Hasler IM460 User Manual
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Hasler IM460 User Manual

Mailing system with imeter postage meter
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USER'S GUIDE
IM460
MAILING SYSTEM
with iMeter
Postage Meter
TM
4135505S

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Summary of Contents for Hasler IM460

  • Page 1 USER’S GUIDE IM460 MAILING SYSTEM with iMeter Postage Meter 4135505S...
  • Page 2 CONTACTING HASLER Hasler 478 Wheelers Farms Road Milford, CT 06461 www.haslerinc.com If You Need Assistance Product Name: IM-460 Mailing System Hasler Customer CARE 1-800-259-2678 ® Postage Account Information 1-800-248-8013 www.haslerinc.com/myaccount Service and Supplies Please contact your local authorized Hasler dealer...
  • Page 3 CONTROL PANEL...

  • Page 4: Table Of Contents

    Table of Contents Read this First What you will Find in this Manual ...............3 Safety Requirements ..................6 Meet Your Mailing System System Layout ....................13 Accessories ......................16 Control Panel Features ..................19 Connections .....................22 Power Management ..................25 Processing Mail Choosing a Type of Stamp ................29 Preparing and Starting your Work Session ............31 Processing [Standard] Mail ................41 Printing [Received] for Incoming Mail ..............53...
  • Page 5 Reports Overview ..................125 Generating a Report ..................128 Counter Data ....................130 Postage Data ....................132 Funds Data ....................135 Account Data ....................137 System Data ....................142 Advanced Reporting Reports .................143 Online Services Online Services Overview ................149 Connecting to Online Services ...............150 Uploading Statistics ..................154 System Online Services .................155 eConfirmation Services ..................156 Configuring your Mailing System...
  • Page 6 Maintaining your Mailing System 10.1 Maintaining the Ink Cartridge ...............223 10.2 Filling and Adjusting the Feeder Sealer ............231 10.3 Cleaning the Mail Path .................233 10.4 Maintenance Processes ................237 Troubleshooting 11.1 Paper Jamming ....................243 11.2 Label Jamming .....................248 11.3 Weighing Problems ..................249 11.4 Diagnostics and System Data ..............250 Specifications...

  • Page 8: 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 How to Disconnect your Mailing System ............9...

  • Page 10: What You Will Find In This Manual

    What you will Find in this Man- Section 1: Read this First Make sure your have read and fully understood the safety requirements in this section. This section also includes a list of acronyms and symbols used in the manual. Section 2: Meet Your Mailing System System features, reference descriptions of elements and controls, mail format and how to power your Mailing System off.
  • Page 11 Section 12: Specifications Detailed specifications 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. NOTE : remark that explains different scenarios or situations.
  • Page 12 Personal Computer Personal Identification Number Postal Security Device (Meter) USPS United States Postal Services Weighing Platform (Scale)

  • Page 13: Safety Requirements

    Safety Requirements Power Connection Before connection, check whether the Mailing System is suitable for the local AC power voltage (110V). THIS SYSTEM MUST BE GROUNDED • Only connect the power plug to an outlet provided with a protective ground contact. •...
  • Page 14 Environmental compliance A program is implemented for the recycling of worn mailing machines and machines at the end of their lifetime. Contribute in a responsible way to the environmental protection by consulting your retailer internet site, or by contacting him. He will inform you of the collection and treatment processes of these machines.
  • Page 15 Telephone and LAN Connections Your system uses a LAN (high speed internet connection) to connect to your customer Online Services and to a mail accounting software (MAS), located on a separate PC. Your Mailing System uses the telephone network to connect to the Postal Services and to your customer online services.
  • Page 16 Disconnecting your Mailing System How to Disconnect your Mailing System First switch your Mailing System to OFF mode (see How to Turn the Mailing System to OFF Mode on page 26 ). Only unplug the power cord when the Mailing System is in OFF mode or Sleep mode to avoid keeping the ink cartridge in an unprotected position where the ink may dry out and become unusable.

  • Page 18: Meet Your Mailing System

    Meet Your Mailing Sys- Get to know your Mailing System in this section. System Layout ..............13 Accessories ................16 Control Panel Features ............19 Connections .................22 Power Management .............25 How to Turn the Mailing System to Sleep Mode ..........26 How to Turn the Mailing System to OFF Mode ..........26...

  • Page 20: System Layout

    System Layout System Components Mailing System with dynamic scale: Automatically measures the weight and dimensions of Dynamic Scale mail pieces to dynamically change postage after feeding. Prints envelopes (or labels) and controls the Mailing Base System. Control Panel Allows you to control the Mailing System. Catch Tray Receives mail pieces after processing.
  • Page 21 Mailing System without dynamic scale: Rear Guide-Wall Guides envelopes into the feeder. Sealer Bottle Provides water to seal envelopes (optional). Auto Label Dispenser Contains labels to be printed. User Guide Receptacle Stores this User Guide. Label Storage Use this slot to store labels horizontally. Jam Release Handle Allows you to remove jammed envelopes or labels.
  • Page 22 Inside System Base Sealer Bottle (if in- Holds water that is used for moistening an envelope flap. stalled) Cover Lift by front side to open. Ink Cartridge Prints the postal imprint on envelopes. Postal Security Device Postage meter. Stores postage funds and tracks postage (PSD) usage.

  • Page 23: Accessories

    Accessories USB Keyboard (option) Usage A USB keyboard can be connected to the mailing system. This keyboard is a standard personal computer keyboard with an additional touchpad. It allows the input of data to your mailing system. To use the numerical keys, ensure that [Num lock] is activated. You can use the shortcuts listed in the table below Keyboard use NAVIGATION KEYS...
  • Page 24 Moves the cursor before the character at Move before [Left arrow] the left. Moves the cursor after the character at the Move after [Right arrow] right. Touchpad use The touchpad is available to move the screen cursor in much the same way a mouse is used.
  • Page 25 Barcode Scanner (option) This scanner is used: • to identify accounts through barcodes • to scan tracking numbers on mails and send them to postal server...

  • Page 26: Control Panel Features

    Control Panel Features See control panel and screen layout on the flap of the manual cover. Display Areas Account Displays account currently selected. Ad die Indicates that an ad die (slogan) will be printed. Date Displays the date that will be printed. Imprint Memory Displays selected imprint memory when applicable.
  • Page 27 Keys and Shortcuts NAVIGATION KEYS Return Goes back to the previous screen. Home Screen Returns the system to the Home screen. Menu Accesses the menu settings. Validates a selection. SHORTCUT KEYS Funds Accesses funds management (including adding funds). Imprint Memo- Accesses preset stamp and account memories.
  • Page 28 Start Starts printing process. Stops printing and all mechanical activity (motors) in the Stop Mailing System. Keypad Use For different contexts, the table below indicates the successive characters you may obtain by pressing keys several times in a row. Alpha-numeric Custom text Modem settings 2ABCabc...

  • Page 29: Connections

    Connections Connectors Your Mailing System has an Universal Serial Bus (USB) port that allows you to connect to a modem, printer or other USB memory key. Arrangement Power Connector To wall socket, feeder or dynamic scale COM2/3 To Weighing Platform(s) COM1 To mixed-size feeder or dynamic scale For connecting to customer network for loading funds...
  • Page 30 COM1 To the Mixed-Size Feeder COM2 To the Mailing System Base Connection Diagram COM1 Feeder to Base connection COM2/3 Base to Weighing Platform(s) connection For connecting to customer network for loading funds LAN Port and software applications (on a PC).
  • Page 31 With Dynamic Scale COM1 (base) Base (COM1) to Dynamic Scale (COM2) COM2/3 (base) Base (COM2 or COM3) to Weighing Platform For connecting to customer network for loading funds LAN Port and software applications (on a PC) COM1 (dynamic scale) Feeder to dynamic scale Power connectors Power connectors are shown in section Connectors...

  • Page 32: Power Management

    Power Management The System can only use the LAN if the LAN cable is connected BEFORE the power cord is plugged in. Energy Star® Compliance Office equipment is generally powered on 24 hours a day, so power management features are important for saving energy and reducing air pollution. Your Mailing System is an Energy Star®...

  • Page 33: How To Turn The Mailing System To Sleep Mode

    Sleep Mode You can also turn the Mailing System to Sleep mode manually. How to Turn the Mailing System to Sleep Mode Press (at the top right corner of the control panel). The light located next to the key indicates: Green : the Mailing System is awake and ready for use.

  • Page 34: Processing Mail

    Processing Mail This section describes how you can run mail: choose a type of stamp, select a rate and weighing method, activate sealing and so on, depending on the type of process you need to apply to your mail. Choosing a Type of Stamp ..........29 Preparing and Starting your Work Session ......31 How to Sort Mail .....................32 How to Log in and Start a Work Session ............33...
  • Page 35 Advanced Operations ............74 How to Enable an Emergency Stop ...............74 How to Reset Batch Counters ................74 How to Count Mail pieces by Weighing ............75 How to Fill the Automatic Label Dispenser ............76...

  • Page 36: Choosing A Type Of Stamp

    Choosing a Type of Stamp Customizing Your Stamp When processing mail you will be required to select the'Type of stamp ' you need. For example, you can select “Standard” to print postage, or “Received” to print the date on incoming mail, or “No printing” for seal only applications. For each 'Type of stamp' you select, the Mailing System displays all the specifications - and only those specifications - for the type of process you will use.
  • Page 37 • Rate Applying postage to outgoing [Standard] • Weight mail (Processing [Stan- • Date format dard] Mail on page • Text (optional) • Ad die (optional) • Print offset (optional) • Sealing on or off • Print date and/or 'Received' Printing 'Received' or the [Received] date on incoming mail:...

  • Page 38: Preparing And Starting Your Work Session

    Preparing and Starting your Work Session In this section This section recommends a list of preparation steps you should perform to help you run your mail efficiently. Mail preparation involves: • Sorting mail by type and task , to make processing faster (Sorting Mail by Type and Task on page 31)

  • Page 39: How To Sort Mail

    How to Sort Mail Put the mail in different stacks according to the characteristics and in the order that follows: Mail Type See table in Type of Process and Type of Stamp on page 29 Outgoing mail with different postage types Standard postage Date to correct Incoming mail...

  • Page 40: How To Log In And Start A Work Session

    How to Log in and Start a Work Session To log in as a user:...
  • Page 41 Press to wake-up the system. The system may display one of the following screens: Home Screen [Standard] Login Screen Account Screen Home Screen [Standard] : If this screen is displayed, no other step is required to navigate through the system. Login Screen: If the Login Screen is displayed, enter your operator PIN code Account Screen: If the Account Screen is displayed, select your account as follows.
  • Page 42 Find your account quicker: instead of using up and down arrows, type the account number or use a barcode scanner. To type letters instead of figures using the keypad, press the corresponding key several times in a row like a cell phone. (Example : To have “N”...

  • Page 43: How To Change The Current 'Type Of Stamp

    How to Change the Current 'Type of Stamp' Once you are logged in as user: Either: Press and type 1 Press > Customize stamp The Customize stamp screen is displayed. Select > Stamp type . The Type of stamp screen is displayed. Select the type of stamp in the list and press [OK] .

  • Page 44: Frequently Asked Questions

    Frequently Asked Questions System check list: Question... Answer Do I have enough postage? Look at the funds counter at the bottom of the screen, Press and enter 1 to check your funds balance. To add funds, see How to Add Funds to the PSD (Meter) on page 82.
  • Page 45 Using the Feeder The procedure below describes how to place a stack of mail pieces in the Hopper. Depending on the weighing method you choose to run mail, you may have to insert the envelopes one by one or place a stack of envelopes in the hopper. Each stack may mix envelopes of different thickness and size.

  • Page 46: How To Use The Feeder

    How to Use the Feeder Feeding a stack of mail pieces: Arrange the mail pieces according to their size (the largest/heaviest letters beneath). Fan the envelopes to separate them. Bevel the edge of the stack. Place the envelopes in the hopper, their upper edge resting against the rear guide. Ensure that all the envelopes are stacked along the rear guide, from largest to smallest.
  • Page 47 Thickness Setting: Depending on the thickness of your envelopes, you may have to adjust the thickness setting of the Feeder. Use this setting if several thin envelopes pass at one time through the feeder or, if thick envelopes are blocked at the entrance of the mail path. Open Feeder Cover.

  • Page 48: Processing [Standard] Mail

    Processing [Standard] Mail This section describes how to process [Standard ] Mail: • Applying postage using different rates • Re-dating mail See also • About the use of the Type of stamp, see Choosing a Type of Stamp on page 29. Applying Standard Postage Setting the Postage The procedure below outlines steps in a recommended sequence to process your mail.
  • Page 49 Check or change the type of stamp (if you are not in [Standard] mode. Press to access the Customize stamp screen: To select an option in the screen, use related keys located on right hand side of display. Additionally, you can configure stamp elements from the Customize stamp screen as follows: Check or change the Ad die selection : Select Ad die and then select an Ad die (or None ) in the Ad die list screen.
  • Page 50 Select a rate and add services . Press to open the Rate selection screen. Type a rate number to select a rate or display new rate options Select Rate History to choose a recently selected rate. Select Rate wizard to choose rate options in lists (includes rates not shown on rate selection screen).
  • Page 51 You can also apply the optional setting(s): Move the stamp away from the envelope edge for thick envelopes: see How to Move the Stamp (Print Offset) on page 71 . Close envelopes using the feeder sealer : see Using the Sealing Function on page 73 .

  • Page 52: How To Apply Standard Postage (Running Mail)

    How to Apply Standard Postage (Running Mail) In mode Standard Weighing ( From the [Standard ] home screen, to print postage directly on mail pieces: Put the mail piece on the Weighing Platform. The weight of the mail piece is displayed in the Weight area of the screen and the postage amount is updated.
  • Page 53 In optional mode Differential Weighing ( From the [Standard ] home screen, to print postage on mail pieces: Place the stack of mail you want to process on the Weighing Platform, and then follow the instructions on the screen or the steps below. Withdraw the first mail piece from the top of the stack.
  • Page 54 In optional mode Differential Weighing auto-tape ( From the [Standard ] home screen: Place the stack of mail you want to process on the weighing platform, and then follow the instructions on the screen or the steps below. Withdraw the first mail piece from the top of the stack. The Mailing System displays weight and postage on the home screen, starts motors and prints the label automatically.
  • Page 55 In optional mode Dynamic weighing batch-mode ( Place the mail pieces stack you want to process on the hopper. For more details, see Using the Feeder on page 38 . Press to start processing the set of mail pieces. The system weighs the first mail piece and asks you to confirm the postage amount before applying it to all the mail pieces.
  • Page 56 The Mailing System applies postage and the mail piece (or label) is sent to the catch tray. When sealer is activated, collect the mail stack in the catch tray and put stack aside to let envelopes dry. To print several identical labels : Press and enter the number of labels.

  • Page 57: How To Re-Date Mail (Settings)

    How to Re-Date Mail (Settings) Required settings: Make sure you are on the home screen of the [Standard ] type of stamp . The type of stamp is indicated at the top of the home screen as illustrated below. Check or change the type of stamp . Press to access the Customize stamp screen: To select an option in the screen , use related keys located on...
  • Page 58 Set postage to 0 manually, to be sure that it will remain on zero. Type 0 on the home screen to open the Manual amount screen and then just press [OK] . For more details, see How to Enter Postage Manually on page 62 .

  • Page 59: How To Re-Date Mail (Running Mail)

    How to Re-Date Mail (Running Mail) The postage amount 0 is displayed on the home screen. To print postage directly on to mail pieces: Press . System motors start running. Insert the mail piece(s) into the mail path against the rear-guide wall, with the side to be printed facing upwards (see How to Use the Feeder on page 39 ).

  • Page 60: Printing [Received] For Incoming Mail

    Printing [Received] for Incom- ing Mail In this Section This section describes how to use the [Received ] type of stamp, to: • Print the date on incoming mail, and/or • Print 'Received' on incoming mail. See also • About the use of the Type of stamp, see Choosing a Type of Stamp on page 29 ).
  • Page 61 Check or change the type of stamp . Press to access the Customized stamp screen: To select an option on the screen , use related keys located on the right hand side of the display. Additionally, you can : To change the type of stamp , select Stamp type and then select [Received ] in the Type of stamp screen.

  • Page 62: How To Process Received Mail (Running Mail)

    Running Mail To run mail, follow the procedure below after you have completed the steps in How to Process Incoming Mail (Settings) on page 53 . How to Process Received Mail (Running Mail) On the [Received ] home screen: Press .

  • Page 63: Running [No Printing] Mail

    Running [No Printing] Mail This section describes how to use the [No Printing] type of stamp, for: • Sealing envelopes using the auto-feeder sealer (if installed). • Only conveying mail, for counting or testing purposes. See also • About the use of the Type of stamp, see Choosing a Type of Stamp on page 29 Set-Up Requirements...
  • Page 64 Check or change the type of stamp : Press to access the imprint screen: To change the type of stamp , select Stamp type and then select [No stamp ] in the Type of stamp screen. For more details, see How to Change the Current 'Type of Stamp' on page 36 .

  • Page 65: How To Process Mail Without Printing (Running Mail)

    How to Process Mail without Printing (Running Mail) Press . System motors start running. Insert the mail piece(s) into the mail path against the rear-guide wall, side to be printed facing upwards (see How to Use the Feeder on page 39 ).

  • Page 66: Settings Details

    Settings Details Changing the Current Account To process a batch of mail pieces using another account (on account-enabled configurations), change the account as follows. How to Change Accounts To change accounts: As a user: Press and type 5 or select the path: >...

  • Page 67: How To Select A Rate

    Selecting a Rate Selecting a rate allows the Mailing System to calculate the postage amount when the mail piece weight is available, either from a weighing device or, for big parcels, entered manually (see How to Enter the Weight Manually on page 66 ).
  • Page 68 On that screen, you can: Type a rate number 1 to 9 to select the rate or display rate options. Press Other selections and then Rate History to select a recently selected rate. Follow the instructions on screen and, once you have chosen the rate and services, press [OK] to validate your selection.

  • Page 69: How To Enter Postage Manually

    Otherwise, you can press the back key to modify any of the settings made previously and obtain a new summary. Entering Postage Manually To enter the postage amount manually, follow the procedure below. How to Enter Postage Manually On the home screen: Type directly the first figure of the amount using the keypad.
  • Page 70 Choosing a Weighing Type Depending on the accessories and features on your Mailing System, several weighing methods are available. You can also enter the weight manually if you know it: see How to Enter the Weight Manually on page 66 . Weighing modes Depending on the type of mail you want to process, choose a weighing method according to the recommendations in the table below.
  • Page 71 Details on the Weighing Types All weighing options listed below may not be available in your Mailing System. Check with customer service to see how you can easily add weighing features to your Mailing System via online services. • Manual Weight Entry ( In this mode, you enter the weight manually (see How to Enter the Weight Manually on page 66).

  • Page 72: How To Change The Weighing Type

    Changing the Weighing Type At start-up, the default weighing type is active. See also • To change the default weighing mode as supervisor, see How to Change the Default Weighing Type on page 179 . • To change the weighing type according to the type of process you want to run (see Choosing a Weighing Type on page 63 ), follow the steps outlined below.

  • Page 73: Entering Weight Manually

    Entering Weight Manually You can enter the weight manually if a mail piece exceeds the weighing capacity of all your weighing platform. If this situation occurs, you will need to print the postage amount on a label to stick onto the mail piece.
  • Page 74 Configuring the Stamp Depending on the current Type of stamp, you can modify the elements printed on mail pieces as follows: • Change printed date • Add a pre-loaded Ad die to the left of the stamp • Adding a custom text to the left of the stamp (you must first create it in supervisor mode) •...

  • Page 75: How To Change The Date

    How to Change the Date To change the date that will be printed: Either: Press and type 1 or select the path: Press > Customize stamp The Customize stamp screen is displayed. Select >Date . The Date Advance screen is displayed. On the Date Advance screen, you can configure the printed date as follows: To cancel the date, select No date .

  • Page 76: How To Add (Or Cancel) A Text On The Stamp

    Adding Text and/or Ad Die to the Stamp You can add a text and/or an ad die to the stamp, as illustrated below. How to Add (or Cancel) a Text on the Stamp To add a text to the stamp, or to cancel the text: Either: Press and type 1 or select the path:...

  • Page 77: How To Add (Or Cancel) An Ad Die On The Stamp

    Additional information See also Managing Custom Text Messages on page 211 • Managing Ad Die on page 213 . • How to Add (or Cancel) an Ad Die on the Stamp To add an ad die to the stamp or cancel the ad die: Either: Press and type 1 or select the path:...

  • Page 78: How To Move The Stamp (Print Offset)

    Moving the Stamp (Print Offset ) You can move the stamp away from the edge of the envelope when printing on thick envelopes with rounded edges. 1 - Imprint printing offset How to Move the Stamp (Print Offset) To add an offset to the stamp position: As a user: Press and type 2.1 or select the path:...

  • Page 79: How To Use An Imprint Memory

    Using Imprint Memories Imprint Memories allow you to create a preset memory that can include the rate, custom text, ad die and date mode for the Type of stamp you would like to use. In account-activated configurations, Imprint Memories allow you assign postage costs to pre-selected accounts.

  • Page 80: How To Turn The Sealer On/Off

    Using the Sealing Function Mixed-Size Feeder Sealer You can activate or deactivate the Sealing Function as needed. See How to Turn the Sealer On/Off on page 73 . The Sealing On/Off icon in the Home Screen indicates the current state of the Sealing Function.

  • Page 81: Advanced Operations

    Advanced Operations Emergency Stop If you want to stop the system in the event of an emergency: How to Enable an Emergency Stop To stop the run process immediately: Press Using Batch Counters Batch counters allow you to track and report pieces (items) and postage (value) since the last counter reset.

  • Page 82: How To Count Mail Pieces By Weighing

    Piece Counting This function uses the Weighing Platform to count a stack of identical mail pieces. How to Count Mail pieces by Weighing To count mail pieces by weighing: As a user: Press and type 10 or select the path: >...

  • Page 83: Filling The Label Dispenser

    Filling the Label Dispenser How to Fill the Automatic Label Dispenser To fill the Label Dispenser: Stack the labels and insert them in the dispenser, face to print on the right-hand side and peel-off tab on the top. Push the block of labels down until you feel the label “click” into position. The Label Dispenser can hold up to 40 labels.

  • Page 84: Money Operations

    Money Operations This section describes how you can load and manage money in your Mailing System to allow postage operations. Overview ................79 Managing Funds ..............80 How to Check the PSD (Meter) Funds ............80 How to Add Funds to the PSD (Meter) ............82 Unlocking the PSD (Postal Inspection) ......84 How to Unlock the PSD ..................84...

  • Page 86: Overview

    Overview The PSD, located in the base, handles the funds (or money) in your Mailing System. The PSD performs all necessary operations to comply with the postal standards. To do so, regular connections to the Postal Services are necessary. Check that your Mailing System is connected to a telephone line or network (see Connections on page 22 ) and that the connection...

  • Page 87: Managing Funds

    Managing Funds Checking Funds You can check the total postage used and the remaining funds in the PSD at any time. To check that the funds are available to complete your current task. Remaining funds are continuously displayed at the bottom of the home screen (see Control Panel Features on page 19).
  • Page 88 Select the menu path: Funds used / Funds available The screen displays your postage funds as shown below. (Ascending = funds used. Descending = funds available.) Adding Funds You can add funds to your Mailing System at any time by complete the steps listed below. The Mailing System then connects to the Postal Services and validates the operation.

  • Page 89: How To Add Funds To The Psd (Meter)

    How to Add Funds to the PSD (Meter) To add funds to the PSD: Either: Press and type 7 or select the path: Press > My Funds Select Add Funds (or type 2 ). If the system asks for a PIN code, enter the code using the keypad and press [OK] . The Funds Screen is displayed.
  • Page 90 Press [OK] to start the connection to the Postal Server. If the funding process is successful, the system displays a successful message. If funding fails, the system displays a failure message and the amount that you may actually add, depending on your postal account balance. In the case of a communication error, the amount previously entered cannot be changed.

  • Page 91: Unlocking The Psd (Postal Inspection)

    Unlocking the PSD (Postal In- spection) Manual Call The postal service requires your postage meter (PSD) to periodically connect for postal security regulation. If you have not connected your system after a period your system will automatically be deactivated. You have to do a connection within 90 days. If your system is deactivated, you have to perform a connection to the Postal Services to unlock the PSD.

  • Page 92: Managing Accounts And Assigning Rights

    Managing Accounts and Assigning Rights This section describes how you can manage accounts as the supervisor to track postage funds usage and/or set access rights to a variety of functions on your Mailing System. Accounting and Assigning Rights Overview ....87 Selecting an 'Account Mode ' ..........89 Guidelines to Setup an Account ........91 How to Change a Shared PIN Code ..............92...

  • Page 94: Accounting And Assigning Rights Overview

    Accounting and Assigning Rights Overview Postage Tracking and Access Control Your Mailing System allows you to track postage by account/department and to add security to prevent unauthorized use of a variety of functions. • Track postage expenditures: the Accounts function •...
  • Page 95 Accounts from the User's Perspective If the Accounts Function is activated, users of the Mailing System must select an account when starting their work session. Afterwards, users can change accounts to allocate postal expenditures as needed. To control the use of funds, each account can be allocated a budget that cannot be overrun.

  • Page 96: Selecting An 'Account Mode

    Selecting an 'Account Mode ' Introducing the 'Account Modes' The 'Account mode' allows you to set up both the Accounts and the Access Control functions (see Accounting and Assigning Rights Overview on page 87). The table below lists the functional access control for each account mode. Access Control Function 'No account' 'No account with access...
  • Page 97 The table below summarizes the 'Account mode' options available and the function of each option, on the user and supervisor points of view. Account mode Function Action required to access the system 'No Account' No postage tracking Unlimited access to the system No access control 'No Account with No postage tracking...

  • Page 98: Guidelines To Setup An Account

    Guidelines to Setup an Account See also Selecting an 'Account Mode ' on page 89 . • Setting up 'No Account ' The 'No Account' mode provides users with unlimited access to the system (self-service type). This is the default mode in your Mailing System. Implementing “No account”...

  • Page 99: How To Change A Shared Pin Code

    Setting up 'No Account with Access Control ' If you want to prevent unauthorized use of the Mailing System and do not want to use accounts, use the “No Account with Access Control” mode. This provides a single PIN code for all authorized users.
  • Page 100 Setting up 'Accounts ' In 'Accounts' Mode, users must select an account before they can process their mail. The user can change accounts at any time during mail processing. If only one account is available, the Mailing System automatically selects it at start up. Implementing the “Accounts Mode”...
  • Page 101 Setting up 'Accounts with Access Control ' In the 'Accounts with Access Control' Mode, users must first enter a PIN code and then select an Account. They can change accounts once they have logged in. The supervisor can restrict accounts for each user. If only one account is available, the Mailing System automatically selects it at start up.
  • Page 102 'Accounts with Access Control' Management Menu In Accounts with Access Control mode: The menu allows you to manage the Accounts (and the account structure) and the Operators. Creating Operators is the way to create individual user PIN codes : each Operator will have a unique PIN code. Setting up 'Remote Account Management ' 'Remote Account Management', allows you to manage accounts and/or operator PINs from a PC-based software program (MAS).
  • Page 103 Implementing 'Remote account management' To implement the 'Remote account Management' Feature: Connect the PC to the Mailing System and start the Account Management Application on the PC : see the diagram in Connectors on page 22 and the PC application user guide. On the Mailing System, activate the mode 'Remote Account Management' : see How to Display and Change the 'Account Mode' on page 97 .

  • Page 104: Selecting An 'Account Mode

    Selecting an 'Account Mode' How to Display and Change the 'Account Mode' See also Guidelines to Setup an Account on page 91 . • To display and change the 'Account mode': As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 5.1 or select the path:...

  • Page 105: Managing Accounts

    Managing Accounts Selecting an Account Mode You can manage accounts in the following account modes: • 'Accounts' • 'Accounts with Access Control'. Before creating accounts , see Setting up 'Accounts ' on page 93or Setting up 'Accounts with Access Control ' on page 94 .
  • Page 106 User screens never display groups or subgroups. Only (active) accounts are displayed. Three level accounting can be accomplished by linking two groups and assigning an account to the lowest level group. Account names and group names must be unique in the account structure.
  • Page 107 Folder Name of a group, The group that contains the account: may be Root or subgroup or Root the name of a group or subgroup (see Group Settings on page 100). See also • About changing the maximum number of accounts, see Account level on page 155 .

  • Page 108: How To Create A Group Or A Subgroup

    Group Management Follow the steps below to create, modify, activate/deactivate or delete Groups. See also Group Settings on page 100 . • Creating Groups How to Create a Group or a Subgroup To create a group or a subgroup: As supervisor (see How to Log in as Supervisor on page 166 ): Press...
  • Page 109 Select Add Acct/Group . Select Add Group (or type 2 ). The Add group window appears. Enter the Group Name by using the keypad. Select the Group Status (active or inactive). The screen then displays the current status of the Group you have selected. To put the current Group into a Subgroup, select the Folder button, select a group in the list and press [OK] .

  • Page 110: How To View/Edit A Group Or A Subgroup

    How to View/Edit a Group or a Subgroup To view or edit a Group or a Subgroup: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 5.2.1 or select the path: Account management Manage accounts Account list The Account list screen is displayed.

  • Page 111: How To Activate / Deactivate A Group

    Activating Groups Follow the steps outlined below to deactivate a Group so that the Accounts, included in the Group, are not visible to users. How to Activate / Deactivate a Group To activate or deactivate a Group Follow the procedure How to View/Edit a Group or a Subgroup on page 103 to edit the Group.

  • Page 112: How To Create An Account

    Account Management Follow the steps below to create, modify, activate/deactivate or delete accounts. You can also import a list of accounts. See Importing/Exporting Account Lists on page 109 . See also Account Information on page 99 . • Creating Accounts How to Create an Account To Create an account activate the mode “accounts”.
  • Page 113 Select Add Acct/Group and then select Add account (or type 1 ). The Add account screen is displayed. Enter the account Number and Name using the keypad and press [OK]. Select the Account Status (the button displays the current status: Active or Inactive). To put the Account into a Group other than 'Root ', select the Folder button, select a Group or Subgroup in the list and press [OK] .

  • Page 114: How To View / Edit Account Information

    How to View / Edit Account Information To view or edit an account: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 5.2.1 or select the path: Account management Manage accounts Account list The Account list screen is displayed.

  • Page 115: Deleting Accounts

    Select each parameter and change it using the keypad (use key [C] to clear characters), and then press [OK]. The Account modification summary screen is displayed. The Budget and Surcharge parameters are only available when Advanced Reporting option is activated. See Budget and Surcharge Preferences on page 119.

  • Page 116: How To Delete An Account

    How to Delete an Account To delete an Account: Perform procedure How to View / Edit Account Information on page 107 . On the Account management screen, select Delete (or type 2 ) instead of Edit/Modify. A confirmation of account deletion is displayed. Importing/Exporting Account Lists Using a USB memory key, you can import an account list to or export an account list from your mailing machine as a CSV file.

  • Page 117: How To Export An Account List

    How to Export an Account List To export an account list on a USB memory key: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 5.2.4 or select the path: Account management Manage accounts Export Account list Insert the USB memory key into the USB port of the base (at rear left) and press [OK].

  • Page 118: How To Import Accounts

    How to Import Accounts To import accounts from a CSV file: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 5.2.3 or select the path: Account management Manage accounts Import Account list Insert your USB memory key into the USB port of the base (at rear left) and press [OK] .

  • Page 119: Managing Operators

    Managing Operators In Account with Access control Mode and as supervisor, you can create up to 50 'operators' that each correspond to a PIN code (see Accounting and Assigning Rights Overview on page 87). This section only applies to the Account with Access Control Mode (see Accounting and Assigning Rights Overview on page 87)

  • Page 120: How To Create An Operator

    Operator Management Follow the steps outlined below to create, modify, activate/deactivate or delete operators. See also Operator Options on page 112 . • • To print the current list of operators, see Operator List Report on page 141 . Creating Operators In order to create an operator you must first set up an “Account with Access Control”...
  • Page 121 Select Add operator . The Add operator screen is displayed. Enter the options you wish to provide for this operator. You must enter a unique PIN code (4 digit) for each operator. In the Account List screens, select the Accounts (or groups/subgroups) that the operator will be allowed to use.

  • Page 122: How To Modify An Existing Operator

    How to Modify an Existing Operator To modify an existing Operator: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 5.3 or select the path: Account management Manage operators The Manage Operator Wizard window opens. Select Operator List .

  • Page 123: How To Assign Accounts To An Operator

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

  • Page 124: How To Activate / Deactivate An Operator

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

  • Page 125: Advanced Reporting Functions

    Advanced Reporting Functions Advanced Reporting option enhances account management and provides a variety of reports. Account Management Enhancements See also • Advanced Reporting : Options and Updates on page 203 to activate the Advanced reporting functions. Advanced Reporting Reports on page 143 •...
  • Page 126 Budget and Surcharge Preferences Before you can set budgets and surcharges for an account you first have to activate these features and set the global preferences. Budget and Surcharge functions are only available if the Advanced Reporting option has been loaded onto your Mailing System. Global Preferences The budget of an account is the postage amount that can be charged to this account in a given period of time.

  • Page 127: How To Activate/Deactivate Budgets And Surcharges

    Surcharge Preferences The surcharge preferences are set for each account individually. Preference Range Description Fixed Rate 0.01 to 99 The fixed amount to add to the account over the postage amount. Percentage of im- 1 to 99% The percentage of the postage to add to the account print charge.

  • Page 128: How To Modify The Period Or Start The Day Of Budgets

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

  • Page 130: Reports

    Reports This section explains how you can access and print reports for your Mailing System. Reports Overview ..............125 Generating a Report ............128 How to Generate a Report (as a User) ............128 How to Generate a Report (as Supervisor) ..........129 Counter Data ..............130 Postage Data ..............132 Funds Data .................135 Account Data ..............137...

  • Page 132: Reports Overview

    Reports Overview As a user or supervisor, you can get a range of reports to regularly view, print or store information regarding your Mailing System usage, funds usage, account expenditures, etc. Your Mailing System can also upload basic data that can be viewed online. Enhanced online postal expense management reporting can be added as an option.
  • Page 133 Funds Usage Infor- Information on the funds LSPF Funds Summary mation usage in the machine Report on page (since the installation of the machine). Contents is limited to the history avail- able in the PSD. Adding Postage Last refill operations per- Adding Postage formed on the machine in Report...
  • Page 134 ADVANCED REPORT- ING *** Budget Consump- Budget consumption of all Budget Consump- tion accounts for the current or tion Report previous budget period. page 143 Operator Activity Activity (number of items, Operator Activity postage value) of all oper- Report on page ators in the machine in a selected period.

  • Page 135: Generating A Report

    Generating a Report To generate a report, select the desired report, and choose how you want to display or record the report: • On screen • On an external printer (if any) • On a label • On a USB memory key How to Generate a Report (as a User) To generate a Report: As a user:...

  • Page 136: How To Generate A Report (As Supervisor)

    How to Generate a Report (as Supervisor) To generate a Report: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 2 or select the path: Reports Resume with the steps outlined in How to Generate a Report (as a User) on page 128.

  • Page 137: Counter Data

    Counter Data Batch Data Report This report displays the batch counter and the postage spent for outgoing mail (type of stamp [Standard ]) since the last reset. Requirements To generate this report, you have to be logged in as a user. You must be in [Standard] stamp type to view the outgoing mail batch counter.
  • Page 138 Received Batch Data This report displays the batch counter for incoming mail ('Received on') since the last reset. Requirements To generate this report, you must be logged in as a user. You must be in [Received] stamp type to view incoming mail batch counter. Output •...

  • Page 139: Postage Data

    Postage Data Daily Usage Report This report displays, for each day of the selected period, usage data such as total items and total postage value. Requirements This report is available as a user or supervisor. You have to specify the Begin date and the End date of the report. When you specify the Begin date, the End date field is filled with a proposed value: Begin date + 31 days.
  • Page 140 Monthly Usage Report This report displays, in a selected period and per month, the total items and total postage used. Requirements This report is available as user or supervisor. You have to specify the Begin date and an the End date of the report. Use the selection of month and year.
  • Page 141 Operational Permit This report displays permit mail data for a selected period. Requirements To generate this report, you have to be logged in as a user and [Permit] mode has to be selected. Output • Screen • USB printer Fields Comments For each permit indicia (including date only permit if present):...

  • Page 142: Funds Data

    Funds Data Funds Summary Report This report displays the information on funds usage since the installation of the system. The content is limited to the history available in the PSD. Requirements This report is available as user or supervisor. Output •...
  • Page 143 Adding Postage Report This report displays the last postage refill operations performed on the machine in a selected period. Requirements For this report, you have to be logged in as a supervisor. Output • Screen • USB printer • USB memory key Fields Comments Period...

  • Page 144: Account Data

    Account Data Account List Report This report displays the list of accounts in the system. Requirements To generate this report: • You have to be logged in as a supervisor • The current 'Account mode' has to be Account or Account with access control . Output •...

  • Page 145: Single Account Report

    How to Generate the Account List Report To generate the Account List Report : As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 5.2.2 or select the path: Account management Manage accounts Account report Select an Output and then press [OK].
  • Page 146 Output • Screen Fields Comments Period Die number printed report only. Account number Account name Number of items processed (zero + non-zero items) Total postage value When Advanced reporting is enabled, budget and surcharge data is included in the report. Please contact your Customer Service to enable options.
  • Page 147 Output • USB printer • USB memory key Fields Comments Period Die number On printed report only. If, in the period, some items were printed The report displays the hierarchy of groups using a mode without accounts (default ac- and sub-groups, with the total values per count), these items appear in the report un- group and sub-total values per sub-group.

  • Page 148: How To Generate The Operator List Report

    Operator List Report This report displays the operator list with PIN codes. Requirements • To generate this report, you have to be logged in as a supervisor (not as a user). Output Data Comments There is no time period to en- For each Operator: ter.

  • Page 149: System Data

    System Data Machine Configuration Report This report displays all supervisor settings. Requirements To generate this report, you have to be logged in as a supervisor. Outputs • Screen • USB printer • USB memory key Fields Imprint default settings (Default Text, Default Ad die, Default Rate) Date advance parameters Funds settings (High value, Low Funds) Connections settings (phone numbers)

  • Page 150: Advanced Reporting Reports

    Advanced Reporting Reports Publish Additional Reports When the Budget and Surcharge function is activated, Single account , Multi account and Account list reports include budget and/or surcharge data if applicable. The Advanced Reporting option includes the following reporting capabilities: • Budget consumption : instantaneous budget status for all accounts •...
  • Page 151 Fields Comments Budget period Period [begin date-end date] If an account has no Budget, Budget and For each group/subgroup: Remaining budget fields show value 0. • Group or subgroup name, + for each account that consumed postage during the period: - Account number - Account name - Budget...
  • Page 152 Outputs • Screen • USB printer • USB memory key Fields Comments If an account mode without For each operator: 'operators' has been used dur- • Period ing the period, the items printed • Operator name (whatever its status) in this mode appear in the re- •...
  • Page 153 Fields Comments For each hour band: 'Before 7h00': aggregates items performed between midnight • Number of items and 7h00, • Total postage value. 'After 19h00': aggregates items performed between 19h00 and midnight.

  • Page 154: Online Services

    Online Services Online Services for your Mailing System allow you to update postal rates, download optional features and use discounted USPS postal services such as e-delivery confirmation. Online Services Overview ..........149 Connecting to Online Services ........150 How to Call Online Services Manually (as a User) ........151 How to Call Online Services Manually (as Supervisor) ........151 How to Test the Connection to Online Services ...........153 Uploading Statistics ............154...

  • Page 156: Online Services Overview

    Online Services Overview The Online Services simplify the use and the update of your Mailing System. Online Services features and capabilities include: • Online reporting : the usage of your machine is available from your personal, secure web account, simplifying tracking and reporting of your postage expenses. •...

  • Page 157: Connecting To Online Services

    Connecting to Online Services Automatic calls Automatic calls To fully benefit from the convenience and power of Online Services, your Mailing System should permanently be connected to a network connection so that it can link to the Online Server automatically whenever required. For the usage of some services, some automatic calls are scheduled to upload corresponding data.

  • Page 158: How To Call Online Services Manually (As A User)

    How to Call Online Services Manually (as a User) To trigger a generic call As a user: Press and type 9.3 or select the path: Online services Generic call The Mailing System connects to the server and downloads the available elements (rates, ad dies, etc.).
  • Page 159 Synchronize Call This type of call is only for executing on request from your Customer Service. This call updates the automatic call schedule of the machine and the features/options (see Options and Updates on page 203 ). 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 160: How To Test The Connection To Online Services

    How to Test the Connection to Online Services To ping the server As a user: Press and type 9.1 or select the path: Online Services Ping server Or, as supervisor (see How to Log in as Supervisor on page 166 ): Press and type 10.1 or select the path: Online Services...

  • Page 161: Uploading Statistics

    Uploading Statistics This manual call uploads report data to the Online Services server, so that you can display reports that integrate the latest figures on your Online Services web page. Otherwise, automatic calls upload report data to the Online Services server at the end of each month.

  • Page 162: System Online Services

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

  • Page 163: Econfirmation Services

    eConfirmation Services Service Overview With E-Confirmation Services, your mailing machine can capture and process USPS Delivery Confirmation , Signature Confirmation , and Certified Mail tracking label numbers. After upload to the Online Server, simply log on your Online Services Web account to monitor all of your USPS Confirmation Service delivery tracking records at a glance, or in detail, in one convenient location.
  • Page 164 eSignature Confirmation You receive an email with the date and time of the delivery and the name of the person who signed for the parcel. You can obtain a copy of the proof-of-delivery signature via FAX or email from the USPS. The dates and times of any unsuccessful deliveries are also noted. eSignature Confirmation is available with First Class, Priority, or Package Service (including Parcel Post, Media Mail, etc.).

  • Page 165: The Process In Your Mailroom

    How e-Confirmation Service Works You can track mail delivery through the Online Services server because the server is in constant communication with the USPS. The diagram below shows how tracking information flows from your mailroom, through the Online Services server and on to the USPS, and then back to you.
  • Page 166 Getting e-Confirmation Status Data Mailing status information is available in two ways: • Via your Online Services web page • Via emails sent by the Online Services server. You can log on to your Online Services web page with a password 24 hours a day, 7 days a week.

  • Page 167: How To Process Econfirmation Items Using The Wp

    How to Process eConfirmation Items using the WP The weighing platform must be connected to your mailing machine. Using your weighing platform to send a package and request eConfirmation service is simple: Place the eConfirmation label on the package. Place your package on the WP. (If needed, first remove all items from the WP and rezero your weighing platform: see How to Zero the Weighing Platform on page 181 ).

  • Page 168: How To Display Econf Record List And Details

    Press to start. Apply the tape to the package. Leave the machine ON and connected at night to automatically upload the record to the USPS. You can also upload records manually (see How to Upload Report Data to the Online Services Server on page 154 ).

  • Page 169: How To Modify An Econf Record Status

    Modifying an e-Confirmation Record You can modify an e-Confirmation in case you decide not to send an item processed with an eConfirmation Service. In this case you have to edit the corresponding record and change its status. Record status: • PIC Valid : corresponds to a valid mail with eConfirmation Service to track through USPS.

  • Page 170: Configuring Your Mailing System

    Configuring your Mail- ing System This section describes the general settings you can apply to your Mailing System. Some of them can be managed directly by all users whereas most of them require access as supervisor . Settings Overview ..............165 Logging in / out as the Supervisor ........166 How to Log in as Supervisor ................166 How to Exit the Supervisor Mode ..............167...
  • Page 171 How to Rezero the Weighing Platform ............182 How to Tare the Weighing Platform ..............182 How to Set Dynamic Scale High Accuracy Mode ........183 How to Change the GEO Code ..............184 Postage Imprint Default Settings ........187 How to Change the Default Rate ..............188 How to Change the Default Text ..............188 How to Change the Default Ad Die ..............189 How to Set the Automatic Date Advance Time ..........190...

  • Page 172: Settings Overview

    Settings Overview This section describes two types of settings that are available on your system: • User settings , that only last as long as the user who applies them is logged in • Supervisor settings , sets the default or permanent settings of your Mailing System. Other user settings are described in the corresponding sections: Processing Mail on page 27 ,...

  • Page 173: Logging In / Out As The Supervisor

    Logging in / out as the Supervi- You need to be logged in as supervisor to configure the Mailing System and perform functions such as managing accounts and access rights, generating certain reports, etc. When you are logged in as supervisor, only the supervisor menu is available.

  • Page 174: How To Exit The Supervisor Mode

    Exiting the Supervisor Mode Follow the step below to exit the supervisor mode. You must exit the supervisor Mode before you can begin to print postage. How to Exit the Supervisor Mode To exit the supervisor mode: As supervisor: Press The system will go into 'Sleep' mode and supervisor is logged out.

  • Page 175: Changing The Display Language

    Changing the Display Lan- guage You can choose a language among those available in the Mailing System for your mailing session (3 languages maximum). The machine supports only one English language. How to Change the Display Language To change the current display language: As a user: Press and type 11.1 or select the path:...

  • Page 176: How To Change The Display Language By Default

    Setting Default Display Language You can set the default display language for user sessions by completing the steps listed below. The machine supports only one English language. How to Change the Display Language by Default To change the user language by default: As supervisor (see How to Log in as Supervisor on page 166 ):...

  • Page 177: Enabling/Disabling Sounds

    Enabling/Disabling Sounds You can enable or disable the system beeps separately: • Beeps on keys • Beeps on warnings and errors. How to Enable / Disable the Beeps To enable or disable the beeps: As a user: Press and type 11.2 or select the path: Preferences Sounds Select Beep on key and/or beep on error check boxes.

  • Page 178: How To Change The Beeps By Default

    How to Change the Beeps by Default To change the sounds by default: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 3.1.2 or select the path: Default user settings Default user preferences Sounds Check Beep on key and/or Beep on error to enable the sounds.

  • Page 179: Display Settings

    Display Settings You can adjust the contrast of the display for bright or dark working environments. How to Adjust the Display Contrast To adjust the display contrast: As a user: Press and type 11.3 or select the path: Preferences Contrast Type 1 or 2 to increase or decrease the contrast.

  • Page 180: How To Change The Display Contrast By Default

    How to Change the Display Contrast by Default To set the default contrast : As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 3.1.3 or select the path: Default user settings Default user preferences Contrast Use the "1 "...

  • Page 181: System Time-Outs And Settings

    System Time-outs and Settings 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 the system waits for an envelope after pressing Start Once this time-out is reached the system stops. The period of time the system waits for the next envelope after printing.

  • Page 182: How To Adjust The Time-Outs

    How to Adjust the Time-outs To adjust the time-outs: As a user: Press and type 2.7 or select the path: Job settings Time-out settings Select each field and specify the length of each the time-out (Use [C] to clear digits). Press [OK] to exit.

  • Page 183: How To Change System Time-Outs

    How to Change System Time-Outs To change the system time-Outs: As Supervisor (see How to Log in as Supervisor on page 166 ) Press and type 3.5 or select the path: Default user settings System settings Time-out settings The Timeout setting screen is displayed. Select each field and specify the length of each the time-out.

  • Page 184: High Value, Low Funds Warnings And Pin Codes

    High Value, Low Funds Warn- ings and PIN Codes Warnings Your Mailing System can warn you that the postage amount that you have typed is higher than a preset value. This high-amount warning prevents you from accidentally printing high postage amounts. Your Mailing System can also warn you that funds remaining in the PSD are getting low (low-funds threshold).

  • Page 185: How To Set The Low-Funds Threshold

    How to Set the Low-Funds Threshold To set a low-funds threshold: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 3.4 or select the path: Default user settings Funds settings Select the Low funds threshold field. Enter the low-funds warning amount or press [C] and enter 0 to disable the warning function.

  • Page 186: Weighing Settings

    Weighing Settings The weighing settings include: • Setting a default weighing type used for mailing • Activating/ De-activating the WP Automatic Selection functionality. • Zeroing the weigh platform • Checking on Zero Weight • Setting the GEO code that corresponds to the geographical location of the Mailing System.

  • Page 187: How To Activate The Automatic Weight Detection On The Wp

    Weighing Platform Automatic Selection This functionality shall be implemented for improving the user productivity and the ease of use of the mailing system. The user is able to change the weighing type to the WP standard weighing by putting a mail piece onto the WP. The WP standard weighing is automatically selected when a weight increase is detected on the WP.

  • Page 188: How To Zero The Weighing Platform

    Zeroing the Weighing Platform You can reset the Weighing Platform in the following ways: • Set to zero : resets the weight to zero • Tare : sets the weight to zero with an additional tray on the Weighing Platform •...

  • Page 189: How To Rezero The Weighing Platform

    How to Rezero the Weighing Platform To re-zero the Weighing Platform: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 6.1.2 or select the path: System settings Weighing functions Zero Weigh Plarform Remove all items from the Weighing Platform. Press [OK] to rezero the Weighing Platform.

  • Page 190: How To Set Dynamic Scale High Accuracy Mode

    Dynamic Scale High Accuracy Mode How to Set Dynamic Scale High Accuracy Mode To activate the high accuracy setting: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 6.2.1 or select the path: System settings Weighing settings Dynamic scale high accuracy...

  • Page 191: How To Change The Geo Code

    How to Change the GEO Code To change the GEO code: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 6.2.2 or select the path: System settings Accessories and module settings GEO code See the map and table on the next pages to get the 5 digit GEO code from your location altitude and latitude, and enter the 5 digit using the keypad.
  • Page 193 Geocodes...

  • Page 194: Postage Imprint Default Settings

    Postage Imprint Default Set- tings The settings of the postage imprint 'by default' include: • Stamp default settings : sets the default rate, text and ad die for mailing operations • Automatic Date Advance : enables early date change to continue printing postage with the new date after post office closing hours •...

  • Page 195: How To Change The Default Rate

    How to Change the Default Rate To change the default rate: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 3.3.3 or select the path: Default user settings Default imprint parameters Default rate Select the default rate using the rate wizard.

  • Page 196: How To Change The Default Ad Die

    Changing the Default Ad Die See also Managing Ad Die on page 213 • How to Change the Default Ad Die To change the default Ad die: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 3.3.2 or select the path: Default User Settings...

  • Page 197: How To Set The Automatic Date Advance Time

    How to Set the Automatic Date Advance Time To set the auto date advance time and days: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 3.3.4 or select the path: Default user settings Default imprint parameters Automatic date advance...

  • Page 198: How To Activate / Deactivate Fractional Postage Values

    Fractional Setting The fractional setting enables users to type fractional values when entering postage manually. Otherwise, the fractional value is always zero. How to Activate / Deactivate Fractional Postage Values To activate / deactivate fractional postage: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 3.3.5 or select the path:...

  • Page 199: Imprint Memories

    8.10 Imprint Memories The Imprint Memories are presets for your stamp types. As a user, you can quickly recall a saved setting to simplify operation and save time (see Using Imprint Memories on page 72 ). As supervisor, you can create, edit/modify or delete an Imprint Memory. Each Imprint Memory is identified by a name and a number.

  • Page 200: How To Create An Imprint Memory

    How to Create an Imprint Memory To create an imprint memory: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 4 or select the path: Predefined imprint management The current list of imprint memories is displayed in the Imprint memories screen. Select a line named None in the list.

  • Page 201: How To Delete An Imprint Memory

    How to Delete an Imprint Memory To delete an imprint memory: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 4 or select the path: Predefined imprint management Select an imprint memory from the list of saved imprint memories. Press [OK] to validate.

  • Page 202: Default Sealing Mode

    8.11 Default Sealing Mode As supervisor, you can set the default sealing Mode (ON or OFF). As a user, you can change the current sealing state as indicated below. This setting is used only if the Mixed-Size Feeder is connected. How to Set the Default Sealing Mode To modify the Default Sealing Mode: As supervisor (see...

  • Page 203: How Set The Current Sealing Mode

    How Set the Current Sealing Mode To change the sealing Mode: As a user: Press and type 2.5 or select the path: Job settings Sealing The Sealing screen is displayed. Press the ON/OFF key (or type 1 ) to change the sealing state and press [OK] to validate.

  • Page 204: Connection Settings

    8.12 Connection Settings Connection to the Postal Services or Online Services To add funds or access Online Services, the Mailing System can use the following networks: • An analog / fax telephone line through an analog modem • An Internet access through a high speed LAN (Local Area Network). First use the procedure below to select the connection, then configure the connection.

  • Page 205: How To Set Lan (High-Speed Internet) Parameters

    LAN Settings LAN settings can only be performed if the machine is connected to the LAN at power-up. How to Set LAN (High-speed Internet) Parameters To set the parameters of the LAN : As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 9.2 or select the path:...

  • Page 206: How To Set The Analog Modem Parameters

    How to Set the Analog Modem Parameters To set the parameters of the modem: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 9.3 or select the path: Communication settings Modem settings In the screens that are displayed next, enter the parameters as required and press [OK] to complete screens until you return to the Communications settings screen.

  • Page 207: Time And Date Management

    8.13 Time and Date Management Daylight Savings Time Transitions Your Mailing System normally auto-adjusts to Daylight Savings Time . However, if a manual adjustment is necessary, you can use either of the following procedures to correct the Mailing System time: •...
  • Page 208 Select Audit call to adjust the time. The system adjusts its time if necessary and displays time and date values.

  • Page 210: Options And Updates

    Options and Updates This section describes how you can upgrade your system by adding optional functions and elements of stamp such as latest postal rates, additional texts or ad dies. Options and Updates Process .........205 How to Access the Options and Updates Menu ..........205 Using the Mailbox ..............206 How to Read Messages (User) ..............206 How to Read Messages (Supervisor) ............207...

  • Page 212: Options And Updates Process

    Options and Updates Process You can update your Mailing System by: • Adding new options, such as Differential Weighing, Advanced Reporting or increasing the maximum number of accounts • Adding enhanced online postal expense management or USPS E-services. • Update postal Rates •...

  • Page 213: Using The Mailbox

    Using the Mailbox The mailbox allows you to receive messages from the Mailing System or from customer service via the server. On the home screen, an icon indicates that the mailbox contains unread messages. Unread messages icon on home screen: The Mailbox list screen indicates unread messages and allows you to delete read messages.

  • Page 214: How To Read Messages (Supervisor)

    How to Read Messages (Supervisor) As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 1 or select the path: Mailbox The Mailbox screen is displayed. Select the message to read and press [OK] . Select Delete message to erase the message after you have read it.

  • Page 215: How To Delete Messages (Supervisor)

    How to Delete Messages (Supervisor) As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 1 or select the path: Mailbox The Mailbox screen is displayed. Select the message to be deleted and press [OK] . Select Delete message to erase the message.

  • Page 216: Managing Options

    Managing Options Consulting the Option 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 217: How To Load New Options

    Activating New Options Process for Activating Options You can activate new options by connecting the Mailing System to Online Services server. New available options are automatically downloaded into your Mailing System and activated. Contact customer service to have new options ready for downloading on the Online Services server.

  • Page 218: Managing Custom Text Messages

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

  • Page 219: How To Add A New Text Message

    Editing Text Use the procedures below to create, modify or delete texts. How to Add a New Text Message To add a new message: Display the list of text. See How to Display the List of Text Messages on page 211 . Select Add new .

  • Page 220: Managing Ad Die

    Managing Ad Die The Ad dies are graphical slogans you can add on the left hand side of the stamp printed on mail pieces. As supervisor, you can: • Display the list of ad dies - In the list, rename or delete ad dies •...

  • Page 221: How To Modify Or Delete An Ad Die

    Modifying the List of Ad Dies The procedure below allows you to change the menu name of an ad die or to remove an ad die from the list. How to Modify or Delete an Ad Die To modify or delete an ad die: Display the list of ad dies (see How to Display the List of Ad Dies on page 213 ).

  • Page 222: How To Download New Ad Dies

    How to Download New Ad Dies To download new ad dies: Display the list of ad dies (see How to Display the List of Ad Dies on page 213 ). Select >Check for updates . The Mailing System connects to the Online Services server and downloads available ad dies.

  • Page 223: Managing Postal Rates

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

  • Page 224: How To Check Your Rate Updates

    How to Check your Rate Updates To display the list of rate tables: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 8.4 or select the path: Options and Updates Rate management The list of rate tables is displayed in the Rate management screen. The tables are identified by the effective date of the rate.

  • Page 225: Updating System Software

    Updating System Software Occasionally it will be requested that you download new software for your Mailing System. The software package may include feature enhancements or updates. Also, if you purchase an additional service, you may be required to download the software to support this new service.
  • Page 226 After downloading The Mailing System indicates it has to be re-started. Disconnect and reconnect the Mailing System power cord (see Connection Diagram on page 23 . After restarting, the Mailing System calls the server to confirm installation. The Mailing System is ready for use with the new software. No information is lost during the updating process: your data and settings remain unchanged.

  • Page 228: Maintaining Your Mailing System

    Maintaining your Mail- ing System This section contains important information about the maintenance of your Mailing System in order to keep it in good condition. 10.1 Maintaining the Ink Cartridge .........223 How to Display Ink Level and Cartridge Data ..........224 How to Display Ink Level and Cartridge Data ..........225 How to Align the Print Heads ...............226 How to Clean the Print Heads Automatically ..........227...

  • Page 230: Maintaining The Ink Cartridge

    10.1 Maintaining the Ink Cartridge About the Ink Cartridge The ink cartridge for printing is located in the Mailing System and contains fluorescent red ink that has been tested and approved by the postal service. The ink cartridge uses ink jet technology. It requires the print head nozzles to be cleaned regularly to provide a good printing quality.

  • Page 231: How To Display Ink Level And Cartridge Data

    Displaying Ink Level and Cartridge Data You can display the ink level and other cartridge data, such as: • Ink consumed in percent • Ink color • Cartridge status (present or not present) • First used date Also check the Best before date on the cartridge box. After this date, the cartridge warranty is void.

  • Page 232: How To Display Ink Level And Cartridge Data

    How to Display Ink Level and Cartridge Data To display the Ink Level and the Cartridge Data: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 7.2.1 or select the path: Maintenance Cartridge Ink information The Ink information screen is displayed.

  • Page 233: How To Align The Print Heads

    Setting the Headset Alignment Aligning the print heads is required if there is an between the top and the bottom of the imprints. Your Mailing System requires the heads to be aligned after each cartridge change. How to Align the Print Heads To align the print heads: As supervisor (see How to Log in as Supervisor...

  • Page 234: How To Clean The Print Heads Automatically

    The Set headset alignment screen is displayed. Observe the pattern and press the letter that corresponds to the straightest and complete vertical line. Press [OK] to validate. Repeat the previous step until lines F are aligned. Cleaning the Print Heads If the printing on envelopes or labels looks unclear or dirty in some way, clean the headset to restore the print quality.

  • Page 235: How To Clean The Print Heads Automatically

    How to Clean the Print Heads Automatically To clean the print heads automatically: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 7.2.2 or select the path: Maintenance Ink Cartridge Cleaning process The cleaning starts automatically. Manual Cleaning If automatic cleaning is not sufficient, you can clean the printing heads manually.

  • Page 236: How To Change The Ink Cartridge

    Changing the Ink Cartridge The Power cord must be plugged in to move the cartridge into the 'replacement' position. How to Change the Ink Cartridge Open the cover: the ink cartridge moves to the replacement position. Keep fingers away from the ink cartridge while it is moving to the replacement position.
  • Page 237 Lift out the old ink cartridge. Remove the protective strips from the new ink cartridge. Insert the new ink cartridge, and then push it forward until you hear the click. Close the cover. The alignment process of the printing heads starts automatically.

  • Page 238: Filling And Adjusting The Feeder Sealer

    10.2 Filling and Adjusting the Feed- er Sealer Filling the Sealer Bottle The Automatic Feeder uses water for sealing envelopes. If the system is out of water, the mailing process continues but the envelopes will not sealed properly. How to Fill the Sealer Bottle To add water (or sealing solution) to the bottle: Remove the bottle from its base and turn it over.

  • Page 239: How To Adjust The Sealing Water Flow

    Adjusting the Sealing Water Flow Before you adjust the sealing water flow, make sure that the brushes and sponge are clean (see How to Clean the Brushes and Sponge (Sealer) on page 233 ). How to Adjust the Sealing Water Flow To adjust the sealing water flow: Set the water flow using the back lever.

  • Page 240: Cleaning The Mail Path

    10.3 Cleaning the Mail Path Cleaning the mail path includes: • Cleaning sealer brushes and sponge • Cleaning feeder belts and rollers • Cleaning the Mailing System sensors on the mail path. Cleaning Brushes and Sponge of the Sealer How to Clean the Brushes and Sponge (Sealer) MAKE SURE YOUR SYSTEM IS DISCONNECTED FROM POWER SOURCE BEFORE CLEANING! To clean the brushes and sponge of the feeder:...
  • Page 241 Raise the brush and lift the complete brush holder assembly. Lift the metal retainer to remove the sponge. Remember its direction. Clean the sponge and the brush. Re-install the sponge and retainer in the same direction. Put the brush back and push the release lever back down until it snaps into place. Push down on the upper drive assembly until it locks back into position.

  • Page 242: How To Clean The Feeder Belts And Rollers

    Cleaning the Feeder Belts and Rollers Follow the steps below to clean the belts and rollers of the feeder and of the Dynamic Scale (if installed). How to Clean the Feeder Belts and Rollers To clean the feeder belts and rollers: Open equipment covers;...

  • Page 243: How To Clean The Mail Path Sensors

    How to Clean the Mail Path Sensors To clean the mail path sensors: Use a damp cloth or 70° alcohol on a cotton applicator. Allow the parts to dry and close all covers and assemblies.

  • Page 244: Maintenance Processes

    10.4 Maintenance Processes Maintenance Processes The maintenance processes listed below are only to be completed on request from by Customer Service. Check that your Mailing System is connected to a telephone line or the LAN before starting. As supervisor (see How to Log in as Supervisor on page 166 ): Press...

  • Page 245: How To Run The Installation Wizard

    Running the Installation Wizard This type of call should only be completed upon request from Customer Service. Check that your Mailing System is connected to a telephone network or to the LAN before starting. How to Run the Installation Wizard To run the installation wizard: As supervisor (see How to Log in as Supervisor...

  • Page 246: How To Run The Registration Update

    Performing the Update Registration Procedure to Change your Address This procedure is to be used if you have changed address. First contact your Customer Service to update your details, then you will be instructed to perform the update registration procedure. Updating Registration Check that your Mailing System is connected to the network before starting.

  • Page 248: Troubleshooting

    Troubleshooting This section helps you solve problems you may encounter while using your Mailing System. 11.1 Paper Jamming ..............243 How to Clear Mail Jammed in the Base ............243 How to Clear Mail Jammed in the Mixed-Size Feeder .........245 How to Remove Mail Jammed in the Dynamic Scale ........247 11.2 Label Jamming ..............248 How to Clear a Label Jammed in the Base ..........248...

  • Page 250: Paper Jamming

    11.1 Paper Jamming Base Jamming Envelopes are stopped in the transport mechanism of the Base. Possible causes Actions • Mailpiece is too thick. Clear the Base as indicated below. • Mail size is incorrect. • Envelopes are not properly stacked Correct the cause indicated in the left on the feeder platform.
  • Page 251 Mixed-Size Feeder Jamming Some envelopes are blocked in the Mixed-Size Feeder. • Mail piece is too thick. Unblock the Mixed Size Feeder as indi- • Mail size is incorrect. cated below. • Too many envelopes are on the feed deck. Correct the cause: •...

  • Page 252: How To Clear Mail Jammed In The Mixed-Size Feeder

    How to Clear Mail Jammed in the Mixed-Size Feeder To clear mail jammed in the Mixed-Size Feeder: Open feeder cover. Push the left of the upper blue release lever to lift up the upper drive assembly. If necessary, lift up the brush release lever.
  • Page 253 Remove jammed envelopes. Position the brush and push the brush release lever until it snaps into place. Push down on the upper drive assembly until it locks back into position. Close the cover.

  • Page 254: How To Remove Mail Jammed In The Dynamic Scale

    Dynamic Scale Jamming Occasionally envelopes can become jammed in the Dynamic Scale. Possible causes Actions • Mail size is incorrect. Unblock the Dynamic Scale by following • Envelopes are not properly stacked on the steps outlined below. the Feed Platform. Correct the cause: - Mail sizes: see Mail Specifications...

  • Page 255: Label Jamming

    11.2 Label Jamming A Label is Jammed in the Base Possible causes Actions A label is blocked in the Automatic Label- Clear the label as indicated below. Dispenser or in the transport mechanism of the system base. How to Clear a Label Jammed in the Base To clear a label jammed in the Base: Remove all labels from the dispenser.

  • Page 256: Weighing Problems

    11.3 Weighing Problems The Weighing Device does not Weigh Properly If the Base does not display a correct weight, complete the following actions to correct the problem. You have to check the weighing device (Weighing Platform or Dynamic Scale) as follows. Possible causes Actions The weighing device is not select-...

  • Page 257: Diagnostics And System Data

    11.4 Diagnostics and System Data Diagnostics allow you to find the root cause of a an issue or a breakdown that may occur during the life of your Mailing System. The system performs tests automatically to diagnose the problem and generate corresponding reports.

  • Page 258: How To Access Diagnostic Data

    How to Access Diagnostic Data To gain access to a diagnostic data: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 7.3 or select the path: Maintenance Diagnostics The system requires you press [OK] to start the diagnostic tests, then displays the list of the tests.

  • Page 259: How To Display Hardware Data

    How to Display Hardware Data To display hardware data: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 7.1.2 or select the path: Maintenance System info Hardware information The system hardware data appears on the screen. How to Display the Event Lists To display the event lists: As supervisor (see...

  • Page 260: How To Display The Machine Counters

    How to Display the Machine Counters To display the data of the machine counters: As supervisor (see How to Log in as Supervisor on page 166 ): Press and type 7.1.4 or select the path: Maintenance System info Counters The system displays the data of the machine counters.

  • Page 262: Specifications

    Specifications This sections contains the main specifications of your Mailing System. 12.1 Mail Specifications ............257 12.2 Recommended Operating Conditions ......260 12.3 General Specifications ............261 12.4 Operating Specifications ..........262...

  • Page 264: Mail Specifications

    12.1 Mail Specifications Envelope Specifications Envelope Dimensions Your Mailing System can handle the envelope & flap sizes as illustrated below (note: the illustration is not on scale) .
  • Page 265 Envelope Weight 0.1 oz 2 lb Envelope Thickness 0.008" 0.63" (1 envelope at a time, no sealing) In the Feeder See also How to Use the Feeder on page 39 . • Envelope Stack Min weight 0.1 oz Max weight 2 lb 10.2 oz Max height 4"...
  • Page 266 In the Dynamic Scale Envelope Thickness 0.008" 0.5" Envelope Weight 0.1 oz 2 lb...

  • Page 267: Recommended Operating Conditions

    12.2 Recommended Operating Con- ditions Temperature and Relative Humidity Your Mailing System should only be operated in the following conditions: Temperature range Ambient temperature: 50°F - 104°F. Relative humidity 80% max. without condensation. Weighing accuracy To obtain the best weighing results, use a solid and steady table: •...

  • Page 268: General Specifications

    12.3 General Specifications Dimensions (Width x Length x Height) • Base: 9.96" x 17.4" x 12.63" • Catch tray: 12.4" x 13.7" x 5" • Mixed Size Feeder: 10.24" x 13.78" x 24.21" • Dynamic scale: 10.35" x 13.78" x 17.24" Weight •...

  • Page 269: Operating Specifications

    12.4 Operating Specifications Envelope dimensions and weights • Max. length: 13" • Max. width: 10" • Flap max. height: 3" - Min. thickness: 0.008" - Max. thickness (manual feed): 0.63" - Max. thickness (auto feeding): 0.5" - Max. thickness (with sealing): 0.375" - Max.
  • Page 270 Dynamic Scale Speed • In weighing mode: IS-480 model: 90 Pieces/minute IS-490 model: 110 Pieces/minute • In no-weighing mode: IS-480 model: 150 Pieces/minute IS-490 model: 175 Pieces/minute Dynamic Scale Range • Resolution in dynamic weighing mode: 0.04 oz. Accounts The number of accounts you can create is set to 30 by default and can be raised optionally to 300.

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