred Postage Rates Impression Memories * Configurable in the button bar. See Creating Shortcuts on page 243. The Impression Memories list appears. To get a summary of the imprint, press the icon Press an Impression Memory name or number in the list to validate and apply memory parameters.

  • Page 121: 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 Procedure Taking a stack of mail:...
  • Page 122 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 118.

  • Page 123: How To Adjust The Mail Thickness Settings

    How to Adjust the Mail Thickness Settings Procedure For mail over 17mm / 0 43/64" 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 17mm / 0 43/64", move the lever to the right, especially if the thicker envelopes won't feed into the mail path.
  • Page 124 Change the lever position: - left : for standard or thin mail - right : for thick mail over 17mm / 0 43/64" Close the Feeder cover. Return the lever to the normal position (left) after processing a batch of thicker mail. This will prevent normal mail from double or multi-feeding.
  • Page 125 For mail under 17mm / 0 43/64" thick: Locate the mail thickness setting button on the Feeder top cover.
  • Page 126 Refer to the table below to choose the position of the mail thickness setting button. Use this setting to process thick or puffy mail. No pressure You can also use it when you process one mail piece at a time or when you use an inserter. Standard pressure This is the setting recommanded for most media.

  • Page 127: How To Select The Mixed Mail Sealing

    Using the Sealer • For details about the sealing function, see Checking the Sealing Mode on page How to Select the Mixed Mail Sealing Procedure Either: Press the Mixed Mail Sealing button on the screen Or Press and select the path: System Settings Mixed Mail Sealing and Moistening Level...

  • Page 128: How To Adjust The Moisture Level For Sealing

    The Mixed Mail Sealing screen is displayed. Select a sealing mode. See also • As supervisor, you can set the default mixed sealing and moisture level: see Sealer Default Settings on page 257. How to Adjust the Moisture Level for Sealing Procedure To adjust the moistening level for sealing:...
  • Page 129 Either: Press the Moistening level button on the screen Or Press and select the path: System Settings Moistening level The Moistening Level screen is displayed.

  • Page 130: How To Fill The Internal Label Dispenser

    Select the level or press [Cancel]. 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 132: Postage And Funds Management

    Postage and Funds Management This section describes how you can load and manage funds (money) in your Mailing System. Overview ..................129 Managing Funds ..............131 How to Check the Funds ..................131 How to Load Funds ....................132 Unlocking the Meter ..............134 How to Unlock the Meter (Postal inspection) ...........134...

  • Page 134: Overview

    The Meter performs all of the postal operations required by Canada Post. To perform these operations, regular connections of your system to Quadient's Postage Servers is required. Check to ensure that your Mailing System is connected to LAN...
  • Page 135 Tracking Funds Reports • All mailing operations involving postage are recorded in the Mailing System. To generate reports on the use of funds, see Reports on page 179. See also • How to use accounts to track funds (Account Management and Access Control on page 135).

  • Page 136: Managing Funds

    Managing Funds Checking Funds You can check the total postage used and the remaining funds in the PSD at any time. This is particularly important before processing mail to ensure there are sufficient funds available. How to Check the Funds Procedure Remaining funds are continuously displayed at the bottom of the home screen.

  • Page 137: How To Load 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 256.
  • Page 138 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. In the case of a communication error, the amount previously entered cannot be changed.

  • Page 139: Unlocking The Meter

    Unlocking the Meter 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 Meter.

  • Page 140: 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' .........137 Implementing an 'Account Mode' ........140 How to Display the 'Account Mode' Management Menu ......140 How to Change Mode to 'No account' ..............142 How to Change Mode to 'No account with access control' ......143...
  • Page 141 How to Delete an Operator ..................174 Advanced Reporting Functions ...........175 How to Activate/Deactivate the Budget and Surcharge Function ....177 How to Modify Period or Start Day of Budgets ..........178...

  • Page 142: 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 143 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 144 Account Postage tracking by At log-in and when necessary, account/department. select an account to charge postage. Account with Postage tracking by Type a PIN code to log in. access control account/department. At log-in and when necessary, select an account to charge PIN number required postage.

  • Page 145: 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 137. '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 146 Procedure 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, 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 147: How To Change Mode To 'No Account

    Setting Up to 'No account' Mode The No account mode provides users with free access to the machine (self-service type). This is the default mode of the machine. Process for Implementation To implement the No account mode. How to Change Mode to 'No account' Procedure From the Account Mode Management menu (see Displaying 'Account Mode'...

  • Page 148: How To Change Mode To 'No Account With Access Control

    Setting Up to 'No account with access control' Mode The No account with access control mode requires users to type a shared PIN code to gain access to the machine. You can activate different accounts to track postage. Process for Implementation To implement the No account with access control mode.

  • Page 149: How To Change The Shared System Pin Code

    Management Menu of 'No account with access control' Mode The Account Mode Management menu allows you 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.

  • Page 150: 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 151 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 page 152. • Creating accounts: Managing Accounts on page 152.
  • Page 152 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 153: How To Set Up To 'Accounts With Access Control' Mode

    How to Set up to 'Accounts with access control' mode Procedure From the Account Mode Management menu (see Displaying 'Account Mode' Management Menu on page 140): Select the path: Account Mode Selection. The Account Mode Selection screen is displayed with the current 'Account mode' selected.
  • Page 154 Management Menu in 'Accounts with access control' mode The Account Mode Management menu allows you to manage the accounts (and account structure) and the management of operators (= PIN codes). See next • How to create the account structure: Creating an Account Structure Using Groups on page 152.
  • Page 155 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 156: How To Activate 'Remote Account Management' Mode

    How to Activate 'Remote account management' mode Procedure From the Account Mode Management menu (see Displaying 'Account Mode' Management Menu on page 140): Select the path: > Account Mode Selection. The Account Mode Selection screen is displayed with the current 'Account mode' selected.

  • Page 157: 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 137): • Accounts • Accounts with access control • Remote account management. Note: • In Remote account management, you can only manage the accounts from the Users can only use activated accounts or operator PIN codes.
  • Page 158 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 159 Displaying the List of Groups and Accounts The screen Account list displays the list of groups and accounts that belong to one level of the structure. The Level displayed area in the upper right side of the screen indicates the current position in the group levels.

  • Page 160: How To Display The List Of Accounts And Groups

    How to Display the List of Accounts and Groups You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). Procedure Use the procedure below to display the Account list screen for each group. To display the content of the Main folder: As supervisor: From the main menu, select the path:...

  • Page 161: How To Create A Group

    Creating Groups Follow the steps below to create, modify, activate/deactivate or delete groups. How to Create a Group Procedure To create a group: Display the Account list screen (see How to Display the List of Accounts and Groups on page 155). Press New Group.

  • Page 162: How To View/Edit A Group Or A Subgroup

    Modifying a Group Use the procedure below to change the name, the status or the parent group of a group. Note: • To move groups or accounts, change their parent (see the procedure below or, for accounts, How to View / Edit Account Parameters on page 162).

  • Page 163: How To Activate / Deactivate A Group

    How to Activate / Deactivate a Group Procedure To activate or deactivate a Group Follow the procedure How to View/Edit a Group or a Subgroup on page 157. Display the Account list screen (see How to Display the List of Accounts and Groups on page 155).
  • Page 164 Managing Accounts Account Parameters An account has the following parameters: Parameters Format Description Number 30 alphanumeric Number of the account. characters Must be unique. It cannot be modified after the account is created. However, the account can be deleted. Name 32 alphanumeric Name of the account characters...

  • Page 165: How To Create An Account

    How to Create an Account Procedure To create an Account: Display the Account list screen (see How to Display the List of Accounts and Groups on page 155). Press New account. The New account screen is displayed. Enter the account Number and Name using the keyboard, then select the account status using buttons Active or Inactive.
  • Page 166 To set budget and surcharge parameters, press Budget and Surcharge. Note: - The Budget and Surcharge button is only available if the Budget and Surcharge function is activated. See Advanced Reporting Functions on page 175. - The Account: Budget and Surcharge screen is displayed. To activate and set-up budget features for the current account: - Press Active in the Budget area.

  • Page 167: How To View / Edit Account Parameters

    How to View / Edit Account Parameters Procedure 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 155). Select the account (or type its number) and press Modify. If the account is not contained in the list, select the group that contains the account, press View group content.

  • Page 168: 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 Procedure To activate or deactivate an account: Display the Account list screen (see How to Display the List of Accounts and Groups...

  • Page 169: How To Delete An Account

    Deleting Accounts How to Delete an Account Procedure To delete an account: Display the Account list screen (see How to Display the List of Accounts and Groups on page 155). 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 170: How To Export The Account List

    Exporting the Account List You can export the current account list as a CSV file for use as back-up or to modify it to create new accounts. The account list is exported with no group hierarchy. How to Export the Account List You have to connect as a Supervisor (see How to Log in as Supervisor on page 236).

  • Page 171: How To Import Accounts

    Importing Accounts To import accounts into the Mailing System, place the CSV file on a USB memory device. You can only import CSV files located in the root directory of the USB memory device. The CSV file should have the following characteristics: Name [TBC] Field delimiter...

  • Page 172: 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 173: 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 236). Procedure As supervisor: From the main menu, select the path: Account Management Manage Operators The Manage Operator screen is displayed.

  • Page 174: How To Create An Operator

    Status In the Status area, the supervisor can change the operator status: • Active: this operator has been declared, is activated and can be connected as a user. • Inactive: this operator has been declared, but it is not activated, and can not be connected as a user.
  • Page 175 Press New Operator. The New operator screen is displayed. Enter the parameters of the Operator. Each operator PIN code must be unique. Press Account List to assign accounts to the operator. In the Account List screens (about the list, see How to Display the List of Accounts and Groups on page 155), select the groups or accounts the operator will be allowed...

  • Page 176: 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 Procedure To modify an Operator: Display the Operator list screen (see How to Display the Operator List on page 168).

  • Page 177: How To Assign Accounts To An Operator

    Assigning Accounts to the Operators You can define account access to operators by assigning them accounts, groups or subgroups of accounts. Assigning a group (or subgroup) automatically assigns all the accounts of the group. If you assign a group (or subgroup) to an operator, all accounts added afterwards to the group will be automatically assigned to the operator.

  • Page 178: How To Unassign Accounts To An Operator

    Select the Account or Group and press Assign or if you want to assign all the Accounts or Groups to the selected Operator press Assign all. Press Back to return to the Edit / modify screen. Press [OK] to validate the assignments. To see the Account list of the selected Group, press View group content.

  • Page 179: How To Activate / Deactivate An Operator

    How to Activate / Deactivate an Operator Procedure To activate or deactivate an Operator: Perform the procedure How to Modify an Operator on page 171, steps 1 and 2. In the operator parameters, select the line Status to activate or deactivate the operator (the button displays the current status), and then press [OK].

  • Page 180: 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 287 Account Management Enhancements Associate Budgets to Accounts Each account is allowed an additional set of characteristics: •...
  • Page 181 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. Budget Global Parameters The budget of an account is defined as the postage amount that can be charged to this account for a given period of time.

  • Page 182: How To Activate/Deactivate The Budget And Surcharge Function

    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 1 to 99% The percentage of the postage to add to the imprint account charge.

  • Page 183: How To Modify Period Or Start Day Of Budgets

    Enter a starting date or day for the period, and then press [OK]. The Mailing System calculates the amount consumed for each account in the period and then displays the Account Mode Management menu. How to Modify Period or Start Day of Budgets Procedure Display the Account mode management menu.

  • Page 184: 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 ..............181 Generating Reports ..............185 How to Generate a Report as a User ..............185 How to Generate a Report as Supervisor ............187 Counter Data Reports ............188 How to Generate a Batch Data Report .............189...
  • Page 185 How to Generate an Operator Activity Report ..........218 How to Generate a System Activity Report .............219 How to Generate a Product Code Report ............221...

  • Page 186: 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 187 Report Name Short Description Output* Page COUNTER DATA Batch data Batch counter and corresponding Batch Data Report postage for outgoing mail since on page 188 last reset. Received batch data Batch counter for incoming mail Received Batch ('Received') since last reset. Data Report page 190 POSTAGE DATA...
  • Page 188 Budget Usage *** Budget consumption of all Budget accounts for the current or Consumption previous budget period. Report on page Budget limit Detail on accounts that exceeded Budget Limit report*** the limit of their budget. Report on page Operator list Operator list with PIN codes Operator List (supervisor only).
  • Page 189 Usage per Customer Postal Class Product Code Product code *** within a selected time period. Report on page * Output on: L=label, S=screen, P=USB printer, F=USB memory device. *** Only available with the Advanced Reporting optional feature.

  • Page 190: 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 191 As user: Press 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 192: 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 236). Procedure 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 185.

  • Page 193: Counter Data Reports

    Counter Data Reports 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. How to Reset the Item Counter on page 102.

  • Page 194: How To Generate A Batch Data Report

    Fields Comments Period Begin = Date of last reset End = Current date Die number On printed report only Number of items (without 0.00 items) Total value of items How to Generate a Batch Data Report Procedure To generate a Batch Data Report: Generating Reports on page 185.
  • Page 195 Received Batch Data Report The Received Batch Data Report displays the batch counter for incoming mail ('Received') since the last reset. Requirements To generate this report, you have to be logged in as a user. You must be in [Received] impression type to view incoming mail batch counter. Output The Received Items Data outputs are: •...

  • Page 196: How To Generate A Received Batch Data Report

    How to Generate a Received Batch Data Report Procedure To generate an Received Batch Data Report: Generating Reports on page 185.

  • Page 197: Postage Data Reports

    Postage Data Reports 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 198: How To Generate A Daily Usage Report

    Fields Comments Die number On printed report only For each day in the period: • Day number • Number of items processed (zero and non-zero) • Total postage value for this day How to Generate a Daily Usage Report Procedure To generate a Daily Usage Report: Generating Reports on page 185.

  • Page 199: How To Generate A 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. Default period: • Begin = Current month of the previous year •...
  • Page 200 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 201: How To Generate A Permit Report, And Historic Reports

    How to Generate a Permit Report, and Historic Reports Procedure To generate a Permit Report, and Historic: Generating Reports on page 185. This report is also available from the Permit Mail home screen. While processing Permit mail, the Operator can decide to print the Operational Permit report, begin a new one and end the current one, or just continue building the current one.

  • Page 202: 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 Meter. Requirements This report is available as a user or supervisor. Output The Funds Summary Report outputs are: •...

  • Page 203: How To Generate Funds Summary Report

    Fields Comments Current date and time On printed report only. PSD status On printed report only. Die number On printed report only. Funds used (ascending) Total postage printed by the machine. Funds available (descending) Postage available for printing by the machine. Control total Total funds downloaded into the machine.
  • Page 204 Adding Postage Report The Adding Postage Report displays the last refill operation performed on the machine for a selected period. Requirements For this report, you have to be logged in as supervisor. Output The Postage Report outputs are: • Screen •...

  • Page 205: How To Generate Adding Postage Report

    Fields Comments Period Default period: • Beginning = Current date - 6 months • End= Current date Die number On printed report only For each refill operation Represents the new total amount available in the performed: machine. • Refill date time •...

  • Page 206: 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 207: 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 236). Procedure To generate the Account List Report : As supervisor: From the main menu, select the path: Account Management Manage Accounts...
  • Page 208 Requirements This report is available as a user or supervisor. The current account mode has to be 'Accounts' or 'Accounts with access control'. You must select an account in the list of accounts, and a specific time period for the report (Begin date and an End date).

  • Page 209: How To Generate Single Account Report

    How to Generate Single Account Report Procedure To generate a Single Account Report: Generating Reports on page 185. Multi Account Report The Multi Account Report displays postal expenditures for all accounts over a selected time period, sorted by ascending account number. The report displays all the accounts in 'active' status and accounts 'inactive' or 'deleted' with a postage value.

  • Page 210: How To Generate Multi Account Report

    • 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 group and sub-total values per sub-group.
  • Page 211 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: There is no period to enter. •...

  • Page 212: 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 236). Procedure 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 213: System Data Reports

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

  • Page 214: How To Generate A Machine Configuration Report

    How to Generate a Machine Configuration Report Procedure To generate a Machine Configuration Report: Generating Reports on page 185. 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 supervisor.

  • Page 215: How To Generate A Base Events Report

    How to Generate a Base Events Report Procedure To generate a Base Events Report: Generating Reports on page 185. Meter Events Report The Meter Events Report lists diagnostic codes for the Meter and is used by a service representative. A supervisor may generate this report for technical support. Requirements To generate this report, you must be logged in as a supervisor.

  • Page 216: How To Generate A Meter Events Report

    How to Generate a Meter Events Report Procedure To generate a Meter Events Report: Generating Reports on page 185. Server Connection History Report Provides a list of the Server Connection History where failed and successful connections appears. The Server Connection History Report is used by our Service Technicians to resolve any connection issues.

  • Page 217: How To Generate A Server Connection History Report

    How to Generate a Server Connection History Report To generate a Server Connection History Report: Generating Reports on page 185. IP Configuration Report Requirements To generate this report, you must be logged in as supervisor. Output The IP Configuration Report outputs are: •...

  • Page 218: How To Generate A Proxy Configuration Report

    Proxy Configuration Report Requirements To generate this report, you must be logged in as supervisor. Output The Proxy Configuration report output is: • Label How to Generate a Proxy Configuration Report Procedure To generate a Proxy Configuration Report: Generating Reports on page 185.

  • Page 219: Advanced Reporting

    Advanced Reporting When activated, the Advanced Reporting Feature includes the following reporting capabilities: • Budget Usage: Displays the amount of postage used for of all Accounts with a selected time period. Time periods can be the current Budget period or the previous Budget period.
  • Page 220 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 221: How To Generate A Budget Consumption Report

    How to Generate a Budget Consumption Report Procedure To generate a Budget Consumption Report: Generating Reports on page 185. Budget Limit Report This report gives you details on the accounts that exeeded the limit of their budgets. Requirements • To generate this report, you can be logged in as a user or supervisor. Output •...

  • Page 222: How To Generate A Budget Limit Report

    How to Generate a Budget Limit Report Procedure To generate a Budget Limit Report: Generating Reports on page 185. Operator Activity Report The Operator Activity Report displays the activities (number of items, postage value, etc.) of all operators for a selected period. Requirements •...
  • Page 223 Fields Comments For each operator: If an account mode without 'operators' has • Period been used during the period, the items • Operator name (whatever its status) printed in this mode appear in the report under the name: 'Others'. • Number of items on the period •...
  • Page 224 Requirements • To generate this report, you must be logged in as supervisor. • You have to specify the period for the report (Begin date and an End date). Default period : Begin = 1st day of the current month and End = current date. Output •...
  • Page 225 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.
  • Page 226 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...

  • Page 228: Online Services

    Online Services Online Services is the infrastructure that your iMeter connects to in order to update postal rates, upload postage usage data, etc. There are a number of applications available to enhance the functionality of your Mailing System. iMeter Applications Overview ..........225 Connecting to Online Services ..........226 How to Call Online Services Manually (as a User) .........227 How to Call Online Services Manually (as Supervisor) .........227...

  • Page 230: 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. • Rate Updates: Maintain current postal rates with automatic, electronic, convenient downloads into your Mailing System (see Options and Updates on page 287)

  • Page 231: 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 a modem or 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.

  • Page 232: How To Call Online Services Manually (As A User)

    How to Call Online Services Manually (as a User) Procedure To trigger a generic call As user: Press and select the path: E-Services Standard Call The Mailing System connects to the server and downloads the available elements (rates, slogans, etc.). Check your mailbox for messages: see Using the Mailbox on page 290.

  • Page 233: 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 287. 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 234 As a user: Press and select the path: E-Services Test server As supervisor: From the main menu, select the path: E-Services Test server The call process starts and displays its sequence of operations on the screen.

  • Page 235: 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 236: 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 238: 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 ..............235 Logging in / out as the Supervisor ........236 How to Log in as Supervisor ..................236 How to Exit the Supervisor Mode .................237 Postage Default Settings ............238...
  • Page 239 How to Set the Default Mixed Sealing ..............257 How to Set the Default Moistening Level ............258 Weighing Devices Settings ...........259 How to Refresh Weight (WP) ................259 How to Tare the Weighing Platform (as a User) ..........260 How to Tare the Weighing Platform (as Supervisor) ........260 How to Zero the Weighing Platform (as a User) ..........261 How to Zero the Weighing Platform (as Supervisor) ........261 How to Activate the High Accuracy Mode ............262...

  • Page 240: 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 that define the default or permanent characteristics of your Mailing System. Other user settings are described in the corresponding sections: Running Mail on page 43,...

  • Page 241: Logging In / Out As The Supervisor

    Logging in / out as the Supervisor You need to be logged in as supervisor to configure the Mailing System and perform functions such as managing accounts and access rights, generating certain reports, etc. When you are logged in as the supervisor, only the supervisor menu is available. Printing postage is not possible while logged-in as the supervisor.

  • Page 242: 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 236).

  • Page 243: Postage Default Settings

    Postage Default Settings Default Rate Use the procedure below to change the rate the machine activates at start-up. See also • Managing Postal Rates on page 299 How to Change the Default Rate You have to connect as a Supervisor (see How to Log in as Supervisor on page 236).

  • Page 244: 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 236). Procedure To change the default rate: As supervisor: From the main menu, select the path: Default User Settings Default Impression Settings Default Permit...

  • Page 245: How To Activate / De-Activate Checking On Zero Weight

    Checking on Zero Weight The function Zero Weight can be activated/de-activated by the supervisor. When the function is de-activated, the [Permit Mail] type of impression may not be captured. The weight values in the Permit Report may then be inaccurate (inaccurate averages for instance).

  • Page 246: How To Change The Default Weighing Mode

    Default Weighing Mode This setting defines both the weighing device and the weighing method that are selected by default when you start the machine (see Selecting a Weighing mode on page 97). How to Change the Default Weighing Mode You have to connect as a Supervisor (see How to Log in as Supervisor on page 236).

  • Page 247: How To Set The Automatic Date Advance Feature

    How to Set the Automatic Date Advance Feature You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). Procedure To set the Automatic Date Advance time and days: As supervisor: From the main menu, select the path: Default User Settings Default Impression Settings...

  • Page 248: Creating Shortcuts

    Creating Shortcuts To quickly access specific functions, you can customize some buttons of the home screen. You can customize: • Rate favorites buttons (Select Rate area), which directly select a rate when pressed • Direct access buttons (Button Bar area), which directly access a menu option when pressed.

  • Page 249: How To Create A Rate Favorite

    Rate Favorites and Shortcuts You can create rate favorites, and assign them to five specific buttons in the Select Postage Rate screen area (shortcuts). A sixth shortcut is available: the first button on the top left side is dedicated to the default rate of the Mailing System.
  • Page 250 As supervisor: From the main menu, select the path: Preferred Postage Rate Preferred Postage Rate The following screen is displayed. Select one "empty" favorite. Press [New]. Press [Next], to define: - Mail Class - Destination - Format - Options The new rate favorite is displayed in the list. Press [OK] to validate.

  • Page 251: How To Create/Modify Rate Favorite Shortcuts

    Assigning Rate Favorites to Buttons Follow the procedure below to assign or change a rate favorite shortcut. How to Create/Modify Rate Favorite Shortcuts You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). Procedure To create/modify a rate favorite shortcut: As supervisor:...

  • Page 252: How To Delete A Rate Favorite

    Deleting Rate Favorites Follow the procedure below to delete a rate favorite from the list rate favorites. How to Delete a Rate Favorite You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). Procedure To delete a rate favorite: As supervisor:...

  • Page 253: How To Create Direct Access Shortcuts

    How to Create Direct Access Shortcuts You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). Procedure To create a direct access shortcut: As supervisor: From the main menu, select the path: Preferred Postage Rate Configure Direct Access The following screen is displayed.

  • Page 254: How To Delete A Direct Access Shortcut

    How to Delete a Direct Access Shortcut You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). Procedure To delete a direct access shortcut: As supervisor: From the main menu, select the path: Preferred Postage Rate Configure Direct Access...

  • Page 255: Printing Default Settings

    Printing Default Settings You can set default values for the impression elements that follow: • Slogan • Printing offset On list screens, the highlighted parameter indicates the default parameter. Changing the Default Slogan You can order a custom slogan. Contact Customer Service. How to Change the Default Slogan You have to connect as a Supervisor (see How to Log in as Supervisor...

  • Page 256: 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 236).

  • Page 257: Impression Memories

    Impression Memories Impression Memories allow you to create a preset Meter Impression that can include a Postage Rate and a Slogan, allowing you to recall common jobs from the memory of your Mailing System (for details, see Using Impression Memories on page 114).

  • Page 258: How To Create An Impression Memory

    Managing Impression Memories How to Create an Impression Memory To create an Impression Memory (see How to Log in as Supervisor on page 236): Either: From the main Menu, select the path: Preferred Postage Rate Impression Memories The list of available impression memories appears on the Impression Memories Screen.

  • Page 259: How To Delete An Impression Memory

    Press [OK] to validate or Cancel to quit. How to Delete an Impression Memory To delete an Impression Memory (see How to Log in as Supervisor on page 236): Either: From the main Menu, select the path: Preferred Postage Rate Impression Memories Select an Impression Memory from the list displayed on your Screen.

  • Page 260: 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 261: How To Set/Cancel A Funding Code

    As supervisor: From the main menu, select the path: Default user settings Funds settings Low funds Select the Low funds threshold field. If you enter 0, this message is displayed: "Zero amount not allowed". Press [OK] to validate. 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...

  • Page 262: 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 62 How to Set the Default Mixed Sealing...

  • Page 263: 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 236).

  • Page 264: 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 Shipping Application • Setting the GEO code that corresponds to the geographical location of the Mailing System (maintenance) •...

  • Page 265: How To Tare The Weighing Platform (As A User)

    How to Tare the Weighing Platform (as a User) Procedure To tare the Weighing Platform as user: As a user: Press and select the path: System Settings Tare Weighing Platform Place the item you want to use on the Weighing Platform. Press [OK] to set weight to zero.

  • Page 266: How To Zero The Weighing Platform (As A User)

    How to Zero the Weighing Platform (as a User) Procedure To zero the Weighing Platform: As a user: From the main menu, select the path: System Settings Zero Weighing Platform Remove all items from the Weighing Platform. Press [OK] to zero the Weighing Platform. How to Zero the Weighing Platform (as Supervisor) You have to connect as a Supervisor (see How to Log in as Supervisor...

  • Page 267: 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 236).

  • Page 268: How To Activate The Automatic Weight Detection On The Wp

    How to Activate the Automatic Weight Detection on the You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). Procedure 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 ON...

  • Page 269: How To Activate / Deactivate Shipping Application Mode

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

  • Page 270: 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 271 Geodesic map...
  • Page 272 Geodesic codes...

  • Page 273: Adjusting Display And Sounds

    8.10 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 (2 languages maximum). How to Change the Display Language Procedure To change the current display language:...

  • Page 274: How To Change The Display Language By Default

    Setting Default Display Language You can set the default display language for user sessions as follows. How to Change the Display Language by Default You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). Procedure To change the user language by default: As supervisor:...

  • Page 275: How To Change The Beeps By Default

    Press [OK] to validate. This is a user setting that only lasts as long as you are logged Setting Default System Beeps You can set the default beep state for users. How to Change the Beeps by Default You have to connect as a Supervisor (see How to Log in as Supervisor on page 236).

  • Page 276: How To Activate The Quiet Mode

    How to Activate the Quiet Mode Procedure As user: Press and select the path: System Select on display Settings Silent Mode The Quiet Mode screen is displayed. Select Noise Reduction ON or Noise Reduction OFF. The screen is closed and the previous screen is displayed. Setting the Default System Quiet Mode As supervisor, you can set the default system Quiet mode.

  • Page 277: Other System Settings

    8.11 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 278: How To Set Default Time-Outs

    Press [OK] to exit. This is a user setting that only lasts as long as you are logged How to Set Default Time-outs You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). Procedure To change the system time-outs: As supervisor:...

  • Page 279: 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.

  • Page 280: 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) • An analog / fax telephone line through an analog modem Use the procedure below to select the type of connection.

  • Page 281: 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 236). Procedure To set the parameters of the LAN: As supervisor:...

  • Page 282: How To Set The Analog Modem Parameters

    Analog Telephone Line and Modem Settings These settings include the modem parameters, telephone number and prefix that the Mailing System calls to fund the meter or connect to Online Services (see Postage and Funds Management on page 127). Make sure the modem is selected: see How to Set the Postal/Online Services Connection on page 275.

  • Page 283: 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/Deactivating a PC Connection To enable a PC connection, see Setting up to Remote account management mode page 150.

  • Page 284: Inserter Mode

    8.14 Inserter Mode You can connect an inserter to your Mailing System. There are two types of configuration shall be supported: • Inserter-Mailing system Mechanical Connection • Inserter-Mailing system Electronic Connection Using Electronic Connection This electronic connection uses an RS232 cable between the inserter and the base of the Mailing System.
  • Page 285 From Inserter main menu screen, select Job menu . If the system ask for PIN code, enter 2546. Select Edit Job, then press OK. The Job settings screen displayed. Select Mailing/Franking settings button (similar to this icon Use the to choose "Franking machine" option. This permits the mailing system will print the envelopes according to the local mailing system settings.

  • Page 286: How To Set The Inserter Mechanical Connection As Default

    How to Set the Inserter Mechanical Connection as Default As supervisor (see How to Log in as Supervisor on page 236): From the main menu, select the path: Default User Settings Base Settings Default inserter connection Select the default inserter connection and press [OK]. The Inserter Mode is activated or deactivated by default.

  • Page 287: 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.
  • Page 288 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 289: How To Install The Motorized Conveyor Stacker At +90

    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° Procedure Assembly of the metallic attachment Put the flange of the two fixation holes as shown by the arrow.
  • Page 290 Attach the two feet A of the Base in the two holes of the metallic attachment base 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 291 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 292: 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 and slogans. Overview ..................289 How to Access the Options and Updates Menu ..........289 How to Read Messages as a User ...............291 How to Read Messages as a Supervisor ............293 How to Clean your Mailbox ..................294 Managing Optional Features ..........295...

  • Page 294: 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. • Downloading custom Slogans • Downloading Permits •...
  • Page 295 Using the Mailbox The mailbox allows you to receive messages from the Mailing System or from Customer Service via the server. Mailbox button on home screen: The Mailbox list screen indicates unread/read messages and also allows you to delete messages that have been read.

  • Page 296: How To Read Messages As A User

    How to Read Messages as a User Procedure...
  • Page 297 As a user: Select Mailbox button on display shown below, or Press and select the path: Mailbox. The Mailbox screen is displayed. Select the message to read and press [View Message].

  • Page 298: 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 236). Procedure As supervisor: From the main menu, select the path: Mailbox The Mailbox screen is displayed. Select the message to read and press [View Message].

  • Page 299: How To Clean Your Mailbox

    How to Clean your Mailbox You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). Procedure As supervisor: From the main menu, select the path: Mailbox The Mailbox screen is displayed. Select the message to delete and press Delete message, or select Delete all messages to delete all the messages.

  • Page 300: Managing Optional Features

    Managing Optional Features Options List The option list includes the options actually loaded into your Mailing System and indicates the options that are activated. You can also display details for each option. For more information about the options you can add to your Mailing System, please contact customer service.

  • Page 301: How To Load/Activate New Options

    To display the details of an option, select the option and press [Option details]. Activating New 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.

  • Page 302: Managing Slogans

    Managing Slogans The slogans are graphics you can add to the left hand side of the impression that is printed on mail pieces. As supervisor, you can: • Display the slogan list • Rename or delete slogans • Download new slogans. The available Slogans are automatically downloaded into your Mailing System by connecting the Mailing System to the Online Services server as a user (see...

  • Page 303: How To Modify Or Delete A Slogan

    Modifying the List of Slogans This procedure allows you to change the name of a slogan or remove a slogan from the list. How to Modify or Delete a Slogan Procedure To modify or delete a slogan: Display the list of a slogans (see How to Display the List of slogans on page 297).

  • Page 304: 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...

  • Page 305: How To Download New Postal Rates

    Downloading New Rates The procedure below allows you to download new rate tables. How to Download New Postal Rates Procedure To download new rates: Display the list of rates (see How to Display the List of Postal Rates on page 299). Select Check for updates.

  • Page 306: Managing Permits

    Managing Permits As supervisor, you can: • Display the list of permit mail in the machine • Add new permits using a USB memory device • Delete permits • Set a default permit (see How to Change the Default Permit on page 239).

  • Page 307: How To Add Or Delete Permits

    As supervisor: From the main menu, select the path: Options and updates Update Permits The list of permits is displayed in the Permit Management screen. Adding or Deleting Permits You can add permits to the machine using a USB memory device as follows. How to Add or Delete Permits Procedure To add a permit:...
  • Page 308 Press [OK]. The USB memory device content is displayed. Select a permit to load into the machine and press [OK]. The permit list is updated with the new permit. To delete a permit: Select the permit to delete and press [Delete]. Confirm deletion, otherwise press [Cancel].

  • Page 310: Maintenance

    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 ..........307 How to Display Ink Tank Data (User) ..............308 How to Display Ink Tank Data (Supervisor) .............309 How to Change the Ink Tank .................309 How to Display Print Head Information .............311 How to Test the Printing Quality ................312...

  • Page 312: Maintaining The Ink System

    10.1 Maintaining the Ink System The Mailing System uses ink jet technology to print impression. 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 313: How To Display Ink Tank Data (User)

    How to Display Ink Tank Data (User) Procedure To display the ink level and the tank data: As a user: Press and select the path: Ink and Accessories Information Ink Tank Information The Ink tank information screen is displayed.

  • Page 314: How To Display Ink Tank Data (Supervisor)

    How to Display Ink Tank Data (Supervisor) You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). Procedure To display the ink level and the tank data: As supervisor: From the main menu, select the path: Maintenance Ink Management Tank Information...
  • Page 315 Press on the blue release lever to disengage the ink tank. 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.

  • Page 316: How To Display Print Head Information

    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 236). Procedure To display the print head information: As supervisor: From the main menu, select the path: Maintenance Ink Management Print...

  • Page 317: How To Test The Printing Quality

    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. How to Test the Printing Quality You have to connect as a Supervisor (see How to Log in as Supervisor on page 236).

  • Page 318: How To Clean The Printing Heads Automatically

    How to Clean the Printing Heads Automatically You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). Procedure To clean the printing heads automatically: As supervisor: From the main menu, select the path: Maintenance Ink Management Print...

  • Page 319: 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 320 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 321: 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 Procedure To add water: Remove the bottle from its base and turn it over.

  • Page 322: How To Clean The Water Filter

    How to Clean the Water Filter Procedure To clean the water filter: Open the water filter drawer by pulling it towards you. Pull the water filter vertically to disengage it. Clean the water filter with water. Put the water filter back in place. Close the drawer.

  • Page 323: 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 324 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 325 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 326: 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 Procedure To clean the accessory belts and rollers: Open equipment covers.

  • Page 327: 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 236).

  • Page 328: Maintenance Processes

    10.6 Maintenance processes You have to connect as a Supervisor (see How to Log in as Supervisor on page 236). These processes are only to be completed on request from your Customer Service. Check that your Mailing System is connected to the LAN or modem before starting. As supervisor: From the main menu, select the path: Maintenance...

  • Page 329: How To Withdraw The Meter

    Press [OK] to start the connection to postal services. Press [Continue] to start the update registration transaction. The "Transaction successful" message is displayed. Press [Continue]. This is a prompt to enter the geodesic code. Please refer to the User Guide for allowed values.
  • Page 330 Open base cover, then the meter cover. Pull the meter towards the front of the base to disengage it from the base connector. Remove the meter from the Mailing System base. To return to the home screen, you have to press to put the machine into sleep mode.

  • Page 332: Troubleshooting

    Troubleshooting This section helps you solve problems you may encounter while using your Mailing System. 11.1 Envelope Stoppages and Jams ..........329 How to Clear Jammed Mail in the Print Base ...........329 How to Clear Mail Jammed in the Feeder ............332 How to Clear Mail Stalled in the Dynamic Weighing Module .....333 11.2 Label Stoppages and Jams ..........334...

  • Page 334: 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 335 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 336 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 deck.

  • Page 337: How To Clear Mail Jammed In The Feeder

    How to Clear Mail Jammed in the Feeder Procedure 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 338: How To Clear Mail Stalled In The Dynamic Weighing Module

    How to Clear Mail Stalled in the Dynamic Weighing Module Procedure 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 339: 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 Clear the label. See How to Clear a Label Dispenser or in the transport mechanism Jammed in the Base on page 334.
  • Page 340 Hold the handle open 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. Remove jammed labels. Put the Base drawer back into place. Release the jam release handle.

  • Page 341: Weighing Problems

    11.3 Weighing Problems 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. Display indicates a weighing error. When this weighing error occurs on the home screen, the Standard Weighing mode is automatically selected.
  • Page 342 To avoid weighing errors, be sure the Weighing Platform is clear when starting the machine.

  • Page 343: 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 344: 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 236). Procedure 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 345: 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 236). Procedure 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 346: 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 236). Procedure To display the data of the machine counters: As supervisor: From the main menu, select the path: Maintenance System Infomation Counters...

  • Page 348: System Specifications

    System Specifications This section contains the important specifications of your Mailing System. 12.1 General Specifications ............345 12.2 Mail Specifications ..............346 12.3 Operating Specifications ............349 12.4 Environmental conditions ...........350 12.5 Menu Reference ..............351...

  • Page 350: General Specifications

    12.1 General Specifications Base • Dimensions (Width x Length x Height): 64 mm x 22 mm x 34 mm / 25 3/16" x 8 11/16" x 13 3/8" • Weight : 21 kg / 46.30 lb • Power supply : 120 V (+/- 10 %) 3 prong •...

  • Page 351: Mail Specifications

    12.2 Mail Specifications Envelope Characteristics Envelope Dimensions Your Mailing System can handle envelope flap sizes as illustrated below (note: the illustration is not on scale). Dimensions in mm:...
  • Page 352 Dimensions in inches: Envelope dimensions and weights • Max. length: 330 mm / 12 63/64" (254 mm / 10" on system with dynamic scale) • Max. width: 380 mm / 14 61/64" (330 mm / 12 63/64" on system with dynamic scale) •...
  • Page 353 Label Characteristics ILD Labels, for the internal label dispenser are available for your Mailing System. Label storage: recommended room temperature 25°C (77°F) and relative humidity 50%. Mind the Best before date. ILD labels These labels are pre-cut and self-adhesive. ILD labels dimensions are shown in the table below: Label Dimensions Min.

  • Page 354: Operating Specifications

    12.3 Operating Specifications Accounts The number of accounts you can create can be raised optionally to 3000 (Account Number on page 231). Operating conditions • Ambient temperature: 10 - 40°C (50 °F to 104 °F) • Relative humidity: 80% max. without condensation.

  • Page 355: Environmental Conditions

    12.4 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 356: Menu Reference

    12.5 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 See... 1. Current Task Introducing Tasks on page 47 2.
  • Page 357 4.2. Preferred Postage Rates Rate Favorites and Shortcuts page 244 5. Rate selection Choosing Rates and Weighing Modes on page 57 6. Account selection Changing Accounts on page 60 7. Reports Permit report Operational Permit Report and Historic Reports on page 195 Batch Data Batch Data Report on page 188...
  • Page 358 Language Changing the Display Language on page 268 Key Sounds Enabling/Disabling Sounds page 269 Error Sounds 13. Ink and accessories information 13.1. Ink Tank information How to Display Ink Tank Data - User on page 308 13.2 Print Quality How to Test the Printing Quality Management on page 312 14.
  • Page 359 Monthly Usage Monthly Usage Report page 193 System Configuration System Configuration Report page 208 System Activity System Activity Report page 218 Budget Usage Budget Consumption Historical budget consumption Report page 215 Product Code Product Code Report page 220 Single Account Single Account Report page 202...
  • Page 360 Language How to Change the Display Language by Default page 269 Sounds How to Change the Beeps by Default page 270 3.2. Base settings 3.2.1. High Value Warning How to Set the threshold High-Value Warning Amount page 255 3.2.2. Default Mixed Mail Sealing Sealing Default Mode on page...
  • Page 361 3.2.8. Auto Weight Detect ON Weighing Platform Automatic Selection page 262 3.2.9. Shipping application mode Shipping Application page 264 3.2.10. Zero Weight Check Checking on Zero Weight on page 240 3.2.11. KVM display output PC Toggle page 29 3.3. Default Impression Settings 3.3.1.
  • Page 362 4.1. Impression Memories Impression Memories page 252 4.2. Preferred Postage Rates How to Select a Rate on page 4.3. Configure your Rate Shortcuts Rate Favorites and Shortcuts on page 244 4.4. Configure Direct Access Direct Access Shortcuts (Button Bar) page 247 5.
  • Page 363 5.4.1. Operator list Managing Operator PIN Codes on page 5.4.2. Operator report Operator List Report page 206 5.4. Budget and Aurcharge management Advanced Reporting Functions page 175 6. System Settings 6.1. Weighing Modes 6.1.1. Tare Weighing Platform How to Tare the Weighing Platform - Supervisor...
  • Page 364 6.4. Date and Time How to Check/Adjust the Machine Time and Date on page 274 7. Maintenance 7.1. System Info 7.1.1. Software Information How to Display the Software Data on page 7.1.2. Hardware Information How to Display the Hardware Data on page 7.1.3.
  • Page 365 7.3.2.1 Sensors Status 7.3.2.2 Dynamic Scale Sensors 7.3.2.3 Feeder Sensors 7.3.3. Feeder 7.3.3.1 Moistening Pumps Test 7.3.3.2 Moistening Flap Position Test 7.3.3.3 Paper Fan Test 7.3.4. Display 7.3.5. Keypad 7.3.6. USB Ports 7.3.7. Serial Connectors 7.3.8. Ping tool 7.3.9. Automated Modem test 7.3.10.
  • Page 366 7.5. Network Advanced Settings How to set the shipping application connection page 264 8. Options and Updates 8.1. Options List Managing Optional Features page 295 8.2. Slogan Management Managing Slogans page 297 8.3. Rate Management Managing Postal Rates on page 299 8.4.
  • Page 367 10.3. Standard Call Manual Calls on page 226 10.4. System Synchronization Synchronize Call on page 228 10.5. Server Loading 10.6. Save Customer Data 10.7. Upload Data 10.8. Upload Statistics Uploading Statistics page 230...
  • Page 368 Index Cover 16 Access Control 137, 138 Account 3, 4, 21, 24, 50, 60, 114, 130, Dashboard 94 137, 138, 140, 142, 143, 144, 145, Date 23, 46, 47, 48, 74, 78, 84, 103, 146, 147, 149, 150, 151, 152, 154, 188, 190, 192, 193, 195, 197, 199, 155, 157, 159, 160, 161, 165, 167, 202, 204, 215, 217, 218, 220, 231,...
  • Page 369 Imprint 4, 23, 47, 177, 251 Ink 7, 13, 26, 51, 225, 226, 231, 307, 309, 351, 353 OFF 34, 35, 38, 39, 48, 62, 84, 137, Ink Cartridge 3 138, 318, 331 ink level 21, 26, 78, 307 Online Services 3, 223, 225, 228, 230, Ink tank 13, 51, 231, 307, 351, 353 231, 265, 274, 275, 277, 289, 297, installation 181, 197, 282...
  • Page 370 Sealer Bottle 12, 51 Sealer water filter access 12 Sensors 318, 321, 353 session 43, 46, 50, 78, 142, 151 Side guide 12 Sleep 28, 39, 50, 142, 151, 226, 272, Slogan 23, 47, 48, 78, 103, 108, 114, 208, 225, 235, 250, 252, 297, 298, 353 Stacker 11, 17, 18, 282 Standard 45, 46, 47, 48, 65, 66, 97, 98, 101, 108, 252, 270, 336, 351, 353...
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