Hasler IM-440 User Manual
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USER'S GUIDE
IM-440
MAILING MACHINE
4135502P

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Summary of Contents for Hasler IM-440

  • Page 1 USER'S GUIDE IM-440 MAILING MACHINE 4135502P...
  • Page 2 Customer Service Customer Care 1-800-446-6027 Call for customer service or for your local dealer telephone number for technical support. The Customer Service Helpdesk can also direst you on where to obtain supplies for your Hasler mailing system. TMS® Automated Account Information 1-800-248-8013 Call to check Account Balance, or other account information via touch-tone telephone.
  • Page 3 CONTROL PANEL (see manual section 2.3)
  • Page 5: Table Of Contents

    Table of Contents 1 Read this First What you will Find in this Manual ........3 Safety Requirements............5 Environmental Conditions ...........9 2 Meet your Mailing System System Layout ..............13 Connections ..............15 Control Panel Layout............17 Power Management ............19 Mail Specifications ............20 3 Processing Mail Choosing a Type of Stamp..........25 Preparing and Starting your Work Session .......27 Running [Standard] Mail............34...
  • Page 6 7 Online Services Online Services Overview..........105 Connecting to Online Services........106 Uploading Statistics ............110 System Online Services..........111 eConfirmation Services........... 112 Updating System Software ..........118 8 Configuring your Mailing System Settings Overview ............123 Logging in / out as the Supervisor ........124 Changing the Display Language........
  • Page 7: Read This First

    Read this First 1 Read this First This section contains important information about safety precautions and envi- ronmental recommendations to operate your equipment in the best possible conditions. What you will Find in this Manual ......3 Safety Requirements..........5 How to Disconnect your Mailing System........8 Environmental Conditions ........9...
  • Page 9: What You Will Find In This Manual

    What you will Find in this Manual What you will Find in this Manual 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.
  • Page 10 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 cases or specificities. TIP: advice to help you save time when processing your mail.
  • Page 11: Safety Requirements

    Safety Requirements Safety Requirements Power Connection Before connection, check whether the mailing system is suitable for the local AC power voltage; refer to the type plates at the back of the pieces of equipment. THIS EQUIPMENT MUST BE GROUNDED • Only connect the power plug to a socket outlet provided with a protective ground contact.
  • Page 12 General Safety • Before using your mailing system, thoroughly read the operating instructions. To reduce the risk of fire, electric shock and injury to persons, follow normal and • basic safety precautions for office equipment when using your mailing system. To avoid equipment damage, only use approved supplies (inks, tapes, cleaners...).
  • Page 13 Telephone and LAN Connections Your mailing system uses a telephone line to connect to the postal services and to your customer online services. You may also use a LAN to connect the mailing system to a mail accounting software on a separate PC. To prevent damage to equipment, do not confuse telephone jacks that connect to the modem and LAN connectors that are bigger: Phone (4 pins)
  • Page 14: How To Disconnect Your Mailing System

    Disconnecting your Mailing System How to Disconnect your Mailing System How to Dis- The power supply cord is the equipment disconnecting device. connect your First switch the mailing system to Sleep mode (see How to Turn the Mailing System to 'Sleep' Mode p.19) if there is no Mailing System emergency.
  • Page 15: Environmental Conditions

    Environmental Conditions Environmental Conditions Temperature and Relative Humidity Your mailing system should only be operated in the following conditions: Temperature range 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 17: Meet Your Mailing System

    Meet your Mailing System 2 Meet your Mailing System Get to know your mailing system in this section. System Layout............. 13 Connections ............15 Control Panel Layout .......... 17 Power Management........... 19 How to Turn the Mailing System to 'Sleep' Mode ......19 Mail Specifications..........
  • Page 19: System Layout

    System Layout System Layout Figure 1 : Mailing system with Auto feeder Figure 2 : Base internal details...
  • Page 20 Table 1 : Mailing system layout Auto label dispenser Contains labels to be printed. Base Prints envelopes (or labels) and controls the mailing system. Catch tray Receives mail pieces after processing. Control panel Allows you to control the mailing system. Hopper Beginning of mail transport path.
  • Page 21: Connections

    Connections Connections Rear Connectors Figure 3 : Base rear connectors COM1 To mixed feeder or dynamic scale COM2/3 To weighing platform COM4 (future use) To modem, printer or USB memory device To accounting software on a PC...
  • Page 22 Connection Diagrams Feeder to Base Base to Weighing Platform Telephone cable...
  • Page 23: Control Panel Layout

    Control Panel Layout Control Panel Layout See control panel layout on flap of the cover of the manual. Table 2 : Screen layout Account Displays account currently selected. Ad die Indicates that an Ad die will be printed. Date Displays the date that will be printed. Imprint memory Displays selected imprint memory when applicable.
  • Page 24 Table 3 : Keys and shortcuts NAVIGATION KEYS Return Goes back to the previous screen. Home screen Displays the current type of stamp (type of task). Menu Accesses the settings menu. Validates an action or selection. SHORTCUT KEYS Funds Accesses funds management. Imprint memo- Accesses preset stamp and account memories.
  • Page 25: Power Management

    Power Management Power Management Energy Star® Compliance Office equipment is generally powered on 24 hours a day, so power management features are important for saving energy and are an easy way to reduce air pollution. ® Your mailing system is an Energy Star qualified mailing system that automatically goes into a low-power 'Sleep' mode after a period of inactivity.
  • Page 26: Mail Specifications

    Mail Specifications Mail Specifications Base Characteristics Envelope Dimensions Your mailing system can handle envelope & flap sizes as illustrated below. Figure 4 : Mailing specifications Note: illustration is not on scale. Flap angle: 19° min. / 60° max. Envelope Weight 0.1 oz 2 lb Envelope Thickness...
  • Page 27 Feeder See also • How to Use the Feeder p.32. Envelope Stack Min weight 0.1 oz Max weight 2 lb 10.2 oz Max height 4"” The feeder cannot handle nested envelopes. Envelope Thickness With optional sealer: Max with sealer OFF 0.5"”...
  • Page 29: Processing Mail

    Processing Mail 3 Processing Mail This section describes how you can run mail: choosing a type of stamp, selecting a rate and weighing method, activating sealing and so on, depending on the type of process you need to apply to your mail. Choosing a Type of Stamp ........
  • Page 31: Choosing A Type Of Stamp

    Choosing a Type of Stamp Choosing a Type of Stamp Introducing the 'Type of Stamp' To process mail, you must first choose a 'Type of stamp' that corresponds to the type of process you want to apply to your mail: printing postage for different rates, applying amount or date corrections, printing 'Received' and the date, etc.
  • Page 32 Types of Process and Types of Stamp The table below indicates the type of stamp to choose, depending on the type of process you want to apply to each set of mail. The column on the right indicates, for each type of stamp, the parameters you can set before running mail.
  • Page 33: Preparing And Starting Your Work Session

    Preparing and Starting your Work Session Preparing and Starting your Work Session In this section This section recommends a list of preparation steps to help you running your mail ef- ficiently. Mail preparation involves: Sorting mail by type and task, to make processing faster (p.28) •...
  • Page 34: How To Sort Mail

    Sorting Mail by Type and by Task To save time, sort your mail in groups that have similar characteristics. This will prevent you having to change the stamp parameters too often and allow you to fully benefit from the automatic features of your mailing system, particularly diffe- rential weighing or dynamic scale options that allow you to process mail much quicker.
  • Page 35: How To Log In And Start A Work Session

    Turning Machine On and Starting a Work Session Turning the machine on starts a work session on the mailing system. At start-up, depending on supervisor settings: • The access to the machine may be free You may have to enter a PIN code •...
  • Page 36: How To Change The Current 'Type Of Stamp

    Selecting the Type of Stamp For each stack of mail you have sorted (see p.28), select the type of stamp you need to process your mail as follows. How to Change the Current 'Type of Stamp' How to Change Once you are logged in as user: the Current 'Type Either: of Stamp'...
  • Page 37 Checking Machine State The list below raises questions to answer from time to time to ensure your work will not be interrupted during a run to change the ink cartridge, add funds into the machine, etc. Table 1 : Machine check list Question...
  • Page 38: How To Use The Feeder

    Using the Feeder The procedure below describes how to place a stack of mail pieces at the mail path entrance. Depending on the weighing method you will choose to run mail, you may have to insert the envelopes one by one or to put a stack of envelopes on the hopper. You may set envelopes to portrait feed.
  • Page 39 Thickness setting: For thin or thick envelopes, you may have to adjust the thickness setting of the feeder. Use this setting if several thin envelopes pass at a time in the feeder or, on the contrary, if thick envelopes are blocked at the entrance of the mail path. Open feeder cover.
  • Page 40: Running [Standard] Mail

    Running [Standard] Mail Running [Standard] Mail In this Section This section describes the parameter settings and mail handling sequences for the mail processes that use the [Standard] type of stamp: Applying postage using different rates • Re-dating mail • Correcting postage amount. •...
  • Page 41 To select an option in the screen: Highlight the option using the arrow keys Then always press to validate your selection. To change the type of stamp, select the Type line, press [OK] and then select [Standard] in the Type of stamp screen, and press [OK].
  • Page 42 Type a rate number to select a rate or display new options Press 8 to select the Rate wizard and choose rate options in lists. For more details, see Selecting a Rate p.53. You may also enter the postage amount manually: on the home screen, type directly the first figure of the amount using the key- pad.
  • Page 43 Running Mail To run mail, follow the procedure below after you have completed the steps in Se- quence of Settings p.34. The way you will handle mail mainly depends on the weighing method you have chosen. The weighing method is indicated by the icon in the Weighing type zone of the screen.
  • Page 44 In Differential weighing mode ( From the [Standard] home screen, to print postage on mail pieces: Place the pile 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 45 In Differential weighing auto-tape mode ( From the [Standard] home screen, to print postage on mail pieces: Place the pile of mail you want to process on the weighing platform, and then follow the instructions on the screen or the steps below.
  • Page 46 In other modes (Manual weight entry , No weight source) From the [Standard] home screen, to print postage on mail pieces: Press . System motors start running. Insert the mail piece into the mail path against the rear-guide wall, side to printed facing upwards.
  • Page 47: How To Re-Date Mail (Settings)

    Re-dating Mail Sequence of Settings The procedure below outlines steps in a recommended sequence to re-date mail. The sequence is similar to sequence Applying Standard Postage (p.34), except for the following settings: Postage must be set to zero • You do not have to weigh the mail piece. •...
  • Page 48 Change the date or date format from the Build stamp/ imprint screen as follows: Select Date and then select a date option in the Date advance screen. Select No date advance for printing the standard date. For more details, see How to Change the Date on the Stamp p.60.
  • Page 49: How To Re-Date Mail (Running Mail)

    Running Mail To run mail, follow the procedure below after you have completed the steps in Se- quence of Settings p.41. How to Re-Date Mail (Running Mail) How to Re-Date The postage amount is displayed on the home screen. To print Mail (Running postage directly on mail pieces: Mail)
  • Page 50: How To Correct Postage Amount (Settings)

    Correcting a Postage Amount Sequence of Settings The procedure below outlines steps in a recommended sequence to correct the amount on mail. The sequence is identical to Re-dating Mail (p.34), except for the following: Postage must be set to the desired amount, instead of •...
  • Page 51 You can change the date or date format from the Build stamp/imprint screen as follows: Select Date and then select a date option in the Date advance screen. Select No date advance for printing the standard date. For more details, see How to Change the Date on the Stamp p.60.
  • Page 52: How To Correct Postage Amount (Running Mail)

    Running Mail To run mail, follow the procedure below after you have completed the sequence in Sequence of Settings p.44. How to Correct Postage Amount (Running Mail) How to Correct The postage amount is displayed on the home screen. To print postage directly on mail pieces: Postage Amount (Running Mail)
  • Page 53: Running [Received] Mail

    Running [Received] Mail Running [Received] Mail In this Section This section describes the parameter settings and mail handling sequences for mail processes that use the [Received] type of stamp, to: Print the date on received mail, and/or • Print 'Received' on received mail. •...
  • Page 54: How To Process Received Mail (Settings)

    Activate or deactivate printing the date Activate or deactivate printing 'Received'. Select the option to change and press [OK]. The screen in- dicates the current status of the options. Press to return to the home screen. You can also apply this optional setting: Move the stamp away from the envelope edge for thick envelopes: see How to Move the Stamp (Print Offset) p.63.
  • Page 55: Running [No Stamp] Mail

    Running [No Stamp] Mail Running [No Stamp] Mail This section describes the parameter settings and mail handling sequence for mail processes that use the [No Stamp] type of stamp, to: Seal envelopes, using the auto-feeder (if installed) • • Only convey mail, for counting or testing purposes. See also To choose the type of stamp to use for each type of mail process, see Choosing a •...
  • Page 56: How To Process Mail Without Printing (Running Mail)

    You can also apply this optional setting: Close envelopes using the feeder sealer: see Using the Sealing Function p.65. You are now ready to process mail. Running Mail To run mail, follow the procedure below after you have completed the steps in Se- quence of Settings p.49).
  • Page 57: Settings Details

    Settings Details Settings Details Changing Accounts To process a set of mail pieces using another account, change the account as follows. How to Change Accounts How to Change To change accounts: Accounts As user: Press and type or select the path: >...
  • Page 58: How To Select A Rate

    Selecting a Rate Selecting a Rate to Calculate Postage 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 a big parcel, entered manually (see How to Enter Weight Manually p.58). The system provides you several ways to select a rate: Using a shortcut list in the form of a scale dashboard •...
  • Page 59: How To Enter Postage Manually

    Entering Postage Manually To enter the postage amount manually, follow the procedure below. How to Enter Postage Manually How to Enter On the home screen: Postage Ma- Type directly the first figure of the amount using the keypad. nually The Manual amount screen appears. Complete the amount.
  • Page 60 Choosing a Weighing Type Depending on the accessories and features your mailing system is equipped with, several weighing methods are available. You can also enter the weight manually if you know it: see How to Enter Weight Ma- nually p.58. Choosing a Weighing Type Depending on the type of mail you want to process, choose a weighing method ac- cording to the recommendations in the table below.
  • Page 61 Details on the Weighing Types All weighing options listed below may not be available in your mailing system. Check with your customer service how you can easily add weighing features to your mailing system, via online services. Manual Weight ( •...
  • Page 62: 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 type as supervisor, see How to Change the Default • Weighing Type p.133. To change the weighing type according to the type of process you want to run (see Choosing a Weighing Type p.55), follow the procedure below.
  • Page 63: How To Enter Weight Manually

    Entering Weight Manually You may have to enter the weight manually, if a mail piece overruns the weighing ca- pabilities of all your weighing devices. In that case, you will typically also choose to print the postage on a label to stick onto the mail piece.
  • Page 64 Configuring the Stamp Depending on the current type of stamp, you can modify the elements printed on mail pieces as follows: Changing printed date • Adding a pre-recorded Ad die at the left of the stamp • Adding a pre-recorded text at the left of the stamp •...
  • Page 65: How To Change The Date On The Stamp

    Changing Stamp Date The Date Advance function allows you to change the date printed on the mail pieces. 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 Time p.143.
  • Page 66: How To Add (Or Cancel) A Text On The Stamp

    Adding Text and Ad Die to the Stamp You can add a text and/or an ad die to the stamp, as illustrated below. Figure 1 : Elements of a stamp imprint See also The supervisor manages the lists of the available texts and ad dies. See Managing •...
  • Page 67: How To Move The Stamp (Print Offset)

    How to Add (or Cancel) an Ad Die on the Stamp How to Add (or To add an ad die to the stamp or cancel the ad die: Cancel) an Ad Either: Die on the Stamp Press Press and type or select the path: >...
  • Page 68: How To Use An Imprint Memory

    Using Imprint Memories The imprint memories allow you to set the rate, text, ad die and date mode in one shot, using memorized imprint configurations. In account-activated configurations, imprint memories include accounts, allowing you to associate rates to accounts. If your mail requires different settings such as specific postal rate (1st class - registered...) + text and/or ad die + department to charge, then the imprint memories are the solution: all your set- tings are stored in a single memory.
  • Page 69 Using the Sealing Function Auto Feeder Sealer If equipped with a sealer, your Auto Feeder can seal envelopes while printing postage. Move the cursor at the front of the feeder right or left to change the moistener state: Moistener ON Moistener OFF Do not insert envelopes already sealed in the feeder when sealing is ON: the envelopes might jam.
  • Page 70: Complementary Operations

    Complementary Operations Complementary Operations Stopping Runs If you want to stop motors of the machine in emergency: How to Stop the Run Process How to Stop the To stop the run process immediately: Run Process Press Using Batch Counters The counters allow you to issue reports on the activity since the last counter reset. To produce reports associated to counters, see Reports p.89.
  • Page 71: How To Fill The Auto Label-Dispenser

    Filling the Label Dispenser How to Fill the Auto Label-Dispenser How to Fill the To fill the Auto Label-Dispenser: Auto Label-Dis- Stack the labels and insert them in the dispenser, face to print on the right-hand side and peel-off tab on the left. penser Push the block of labels down until you feel the...
  • Page 73: Money Operations

    Money Operations 4 Money Operations This section describes how you can load and manage money in your mailing system to allow postage operations. Overview ............. 71 Managing Funds..........72 How to Check the PSD Funds .............72 How to Add Funds to the PSD .............73 Unlocking the PSD (Audit)........74 How to Unlock the PSD (Audit)............74...
  • Page 75: Overview

    Overview Overview The Postal Security Device (PSD) 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 (see Connections p.15) and that the connection is properly confi- gured (see Connection Settings p.147).
  • Page 76: Managing Funds

    Managing Funds Managing Funds Checking Funds You can check the total money used for postage and the remaining funds in the PSD at any time, and particularly before mailing sessions, to check that the funds are suf- ficient to complete your current task. Use the procedure below to display remaining funds.
  • Page 77: How To Add Funds To The Psd

    Adding Funds You can add funds to the mailing system by indicating an amount to add. The mailing system then connects to the Postal Services and validates the operation. See also As supervisor, you can set the mailing system to ask for a PIN code for funding: •...
  • Page 78: Unlocking The Psd (Audit)

    Unlocking the PSD (Audit) Unlocking the PSD (Audit) After a long period of inactivity, the postage functions may be automatically deac- tivated to protect your funds. In this case, you have to perform a connection to the Postal Services to unlock the PSD.
  • Page 79: Managing Accounts And Access Rights

    Managing Accounts and Access Rights 5 Managing Accounts and Access Rights This section describes how you can manage accounts as supervisor to track the postage funds usage and/or set access rights to the mailing system. Accounting and Access Rights Overview....77 Choosing an 'Account Mode' ......78 Guidelines to Implementing an 'Account Mode'79 How to Change the Shared PIN Code...
  • Page 81: Accounting And Access Rights Overview

    Accounting and Access Rights Overview Accounting and Access Rights Overview Postage Tracking and Access Control Your mailing system includes functions that allow you to implement the following se- curity and accounting requirements: Track the usage that is made of postage: the Accounts function •...
  • Page 82: Choosing An 'Account Mode

    Choosing an 'Account Mode' Choosing an 'Account Mode' Introducing the 'Account Modes' In your mailing system, a single 'Account mode' allows you to set up both the Ac- counts and the Access control functions (see Accounting and Access Rights Overview p.77). The table below indicates which 'Account mode' corresponds to the Access control and Accounts functions activation.
  • Page 83: Guidelines To Implementing An 'Account Mode

    Guidelines to Implementing an 'Account Mode' Guidelines to Implementing an 'Account Mode' See also Choosing an 'Account Mode' p.78. • Implementing the 'No account' Mode The 'No account' mode provides users with free access to the machine (self-service type). This is the default mode in the machine. Process for Implementation To implement the 'No account' mode: Follow the procedure How to Display and Change the 'Account Mode' p.82 and...
  • Page 84 Implementing the 'No account with access control' Mode In 'No account with access control' mode, users have to type a shared PIN code to gain access to the machine. Process for Implementation To implement the 'No account with access control' mode: 1 Follow the procedure How to Display and Change the 'Account Mode' p.82 and select the 'No account with access control' mode.
  • Page 85 Implementing the 'Accounts' mode In 'Accounts' mode, users have to select an account when starting a work session. They can change accounts at any time, depending on the mail they have to process. If only one account is available, the mailing system automatically selects it at start up.
  • Page 86: Selecting An 'Account Mode

    Selecting an 'Account Mode' Selecting an 'Account Mode' See also Guidelines to Implementing an 'Account Mode' p.79. • How to Display and Change the 'Account Mode' How to Display To display and change the 'Account mode': and Change the As supervisor (see How to Log in as Supervisor p.124): 'Account Mode' Press and type...
  • Page 87: Managing The Accounts

    Managing the Accounts Managing the Accounts You can manage accounts in the following account modes: 'Accounts' • 'Accounts with access control'. • You can only manage accounts in the mode Accounts. Before creating accounts, see Implementing the 'Accounts' mode p.81.
  • Page 88 Account Parameters The number of accounts you can create is set to 25 by default and can be raised op- tionally to 100. An account has the following parameters, displayed on the Add account screen: Table 1 : Account parameters Param.
  • Page 89: How To Create An Account

    Account Management Follow the steps below to create, modify, activate/deactivate or delete accounts. See also • Account Parameters p.84. Creating Accounts How to Create an Account How to Create To create an Account: an Account As supervisor (see How to Log in as Supervisor p.124): 5.2.1 Press and type...
  • Page 90: How To View / Edit Account Parameters

    Editing Accounts Use the procedures below to modify an account name or status. The account number cannot be modified. How to View / Edit Account Parameters How to View / To view or edit the parameters of an account: Edit Account Pa- As supervisor (see How to Log in as Supervisor p.124): rameters 5.2.1...
  • Page 91: How To Delete An Account

    Deleting Accounts You may need to delete an account. How to Delete an Account How to Delete To delete an Account: an Account Perform procedure How to View / Edit Account Parameters p.86. On the Account management screen, select > Delete (or type ) instead of Edit/Modify.
  • Page 92: How To Issue The Account List Report

    Account List Report This report displays the list of accounts in the machine. To issue this report • You have to be logged as supervisor The current 'Account mode' has to be Account or Account with access control. • Outputs Printer •...
  • Page 93: Reports

    Reports 6 Reports This section explains how you can get and print out for the mailing system usage, funds usage, account usage, and so on. Report Overview ..........91 Issuing a Report ..........93 How to Issue a Report as User ............93 How to Issue a Report as Supervisor ........93 Counter Data .............
  • Page 95: Report Overview

    Report Overview Report Overview As user or supervisor, you can get a range of reports to regularly view, print or store information on the mailing system usage, funds usage, account consumption, etc. Reports generally require a beginning date and an end date. Your mailing system allows you to get reports on the activity over the past two years.
  • Page 96 List of Reports Table 1 : Reports Report name Short description Page COUNTER DATA Batch data Batch counter and corresponding postage for p.94 outgoing mail since the last reset. Received batch data Batch counter for incoming mail ('Received p.95 on') since the last reset. SYSTEM DATA Daily usage For each day of a selected period, the...
  • Page 97: Issuing A Report

    Issuing a Report Issuing a Report For issuing a report, select the desired report, enter the corresponding parameters 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 device.
  • Page 98: Counter Data

    Counter Data Counter Data Batch Data Report This report displays the batch counter and corresponding postage for outgoing mail (type of stamp [Standard]) since the last reset. Requirements To issue this report, you have to be logged as user. Outputs Screen.
  • Page 99 Received Batch Data This report displays the batch counter for incoming mail ('Received on') since the last reset. Requirements To issue this report, you have to be logged as user. This batch counter is specific to the [Received] type of stamp. Outputs Screen.
  • Page 100: System Data

    System Data System Data Daily Usage Report This report displays, for each day of the selected period, consumption data (total items and total postage value). Requirements This report is available as 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 101 Monthly Usage Report This report displays, in a selected period and per month, the total items and total postage value. Requirements This report is available for as user and as supervisor. You have to specify the period for the report (Begin date and an End date). Use the selection of month and year.
  • Page 102 Machine Configuration Report This report displays all supervisor settings. Requirements To issue this report, you have to be logged as supervisor. Outputs Screen. USB printer. USB memory device. Table 6 : Machine Configuration Report Fields Comments Imprint default settings (Default Text, Default Ad die, Default Rate) Date advance parameters Funds settings (High value, Low Funds)
  • Page 103: Funds/Refill Data

    Funds/Refill Data Funds/Refill Data Funds Summary Report This report displays the information on the funds usage in the machine since the ins- tallation of the machine. The content is limited to the history available in the PSD. Requirements This report is available as user or supervisor. Outputs On label.
  • Page 104 Refill Operations Report This report displays the last refill operations performed on the machine in a selected period. Requirements For this report, you have to be logged as supervisor. Outputs Screen. USB printer. USB memory device. Table 8 : Refill Operations Report Fields Comments Period...
  • Page 105: Account Data

    Account Data Account Data See also Current accounts in the machine: see Account List Report p.88. • Single Account Report This report displays the consumption of an account, selected in the account list, for a selected period. Requirements This report is available as user or supervisor. You have to select an account in the list of accounts, then the period for the report (Begin date and an End date).
  • Page 106 Multi Account Report This report displays the consumption for all the accounts in a selected period, sorted by increasing account number. The report displays all the accounts in 'active' status, and accounts 'inactive' or 'deleted' with a postage value. Requirements This report is available as user or supervisor.
  • Page 107: Online Services

    Online Services 7 Online Services Online Services for your mailing system allow you to very easily achieve tasks such as updating postal rates, system software or optional features, and using services such as e-confirmation. Online Services Overview ......... 105 Connecting to Online Services......106 How to Call Online Services Manually ........107 How to Call Online Services Manually .......107...
  • Page 109: Online Services Overview

    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 on your postage expenses. eConfirmation Services: save money with USPS discounts on Delivery and Si- •...
  • Page 110: Connecting To Online Services

    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 live analog telephone line so that it can link to the Online Server automatically whenever required.
  • Page 111: How To Call Online Services Manually

    Manual Calls Manual calls allow you to connect to the Online Server in order to retrieve new infor- mation (rate tables, ad-dies or messages) or to set new ordered options (scale ca- pacity, number of departments...). You will be instructed to use this function when rate change. You can trigger a call to the Online Services server from the user menu as well as from supervisor's.
  • Page 112: How To Test The Connection To Online Services

    Testing the Connection to Online Services You may test the connection to the Online Services server via the commands in the Online Services menu: > Ping server • Establishes a connection and checks whether the server answers to a 'ping' command.
  • Page 113 How to Test the Connection to Online Services How to Test the To test the connection to Online Services: Connection to Ping server Online Services As supervisor (see How to Log in as Supervisor p.124): 10.1 Press and type or select the path: >...
  • Page 114: Uploading Statistics

    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 115: System Online Services

    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 116: Econfirmation Services

    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 117 e-Confirmation Service Customer Profile If you have purchased the E-Confirmation Edition with USPS tracking, on the Online Services web page, you can activate and define your e-mail notifications, as well as enter and maintain e-mail addresses for the notifications. The possible notifications are: Email Daily Report to the email address of the person who is to receive a daily •...
  • Page 118 The Process in your Mailroom The Process in Apply a tracking label (supplied by your Customer Service) to your mail. your Mailroom For information about ordering new labels, please contact your Customer Service. Select the appropriate rate and e-Confirmation service on your machine display.
  • Page 119: How To Process Econfirmation Items Using The Wp

    Processing e-Confirmation Items Using your Weighing Platform If you plan to use the eConfirmation service frequently, the use of a handheld scanner to scan the tracking labels is recommended. The hand-held scanner option is com- patible with the use of a weighing platform. For information about the optional scanner, please contact your Customer Service re- presentative.
  • Page 120: How To Display Econf Record List And Details

    Press to print a tape, or insert item in the machine. When printing is done, an eConfirmation record is created (see How to Display eConf Record List and Details p.116). Apply the tape to the package. Leave the machine ON and connected at night to automatically upload the record to the USPS.
  • Page 121 Modifying an e-Confirmation Record You can modify an e-Confirmation in case you decide not to send an item franked 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 •...
  • Page 122: Updating System Software

    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 corrections. Also, if you purchase an additional service, you may be required to download the software to support this new service.
  • Page 123 After downloading The mailing system indicates it has to be re-started. Disconnect and reconnect the mailing system (see How to Disconnect your Mailing System p.8). 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 125: Configuring Your Mailing System

    Configuring your Mailing System 8 Configuring your Mailing System This section describes the general settings you can apply to your mailing system. Some of them can be managed directly by all users whereas most of them require as supervisor access. Settings Overview ..........
  • Page 126 How to Change the Default Text ........141 How to Change the Default Ad Die ........142 How to Set the Automatic Date Advance Time ....143 How to Set the Default Printing Offset ........144 How to Activate / Deactivate Fractional Postage ....144 8.10 Imprint Memories ..........
  • Page 127: Settings Overview

    Settings Overview Settings Overview This section describes two types of settings: User interface settings, that only last as long as the user who applies them is • logged in • Supervisor settings, that set default or permanent characteristics of the user in- terface, the system behavior or the mailing process.
  • Page 128: Logging In / Out As The Supervisor

    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, issuing certain reports, etc. When you are logged in as the supervisor, only the supervisor menu is available.
  • Page 129: Changing The Display Language

    Changing the Display Language Changing the Display Language You can choose a language among those available in the mailing system for your mailing session (3 languages maximum). How to Change the Display Language How to Change To change the current display language: the Display As user: Language...
  • Page 130: Enabling/Disabling Sounds

    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 How to Enable / To enable or disable the beeps: Disable the As user: Beeps...
  • Page 131: Adjusting Display Contrast

    Adjusting Display Contrast Adjusting Display Contrast You can adjust the contrast of the display for bright or dark working environments. How to Adjust the Display Contrast How to Adjust To adjust the display contrast: the Display As user: Contrast 11.3 Press and type or select the path:...
  • Page 132: System Time-Outs And Settings

    System Time-outs and Settings System Time-outs and Settings System settings include: System motor time-outs • Sleep mode time-out • Smart Start: function that automatically starts the system motors when you wi- • thdraw the mail piece from the weighing platform (see Choosing a Weighing Type p.55).
  • Page 133: How To Change System Time-Outs

    Setting Default Time-outs How to Change System Time-outs How to Change To change the system time-outs: System Time- As Supervisor (see How to Log in as Supervisor p.124) outs Press and type or select the path: > Default user settings > Base settings > Time-out set- tings The Timeout setting screen is displayed.
  • Page 134: Funding Warnings And Pin Code

    Funding Warnings and PIN Code Funding Warnings and PIN Code Warnings The 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. The mailing system can also warn you that funds remaining in the PSD are getting low (low-funds threshold).
  • Page 135: How To Set / Cancel A Funding Pin Code

    Funding PIN Code You can set a funding PIN code to control the access of the users to the funding function (see Money Operations p.69). How to Set / Cancel a Funding PIN Code How to Set / To set a funding PIN code: Cancel a As supervisor (see How to Log in as Supervisor p.124): Funding PIN...
  • Page 136: Weighing Settings

    Weighing Settings Weighing Settings The weighing settings include: Setting a default weighing type used for mailing • Zeroing a weighing device • Setting the differential weighing threshold • Setting the GEO code that corresponds to the geographical location of the mailing •...
  • Page 137 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 Rezero: physically adjusts the weighing platform zero. •...
  • Page 138: How To Tare The Weighing Platform

    How to Tare the Weighing Platform How to Tare the To tare Weighing Platform: Weighing As supervisor (see How to Log in as Supervisor p.124): Platform 6.1.1 Press and type or select the path: > Machine settings > Weighing functions > Tare WP Press [OK] to tare the Weighing Platform.
  • Page 139 Differential Weighing Threshold The differential weighing threshold is the difference of weigh on the weighing platform that the mailing system should consider as a mail piece being removed and thus, trigger next printing. Differential weighing is an optional feature you can add to your mailing system.
  • Page 140: How To Change The Geo Code

    GEO Code The Weighing Platform and Dynamic Scale 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 141 Figure 1 : Latitudes...
  • Page 142 Figure 2 : GEO codes from latitude and altitude...
  • Page 143: Imprint Default Settings

    Imprint Default Settings Imprint Default Settings The settings of the imprint 'by default' include: Stamp default settings: sets the default rate, text and ad die for mailing ope- • rations • Automatic Date Advance: enables early date change to continue applying postage with the new date after post office closing hours Printing offset: sets the default offset the operator can apply between the printed •...
  • Page 144: How To Change The Default Rate

    Stamp Default Settings You can set default parameters for the stamp elements that follow: • Rate • Text Ad Die. • You can create up to nine texts. On list screens, a tick indicates the default parameter. Changing the Default Rate See also Managing Rates p.158 •...
  • Page 145: How To Change The Default Ad Die

    Changing the Default Ad Die See also Managing Ad Dies p.156 • How to Change the Default Ad Die How to Change To change the default Ad die: the Default Ad As supervisor (see How to Log in as Supervisor p.124): 3.3.2 Press and type...
  • Page 146: How To Set The Automatic Date Advance Time

    Automatic Date Advance The Auto Date Advance function automatically proposes to change the date printed on mail pieces at a preset time to the next 'working day' date. Example: You can set the system to change dates at 17:00 hours and set Saturdays and Sundays to be non-working days.
  • Page 147: How To Set The Default Printing Offset

    Printing Offset The printing offset is the distance between the right edge of the envelope and the imprint. How to Set the Default Printing Offset How to Set the To change the default printing offset: Default Printing As supervisor (see How to Log in as Supervisor p.124): Offset 3.2.2 Press...
  • Page 148: Imprint Memories

    Imprint Memories 8.10 Imprint Memories The Imprint Memories allow to memorize imprint parameters for a standard stamp. As user, you can use an Imprint Memory to restore all the parameters saved in this Imprint Memory. As supervisor, you can create, edit/modify or delete an Imprint Memory. Each Imprint Memory is identified by a name and a number.
  • Page 149: How To Edit / Modify An Imprint Memory

    How to Edit / Modify an Imprint Memory How to Edit / To edit or modify an imprint memory: Modify an As supervisor (see How to Log in as Supervisor p.124): Imprint Memory Press and type or select the path: >...
  • Page 150: Connection Settings

    Connection Settings 8.11 Connection Settings Connection to the Postal Services To add funds, the mailing system connects to the Postal Services by using a modem and a telephone line. Use the procedure below to configure the connection. To connect the modem to the base, see Meet your Mailing System p.11.
  • Page 151: How To Set The Telephone Line Parameters

    Telephone Line and Modem These settings include the modem parameters and the telephone number that the mailing system calls to fund the meter (see Money Operations p.69). Make sure the telephone line is selected: see How to Set the Pos- tal Services Connection p.147.
  • Page 153: Options And Updates

    Options and Updates 9 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 ......151 How to Access the Options and Updates Menu ....151 Managing Options..........
  • Page 155: Options And Updates Process

    Options and Updates Process Options and Updates Process You can update your mailing system by: Adding functional options such as differential weighing or advanced reporting • Updating the postal rates • Creating additional texts for the stamp • Downloading ad dies via the Online Services server. •...
  • Page 156: Managing Options

    Managing Options Managing Options Consulting the Option List The option list includes the options actually loaded in your mailing system and in- dicates the options that are activated. You can display details for each option. For more information about the optional functions you can add to your mailing system, please contact your customer service.
  • Page 157 Activating New Options Process for Activating Options You can activate options by connecting the mailing system to your Online Services server. New available options are automatically loaded into your mailing system and activated. Contact your customer service to have new options ready for downloading on their Online Services server.
  • Page 158: Managing Texts

    Managing Texts Managing Texts The Texts are slogans you can add on the left hand side of the stamp printed on mail pieces. As supervisor, you can: Add texts (and give them a name) • Edit text name or content •...
  • Page 159: How To Display The List Of Texts

    Editing Texts Use the procedures below to create, modify or delete texts. How to Add a New Text How to Add a To add a new text: New Text Display the list of texts. See How to Display the List of Texts p.154.
  • Page 160: Managing Ad Dies

    Managing Ad Dies Managing Ad Dies The Ad dies are pictures you can add on the left hand side of the stamp printed on mail pieces. As supervisor, you can: Display the ad die list • Rename or delete ad dies •...
  • Page 161 Modifying the List of Ad Dies The procedure below allows you to change the name of an ad die or to remove an ad die from the list. How to Modify or Delete an Ad Die How to Modify To modify or delete an ad die: or Delete an Ad Display the list of ad dies (see How to Display the List of Ad Dies p.156).
  • Page 162: Managing Rates

    Managing Rates Managing 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 rate tables. • The newly available rate tables are automatically downloaded into your mailing system by connecting the mailing system to the Online Services server as user.
  • Page 163: Using The Mailbox

    Using the Mailbox Using the Mailbox The mailbox allows you to receive messages from the mailing system or from your 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 165: Maintaining Your Mailing System

    Maintaining your Mailing System 10 Maintaining your Mailing System This section contains important information about the maintenance of your mailing system to keep it in good condition. 10.1 Maintaining the Ink Cartridge ......163 How to Display Ink Level and Cartridge Data ......164 How to Display Ink Level and Cartridge Data .....164 How to Align the Printing Heads...
  • Page 167: Maintaining The Ink Cartridge

    Maintaining the Ink Cartridge 10.1 Maintaining the Ink Cartridge About the Ink Cartridge The ink cartridge used for printing is located in the mailing system base and contains an ink that is compulsory for postal transactions. The ink cartridge uses ink jet technology. It requires the print head nozzles be cleaned regularly to provide a good printing quality.
  • Page 168: 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 use date. • Also check the Best before date on the cartridge. After this date, the cartridge warranty is void.
  • Page 169: How To Align The Printing Heads

    Setting the Headset Alignment Align the printing heads if there is an offset between the top and the bottom of the im- prints. The mailing system requires you to align the heads after each car- tridge change. How to Align the Printing Heads How to Align the To align the printing heads: Printing Heads...
  • Page 170: How To Clean The Printing Heads Automatically

    Cleaning the Printing Heads If the printing on envelopes or labels looks unclear or dirty in some way, clean the headset to restore the head condition. If the headset has to be cleaned too often, change the automatic cleaning interval as indicated.
  • Page 171: Changing The Ink Cartridge

    Changing the Ink Cartridge Power supply is necessary to move the cartridge to the 'replace- ment' position. How to Change the Ink Cartridge How to Change Open the cover: the ink cartridge moves to the the Ink Cartridge replacement position. Keeps fingers away from the ink cartridge while it is moving to the replacement position.
  • Page 172 Insert the new ink car- tridge, and then push it until the click. Close the cover. The alignment process of the printing heads starts automatically.
  • Page 173: Filling And Adjusting The Feeder Sealer

    Filling and Adjusting the Feeder Sealer 10.2 Filling and Adjusting the Feeder 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 are not sealed properly.
  • Page 174: Cleaning The Mail Path

    Cleaning the Mail Path 10.3 Cleaning the Mail Path Cleaning the mail path includes: Cleaning sealer/moistener brushes and sponge (if installed) • Cleaning the feeder belts and rollers • Cleaning the mailing system sensors on the mail path. • Cleaning Brushes and Sponge of the Sealer MAKE SURE YOUR SYSTEM IS DISCONNECTED FROM POWER BEFORE CLEANING! How to Clean the Brushes and Sponge (Sealer)
  • Page 175 Take metal sponge retainer keep its direction. Remove the sponge. Clean sponge brush. Put the sponge back and reinstall the retainer in the same direction. Put the brush back and push the release lever back down until it snaps into place. Push down the upper drive assembly until it locks in position.
  • Page 176: How To Clean The Accessory Belts And Rollers

    Cleaning Accessory Belts and Rollers Follow the steps below to clean the belts and rollers of the feeder. How to Clean the Accessory Belts and Rollers How to Clean To clean the accessory belts and rollers: the Accessory Open equipment covers; Auto Feeder, Belts and Rollers...
  • Page 177: Running The Installation Wizard

    Running the Installation Wizard 10.4 Running the Installation Wizard You may wish to run the installation wizard after a system update. How to Run the Installation Wizard How to Run the To run the installation wizard: Installation As supervisor (see How to Log in as Supervisor p.124): Wizard Press and type...
  • Page 179: Troubleshooting

    Troubleshooting 11 Troubleshooting This section helps you solve problems you may encounter while using your mailing system. 11.1 Paper Jamming ..........179 How to Unblock Mail Jammed in the Base ........179 How to Unblock Mail Jammed in the Auto Feeder.....181 11.2 Label Jamming ..........
  • Page 181: Paper Jamming

    Paper Jamming 11.1 Paper Jamming Base Jamming Some envelopes are blocked in the transport mechanism of the Base. Possible causes Actions Mailpiece is too thick. 1 Unblock the Base as indicated • below. Mail size is incorrect. • Envelopes properly •...
  • Page 182 Auto Feeder Jamming Some envelopes are blocked in the Auto Feeder. Possible causes Actions Mailpiece is too thick. 1 Unblock the Automatic Feeder as • indicated below. Mail size is incorrect. • Too many envelopes are on the • 2 Correct the cause: feed deck.
  • Page 183: How To Unblock Mail Jammed In The Auto Feeder

    How to Unblock Mail Jammed in the Auto Feeder How to Unblock To unblock mail jammed in the Auto Feeder: Mail Jammed in Open the cover. the Auto Feeder If you have an Auto Feeder with sealer, pull up the upper blue handle to lift up the drive as- sembly.
  • Page 184 On model with sealer, push down the upper drive assembly to lock it. Close the cover.
  • Page 185: Label Jamming

    Label Jamming 11.2 Label Jamming A Label is Blocked in the Base Possible causes Actions A label is blocked in the Auto Label Dis- Unblock the label as indicated in How to penser or in the transport mechanism of Unblock Label Jammed in the Base the Base.
  • Page 186: Weighing Problems

    Weighing Problems 11.3 Weighing Problems The Weighing Device does not Weigh Properly The Base does not seem to display a correct weigh. You have to check the weighing device as follows. Possible causes Actions The weighing device is not See the weighing type selection procedures in selected.
  • Page 187: Diagnostics And System Data

    Diagnostics and System Data 11.4 Diagnostics and System Data The diagnostics allow you to find the main cause of a trouble or a breakdown of the machine. The machine executes self tests to diagnose the system and generates the corres- ponding reports.
  • Page 188: How To Access The Diagnostics

    How to Access the Diagnostics How to Access To gain access to a diagnostic: the Diagnostics As supervisor (see How to Log in as Supervisor p.124): Press and type 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 189: How To Display The Error Lists

    How to Display the Error Lists How to Display To display the error lists: the Error Lists As supervisor (see How to Log in as Supervisor p.124): 7.1.3 Press and type or select the path: > Maintenance > System info > Error list Select the >...
  • Page 191 Specifications 12 Specifications This sections contains the main specifications of your mailing system. 12.1 General Specifications ........191 12.2 Operating Specifications ........192...
  • Page 193: General Specifications

    General Specifications 12.1 General Specifications Dimensions (Width x Length x Height) Base: 11.14" x 14.88" x 11.81" • Auto Feeder: 9.45" x 11.3" x 17.05" • Auto Feeder with sealer: 10.24" x 13.78" x 21.46" • Weights Base: 22 lb 0.7 oz •...
  • Page 194: Operating Specifications

    Operating Specifications 12.2 Operating Specifications Envelope dimensions and weights Max. length: 13" • Max. width: 10" • Flap max. height: 3" • Min. thickness: 0.008" Max. thickness (Mixed size feeder): 0.5" Max. thickness (with sealing): 0.375" Max. thickness (manual feed): 0.63" Stack of envelopes Mixed size feeder: max 4"...
  • Page 195: Index

    Index Energy Star® 19 ALD 31 Envelope Dimensions 20 Access Control 77 Account 17, 85 Account Parameters 84 Feeder 32 Account level 111 Fractional Setting 144 Accounts 81, 83 Funds 31, 72, 73 Ad Dies 156 Ad die 17, 61 Auto label dispenser 14 GEO Code 137 Automatic Date Advance 143...
  • Page 196 Selecting a Rate 53 No Stamp 49 Session 29 No account 79 Side guide 14 No account with access control 80 Sleep 19 Sorting Mail 28 Sounds 127 Online Services 105 Specifications 191 Option List 152 Stamp 59, 140 Options 153 Standard 34 Synchronize' Call 107 PIN Code 80, 131...

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